New Patient Acupuncture Intake Assessment
Captures a new acupuncture patient's health history, presenting complaint, and treatment goals before their first visit, with an AI follow-up that probes the story behind their main complaint the way a practitioner would in an initial consult. Built for acupuncture and TCM clinics streamlining intake paperwork.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
What is the main health concern or reason you're seeking acupuncture treatment?
How long have you been experiencing this main concern?
- Less than 1 week
- 1-4 weeks
- 1-6 months
- 6-12 months
- More than a year
Right now, how would you rate the severity of this concern?
Have you tried any of the following for this concern before coming in?
- Prescription medication
- Over-the-counter medication
- Physical therapy
- Chiropractic care
- Massage therapy
- Prior acupuncture
- Rest / no treatment
Please indicate whether you currently have any of the following:
- Chronic pain (lasting 3+ months)
- Digestive issues
- Sleep problems
- Anxiety or stress
- Allergies
- +2 more
List any medications, supplements, or herbs you currently take, including dosage if known.
Do you have a pacemaker, are you pregnant, or do you have a bleeding disorder or metal allergy (relevant to needle placement)?
- Pacemaker or implanted device
- Currently pregnant
- Bleeding disorder or blood thinner use
- Metal allergy
- Keloid scarring
Are you currently comfortable with needles, or is this a concern for you?
- Comfortable, no concerns
- Slightly nervous but willing to proceed
- Significant fear of needles
- This is my first time and I'm unsure how I'll react
How would you rate your average stress level over the past month?
Reconstruct the story behind the respondent's main complaint: when it started, what makes it better or worse day to day, and how it affects their work, sleep, or daily activities. If they rated severity high or mentioned failed prior treatments, probe what specifically didn't work and what outcome would make this treatment feel successful. If they flagged needle anxiety, gently explore its source and what would help them feel safe.
What is your primary goal for acupuncture treatment?
- Reduce or eliminate pain
- Manage a chronic condition
- Reduce stress or anxiety
- Improve sleep
- Support fertility or reproductive health
- General wellness / maintenance
- Other
What is your age range?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
What is your gender?
- Woman
- Man
- Non-binary
- Prefer to self-describe
- Prefer not to say
Thank you for sharing this with us. Your responses will be added to your confidential patient file and reviewed by your practitioner before your visit to help personalize your treatment plan.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Goes beyond a static checklist by including an AI follow-up interview that reconstructs the story behind the patient's main complaint — when it started, what makes it better or worse, and how it's affecting them — the way a practitioner would probe in an initial consult.
- Combines structured intake essentials (symptom duration, severity rating, current medications/herbs/supplements, contraindication screening for pacemakers/pregnancy/bleeding disorders, needle comfort) with open-ended narrative capture in one flow.
- Screens for stress levels and prior treatments tried alongside a matrix of current conditions, giving practitioners a fuller clinical picture before the first visit.
- Uses transparent, auditable prompts for the AI follow-up and can auto-generate a pre-visit report, rather than leaving the practitioner to manually parse free-text answers.
Jotform
Acupuncture Intake Form TemplateA ready-to-use, customizable intake form built specifically for acupuncture practices, covering standard fields like patient details and health history. It's a static form builder template rather than an interview — there's no mechanism to ask a patient a dynamic follow-up about their specific complaint. Strong choice for clinics that just need a clean digital paperwork replacement.
What it does well
- Purpose-built for acupuncture practices specifically, not a generic medical intake
- Easy to customize within Jotform's drag-and-drop form builder
- Likely integrates with Jotform's broader forms/e-signature ecosystem
Where it falls short
- Static field-based form with no adaptive follow-up questioning on the patient's presenting complaint
- No published quality-scoring or automated report generation from responses
- No transparent prompt/methodology documentation since there's no AI component
Typeform
Acupuncture Intake Form TemplateA conversational, one-question-at-a-time intake template in Typeform's signature style, well-suited to a friendlier patient intake experience than a traditional form. It still relies on pre-set question logic rather than a real-time AI probing the patient's story. Good for clinics prioritizing a polished, on-brand intake feel over deeper narrative capture.
What it does well
- Conversational, guided question flow that feels less clinical than a paper form
- Typeform's polished design and branding customization
- Simple to deploy and share as a pre-visit intake link
Where it falls short
- No adaptive AI interview to dig into the story behind the main complaint — only fixed question branching
- No automated per-response quality scoring or auto-generated clinical summary report
- No published prompt transparency since responses aren't AI-interpreted
Frequently asked questions
What questions are in the “New Patient Acupuncture Intake Assessment” template?
The template includes 15 ready-to-use questions, starting with: “Welcome! Before your first acupuncture appointment, we'd like to understand your health history and what brings you in.…” · “What is the main health concern or reason you're seeking acupuncture treatment?” · “How long have you been experiencing this main concern?”. The full set is previewed above, and every question is editable.
How long does this survey take to complete?
Respondents typically finish the 15 questions in about 8 minutes.
Can I customize this template?
Yes — every question, answer option, and the ordering is editable before you launch. You can add or remove questions, or ask the AI editor to rework the survey around your research goal.
Is this template free to use?
Yes. Open it in the editor and start customizing right away — no account required to try it, and the free plan covers launching your survey.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.
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