When working with clients transitioning from physical therapy to fitness training, having a structured intake process is essential. This Physical Therapy Referral Fitness Intake Form template helps personal trainers, fitness coaches, and wellness professionals gather critical medical information, understand rehabilitation goals, and establish safe exercise protocols for clients with special needs.
Physical therapy referrals require extra care and documentation. This template captures everything you need to safely onboard clients who are recovering from injuries or managing chronic conditions—from therapist contact details and medical clearances to specific exercise restrictions and pain tracking baselines.
The conditional logic built into this form adapts to each client's situation, showing relevant follow-up questions based on their injury history and current limitations. This ensures you collect comprehensive information without overwhelming clients with irrelevant fields.
Whether you're a solo personal trainer building relationships with local physiotherapists, or a wellness center with a medical fitness program, this template helps you:
Once a client submits their intake form, you can use Stepper to automatically notify the training team, create a client record in your CRM or practice management software, schedule an initial assessment, and even send a welcome email with pre-session preparation tips. This hands-free automation ensures no referral falls through the cracks while you focus on delivering excellent care.
This template includes proper liability language, photo consent documentation, and emergency contact collection—helping you maintain professional standards when working with medically-referred clients. Customize the questions to match your facility's specific requirements and your professional liability insurance guidelines.
Trusted by fitness professionals, personal trainers, and wellness centers worldwide, Paperform makes it easy to create professional intake forms that protect your practice and deliver an excellent client experience.
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