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9 Medical Assessment Forms to Help You Provide Better Healthcare Services

Medical assessment forms help make collecting patient details faster and easier.

Collecting patient information is an essential task for healthcare professionals—whether you’re a doctor making a diagnosis or a healthcare receptionist signing people up for the practice. 

You have to create multiple medical assessment forms, effectively distribute them to the relevant patients, and securely store all the data. Plus, you then have to ensure all the key info submitted in your forms is HIPAA-compliant and reaches the correct members of staff. 

There are ample moving parts to consider—which is why you need a tool to make form management simpler.

Easily create forms, send them out, collect data, and notify your team—all from one place. In this article, we’ll guide you through 123FormBuilder’s top nine form templates for healthcare providers.

Shall we?

1. Child Assessment

child assessment form

Who needs this? 

This child health assessment form is ideal for childcare centers and preschools to best assess the needs of a child. It covers all the relevant information that a center or school would require for a child. 

What’s it for? 

This form contains several fields for parents to provide crucial details about their kids—from mental and physical health to food preferences and habits. This enables healthcare professionals to provide the best care possible on a case-by-case basis.

Key benefits:

  • Automated notifications: get automatic notifications about a new request for admission.
  • Key integrations: easily store, track, and find information about existing and new admissions by integrating 123FormBuilder with your existing workflow.
  • Fully customizable: customize your form to add or remove any fields as per your needs and capabilities as a practice

2. Dental Assessment

dental assessment form

Who needs this? 

This dental assessment form is made for dentists at hospitals, clinics, private dental practices, and oral care centers. It enables dentists to collect comprehensive dental information during an appointment. 

What’s it for? 

This form gathers information about a patient’s oral history and current oral health. It works as a health check-up form to better understand the problem areas and provide the best dental care possible.

Key benefits:

  • Easy to use  forms: online forms are a quick and easy way for dentists to collect patient information before or during an assessment.
  • Integration options: streamline form management with your preferred tools.
  • Compliant: easy to create and customize HIPAA-compliant forms with the 123FormBuilder Enterprise plan.

3. Health Assessment Questionnaire

health assessment questionnaire

Who needs this? 

This health assessment questionnaire works well for any healthcare provider. It’s a comprehensive form about a patient’s medical condition that helps healthcare providers ensure they’ve got the full picture when it comes to diagnosis and treatment.

What’s it for? 

Medical professionals use this form to check a patient’s current health, be it as part of a check-up or when signing up to the practice. It’s also ideal for tracking the effectiveness of treatment for any acute disease over a period of time when completed at set intervals. 

Key benefits:

  • Easy to use: set up, publish, and use this form anywhere with 123FormBuilder’s simple form builder.
  • Upload field feature: use the upload field to request medical reports for a full overview of a patient’s medical history.
  • Go paper-free: use these online forms and start improving your practice’s environmental impact.

4. Nursing Assessment

nursing assessment form

Who needs this? 

This nursing assessment form is used by nursing staff to complete all the necessary paperwork for any patient following registration. 

What’s it for? 

This form allows hospitals, clinics, and healthcare centers to stay on top of every patient’s medical history and other key details, such as contact number, address, admission date, and similar information. 

Nurses often complete this form when checking up on patients, or when collecting preliminary information before sending them to the doctor for a diagnosis.

Key benefits:

  • Automatic notifications: collect and store data seamlessly, and automatically notify your team when details have been submitted.
  • Fully customizable: collect key information with highly-customizable forms to ensure you’ve got all the specific details you need.
  • Automate next steps: automate form management workflows to maximize your nursing staff’s productivity with ample integration capabilities.

5. Patient Assessment

patient assessment form

Who needs this? 

This patient assessment form is made for healthcare providers and medical professionals to accurately diagnose a condition or illness and—in turn—decide on the best course of action. 

What’s it for? 

This form checks all the vitals and allows patients to state any concerning symptoms—enabling healthcare providers to assess their health and prescribe medication. It’s often the first step in diagnosing an issue and finding adequate treatment or care.

Key benefits:

  • Upload field: ensure you’ve got all the info you need by enabling document upload in your patient assessment forms.
  • Go paper-free: patient assessment forms are a key form for medical practices—cut down your environmental impact by taking forms online.
  • Avoid human error with key integrations: avoid human mistakes by automating the data collection process with 123FormBuilder’s integration capabilities. 

6. Patient Nutrition Assessment

patient nutrition assessment form

Who needs this? 

This patient nutrition assessment form is made for nutritionists and dieticians responsible for evaluating a patient’s medical status and creating a diet plan accordingly. 

It can also be used by general practitioners to assess patients before directing them toward specialized healthcare.

What’s it for? 

This form enables patients to share information about their medical history, weight and height, and lifestyle. It factors in their willingness to make changes to their lifestyle, and provides healthcare providers with an idea of a patient’s current nutritional intake. 

Key benefits:

  • Automated notifications: receive automated email notifications to send the patient information to the right people.
  • HIPAA-compliant forms: ensure your forms are compliant with legislation by signing up for 123FormBuilder’s Enterprise plan.
  • Integrate with your workflow: streamline form and data management by integrating 123FormBuilder with your existing tools.

