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13 Health Forms Every Medical Professional Needs

Posted on July 12, 2022

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13 Health Forms Every Medical Professional Needs

You know what they say—health is wealth. Our health affects every single thing we do–every single day. 

Patients turn to medical practices for support with a wide variety of health and wellbeing issues, and expect high-quality professionals, facilities, and care. Patient experience matters—whether that’s your smiling specialists or comprehensive hospital forms.

That’s why streamlining medical processes and providing comprehensive, personalized, and effective healthcare should be the top priority of every medical practice. 

In order to provide your patients with excellent medical care, you need accessible, easy-to-use medical health forms that you can adapt to your practice’s and patients’ needs. 


Enable quality communication, minimize error, and save valuable time with our customizable online medical form templates at 123FormBuilder. Here are our top 13 sample health forms to automate and improve your medical practice. 


Let’s dive right in. 

1. Authorization for Disclosure of Protected Health Information Form

authorization for disclosure of protected health information

Who needs this? 

Doctors, nurses, and medical receptionists that work with sensitive patient information need to make sure they have the proper documentation to correctly follow compliance procedures. 

What’s it for? 

An authorization for disclosure of PHI form is a detailed document that gives relevant parties permission to disclose a patient’s protected health information with the informed consent of the individual. 

This written document includes the details of the medical care provider, the patient’s name, the date, the description of the medical records to be released, and the relevant health information. 

Key benefits:

  • Customizable template: use our easy to use form builder to create a PHI disclosure form that matches the exact needs of your practice.  
  • Keep confidential data secure: rest easy knowing that all form submissions are stored securely online. 
  • Key integration capabilities: connect form submission to your existing workflow to quickly and easily manage form submissions.

2.  Child Health Survey Form

child health survey form

Who needs this? 

Pediatricians, GPs, and other medical professionals that work with children need a survey form to collect information on a child’s health history. 

What’s it for? 

A child health survey is used to assess the behavior and health condition of a child. It includes questions about their physical health and temperament—all scored on a Likert scale. 

Key benefits:

  • Go paper-free: enjoy quick access to documents and never worry about losing or misplacing forms. Plus, online forms reduce the environmental impact of your practice—a win-win!
  • Automated email notifications: stay alert and up-to-date with real-time notifications and alerts every time a form is submitted.
  • Powerful integrations: quickly and easily share patient form information with 123FormBuilder’s ample integration options

3. Health Assessment Questionnaire

health assessment questionnaire

Who needs this? 

Doctors, nurses, and other healthcare professionals need a solid health assessment form. It builds the foundation for all future care and makes sure that you have the necessary information to work in a compliant manner. 

What’s it for? 

This health assessment questionnaire is used to gather data about your patients in order to understand their medical history, current issues, and future treatment needs. 

This health form assesses and measures the patient’s degree of difficulty in performing daily living activities. It can be used in the medical registration process, to measure the effects of treatment drugs, to study the progression of an illness over time, or all of the above. 

Key benefits:

  • Customizable template: design health questionnaires with useful tools including checkboxes and Likert scales
  • Conditional logic flow: create forms that adapt to your patient’s previous responses to make sure all questions are relevant and considerate.
  • Add HIPAA compliance: 123FormBuilder’s HIPAA form builder—available through the Enterprise plan—ensures your forms meet all the necessary regulatory standards. 

4.  Health Checklist Form

health checklist form

Who needs this? 

Veterinarians need a good health checklist on hand in their office. It is essential for keeping your client’s information organized and readily available for an appointment. 

What’s it for? 

A health checklist form provides pet owners with a user-friendly pet health checklist that enables you to to accurately understand the reason for the visit and the pet’s medical history. 

It includes a section for further questions and comments to make sure you have a complete understanding of the issues. 

Key benefits:

  • Improve efficiency: send out online forms and speed up the process for both your practice and your patients.
  • Go paper-free: limit your environmental impact and give a boost to your office organization when you implement digital forms in your practice.  
  • Highly customizable: use the drag and drop feature to create a form specific to your needs with a user-friendly interface and an easy, no-code solution. 

