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The TrueNorth Business Forms

Forms are needed to protect the business owner (wellness practitioner) and clients. It is the responsibility of the wellness practitioner to make a comprehensive health audit of the client. A copy of all the forms should be given to the client. The following are a list of forms that are needed in any wellness practice.

TrueNorth offers a package of the following forms, all for $12.95

Specify your practice and receive additional bonus forms!

For Acupuncturists
  • Intake Form which reviews the client's health habits, and issues.
  • General Policy Form which contains the procedures for your business. For example; billing, returned checks, and dismissal of a client.
  • Consent To Treatment Form which specifies your responsibilities and client expectations. That there are no guarantees and there can be an allergic reaction.
  • Notice of Privacy Practice also known as a HIPAA form.
  • Insurance Authorization Form in case you accept insurance and want to make sure you receive payment in a timely manner.
  • Health Statement Form stating that the client has made no omissions or incorrect statements about their health.
  • Patient Instructions for pressballs, presstacks and interdermals.
For Life Coaches
  • Coaching Agreement policies for your business and expectations.
  • Coaching Intake Form to gather information about your client.
  • Weekly Update to communicate if goals are being met.
For Massage Therapists
  • Intake Form which reviews the client's health habits, and issues.
  • General Policy Form which contains the procedures for your business. For example; billing, returned checks, and dismissal of a client.
  • Consent To Treatment Form which specifies your responsibilities and client expectations. That there are no guarantees and there can be an allergic reaction.
  • Notice of Privacy Practice also known as a HIPAA form.
  • Insurance Authorization Form in case you accept insurance and want to make sure you receive payment in a timely manner.
  • Health Statement Form stating that the client has made no omissions or incorrect statements about their health.
For Health Educators/Coaches
  • Coaching Agreement policies for your business and expectations.
  • Coaching Intake Form to gather information about your client.
  • Weekly Update to communicate if goals are being met.
  • General Policies
  • Privacy Form


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Features

TrueNorth Guidebook
Designed for Wellness/Alternative Practitioners

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TrueNorth Business Forms
Customized to your Wellness Practice

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