Practice Management Tools

Find what you need to start and grow your practice. 

 

Patient Education

New Patient BrochureNew Patient Brochure. CSOMA's print-ready, full-color brochure answers your patients' most common questions about TCM. 

 Download the New Patient Brochure

 

 



back to top
 


 

Liability Prevention

A Log to Track Referrals & Test ResultsLog to Track Referrals & Test Results. Reduce the risk of patient injuries and subsequent liability by establishing a system for tracking referrals and test results. Credit: Medical Insurance Exchange of California (MIEC)

Download the Log to Track Referrals & Test Results

 

 
back to top


Patient Forms

Informed Consent

Informed Consent. A checklist your patient reads and initializes, signs and dates. Credit: Medical Insurance Exchange of California (MIEC)

Download the Informed Consent form

 

 

 

 

 

 
back to top


 

 SOAP NotesSOAP Notes. Use this SOAP Notes template to document Subjective, Objective, Assessment, and Plan for each patient. Credit: Medical Insurance Exchange of California (MIEC)

 Download SOAP Notes

 

 

 

 

 

back to top 


Clinic Forms


ICD-10 Cheat SheetICD-10 Cheat Sheet. 
Includes most commonly used ICD-10 codes for acupuncturists plus a Quick Start Guide that includes documentation changes you should know about.

Download ICD-10 Cheat Sheet


More practice management tools to come! Looking for something in particular? Tell us what you need.