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Sample Forms, Checklists, Letters

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
Against Medical Advice Discharge Form Read More
Against Medical Advice Guidelines
Against Medical Advice Guidelines
Against Medical Advice GuidelinesRead More
Against Medical Advice Physician Documentation Checklist
Against Medical Advice Physician Documentation Checklist
Against Medical Advice Physician Documentation ChecklistRead More
Chain of Command Flowchart
Chain of Command Flowchart
Chain of Command FlowchartRead More
Chain of Command Policy Form
Chain of Command Policy Form
Chain of Command Policy Form Read More
Confidentiality Agreement Form
Confidentiality Agreement Form
Confidentiality Agreement FormRead More
Covid-19 Acknowledgement for Medical Practices
Covid-19 Acknowledgement for Medical Practices
Covid-19 Acknowledgement for Medical PracticesRead More
Covid-19 Telehealth Informed Consent Form
Covid-19 Telehealth Informed Consent Form
Covid-19 Telehealth Informed Consent FormRead More
Event Occurrence Form
Event Occurrence Form
Event Occurrence FormRead More
Florida Consent for Pelvic Exams Form
Florida Consent for Pelvic Exams Form
Florida Consent for Pelvic Exams FormRead More
Informed Consent Form
Informed Consent Form
Informed Consent Form Read More
Informed Consent Form - Dental
Informed Consent Form - Dental
Informed Consent Form - DentalRead More
Informed Consent Form - Telehealth
Informed Consent Form - Telehealth
Informed Consent Form - TelehealthRead More
Medication Education for Patients Form
Medication Education for Patients Form
Medication Education for Patients FormRead More
Medication Refill Log
Medication Refill Log
Medication Refill LogRead More
Medication Refill Protocol Form
Medication Refill Protocol Form
Medication Refill Protocol FormRead More
Notice of Inappropriate Behavior Form
Notice of Inappropriate Behavior Form
Notice of Inappropriate Behavior FormRead More
Patient Authorization to Release Medical Information Form
Patient Authorization to Release Medical Information Form
Patient Authorization to Release Medical Information FormRead More
Patient Behavior Agreement Form
Patient Behavior Agreement Form
Patient Behavior Agreement FormRead More
Patient Complaint Form
Patient Complaint Form
Patient Complaint Form Read More
Patient Request to Amend the Medical Record Form
Patient Request to Amend the Medical Record Form
Patient Request to Amend the Medical Record FormRead More
Refusal of Treatment Form
Refusal of Treatment Form
Refusal of Treatment FormRead More
Suggested Topics for Policy and Procedure Manuals
Suggested Topics for Policy and Procedure Manuals
Suggested Topics for Policy and Procedure ManualsRead More
Tracking and Follow-Up Log
Tracking and Follow-Up Log
Tracking and Follow-Up LogRead More
Telephone Triage Guideline
Telephone Triage Guideline
Telephone Triage GuidelineRead More
Observation and Precautions Form
Observation and Precautions Form
Observation and Precautions Form Read More
Closing a Practice Checklist
Closing a Practice Checklist
Closing a Practice ChecklistRead More
Communication Skills Checklist
Communication Skills Checklist
Communication Skills ChecklistRead More
Dental Sedation Anesthia Checklist
Dental Sedation Anesthia Checklist
Dental Sedation Anesthia ChecklistRead More
Emergency Department Behavioral Health Risk Assessment Checklist
Emergency Department Behavioral Health Risk Assessment Checklist
Emergency Department Behavioral Health Risk Assessment ChecklistRead More
Employee (Unlicensed) Skills Checklist
Employee (Unlicensed) Skills Checklist
Employee (Unlicensed) Skills ChecklistRead More
Employee (Licensed) Skills Checklist
Employee (Licensed) Skills Checklist
Employee (Licensed) Skills ChecklistRead More
Informed Consent Checklist
Informed Consent Checklist
Informed Consent ChecklistRead More
Informed Consent (Dental) Checklist
Informed Consent (Dental) Checklist
Informed Consent (Dental) ChecklistRead More
Organizational Suicide Risk Assessment Checklist
Organizational Suicide Risk Assessment Checklist
Organizational Suicide Risk Assessment ChecklistRead More
Recording Conversations in the Office Checklist
Recording Conversations in the Office Checklist
Recording Conversations in the Office ChecklistRead More
Senior Care Huricane Preparedness Checklist
Senior Care Huricane Preparedness Checklist
Senior Care Huricane Preparedness ChecklistRead More
Sample Patient Notification When Closing a Practice Letter
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 Letter
Sample Withdrawal From Care or Termination LetterRead More