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



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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


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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






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 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






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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.