Practice Management Tips

Getting Ready To Re-Launch: Prescreening Clients

updated on

April 21, 2023

prescreening for covid

Many people have been asking us what changes will have to happen to the intake form in order to screen for COVID-19. We have seen many opinions on this: from no screening at all, to taking the temperature of every client. Everyone will of course do whatever makes them comfortable.


Since symptoms may present at any time we recommend no changes to your intake form but instead complete a pre-screening of every client before every appointment. It's important to complete the pre-screening before the client enters your office space to minimize your risk. So that might mean a call, text, or email the day before the appointment.


At ClinicSense, we're working on automating this process. Once a client has been pre-screened, a checkmark will appear on their appointment. If there's no checkmark, you know they didn't complete the prescreening and should give them a call. We'll be sending out a separate email to our customers once this is ready to go.


Here is a link to the form we've created. It's based on CDC reported symptoms and common risk factors. With ClinicSense, we'll ask the client to sign the form and submit it online. The signature is for perception. While a signed form is unlikely to be enforceable, people generally think harder about what they are agreeing to if they are signing their name to it.


If you are doing a pre-screening and it's not being submitted online do not ask the client to sign a form in your office. Anything extra that the client has to touch increases risk. Pre-screening can be done verbally (ideally over the phone, by text message, or by email).


It's likely we'll continue to get more information from governments and industry associations. So continue to monitor requirements and recommendations.

The COVID-19 pandemic has been a challenging time for everyone, especially for small business owners. Massage therapists were among the many professionals who were hit hard by the pandemic, as they were forced to shut down their practices to comply with government mandates to slow the spread of the virus. Many massage therapists struggled to keep their businesses afloat during the pandemic, as they had to navigate new safety protocols, financial hardship, and a decreased demand for their services.

During these difficult times, ClinicSense has been a valuable tool for massage therapists looking to manage and grow their businesses. ClinicSense provides a variety of features that can help massage therapists adapt to the challenges of the pandemic and continue to provide high-quality services to their clients.

One of the most useful features of ClinicSense during the pandemic has been the ability to conduct online consultations and appointments. With the pandemic making in-person meetings risky, many massage therapists turned to virtual appointments to connect with their clients. ClinicSense makes it easy to schedule and conduct virtual appointments, which has been a lifesaver for many therapists who would otherwise have had to shut down their businesses completely.

In addition to virtual appointments, ClinicSense also offers a range of features that can help massage therapists keep their practices running smoothly during the pandemic. For example, the software provides an easy-to-use scheduling system that can help therapists manage their appointments, even as they navigate changing safety protocols and other challenges. ClinicSense also provides marketing tools that can help therapists stay connected with their clients and reach new ones, even as the pandemic has forced many businesses to shut down.

Overall, the COVID-19 pandemic has been a challenging time for massage therapists and other small business owners. However, with the help of ClinicSense, many massage therapists have been able to continue providing high-quality services to their clients, even in the face of unprecedented challenges. As the world continues to adapt to the pandemic, it is clear that tools like ClinicSense will be invaluable for helping small businesses survive and thrive in the new normal.

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