Docsroom

Templates / Physiotherapists

Patient forms, HCPC numbers and referral letters, all in one place.

Patients arrive without their referral letter and self-employed physios forget their indemnity, so the front desk chases by phone. Docsroom asks once, gives each person a link and reminds whoever is late.

7 templates80 requestsWritten for physiotherapists

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Seven templates for physiotherapists

Open a template to see every request in the order it is asked, and watch it written in and answered.

New patient starter checklistfor new patients · before the first appointment12 requests12 requests
New patient starter checklistDaniel Harper · lower back pain9 of 12 back
  • About you
  • FormPersonal details8 questionsAssigned to DHDaniel Harper, patientFrom Tomin 2 daysComplete
  • QuestionGP surgeryname and townAssigned to DHDaniel Harper, patientFrom Tomin 2 daysComplete
  • About the problem
  • QuestionWhere it hurtsand when it startedAssigned to DHDaniel Harper, patientFrom Tomin 2 daysReady to check
  • FormPain and function form10 questionsAssigned to DHDaniel Harper, patientFrom Tomin 3 daysReady to check
  • QuestionWhat you want to get back towalking, work, sportAssigned to DHDaniel Harper, patientFrom Tomin 3 daysComplete
  • UploadScans or reportsMRI, X-ray or lettersAssigned to DHDaniel Harper, patientFrom Tomin 4 daysAwaiting reply
  • Your health
  • FormHealth screening10 questionsAssigned to DHDaniel Harper, patientFrom Tomin 3 daysReminder sent
  • QuestionMedicines and blood thinnersname and doseAssigned to DHDaniel Harper, patientFrom Tomin 3 daysComplete
  • Before we start
  • ApprovalConsent to assessmentread and approveAssigned to DHDaniel Harper, patientFrom Tomin 5 daysReady to check
  • DecisionChaperoneyes, no or decide laterAssigned to DHDaniel Harper, patientFrom Tomin 5 daysReady to check
  • ApprovalCancellation termsread and approveAssigned to DHDaniel Harper, patientFrom Tomin 5 daysComplete
  • ApprovalHow we use your detailsread and approveAssigned to DHDaniel Harper, patientFrom Tomin 6 daysAwaiting reply
Staff starter checklistfor new physiotherapists · before their first day12 requests12 requests
Staff starter checklistMegan Jones · physiotherapist9 of 12 back
  • Right to work
  • QuestionShare code for right to worknine charactersAssigned to MJMegan Jones, physiotherapistFrom Tomin 3 daysComplete
  • UploadPassport or driving licencethe photo page or frontAssigned to MJMegan Jones, physiotherapistFrom Tomin 3 daysComplete
  • UploadProof of addressa bill or bank letterAssigned to MJMegan Jones, physiotherapistFrom Tomin 4 days1 file sent
  • Pay and contract
  • FormPayroll details6 questionsAssigned to MJMegan Jones, physiotherapistFrom Tomin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to MJMegan Jones, physiotherapistFrom Tomin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to MJMegan Jones, physiotherapistFrom Tomin 5 daysAwaiting reply
  • Registration and cover
  • QuestionHCPC registration numberstarts with PHAssigned to MJMegan Jones, physiotherapistFrom Tomin 4 daysReminder sent
  • UploadIndemnity or CSP membershipcurrent certificateAssigned to MJMegan Jones, physiotherapistFrom Tomin 5 daysComplete
  • UploadDegree certificatephysiotherapyAssigned to MJMegan Jones, physiotherapistFrom Tomin 6 days1 file sent
  • UploadEnhanced DBS certificateor update service IDAssigned to MJMegan Jones, physiotherapistFrom Tomin 6 days2 files sent
  • UploadFirst aid certificatein date, with expiryAssigned to MJMegan Jones, physiotherapistFrom Tomin 7 daysComplete
  • UploadExtra training certificatesacupuncture, taping, otherAssigned to MJMegan Jones, physiotherapistFrom Tomin 7 daysAwaiting reply
Referral and insurance packfor referred patients · as soon as a referral arrives10 requests10 requests
Referral and insurance packMaureen Byrne · knee replacement rehab8 of 10 back
