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Occupational Therapy Intake Form

Asks about referring diagnosis, self-care ADL assessment, and home management activities. Built for outpatient occupational therapy and hand therapy clinics.

Questions
16
Pages
2
Time
about 4 min

Includes

  • E-signature
  • Medication list
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Your practice

Occupational Therapy Intake Form

Page 1 of 2 · Your information

Live preview. Tap through it like a patient.

Who it is for

  • Outpatient occupational therapy and hand therapy clinics
  • Pediatric occupational therapy and sensory integration practices
  • Workplace injury and ergonomic rehabilitation programs
  • Neurological rehabilitation and stroke recovery centers

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What's inside

Page 1 · Your information

  1. Full NameText · Required
  2. Date of BirthDate
  3. Phone NumberPhone
  4. Email AddressEmail
  5. Referring DiagnosisLong Text

Page 2 · Additional details

  1. Fine Motor Skill AssessmentLong Text
  2. Workplace & Ergonomic ConcernsLong Text
  3. Pain AssessmentLong Text
  4. Current Adaptive EquipmentLong Text
  5. Prior OT / Rehabilitation HistoryLong Text

From form to a ready patient

  1. The Formisoft form builder with editable questions and required toggles

    01

    Make it yours

    Reword, reorder, or add to the Occupational Therapy Intake Form, and add your logo.

  2. A patient filling out a Formisoft form on a phone

    02

    Patients finish it at home

    A secure link by text or email, filled out on their phone before the visit. No app.

  3. The Formisoft dashboard showing how many of today's patients are ready

    03

    Your team sees who is ready

    Each visit shows as ready once its forms are in. Answers land on the patient record.

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Questions

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.

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

Patients open a secure link from an email, a text, or a QR code and complete the form on their phone, tablet, or computer before their appointment. No app download required.

Yes, on Front Desk. Attach the form to a visit type and every patient who books gets it right away, with a reminder before the visit if it is not done. Your calendar shows which visits are ready.

Yes. The Occupational Therapy Intake Form works on any device. Most patients complete intake forms on their phone, so every template is built for small screens first.

Send it before the visit, so patients arrive ready.

Add the Occupational Therapy Intake Form to your account and make it yours in a few minutes.

Cancel anytime · BAA included

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