Clinic Name
Street Address
City
State/Province
Postal/Zip Code
Primary Phone
Email Address
Practitioner Name
License/Certification Number
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:
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? | ||
|---|---|---|---|
1 | |||
2 | |||
3 | |||
4 | |||
5 |
Current Medications (Include dosage & frequency)
Name | Dosage | Frequency | ||
|---|---|---|---|---|
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
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 | |
|---|---|---|---|---|
Cun | Cun | |||
Guan | Guan | |||
Chi | Chi |
Overall Quality
Floating
Deep
Slow
Rapid
Slippery
Choppy
Other:
TCM Patterns Identified
TCM Diagnosis
Treatment Goals
Treatment Frequency Recommended
Expected Duration of Treatment
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 | |
|---|---|---|---|
Point Selection & Needle Details
Point | Laterality | Needle Size | Depth | Technique | Retention Time | ||
|---|---|---|---|---|---|---|---|
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
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.
I understand that my health information will be kept confidential and secure, except as required by law or with my written consent.
I understand and agree to the clinic's financial policies regarding payment, cancellation, and insurance (if applicable).
Client Signature
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
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.
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.