5.  Health Evaluation Form

health evaluation form

Who needs this? 

Patients use this form to disclose information about their current health and wellbeing from their perspective. These forms can help your doctors, nurses, and other healthcare professionals to understand a patient’s concerns and reasons for seeking healthcare.

What’s it for? 

This evaluation form is an extensive questionnaire used to gain insight into your patient’s health status and history. It includes customizable sections that ask about reasons for seeking healthcare, general questions addressing current medical care, and a self-assessment of health conditions.

Key benefits:

  • Fully secure: rest easy knowing your forms are stored safely and securely online. 
  • Increase productivity: have your patients complete the health evaluation form at home and save yourself important time and space in the waiting room. 
  • Add a thank you page: appreciate your patient’s time and effort by including a thank you page at the end of your forms.

6. Health Insurance Claim Form

health insurance claim form

Who needs this? 

Every healthcare organization can benefit from a good health insurance claim form template. Whether you are a hospital, a clinic, or a private practice—you need an efficient way for patients to submit a claim to their insurance company. 

What’s it for? 

This form is used by a patient to file a health insurance claim after an appointment at your practice. It enables them to ask the insurance company to cover the cost of the medical service provided. 

This form simplifies the process and ensures you’ve got all the details necessary to collect payments in a timely manner. 

Key benefits:

  • Increased automation: keep things as simple and straightforward as possible with instant notifications that allow patients to be alerted when their information is received. 
  • Conditional logic process: create dynamic forms that adapt to previous answers and ensure you’re only asking questions relevant to the patient’s specific treatment and health insurance provider. 
  • Key integration capabilities: smoothly store patient requests in your existing patient management platform by integrating 123FomrBuilder into your existing workflow.

7. Health Insurance Evaluation Survey

health insurance evaluation survey

Who needs this? 

A health insurance evaluation survey is used by medical insurance providers and medical practices to gain insights into the patient’s experience and satisfaction with their insurance provider and options.

What’s it for? 

This form is used to survey the patient’s experience with your health insurance services with boxes for detailed and specific answers in order to maximize client retention and satisfaction.

Key benefits:

  • Paper-free: reduce unnecessary paper waste and reduce human error by taking your forms online. 
  • Reports dashboard: easily view survey responses from one place, and create useful charts and graphs to visualize your data.
  • Easy to use: use the intuitive form builder to create surveys that suit your exact office needs—no coding or programming skills required. 

8. Health Insurance Information Form

health insurance information form

Who needs this? 

Medical offices need organized health insurance information forms to keep track of patients’ health insurance details. 

What’s it for? 

This form is used to gather insurance information on patients at your practice. It includes sections for patients and their dependents, and enables you to verify whether a patient has the required coverage

Key benefits:

  • Fully customizable: add or remove sections to customize your forms for deeper insights and a more complete patient profile. 
  • Integrate with existing systems: easily integrate your forms with your existing workflow to ensure all data is where you need it to be.
  • Full compliance: make sure you are staying HIPAA compliant and keeping your patient information safe. 

9. Health Insurance Marketplace Statement Form

health insurance marketplace

Who needs this? 

Healthcare insurance providers need this form whenever an insurance policy is sold on a health insurance marketplace. 

What’s it for? 

A health insurance marketplace statement form is used to communicate the details of a health insurance plan purchased via a health insurance marketplace. This form includes recipient information, covered individuals, and general coverage information.

Key benefits:

  • Send email notifications: notify relevant parties when the form has been completed to enable more streamlined next steps.
  • Paper-free: limit unnecessary paperwork storage and help your office go green with online storage. 
  • Integration capabilities: transfer form data directly into third-party apps—such as Google Drive or your CRM. 

10. Health Screening Form

health screening form

Who needs this? 

A proper health screening form is an essential form for healthcare receptionists at any medical care facility. No matter what kind of care you are providing, it is important to fully understand patients and their history. 

