While required forms depend upon the physical therapist and the state in which the patient receives treatment, common forms include a history of health, proof of insurance and a physician referral, explains Physical Therapy First and the American Physical Therapy Association. Patient information forms, or intake forms, are often requested and include information such as general patient contact information, guardian information, if applicable, primary and secondary health insurance information, and workmen's compensation information, if necessary.
Patient intake forms also include a consent for care and treatment, a benefit assignment or release of information, a financial policy statement, and a scheduling and cancellation policy, notes Physical Therapy First. These forms require a verification of patient identity and notification of any special billing circumstances, such as requesting services outside of those covered by insurance.
While every state allows for an evaluation and some therapy without a doctor's referral, most impose restrictions on direct access to therapy without a physician's evaluation and referral, as of 2015, explains the American Physical Therapy Association. No state prohibits a physical therapist from giving a diagnosis, however, which decreases the amount of arbitrary forms required before a patient can receive treatment. States that have additional restrictions to direct access include Alabama, Arkansas, California and Georgia, among others, as of 2015.