Your Path to Wellness: Acupuncture Treatment Record

Clinic Header

Clinic Name

Street Address

City

State/Province

Postal/Zip Code

Primary Phone

Email Address

Practitioner Name

License/Certification Number

Client Information

Client ID

Date of First Visit

First Name

Last Name

Date of Birth

Gender

Occupation

Primary Phone

Alternate Phone

Email Address

Street Address

City

State/Province

Postal/Zip Code

Emergency Contact Name

Emergency Contact Phone

Relationship to Client

Referred By

Self

Physician

Friend/Family

Other Practitioner

Other:

Health History & Presenting Complaints

Primary Reason for Seeking Treatment

Medical History (Check all that apply)

Hypertension

Diabetes

Heart Conditions

Stroke

Cancer

Thyroid Disorders

Autoimmune Diseases

Hepatitis

HIV/AIDS

Epilepsy/Seizures

Arthritis/Joint Issues

Osteoporosis

Asthma/Respiratory

Digestive Disorders

Kidney/Bladder Issues

Neurological Disorders

Mental Health Conditions

Other:

Surgical History (Include dates)

Surgical Procedure

When?

A
B
1
 
 
2
 
 
3
 
 
4
 
 
5
 
 

Current Medications (Include dosage & frequency)

Name

Dosage

Frequency

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 
4
 
 
 
5
 
 
 

Allergies (Medications, foods, environment, materials)

Other Therapies/Treatments Currently Receiving

Physiotherapy

Chiropractic

Massage

Counseling

Herbal Medicine

Other:

 

Lifestyle Factors

 

Smoking

Never

Former

Current (How many packs/day):

Alcohol

Never

Occasional

Regular (How many drinks/week):

Caffeine

None

Moderate

Enter text

High (How many cups/day):

Exercise

Sedentary

Light

Moderate

Vigorous

Sleep Quality

Poor

Fair

Good

Excellent

Diet

Poor

Fair

Good

Excellent

Stress Level

Low

Moderate

High

Very High

For Females

Trying to Conceive

Breastfeeding

Menopausal

Menstrual Irregularities

Pregnant: Due Date

Traditional Chinese Medicine Assessment

Tongue Observation

 

Color

Pale

Red

Purple

Other:

Body

Thin

Swollen

Cracked

Teeth Marks

Other:

Coating

Thin

Thick

White

Yellow

Greasy

Dry

None

Complete the table below with the required information.

Left

Pulse Diagnosis

Right

Pulse Diagnosis

A
B
C
D
1
Cun
 
Cun
 
2
Guan
 
Guan
 
3
Chi
 
Chi
 

Overall Quality

Floating

Deep

Slow

Rapid

Slippery

Choppy

Other:

TCM Patterns Identified

TCM Diagnosis

Treatment Plan & Progress Notes

Treatment Goals

Treatment Frequency Recommended

Expected Duration of Treatment

Treatment Session Record

Date

Session Number

Time In

Time Out

Client's Main Concerns Today

Current Symptoms (Rate severity 1-10, with 10 being most severe)

Symptom

Rating (out of 10)

Before Treatment

Rating (out of 10)

After Treatment

A
B
C
1
 
 
 
2
 
 
 
3
 
 
 

Point Selection & Needle Details

Point

Laterality

Needle Size

Depth

Technique

Retention Time

A
B
C
D
E
F
1
 
 
 
 
 
 
2
 
 
 
 
 
 
3
 
 
 
 
 
 
4
 
 
 
 
 
 
5
 
 
 
 
 
 

Additional Techniques Used

Moxibustion

Cupping

Electro-acupuncture

Gua Sha

Tui Na

Heat Lamp

Other:

Client Response During Treatment

De Qi Sensation Reported

Relaxed

Fell Asleep

Minimal Response

Discomfort

Other:

Practitioner Observations

Post-Treatment Instructions Given

Details

Next Appointment Scheduled

Practitioner Signature

Consent & Agreement

Informed Consent Acknowledgment

I understand the nature of acupuncture treatment, including potential benefits and risks.

I have had the opportunity to ask questions, and I consent to treatment.

