Form preview

Get the free Patient Intake Forms

Get Form
A comprehensive form for patient intake that collects personal, insurance, and medical information necessary for physical and occupational therapy services.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign patient intake forms

Edit
Edit your patient intake forms form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your patient intake forms form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit patient intake forms online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
In order to make advantage of the professional PDF editor, follow these steps below:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit patient intake forms. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
pdfFiller makes working with documents easier than you could ever imagine. Register for an account and see for yourself!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out patient intake forms

Illustration

How to fill out patient intake forms

01
Start by gathering the patient's personal information, including name, date of birth, and contact details.
02
Ask for the patient's insurance information, if applicable.
03
Collect medical history, including past illnesses, surgeries, and any ongoing treatments.
04
Inquire about current medications and allergies.
05
Ask about family medical history to identify any genetic concerns.
06
Provide a section for the patient to express their reason for visiting.
07
Include a section for emergency contact details.
08
Make sure to inform the patient about privacy policies regarding their information.

Who needs patient intake forms?

01
Patients visiting a healthcare provider for the first time.
02
Medical facilities like hospitals, clinics, and private practices.
03
Healthcare professionals who need to assess patient history and current health status.
04
Insurance companies that require information for claims processing.
05
Researchers conducting studies that involve patient data.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.4
Satisfied
33 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

patient intake forms and other documents can be changed, filled out, and signed right in your Gmail inbox. You can use pdfFiller's add-on to do this, as well as other things. When you go to Google Workspace, you can find pdfFiller for Gmail. You should use the time you spend dealing with your documents and eSignatures for more important things, like going to the gym or going to the dentist.
pdfFiller not only lets you change the content of your files, but you can also change the number and order of pages. Upload your patient intake forms to the editor and make any changes in a few clicks. The editor lets you black out, type, and erase text in PDFs. You can also add images, sticky notes, and text boxes, as well as many other things.
No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign patient intake forms right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.
Patient intake forms are documents that collect essential information about a patient before their appointment, including personal details, medical history, and insurance information.
Typically, all new patients and sometimes returning patients are required to fill out patient intake forms to ensure that the healthcare provider has updated and complete information.
To fill out patient intake forms, patients should read each question carefully and provide accurate information regarding their personal, medical, and insurance details. It's important to answer all questions honestly.
The purpose of patient intake forms is to gather vital information that helps healthcare providers understand the patient's health status, medical history, and current health needs for better diagnosis and treatment planning.
Information required on patient intake forms typically includes the patient's name, contact details, date of birth, medical history, current medications, allergies, and insurance information.
Fill out your patient intake forms online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.