  • Your referral
  • UploadReferral letterfrom your consultantAssigned to MBMaureen Byrne, patientFrom Tomin 2 daysComplete
  • QuestionConsultant or surgeonname and hospitalAssigned to MBMaureen Byrne, patientFrom Tomin 2 daysComplete
  • QuestionDate and type of operationif you had surgeryAssigned to MBMaureen Byrne, patientFrom Tomin 3 daysReady to check
  • UploadDischarge notesor the operation reportAssigned to MBMaureen Byrne, patientFrom Tomin 4 days2 files sent
  • Insurance
  • DecisionHow you are payinginsurer or yourselfAssigned to MBMaureen Byrne, patientFrom Tomin 3 daysComplete
  • QuestionInsurer and policy numberfrom your membership cardAssigned to MBMaureen Byrne, patientFrom Tomin 3 daysAwaiting reply
  • QuestionAuthorisation codefrom your insurerAssigned to MBMaureen Byrne, patientFrom Tomin 4 daysReminder sent
  • QuestionYour policy excesswhat you pay firstAssigned to MBMaureen Byrne, patientFrom Tomin 4 daysComplete
  • Consent
  • ApprovalConsent to share reportsread and approveAssigned to MBMaureen Byrne, patientFrom Tomin 5 daysReady to check
  • DecisionCopy letters to your GPyes or noAssigned to MBMaureen Byrne, patientFrom Tomin 5 daysReady to check
Sports injury packfor athletes and club players · before the first assessment10 requests10 requests
Sports injury packCallum Reid · hamstring strain8 of 10 back
  • Your sport
  • FormSport and training8 questionsAssigned to CRCallum Reid, playerFrom Tomin 2 daysComplete
  • TableTraining weekday, session, lengthAssigned to CRCallum Reid, playerFrom Tomin 2 daysComplete
  • TablePast injuriesyear, injury, treated byAssigned to CRCallum Reid, playerFrom Tomin 3 daysReady to check
  • QuestionNext match or eventdate and levelAssigned to CRCallum Reid, playerFrom Tomin 3 daysReady to check
  • The injury
  • QuestionHow it happenedin your own wordsAssigned to CRCallum Reid, playerFrom Tomin 2 daysComplete
  • UploadScan or medical reportif you have oneAssigned to CRCallum Reid, playerFrom Tomin 3 daysAwaiting reply
  • UploadPhoto of the areaonly if it is visibleAssigned to CRCallum Reid, playerFrom Tomin 3 daysReminder sent
  • Getting back
  • QuestionReturn to play goalmatch, race or dateAssigned to CRCallum Reid, playerFrom Tomin 4 daysComplete
  • ApprovalConsent to share with coachread and approveAssigned to CRCallum Reid, playerFrom Tomin 5 daysReady to check
  • DecisionSession timesearly, lunch or eveningAssigned to CRCallum Reid, playerFrom Tomin 5 daysReady to check
Home visit packfor patients seen at home · before the first home visit12 requests12 requests
Home visit packLinda Marsh · hip replacement9 of 12 back
  • Your home
  • FormAddress and access5 questionsAssigned to LMLinda Marsh, patientFrom Tomin 2 daysComplete
  • QuestionParkingdrive, road or permitAssigned to LMLinda Marsh, patientFrom Tomin 2 daysComplete
  • QuestionStairs and stepsinside and outsideAssigned to LMLinda Marsh, patientFrom Tomin 3 daysReady to check
  • QuestionPets in the houseand where they stayAssigned to LMLinda Marsh, patientFrom Tomin 3 daysReady to check
  • Your health
  • FormHealth and mobility10 questionsAssigned to LMLinda Marsh, patientFrom Tomin 3 daysComplete
  • QuestionFalls in the last yearhow many, if anyAssigned to LMLinda Marsh, patientFrom Tomin 3 daysAwaiting reply
  • QuestionWalking aids you usestick, frame or noneAssigned to LMLinda Marsh, patientFrom Tomin 3 daysReminder sent
  • The visit
  • DecisionVisit timemorning or afternoonAssigned to LMLinda Marsh, patientFrom Tomin 4 daysComplete
  • QuestionWho will be therefamily or carerAssigned to LMLinda Marsh, patientFrom Tomin 4 daysReady to check
  • QuestionEmergency contactname and numberAssigned to LMLinda Marsh, patientFrom Tomin 4 daysReady to check
  • ApprovalHome visit termsread and approveAssigned to LMLinda Marsh, patientFrom Tomin 5 daysComplete
  • ApprovalConsent to treatment at homeread and approveAssigned to LMLinda Marsh, patientFrom Tomin 5 daysAwaiting reply
