Medspa Intake Form Free

A free medspa intake template captures the medical history a nurse injector needs to read before drawing up product. Useful capture: full identity with date of birth, primary care physician, current medications including blood thinners, isotretinoin within the past 12 months, and any GLP-1 agonist; allergies including lidocaine and topical anesthetics; pregnancy or breastfeeding status; history of cold sores around the mouth; recent dermal procedures including peels, microneedling, or laser hair removal in the treatment area; Fitzpatrick skin-type if any laser service is on the day's menu; and a photo-of-ID upload so the front desk can verify identity for any controlled-substance treatment. A free starting template lets the clinic begin without a vendor contract, but the team will still need to add their supervising physician and BAA references before going live.

Free intake templates miss treatment-specific medical history more often than any other gap. Common pitfalls: a single medication free-text box with no prompt for blood thinners, no isotretinoin lookback question, and no GLP-1 question even though semaglutide affects how some clients heal. Other repeat issues: skipping the cold-sore history before lip filler, no Fitzpatrick dropdown for laser clients, and a photo-of-ID upload that is optional instead of required for first-time visits.

Medical history is PHI, so HIPAA applies the moment the form is submitted, and a Business Associate Agreement is required with any vendor handling that data. State med spa laws layer on top: California Business & Professions Code §2052 requires physician delegation for prescription items; Florida Board of Medicine Rule 64B8-9.0092 mandates a documented good-faith exam, which usually depends on a complete intake. Free templates rarely cite these rules. Treat the download as a draft, have local counsel review, and confirm your malpractice carrier accepts the final wording.

A typical medspa front desk processes intake forms for new clients at the rate of 4-6 a day, and existing clients usually re-confirm their intake every 6 months. The team uses the form before the nurse injector even enters the room, which is why a free template that does not ask about isotretinoin or GLP-1 medications creates a chart gap that has to be patched verbally at the chair. A free intake gets the appointment started; a good intake lets the nurse injector skip the medication recap and move to consent and treatment.

Expect an intake draft with named sections: identity and emergency contact, full medication list with prompts for blood thinners and isotretinoin, allergy list with lidocaine and anesthetics named, recent dermal procedure history, Fitzpatrick scale dropdown, and a photo-of-ID upload. The draft is a starting point you adapt to your clinic's services.

A free SOAP-NOTE-style intake PDF asks for the basics but rarely covers the medspa-specific history items: isotretinoin, GLP-1 medications, recent dermal procedures, or cold-sore history before lip filler. A Formfy-generated intake template starts with those questions baked in and lets the clinic adapt the wording to its supervising physician's preferences. The free PDF still gets the appointment started, but the digital intake skips the at-the-chair medication recap and frees the nurse injector to focus on treatment.