What’s it for? 

Health screening forms are used to thoroughly gather patient information and identify any pre-existing conditions. This form includes a patient’s personal and medical information, as well as sections to include relevant details on close relatives.

Key benefits:

  • Automated notifications: take advantage of collaborative features including real-time notifications for relevant team members and departments. 
  • Easy to use: simplify the process for incoming patients and ensure their experience with your practice is seamless from start to finish. 
  • Add a thank you page: leave incoming patients with a strong first impression by appreciating the time and effort they’ve put into ensuring you’re able to keep comprehensive records.

11. Health Survey

health survey

Who needs this? 

A health survey template is a must for doctors, nurses, and other medical professionals at small and medium-sized practices, as well as larger healthcare organizations  

What’s it for? 

This health survey is used to gather general health information from patients at a medical practice to improve the functional health improvement programs on offer.

Key benefits:

  • Fully customizable: 123FormBuilder’s no-code form builder enables you to adapt and personalize your health survey template to gain useful insights that allow you to enhance your patient care. 
  • Reduce human error: store all of your patient information online and reduce your chances of losing or misplacing paperwork. 
  • Powerful integrations: simplify the process by integrating forms with your existing workflow to automate send out and securely store collected data.

12.  Massage Health History Form

massage health history form

Who needs this? 

A massage health history form is important for massage therapists to have on hand. No matter the size of your practice or clinic, it’s essential to know your patient’s health issues in order to provide proper treatment and care. 

What’s it for? 

This form asks for a general medical history to make sure it is safe for a patient to receive massage therapy. This massage health history form gathers patient details, information about the patient’s past massage experiences, and problem areas that require consideration. 

Key benefits:

  • Online forms: online forms can be sent out to patients before their appointment, to ensure you start the treatment with all the necessary patient information.
  • Conditional logic flow: create dynamic forms that adapt to previous responses to ensure patients only spend time on relevant sections and questions.
  • Automated notifications: get to planning and providing personalized treatment faster and more efficiently with online forms that notify you as soon as your patient submits the form. 

13.  Mental Health Intake Form

mental health intake form

Who needs this? 

Healthcare practices that provide mental health care need a comprehensive intake form to collect information on incoming patients. A mental health intake form helps to streamline the new patient process and determine a patient’s well-being upon arrival. 

What’s it for? 

This form is used to collect relevant data on mental health patients during the intake process. It includes sections on background information, basic medical history, day-to-day functioning capabilities, therapist information, and treatment goals. 

Key benefits:

  • 100% customizable: build a comprehensive mental health intake form by adding or removing relevant sections to ensure you are working with current patient information. 
  • Easy to use: 123FormBuilder enables non-technical users to quickly and easily create key medical health forms with the no-code, drag-and-drop form builder.
  • Safe and secure: safely store sensitive patient information in a secure online database. 

Transform your Medical Health Forms with 123FormBuilder

These days, providing high-quality healthcare can be complicated enough. Between accurate diagnosis and treatments and all the paperwork to go with it—it’s no wonder you’re looking for ways to simplify your processes. 

Lucky for you, 123FormBuilder offers an intuitive, quick solution. 

With the easy-to-use, intuitive, and fully customizable health form templates from 123FormBuilder, creating, building, and organizing your medical forms has never been easier. Confidently boost your day-to-day operations and minimize your paperwork stress with these 13 essential medical health forms. 

Medical Health Forms: Frequently Asked Questions

What should be included in a medical form?

A typical medical health form should include a comprehensive summary of a patient’s details and medical history. This includes allergies, current or past medications, previous injuries, any illness, family history of illness, and a record of any previous hospital visits. 

Why are health forms important?

Health forms are important for enabling healthcare providers to understand patient needs and offer personalized patient care.

Access to accurate and up-to-date healthcare information is essential for healthcare professionals to provide an informed diagnosis and treatment plan for the patients in their care.

Originally published on May 6, 2022

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