Self-employed physio packfor self-employed physios · before they start renting a room12 requests12 requests
Self-employed physio packAnita Desai · self-employed9 of 12 back
  • Their business
  • FormBusiness details6 questionsAssigned to ADAnita Desai, physiotherapistFrom Tomin 3 daysComplete
  • DecisionSole trader or companypick oneAssigned to ADAnita Desai, physiotherapistFrom Tomin 3 daysComplete
  • QuestionUTR numberten digitsAssigned to ADAnita Desai, physiotherapistFrom Tomin 4 daysReady to check
  • QuestionCompany numberif you have oneAssigned to ADAnita Desai, physiotherapistFrom Tomin 4 daysReady to check
  • Registration and cover
  • QuestionHCPC registration numberstarts with PHAssigned to ADAnita Desai, physiotherapistFrom Tomin 4 daysComplete
  • UploadProfessional indemnityor CSP membershipAssigned to ADAnita Desai, physiotherapistFrom Tomin 5 daysAwaiting reply
  • UploadPublic liability insurancecurrent certificateAssigned to ADAnita Desai, physiotherapistFrom Tomin 5 daysReminder sent
  • UploadEnhanced DBS certificateor update service IDAssigned to ADAnita Desai, physiotherapistFrom Tomin 6 daysComplete
  • UploadICO registrationdata protection feeAssigned to ADAnita Desai, physiotherapistFrom Tomin 6 days1 file sent
  • Working here
  • DecisionTreatment room dayspick your daysAssigned to ADAnita Desai, physiotherapistFrom Tomin 6 daysReady to check
  • ApprovalRoom rental agreementread and approveAssigned to ADAnita Desai, physiotherapistFrom Tomin 7 daysComplete
  • ApprovalPatient records agreementread and approveAssigned to ADAnita Desai, physiotherapistFrom Tomin 7 daysAwaiting reply
Clinic safety and insurancefor the clinic · each year, before renewal12 requests12 requests
Clinic safety and insuranceNorthgate Physio · yearly pack9 of 12 back
  • Insurance and registration
  • UploadPublic liability insurancecurrent certificateAssigned to SWSteven Wood, clinic ownerFrom Tomin 7 daysComplete
  • UploadProfessional indemnityevery clinicianAssigned to SWSteven Wood, clinic ownerFrom Tomin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to SWSteven Wood, clinic ownerFrom Tomin 8 days1 file sent
  • TableClinician registrationsname, HCPC number, expiryAssigned to SWSteven Wood, clinic ownerFrom Tomin 8 daysReady to check
  • Equipment safety
  • TableEquipment registeritem, serial, last checkAssigned to SWSteven Wood, clinic ownerFrom Tomin 10 daysComplete
  • UploadElectrical safety testPAT for all devicesAssigned to SWSteven Wood, clinic ownerFrom Tomin 10 daysAwaiting reply
  • UploadUltrasound calibrationannual certificateAssigned to SWSteven Wood, clinic ownerFrom Tomin 10 daysReminder sent
  • UploadCouch service recordelectric couchesAssigned to SWSteven Wood, clinic ownerFrom Tomin 12 daysComplete
  • Safety and records
  • UploadFire risk assessmentcurrent versionAssigned to SWSteven Wood, clinic ownerFrom Tomin 12 days1 file sent
  • UploadSharps and waste contractif you use needlesAssigned to SWSteven Wood, clinic ownerFrom Tomin 12 days2 files sent
  • QuestionIncidents this yearpatient or staffAssigned to SWSteven Wood, clinic ownerFrom Tomin 14 daysComplete
  • ApprovalInfection control policyread and approveAssigned to SWSteven Wood, clinic ownerFrom Tomin 14 daysAwaiting reply

Written for physiotherapists. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Forms in before the first session

Patients answer their screening questions from their phone at home, so the first appointment goes on treatment, not paperwork.

Registrations and cover in one list

HCPC numbers, indemnity and insurer authorisations arrive in one place, each with the date it came in.

Nobody chases by phone

Docsroom chases whoever has not replied until each one is in, so the front desk keeps its afternoons.

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More kits like this

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