Friday, November 23, 2018

Massage Client Intake

Massage Client Intake Workflow Template allows massage business to collect client information and manage the request from start to finish.

Form

Initial form for client to initiate the request with minimal input

Coordinator calls and schedule the client for an appointment 

Once the client is checked in at the business location

(click and zoom in to see the full form)

Workflow


Roles

  1. Document Owner: the client or the person initiating the request
  2. Coordinator: a staff in your organization who processes the request and assign therapist to a client
  3. Therapist: the assigned therapist

    No comments:

    Post a Comment