7. Patient Pain Assessment

patient pain assessment form

Who needs this? 

This patient pain assessment form is essential for healthcare providers looking to identify and evaluate patients’ pain. It covers different questions to get a complete idea of the nature and cause of this pain.

What’s it for? 

This form contains various multiple-choice and rating-based questions to help patients successfully communicate the kind of pain they are experiencing.  

Key benefits:

  • Upload field: include any useful images or documents for a complete pain assessment.
  • Quick and simple to set up: simple forms enable healthcare providers to seamlessly gather patient pain information during the appointment. 
  • Conditional logic: ask specific questions depending on previous answers and get the details on patient pain.

8. Psychological Assessment

psychological assessment form

Who needs this? 

This psychological assessment form is made for psychologists, psychiatrists, and mental healthcare providers to collect details that help tailor treatment methods to each patient’s needs.

What’s it for? 

This form collects the necessary information to provide a comprehensive overview of a patient’s psychological state. This helps medical professionals to identify potential conditions. 

Key benefits:

  • Paper-free: reduce the environmental impact of your practice by using online forms.
  • Fully secure forms: ensure your patients’ information remains confidential in line with regulations.
  • Conditional logic: create a dynamic form that adapts to the answers received to gather comprehensive patient details.

9. Wound Assessment

wound assessment form

Who needs this? 

This wound assessment form is suitable for emergency workers and healthcare providers that need to identify the nature of wounds and the required treatment. 

What’s it for? 

This medical assessment form contains specific questions to clearly understand the type of wound and its urgency. Doctors can use this to assess the severity of a wound, previous treatments, and the best course of action.

Key benefits:

  • Greater productivity and organization: automated form management capabilities ensure you can quickly and easily manage patient data.
  • Conditional logic: create an adaptive form with conditional logic to make the questions more specific according to previous answers
  • Automated email notification: inform the relevant practitioner once the wound assessment is complete.

Wrapping Up on 9 Medical Assessment Forms

Online health assessment forms offer numerous benefits for both healthcare professionals and patients—especially when they’re easy to create and manage. 

Sign up for 123FormBuilder today and start using our medical assessment templates to make your data collection quicker and easier.

Medical Assessment Forms: Frequently Asked Questions

What is a healthcare assessment form? 

A health assessment form collects crucial information about a patient and why they’re seeking medical support. 

This information facilitates accurate diagnosis and enables healthcare providers to prescribe the right treatment. This form consists of multiple fields and it can be customized depending on the kind of services you offer. 

What is an individual health assessment?

An individual health assessment is a form completed by a medical professional to collect details on a patient and their wellbeing. 

This assessment evaluates an individual’s entire body and collects information about their medical history to ensure that any future diagnosis or treatment is accurate. 

How do you perform a patient assessment?

A patient assessment process includes a complete check-up and review of an individual’s physical health. This process involves observation, survey, and physical examination to provide a comprehensive overview of a patient’s wellbeing. 

The assessment form gathers information about the patient’s medical history and any physical symptoms. This informs the healthcare providers about a patient’s specific problems for which they can prescribe the right medication or treatment. 

What should be included in a medical assessment?

A medical assessment includes three main steps:

  • Medical record: a doctor or medical professional will first review a patient’s health history before proceeding with any prescriptions.
  • Physical examination: a patient undergoes tests and check-ups to identify any potential health issues. This can include different types of tests, including visual, lab, and physical exams.
  • Documentation: in the final stage of a medical assessment, the healthcare provider documents all their findings using a medical assessment form.

Put simply, a medical assessment requires doctors to evaluate patient health, and provide a detailed summary of their conclusions. 

What makes a good health assessment?

A good health assessment provides a comprehensive overview of a patient’s health and wellbeing. Medical professionals need to ask questions that enable them to identify key issues.

Good health assessments also require detailed documentation for noting down the session. These documents need to be simple, customizable, and secure—like the nine forms listed in this article.

What is a clinical assessment?

Clinical assessment is the process of collecting information about an individual’s mental health through a combination of methods—such as neurological tests, psychological assessment, observation, and more. 

A clinical assessment is necessary for healthcare professionals to evaluate the patient’s condition and offer medication and treatment that improves their wellbeing. 

What is a health assessment report?

A health assessment report includes the healthcare practitioners’ findings regarding a patient’s medical status. 

It also suggests solutions that could help the patient recover. A good health assessment report outlines the major symptoms, includes details on each symptom, and suggests treatment or medication to cure this condition.

How to write a health assessment report?

A health assessment report’s format will depend on the purpose you’re using it for. Here’s a standard structure you can follow for writing a health assessment report:

  • Patient personal data, including name, height, weight, age, and ID 
  • Immunization and vaccination history 
  • Review of health problems that require regular medication
  • Review of lifestyle preferences that cause health issues
  • Disability adjustments or needs
  • Assessment of current health condition
  • Suggested course of treatment
  • Include doctor details and signature

By the end of this report, a healthcare professional can list any concerns or issues that the patient should get checked.

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