Consultation forms: everything you need to know

Every client must fill out a consultation form, even if they’ve booked with you before. This is essential for insurance purposes and without it, your insurance isn’t valid.

Key things to remember

• No form = no treatment. Without one, your insurance won’t cover you.
• Bring enough forms for all your appointments each day
• Returning clients still need to complete a form. Their needs may have changed.
• You can use your own form, but it must meet insurance requirements – access Urban’s forms here
• Keep records for as long as your insurer requires – check with them for specifics
  
  

What if I forget my consultation forms?

You won’t be able to perform the treatment – this falls under Urban’s cancellation, lateness and no-show policy. Read more here.

 

Can I use my own form?

Yes, but make sure it meets insurance requirements and avoids collecting unnecessary personal info. To keep things simple, we recommend using Urban’s form.