Assessment

Cardiac Risk Assessment Form

2 pages•16 fields
Editable templateCustomize in minutes

Clinical review required: this worksheet does not calculate scores, diagnose, or recommend treatment. Confirm the questions and response options against your approved assessment protocol before use.

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Cardiac Risk Assessment Form

Page 1 of 2

Full Name
Jane Martinez
Date of Assessment
03/15/1985
Blood Pressure (Both Arms)
Lipid Panel Values
Diabetes Status
Enter details here...
Smoking Status
Select status...
Family History of Premature ASCVD
Enter details here...
Risk-Enhancing Factors
Enter details here...
ASCVD 10-Year Risk Score
0
Chest Pain Characteristics
Enter details here...
NYHA Functional Class
Enter details here...
Cardiac Examination Findings
Enter details here...
ECG/Lab Results Upload
Upload file
Risk Category & Statin Eligibility
Enter details here...
Prevention Plan
Enter details here...
Provider Signature
Sign here
Submit
Use this template

Sign up and start customizing in minutes.

Start with the Cardiac Risk Assessment Form template and tailor it to your practice. It includes 16 editable fields across 2 pages. Included questions: Full Name, Date of Assessment, Blood Pressure (Both Arms), Lipid Panel Values. The full field list below shows what you will get when you add this template to your account.

Choose this template to open an editable form. Review the questions, keep only the information your practice needs, and add your branding. Preview the patient experience before sharing a link or embedding the form. Responses can be reviewed in Formisoft and exported as a PDF.

Clinical review required: this worksheet does not calculate scores, diagnose, or recommend treatment. Confirm the questions and response options against your approved assessment protocol before use.

What's included

  • Full Name
  • Date of Assessment
  • Blood Pressure (Both Arms)
  • Lipid Panel Values
  • Diabetes Status
  • Smoking Status
  • Family History of Premature ASCVD
  • Risk-Enhancing Factors
  • ASCVD 10-Year Risk Score
  • Chest Pain Characteristics
  • NYHA Functional Class
  • Cardiac Examination Findings
  • ECG/Lab Results Upload
  • Risk Category & Statin Eligibility
  • Prevention Plan
  • Provider Signature

Who uses this template

  • Primary care ASCVD risk stratification and shared decision-making for statin initiation
  • Cardiology consultation with comprehensive cardiac symptom and risk factor evaluation
  • Preventive medicine cardiovascular screening program documentation
  • Pre-surgical cardiac risk clearance using revised cardiac risk index (RCRI) criteria

All form fields

16 fields across 2 pages. Customize any field after signing up.

Full NameText
Date of AssessmentDate
Blood Pressure (Both Arms)Text
Lipid Panel ValuesText
Diabetes StatusLong Text
Smoking StatusDropdown
Family History of Premature ASCVDLong Text
Risk-Enhancing FactorsLong Text
ASCVD 10-Year Risk ScoreNumber
Chest Pain CharacteristicsLong Text
NYHA Functional ClassLong Text
Cardiac Examination FindingsLong Text
ECG/Lab Results UploadFile Upload
Risk Category & Statin EligibilityLong Text
Prevention PlanLong Text
Provider SignatureE-Signature

How to use the Cardiac Risk Assessment Form

Getting started with this template takes just a few minutes. Sign up for a Formisoft trial, then select the Cardiac Risk Assessment Form from the template library. Review the included questions, customize your fields, and preview the form before sharing it.

Setup steps

  1. 1Choose the template. Find the Cardiac Risk Assessment Form in the template library and click “Use this template” to add it to your account.
  2. 2Customize fields. Add, remove, or reorder any of the 16 fields. Set fields as required or optional based on your practice needs.
  3. 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
  4. 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
  5. 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.

Frequently asked questions

How does Formisoft protect responses?

Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 16 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

How do patients fill out this form?

Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.

Can I send this form automatically before appointments?

With a plan that includes automation, you can configure workflows to send forms and reminders. Appointment-based sending requires the booking event to reach Formisoft.

Does this template work on mobile devices?

Yes. The Cardiac Risk Assessment Form is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.

Start with this template

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