Med Spa / Aesthetics Intake Form
Intake

Med Spa / Aesthetics Intake Form

3 pages18 fieldsHIPAA-ready

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Med Spa / Aesthetics Intake Form
Client Information
Date of Birth
Aesthetic Areas of Concern
Treatment Goals & Expectations
Fitzpatrick Skin Type
Select...
Prior Aesthetic Treatments
Injectable History (Botox/Filler)
Current Skincare Regimen
Sun Exposure & Tanning History
Select...
Contraindication Screening
Accutane & Medication History
Allergy Assessment
Photo Consent & Social Media
I agree to the terms above
Sign here
Consent & Signature
Sign here
Submit

The Med Spa / Aesthetics Intake Form is specifically designed for medical spa and aesthetic medicine practices, capturing the detailed cosmetic history and safety screening that med spa providers need for safe and satisfying treatment outcomes. This template collects client demographics alongside an aesthetic goals assessment covering areas of concern (fine lines, wrinkles, volume loss, skin laxity, pigmentation, acne scarring, texture, body contouring), desired outcomes, and treatment timeline expectations. The Fitzpatrick skin type classification helps providers select appropriate laser parameters and assess treatment risk.

Built for medical spas, cosmetic dermatology, aesthetic nursing, and anti-aging practices, this form includes sections for prior aesthetic treatment history (Botox, dermal fillers with product names and dates, chemical peels, microneedling, laser treatments, IPL, CoolSculpting, PRP), satisfaction with previous results, current skincare regimen and products, sun exposure habits and tanning history, medication review (Accutane history, blood thinners, photosensitizing medications), allergy history (lidocaine, latex, adhesive), pregnancy and breastfeeding status, autoimmune conditions, history of cold sores (relevant for lip treatments), and keloid or hypertrophic scarring tendency.

All fields are HIPAA-compliant and structured for the med spa consultation workflow. The photo consent section authorizes before-and-after documentation, social media usage, and marketing materials, with clear opt-in/opt-out options. Pre-visit completion enables the provider to review the client's aesthetic history, identify any contraindications, and prepare a customized treatment plan that addresses their specific cosmetic goals safely and effectively.

What's included

  • Aesthetic goals and areas of concern assessment
  • Fitzpatrick skin type classification
  • Injectable and laser treatment history documentation
  • Contraindication and allergy screening
  • Photo consent and social media authorization
  • Current skincare regimen and product review
  • Consent agreement with e-signature
  • Allergy documentation with severity levels
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • Medical spas and aesthetic medicine practices
  • Cosmetic dermatology and anti-aging clinics
  • Injectable and laser treatment centers
  • Body contouring and non-surgical aesthetics practices

All form fields

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

Client InformationText
Date of BirthDate
Aesthetic Areas of ConcernCheckbox
Treatment Goals & ExpectationsLong Text
Fitzpatrick Skin TypeDropdown
Prior Aesthetic TreatmentsCheckbox
Injectable History (Botox/Filler)Long Text
Current Skincare RegimenLong Text
Sun Exposure & Tanning HistoryDropdown
Contraindication ScreeningCheckbox
Accutane & Medication HistoryMedications
Allergy AssessmentAllergies
Photo Consent & Social MediaConsent Agreement
Consent & SignatureE-Signature

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$79.99/mo · Cancel anytime · HIPAA compliant

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