Rehabilitation Intake Form
Intake

Rehabilitation Intake Form

3 pages18 fieldsHIPAA-ready
Ready to useHIPAA compliantCustomize in minutes

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Rehabilitation Intake Form

Rehabilitation Intake Form

Page 1 of 3

Full Name
Jane Martinez
Phone Number
(555) 867-5309
Email Address
jane.martinez@email.com
Referring Provider
Dr. Sarah Chen
Diagnosis/Condition
Enter details here...
Date of Onset/Injury
03/15/1985
Prior Level of Function
Select an option...
Current Functional Status
Select status...
Mobility Assessment
Select an option...
ADL Independence Level
Select an option...
Cognitive Assessment
Select an option...
Communication Status
Select status...
Pain Assessment
None (0)
Mild (1-3)
Moderate (4-6)
Severe (7-10)
Current Medications
Rehabilitation Goals
Enter details here...
Caregiver Information
Insurance/Authorization
Blue Cross Blue Shield
Home Environment Assessment
Item 1 assessed
Item 2 assessed
Item 3 assessed
Submit
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The Rehabilitation Intake Form is designed to capture a complete clinical picture of patients entering rehabilitation programs following injury, surgery, stroke, or other medical events that have impacted their functional independence. It documents the patient's prior level of function, current functional status across multiple domains, and the specific rehabilitation goals that will guide their treatment plan. This thorough baseline assessment enables therapists and physiatrists to develop individualized care plans that target the areas of greatest need.

This template covers the full spectrum of rehabilitation assessment domains including mobility and ambulation status, activities of daily living (ADL) independence levels, cognitive function screening, communication abilities, and pain evaluation. It also captures critical contextual information such as the referring provider, diagnosis and date of onset, current medication regimen, and caregiver availability, all of which influence rehabilitation planning and expected outcomes.

Suitable for inpatient rehabilitation facilities, skilled nursing facilities, outpatient physical therapy clinics, and home health rehabilitation programs, this form aligns with CMS Inpatient Rehabilitation Facility Patient Assessment Instrument (IRF-PAI) data elements. It provides rehabilitation teams with the structured documentation needed to justify medical necessity, track functional improvement over time, and coordinate seamless transitions between levels of care.

What's included

  • Patient demographics and referring provider information
  • Diagnosis, date of onset, and prior functional baseline
  • Mobility, ADL, cognitive, and communication assessments
  • Pain evaluation and current medication documentation
  • Individualized rehabilitation goal-setting section
  • Caregiver availability, insurance authorization, and home environment review
  • Structured medication list with dosage and frequency tracking

Who uses this template

  • Inpatient rehabilitation facility admissions following stroke, TBI, or spinal cord injury
  • Outpatient physical and occupational therapy program intake evaluations
  • Skilled nursing facility rehabilitation program enrollment assessments
  • Home health rehabilitation service initiation and baseline documentation

All form fields

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

Full NameText
Phone NumberPhone
Email AddressEmail
Referring ProviderText
Diagnosis/ConditionLong Text
Date of Onset/InjuryDate
Prior Level of FunctionDropdown
Current Functional StatusDropdown
Mobility AssessmentDropdown
ADL Independence LevelDropdown
Cognitive AssessmentDropdown
Communication StatusDropdown
Pain AssessmentMultiple Choice
Current MedicationsMedications
Rehabilitation GoalsLong Text
Caregiver InformationText
Insurance/AuthorizationText
Home Environment AssessmentCheckbox

How to use the Rehabilitation Intake Form

Getting started with this template takes just a few minutes. Sign up for a free Formisoft trial, then select the Rehabilitation Intake Form from the template library. The form is ready to use immediately, but you can customize every field, add your practice logo, and adjust the layout to match your workflow.

Setup steps

  1. 1Choose the template. Find the Rehabilitation Intake 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 18 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

Is the Rehabilitation Intake Form HIPAA compliant?

Yes. All Formisoft templates, including the Rehabilitation Intake Form, are HIPAA compliant. Data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. A Business Associate Agreement (BAA) is included on every plan.

Can I customize the fields in this template?

Absolutely. You can add, remove, reorder, or modify any of the 18 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?

Yes. Formisoft's workflow automation can send intake forms automatically when an appointment is booked. You can set the timing (e.g., 48 hours before the visit) and include reminders for patients who haven't completed it.

Does this template work on mobile devices?

Yes. The Rehabilitation Intake 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.

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