
Sample Forms, Checklists and Letters
You deserve top-notch risk resources to help you lessen uncertainty and exert more control. Editable document templates can help you save time. Using sample documents can help establish effective communication methods among your patients and healthcare staff.
Since laws vary from state-to-state, please contact a Risk Management Consultant to discuss specific situations, or if you would like us to review your template modifications.

Against Medical Advice Discharge Form
Against Medical Advice Discharge Form Read More

Against Medical Advice Guidelines
Against Medical Advice GuidelinesRead More

Against Medical Advice Physician Documentation Checklist
Against Medical Advice Physician Documentation ChecklistRead More

Chain of Command Flowchart
Chain of Command FlowchartRead More

Chain of Command Policy Form
Chain of Command Policy Form Read More

Confidentiality Agreement Form
Confidentiality Agreement FormRead More

Covid-19 Acknowledgement for Medical Practices
Covid-19 Acknowledgement for Medical PracticesRead More

Covid-19 Telehealth Informed Consent Form
Covid-19 Telehealth Informed Consent FormRead More

Event Occurrence Form
Event Occurrence FormRead More

Florida Consent for Pelvic Exams Form
Florida Consent for Pelvic Exams FormRead More

Informed Consent Form
Informed Consent Form Read More

Informed Consent Form - Dental
Informed Consent Form - DentalRead More

Informed Consent Form - Telehealth
Informed Consent Form - TelehealthRead More

Medication Education for Patients Form
Medication Education for Patients FormRead More

Medication Refill Log
Medication Refill LogRead More

Medication Refill Protocol Form
Medication Refill Protocol FormRead More

Notice of Inappropriate Behavior Form
Notice of Inappropriate Behavior FormRead More

Patient Authorization to Release Medical Information Form
Patient Authorization to Release Medical Information FormRead More

Patient Behavior Agreement Form
Patient Behavior Agreement FormRead More

Patient Complaint Form
Patient Complaint Form Read More

Patient Request to Amend the Medical Record Form
Patient Request to Amend the Medical Record FormRead More

Refusal of Treatment Form
Refusal of Treatment FormRead More

Suggested Topics for Policy and Procedure Manuals
Suggested Topics for Policy and Procedure ManualsRead More

Tracking and Follow-Up Log
Tracking and Follow-Up LogRead More

Telephone Triage Guideline
Telephone Triage GuidelineRead More

Observation and Precautions Form
Observation and Precautions Form Read More

Closing a Practice Checklist
Closing a Practice ChecklistRead More

Communication Skills Checklist
Communication Skills ChecklistRead More

Dental Sedation Anesthesia Checklist
Dental Sedation Anesthesia ChecklistRead More

Emergency Department Behavioral Health Risk Assessment Checklist
Emergency Department Behavioral Health Risk Assessment ChecklistRead More

Employee (Unlicensed) Skills Checklist
Employee (Unlicensed) Skills ChecklistRead More

Employee (Licensed) Skills Checklist
Employee (Licensed) Skills ChecklistRead More

Informed Consent Checklist
Informed Consent ChecklistRead More

Informed Consent (Dental) Checklist
Informed Consent (Dental) ChecklistRead More

Organizational Suicide Risk Assessment Checklist
Organizational Suicide Risk Assessment ChecklistRead More

Recording Conversations in the Office Checklist
Recording Conversations in the Office ChecklistRead More

Senior Care Hurricane Preparedness Checklist
Senior Care Hurricane Preparedness ChecklistRead More

Sample Patient Notification When Closing a Practice Letter
Sample Patient Notification When Closing a Practice LetterRead More

Sample Withdrawal From Care or Termination Letter
Sample Withdrawal From Care or Termination LetterRead More