Privacy & Confidentiality Agreement

I understand that my health information will be kept confidential and secure, except as required by law or with my written consent.

Financial Policy Acknowledgment

I understand and agree to the clinic's financial policies regarding payment, cancellation, and insurance (if applicable).

Client Signature

Progress Summary (To be completed periodically)

Date

Total Sessions Completed

Overall Progress Assessment

Significant Improvement

Moderate Improvement

Mild Improvement

No Change

Worsening

Client Feedback

Treatment Plan Modifications

Goals for Next Phase

Practitioner Signature

Discharge Summary

Date of Discharge

Total Number of Sessions

Reason for Discharge

Treatment Goals Met

Client Request

Non-Compliance

Referred to Other Practitioner

No Further Improvement

Other:

Condition at Discharge

Resolved

Much Improved

Somewhat Improved

Unchanged

Worsened

Follow-up Recommendations

Client Signature

Practitioner Signature

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation before publishing.

Mandatory Questions & Core Rationale:

1. Client Identity & Date

  • Questions: Full Name, Date of Birth, Date of Visit (for each session).
  • Why: These are absolute fundamentals for accurate record-keeping. They uniquely identify the client, prevent confusion between individuals with similar names, and anchor every piece of information in the record to the correct person and time. The date creates the chronological treatment timeline essential for tracking progress.

2. Informed Consent Acknowledgement

  • Question/Section: The client's signature and date confirming they understand the nature, potential benefits, and common sensations of acupuncture treatment, and agree to proceed.
  • Why: This is a cornerstone of ethical and professional practice. It represents a clear agreement between practitioner and client, affirming that the client has been informed and is participating voluntarily. It establishes mutual understanding and respect, forming the basis of the therapeutic relationship.

3. Presenting Complaint & Goals

  • Questions: Primary Reason for Seeking Treatment, Treatment Goals.
  • Why: This defines the entire purpose of care. It focuses the clinical assessment and ensures the treatment plan is targeted and relevant to the client's own expressed needs. It provides the benchmark against which all progress is measured.

4. Medical & Safety Screening

  • Questions: Current Medications, Allergies, Pregnancy Status (if applicable), Bleeding Disorders or use of Anticoagulants, History of Seizures/Fainting.
  • Why: This is critical for client safety. This information directly influences point selection, needling technique, and treatment approach to avoid adverse reactions. For example, knowing about a medication that thins the blood requires gentler needling; an allergy to metals necessitates special needles; pregnancy contraindicates certain acupuncture points.

5. Treatment Details for Each Session

  • Questions: Points Used (with laterality), Needle Retention Time, and Practitioner Observations/Client Response.
  • Why: This documents the specific action taken. Recording points is necessary to build an effective and non-repetitive treatment strategy. Noting the client's response (e.g., "reported feeling relaxed," "experienced De Qi at LI-4") provides immediate feedback on the treatment's effect and guides future sessions. It creates a reproducible record of what was done.

6. Treatment Plan & Progress Notes

  • Questions: Initial assessment-based Treatment Plan (including frequency), and periodic Progress Summaries.
  • Why: This demonstrates structured, professional care. The initial plan shows forethought and a rationale for the course of treatment, moving beyond a single session. Regular progress summaries force clinical reflection, allow for plan modification based on outcomes, and demonstrate whether the treatment is effective or needs adjustment.

7. Practitioner Identification

  • Question: Practitioner's Name (and ideally, signature for each session).
  • Why: This establishes accountability and clarity. It confirms who provided the care and who is responsible for the information in the record. This is essential for continuity if another practitioner in the same clinic needs to review the file.

Rationale Summary:

These mandatory elements collectively ensure that the record fulfills its primary purposes: to identify the client uniquely, to document consent and ensure ethical practice, to promote safety by screening for risks, to record the specific care provided, to guide a logical treatment strategy with clear goals, and to track outcomes over time. A record with these components supports high-quality, client-centered, and responsible clinical practice.


To configure an element, select it on the form.

To add a new question or element, click the Question & Element button in the vertical toolbar on the left.