Healthcare Form Templates

A structured suicide risk assessment form based on the Columbia Suicide Severity Rating Scale (C-SSRS), evaluating suicidal ideation severity, intent, plan, behavior history, and protective factors.

A comprehensive swallowing and dysphagia assessment form documenting oral motor examination, swallowing trials across IDDSI texture levels, aspiration risk indicators, and diet texture recommendations.

A comprehensive wound assessment and documentation form for evaluating wound type, dimensions, tissue characteristics, drainage, and healing progress across all care settings.

Authorize insurance reimbursement payments to be sent directly to the healthcare provider, ensuring faster claims processing and reducing out-of-pocket burden on patients.

Process patient applications for charity care and financial assistance programs by collecting income verification, household details, hardship documentation, and eligibility acknowledgment.

Establish clear financial expectations between patients and your practice by documenting payment responsibility, billing policies, and available payment plan options.

Provide uninsured and self-pay patients with an itemized, upfront estimate of expected charges for scheduled healthcare services in compliance with the No Surprises Act.

A patient refund request form for healthcare billing departments, capturing original payment details, reason for refund, supporting documentation, and preferred refund method for efficient processing.

Formalize installment payment arrangements between patients and your practice by documenting the total balance owed, monthly payment amount, schedule, accepted methods, and default terms.

Streamlined billing documentation form for clinical pharmacy consultation services including medication therapy management, immunizations, and pharmacist-provided care. Captures service codes, time spent, and patient cost-sharing for proper reimbursement.

Prior authorization request form for submitting insurance pre-authorization requests for medications, procedures, and specialist referrals. Captures patient demographics, insurance details, clinical justification, diagnosis codes, and supporting documentation uploads.

Streamline the insurance prior authorization process for medical procedures, diagnostic tests, and medications with a structured request form that captures all required clinical and administrative details.

Application form for patients requesting income-based sliding scale fees, collecting household size, income documentation, employment status, and hardship details to determine eligibility for reduced-cost care.

Standardized superbill and encounter form for documenting services rendered, diagnosis codes, procedure codes, and charges at the point of care. Streamlines claims submission and reduces billing errors for medical practices.

Document encounter details, diagnosis codes, and procedure codes on a standardized superbill to streamline insurance claim submission and patient billing after each visit.

Yearly wellness survey capturing patients' self-reported health status, lifestyle habits, preventive care compliance, mental health screening, and health goals. Supports proactive care planning and population health management.

Appointment-focused feedback survey covering scheduling ease, check-in process, wait times, and overall office experience. Helps practices optimize patient flow and operational efficiency.

Caregiver burnout and stress assessment survey based on Zarit Burden Interview style questions. Evaluates caregiver burden, emotional exhaustion, caregiving situation, self-care habits, support needs, and resource referral consent for family and professional caregivers.

Discharge feedback survey for patients leaving a hospital or facility stay. Covers discharge instruction clarity, medication understanding, follow-up planning, and readiness to manage care at home.

Comprehensive employee health and wellness survey designed for healthcare organizations to assess staff physical health, mental wellbeing, workplace ergonomics, and access to wellness resources. Helps identify burnout risks and improve employee retention.

Health literacy assessment survey evaluating patients' ability to understand medical instructions, navigate the healthcare system, and make informed health decisions. Based on validated health literacy screening approaches.

Streamlined Net Promoter Score survey measuring patient loyalty through the standard 0-10 recommendation question, supplemented with reason drivers and open comments. Quick to complete with high response rates.

Gather feedback from new patients about their onboarding experience including registration ease, staff helpfulness, wait times, communication clarity, and overall first impressions. Essential for optimizing the new patient journey.

Comprehensive patient satisfaction survey measuring overall care quality, provider communication, office environment, and likelihood to recommend. Aligned with CAHPS standards for healthcare quality improvement.

Post-visit follow-up survey to check on patient status, medication adherence, symptom changes, and care plan compliance after a recent appointment. Supports proactive care continuity.

Provider-focused rating survey measuring individual clinician performance across communication, empathy, clinical competence, and trust. Supports provider development and performance reviews.

Referral experience survey evaluating how smoothly patients transitioned from their primary provider to a specialist. Covers referral coordination, wait times, and information transfer quality.

Measure staff satisfaction across key workplace dimensions including leadership, communication, compensation, professional development, and team dynamics. Built for healthcare organizations seeking to improve retention and workplace culture.

Telehealth-specific survey evaluating the virtual visit experience including technology usability, audio/video quality, provider engagement, and overall satisfaction with remote care delivery.

Assess patient readiness for telehealth visits by evaluating technology access, device availability, internet connectivity, digital literacy, and comfort level with virtual healthcare. Helps practices identify patients who need support before their first virtual visit.