Intake

Follow-Up Visit Form

1 page5 fieldsHIPAA-ready

The Follow-Up Visit Form is a concise pre-visit questionnaire for return patients. It focuses on changes since the last appointment rather than repeating comprehensive intake questions, making it quick for patients to complete (typically under 3 minutes) while providing clinically valuable pre-visit information.

The form captures treatment progress and effectiveness, symptom changes (improved, worsened, or unchanged), medication updates including new prescriptions from other providers, side effects experienced, and any new concerns or questions the patient wants to discuss. The pain level assessment provides a consistent tracking metric across visits.

This template is ideal for chronic disease management (diabetes, hypertension, pain management), post-procedure follow-up, therapy progress check-ins, and specialist follow-up visits. It can be sent automatically a day before the scheduled appointment, giving providers a preview of the patient's current status before they walk into the exam room.

What's included

  • Treatment progress assessment
  • Symptom change tracking
  • Medication update and side effect reporting
  • New concerns and questions for the visit
  • Pain level tracking across visits

Who uses this template

  • Chronic disease management follow-ups
  • Post-procedure and post-surgical check-ins
  • Therapy and counseling progress visits
  • Specialist follow-up appointments

Form fields preview

All 5 preview fields shown below. Customize any field after signing up.

Changes Since Last VisitLong Text
Current SymptomsChecklist
Medication ChangesLong Text
New Concerns or QuestionsLong Text
Pain Level (0-10)Scale

Use this template

Sign up for free and start customizing the Follow-Up Visit Form for your practice. No credit card required.

$49.99/mo · Cancel anytime · HIPAA compliant