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.
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| 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.
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| 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.
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| 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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