Sohnen-Moe Associates, Inc

Reproducible Office Forms

The Office Form documents are available in one or more formats:

pdf - Adobe Acrobat Reader
wpd - Corel Wordperfect
doc - Microsoft Word
rtf - Rich Text Format

Depending on how your computer and browser are set up, clicking on a document format may initiate a download, or may launch an application to display the document. For instance, if you click on the pdf format for the "Wheel of Life" and you have Acrobat Reader installed on your computer, the Reader opens to load and display the Wheel.

Here are two methods to download a document for local storage on your computer:

  1. Shift+click (hold the Shift key while clicking) on the document's check mark.
  2. rmb (Right, or outside, Mouse Button) click on the document's check mark. From the popup menu select "Save Target As..." (or "Save Link Target As...").

You are then presented with a File dialog asking you where to store the file.

Do you have a favorite form you created that you would share with your colleagues? Send it to us. We will post it on this site and put your name next to it (with an optional link to your website or e-mail)!

Terms of Use

These documents are copyright© 2002 by Sohnen-Moe Associates, Inc. They may be reproduced, modified and used in any way for your own personal and professional purposes. They may not be re-distributed without permission from Sohnen-Moe Associates, Inc., or made available for sale, in whole or in part, ever. So there.

(See also our general Terms of Use.)

Notes:

  1. Click on [ok] to download a form.
  2. [n/a] indicates the document is not available in that format.
Business Management
Form Title pdf wpd doc rtf
Wheel of Life ok ok ok n/a
High Priority Activities ok ok ok ok
Daily Plan ok ok ok ok
Time Tracking Sheet ok ok ok ok
Strategic Planning ok ok ok ok
Contact/Referral Records ok ok ok ok
Business Mileage Sheet ok n/a n/a n/a
Employment Agreement ok ok ok ok
Independent Contractor Agreement ok ok ok ok
Procedure Manual Checklist ok n/a n/a n/a
Business Plan Checklist ok n/a n/a n/a
Client Records
Form Title pdf wpd doc rtf
Acupuncture - Informed Consent ok ok ok ok
Acupuncture - Records Checklist ok ok ok ok
Attorney Lien 1 ok ok ok ok
Attorney Lien 2 ok ok ok ok
Chart Form, SOAP ok n/a n/a n/a
Chart Form, CARE ok n/a n/a n/a
Client Discharge Letter ok ok ok ok
Client Health Information Sheet ok ok ok ok
Client, Inactive Survey ok ok ok ok
Client Intake Form ok ok ok ok
Client Intake Form, Estheticians ok ok ok ok
Client Intake Form, Seated Massage ok ok ok ok
Client (New) Checklist ok ok ok ok
Client Interview Checklist ok ok ok ok
Client Health History ok ok ok ok
Client Session Notes ok ok ok ok
Client Session Notes (Estheticians) ok ok ok ok
Client Status Report ok ok n/a n/a
Client Treatment Plan ok ok ok ok
Financial Agreement ok ok ok ok
Informed Consent for a Minor ok ok ok ok
Insurance Pre-Approval Form ok ok ok ok
Massage Therapy Informed Consent ok ok ok ok
Medical Records Release Form ok ok ok ok
Withdrawal from Case ok ok ok ok
En Español: (Traducido por Jesus Alonso Bermudez)
Form Title pdf wpd doc rtf
Reporte del Estado del Cliente ok ok n/a n/a
Hoja de Información de Salud del Cliente ok ok ok ok
Consentimiento Para Terapia de Masaje ok ok ok ok
Financial Management
Form Title pdf wpd doc rtf
Balance Sheet ok n/a n/a n/a
Opening Balance Sheet ok ok ok ok
Bank Reconciliation Form ok ok ok ok
Business Income and Expense Forecast ok ok ok ok
Business Expenses Summary Sheet ok ok ok ok
Cash Flow Forecast ok ok ok ok
Gift Certificate Register ok n/a n/a n/a
Monthly Business Expense Worksheet ok ok ok ok
Monthly Disbursement Ledger Sheet ok ok ok ok
Monthly Personal Budget Worksheet ok ok ok ok
Profit and Loss Statement ok ok ok ok
Start-Up Costs Worksheet ok ok ok ok
Weekly Income Ledger Sheet ok ok ok ok
Marketing
Form Title pdf wpd doc rtf
Target Market Analysis ok ok ok ok
Building An Effective Network ok ok ok ok
HIPAA
Form Title pdf wpd doc rtf
Client Consent for Treatment, Payment, and Health Care ok ok ok ok
Release of Information Authorization ok ok ok ok
Privacy Policies ok ok ok ok
Facsimile (FAX) with Confidentiality Notice ok ok ok ok
Electronic Messaging (e-mail) Confidentiality Notice ok ok ok ok
hipaa Business Associate Addendum ok ok ok ok
Miscellaneous Forms/Handouts
Form Title pdf wpd doc rtf
CMS 1500 (formerly HCFA1500) ok n/a n/a n/a
CMS 1500 Instructions ok n/a n/a n/a
Six Steps To Resolve Ethical Dilemmas ok ok ok ok

Copyright © 2001-2014 Sohnen-Moe Associates, Inc.
Last updated: April 28, 2011
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