IV Therapy Intake & Eligibility Screening System | Clinic Forms Word/PDF/Tracker (Digital Download)

✨ These IV therapy intake forms are built for IV hydration clinics, wellness practices, and medical spa teams that need a clean way to screen patients before treatment begins. They help you move from first patient contact to provider review, treatment-day readiness, and follow-up without missing key answers or chasing loose notes. The result is a calmer patient experience and a more reliable eligibility workflow for the clinic.
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🧩 System/workflow, not a random bundle. Most basic packs stop at a few patient-facing pages; this one adds a Start Here path, QuickFill placeholders, a clinic setup checklist, a 60-minute implementation map, a file map, a template map, a troubleshooting FAQ, provider screening logic, a red-flags reference, and a tracker with dashboard, log, and customizable lists. That structure makes it easier to customize once, train staff faster, and keep screening decisions visible instead of buried across scattered notes.
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🔍 It is designed to solve the friction points that slow clinics down:
•    Incomplete patient answers → faster review before the visit moves forward
•    Medication and supplement details scattered across notes → clearer screening and safer decision support
•    Red-flag responses missed inside general intake → more visible escalation and eligibility decisions
•    Treatment-day steps documented inconsistently → cleaner flow from assessment to infusion note
•    Reactions or incidents handled ad hoc → better event capture and follow-through
•    Open next steps lost between team members → clearer ownership, due dates, and closure
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📦 You receive coordinated documentation groups that cover the full workflow:
•    Setup and clinic standards (start-here guidance, customization checklist, implementation map, file routing, template routing, troubleshooting)
•    Patient intake and history (cover materials, patient intake form, medical history, medication and supplement capture, allergy review)
•    Eligibility and consent screening (screening questions, stop-item review, IV consent form, aftercare guidance)
•    Provider review tools (eligibility checklist, red-flags reference, medication review, lab review, clearance support)
•    Treatment-day charting (vitals and assessment, provider order, preparation checks, time-out, infusion progress)
•    Follow-up and event handling (reaction logging, incident reporting, symptom check, follow-up request, outreach support)
•    Operations and oversight (chart audit, opening safety, inventory logging, team roles, readiness review, tracker)
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🛠️ Use it in this order:
1.    Open Start Here and choose the tracker version your clinic will use.
2.    Replace the clinic-wide placeholders once using the QuickFill setup files.
3.    Confirm your screening, escalation, medication-review, and lab-review rules.
4.    Customize the patient-facing wording and internal workflow points to match clinic policy.
5.    Run one mock visit from intake through chart close-out and log one sample open case.
6.    Regenerate the working print set and train staff on what stays patient-facing versus internal.
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💻 Includes editable DOCX files, print-ready PDF files in US Letter and A4, and XLSX tracker workbooks; Microsoft Word and Microsoft Excel are recommended for the smoothest setup and ongoing use. A Google Sheets-labeled tracker file and import guide are included for teams that prefer Sheets, though some Excel formatting may display slightly differently after conversion. 
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🔒 License + Use (Important) :
✔️ Use for your own clinic / practice (single business)
❌ Not for resale, redistribution, or “template bundle” re-packaging
If you operate multiple locations or offer patient materials as a service, you’ll need the appropriate license upgrade :
• “Extended Clinic License Upgrade (Multi‑Location / Multi‑Domain)”
• “Agency / Multi‑Client License Upgrade”
License upgrades are PER PRODUCT. If you buy multiple MedicalSystemsStudio products, purchase the matching quantity of license upgrades.
👉 Important notes :
- Digital download only (no physical product shipped).
- Due to the nature of digital products, returns/exchanges are not available.
- Provided for general business use and should be reviewed/approved for your clinic’s specific requirements and local regulations.