Acupuncture Intake Form
Intake

Acupuncture Intake Form

3 pages18 fieldsHIPAA-ready

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Acupuncture Intake Form
Patient Demographics
Date of Birth
Primary Reason for Treatment
Pain Location & Intensity
TCM Review of Systems
Sleep & Energy Assessment
Digestion & Appetite Patterns
Emotional & Stress Assessment
Prior Acupuncture/TCM History
Western Medical History
Diabetes
Hypertension
Asthma
Heart Disease
Current Medications & Supplements
Pregnancy & Bleeding Disorders
Treatment Preferences
Consent & Signature
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The Acupuncture Intake Form is specifically designed for acupuncture and Traditional Chinese Medicine (TCM) practices, capturing both the Western medical history and the TCM-specific assessment data that licensed acupuncturists need for individualized treatment planning. This template collects patient demographics alongside a detailed chief complaint assessment, pain mapping with intensity scales, and a comprehensive review of systems organized by TCM organ systems covering sleep quality, digestion, appetite, thirst patterns, temperature sensitivity, perspiration, energy levels, emotional state, menstrual history (when applicable), and urinary and bowel patterns.

Built for acupuncture practices, TCM clinics, integrative medicine centers, and holistic wellness practices, this form includes sections for TCM constitution assessment (yin/yang balance, qi and blood patterns, five element tendencies), prior acupuncture and TCM treatment history (cupping, moxibustion, herbal formulas, gua sha), Western medical history and current medications, surgical history, allergies, pregnancy status, bleeding disorders or anticoagulant use (critical for needling safety), and lifestyle factors including diet, exercise, stress levels, and emotional well-being. The treatment preference section captures needle sensitivity, areas to avoid, and comfort considerations.

All fields are HIPAA-compliant and structured for the acupuncture intake workflow. The dual Western-TCM format ensures that acupuncturists have both the safety information needed for safe needling (contraindications, bleeding risk, pregnancy) and the TCM diagnostic data needed for pattern differentiation and point selection. Pre-visit completion allows practitioners to begin formulating their treatment approach before the patient arrives.

What's included

  • TCM review of systems and constitution assessment
  • Pain mapping with intensity and pattern documentation
  • Sleep, digestion, and energy level evaluation
  • Needling safety screening (pregnancy, bleeding risk)
  • Prior acupuncture and TCM treatment history
  • Western medical history and medication reconciliation
  • Medical conditions checklist
  • E-signature capture
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • Licensed acupuncture and TCM practices
  • Integrative medicine and holistic health clinics
  • Pain management with complementary acupuncture
  • Wellness and preventive acupuncture programs

All form fields

14 fields across 3 pages. Customize any field after signing up.

Patient DemographicsText
Date of BirthDate
Primary Reason for TreatmentLong Text
Pain Location & IntensityCheckbox
TCM Review of SystemsCheckbox
Sleep & Energy AssessmentLong Text
Digestion & Appetite PatternsCheckbox
Emotional & Stress AssessmentLong Text
Prior Acupuncture/TCM HistoryLong Text
Western Medical HistoryConditions
Current Medications & SupplementsMedications
Pregnancy & Bleeding DisordersMultiple Choice
Treatment PreferencesLong Text
Consent & SignatureE-Signature

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Sign up and start customizing the Acupuncture Intake Form for your practice. 30-day money-back guarantee.

$79.99/mo · Cancel anytime · HIPAA compliant

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