The Office Form documents are available in one or more formats:
| - Adobe Acrobat Reader | |
| wpd | - Corel Wordperfect |
| doc | - Microsoft Word |
| rtf | - Rich Text Format |
Depending on how your computer and browser are set up, clicking on a document format may initiate a download, or may launch an application to display the document. For instance, if you click on the pdf format for the "Wheel of Life" and you have Acrobat Reader installed on your computer, the Reader opens to load and display the Wheel.
Here are two methods to download a document for local storage on your computer:
You are then presented with a File dialog asking you where to store the file.
Do you have a favorite form you created that you would share with your colleagues? Send it to us and we'll post it on this site and put your name next to it (with an optional link to your website or e-mail)!
These documents are copyright© 2002 by Sohnen-Moe Associates, Inc. They may be reproduced, modified and used in any way for your own personal and professional purposes. They may not be re-distributed without permission from Sohnen-Moe Associates, Inc., or made available for sale, in whole or in part, ever. So there.
Notes:
| Form Title | wpd | doc | rtf | |
|---|---|---|---|---|
| Business Management | ||||
| Wheel of Life | ok | ok | ok | n/a |
| High Priority Activities | ok | ok | ok | ok |
| Daily Plan | ok | ok | ok | ok |
| Time Tracking Sheet | ok | ok | ok | ok |
| Strategic Planning | ok | ok | ok | ok |
| Contact/Referral Records | ok | ok | ok | ok |
| Business Mileage Sheet | ok | n/a | n/a | n/a |
| Employment Agreement | ok | ok | ok | ok |
| Independent Contractor Agreement | ok | ok | ok | ok |
| Procedure Manual Checklist | ok | n/a | n/a | n/a |
| Business Plan Checklist | ok | n/a | n/a | n/a |
| Client Records | ||||
| Acupuncture - Informed Consent | ok | ok | ok | ok |
| Acupuncture - Records Checklist | ok | ok | ok | ok |
| Attorney Lien 1 | ok | ok | ok | ok |
| Attorney Lien 2 | ok | ok | ok | ok |
| Chart Form, SOAP | ok | n/a | n/a | n/a |
| Chart Form, CARE | ok | n/a | n/a | n/a |
| Client Discharge Letter | ok | ok | ok | ok |
| Client Health Information Sheet | ok | ok | ok | ok |
| Client, Inactive Survey | ok | ok | ok | ok |
| Client Intake Form | ok | ok | ok | ok |
| Client Intake Form, Estheticians | ok | ok | ok | ok |
| Client Intake Form, Seated Massage | ok | ok | ok | ok |
| Client (New) Checklist | ok | ok | ok | ok |
| Client Interview Checklist | ok | ok | ok | ok |
| Client Health History | ok | ok | ok | ok |
| Client Session Notes | ok | ok | ok | ok |
| Client Session Notes (Estheticians) | ok | ok | ok | ok |
| Client Status Report | ok | ok | n/a | n/a |
| Client Treatment Plan | ok | ok | ok | ok |
| Financial Agreement | ok | ok | ok | ok |
| Informed Consent for a Minor | ok | ok | ok | ok |
| Insurance Pre-Approval Form | ok | ok | ok | ok |
| Massage Therapy Informed Consent | ok | ok | ok | ok |
| Medical Records Release Form | ok | ok | ok | ok |
| Withdrawal from Case | ok | ok | ok | ok |
| En Español: (Traducido por Jesus Alonso Bermudez) | ||||
| Reporte del Estado del Cliente | ok | ok | n/a | n/a |
| Hoja de Información de Salud del Cliente | ok | ok | ok | ok |
| Consentimiento Para Terapia de Masaje | ok | ok | ok | ok |
| Financial Management | ||||
| Balance Sheet | ok | n/a | n/a | n/a |
| Opening Balance Sheet | ok | ok | ok | ok |
| Bank Reconciliation Form | ok | ok | ok | ok |
| Business Income and Expense Forecast | ok | ok | ok | ok |
| Business Expenses Summary Sheet | ok | ok | ok | ok |
| Cash Flow Forecast | ok | ok | ok | ok |
| Gift Certificate Register | ok | n/a | n/a | n/a |
| Monthly Business Expense Worksheet | ok | ok | ok | ok |
| Monthly Disbursement Ledger Sheet | ok | ok | ok | ok |
| Monthly Personal Budget Worksheet | ok | ok | ok | ok |
| Profit and Loss Statement | ok | ok | ok | ok |
| Start-Up Costs Worksheet | ok | ok | ok | ok |
| Weekly Income Ledger Sheet | ok | ok | ok | ok |
| Marketing | ||||
| Target Market Analysis | ok | ok | ok | ok |
| Building An Effective Network | ok | ok | ok | ok |
| HIPAA | ||||
| Client Consent for Treatment, Payment, and Health Care | ok | ok | ok | ok |
| Release of Information Authorization | ok | ok | ok | ok |
| Privacy Policies | ok | ok | ok | ok |
| Facsimile (FAX) with Confidentiality Notice | ok | ok | ok | ok |
| Electronic Messaging (e-mail) Confidentiality Notice | ok | ok | ok | ok |
| hipaa Business Associate Addendum | ok | ok | ok | ok |
| Miscellaneous Forms/Handouts | ||||
| CMS 1500 (formerly HCFA1500) | ok | n/a | n/a | n/a |
| CMS 1500 Instructions | ok | n/a | n/a | n/a |
| Six Steps To Resolve Ethical Dilemmas | ok | ok | ok | ok |