Templates  /  Chiropractic  /  Chiropractic Initial Exam Form

Chiropractic Initial Exam Form

A free, printable initial exam form that helps you capture a new patient's history, findings and first plan in one organised page.

GGleniUpdated October 2026

What is a chiropractic initial exam form?

An initial exam form records what you learn at a new patient’s first visit: why they came, their history, what you found on examination and what you propose to do.

  • Chief complaint: The patient’s main reason for visiting, in their own words, with onset and severity.
  • History: Relevant medical, injury and lifestyle history, plus any warning signs that need attention.
  • Examination findings: Your observations and test results, such as movement, tenderness and neurological screening.
  • Initial plan: Your first impressions, the proposed care and when you will review progress.

A consistent first-visit record gives you a clear baseline to measure progress against.

Chiropractic Initial Exam Form

Chiropractic Initial Exam Form

Initial Exam
Patient name
Date of exam
Date of birth
Examiner
Chief complaint
History
Examination findings
Initial plan
Get this templateFree to edit in Ruana or download as a PDF

Chiropractic Initial Exam Form Example

Initial Exam
Patient name
Date of exam
Date of birth
Examiner
Chief complaint
Lower back pain for three weeks, worse after sitting. Pain 5/10.
History
No previous back surgery. Desk job. Occasional running. No red-flag symptoms reported.
Examination findings
Reduced lumbar flexion. Tenderness over right lower back. Neurological screen normal.
Initial plan
Care plan discussed. Re-evaluate in two weeks. Advice on posture and movement.
Get this templateFree to edit in Ruana or download as a PDF

How to use this chiropractic initial exam form

The template is designed to be quick to complete. Follow these four steps.

Step 1: Download the form

Download the blank form and print it, or complete it on screen during the consultation.

Step 2: Record the history

Capture the patient’s complaint and history first. Ask about anything that could affect treatment.

Step 3: Add your findings

Note your examination results objectively, using your usual tests and your own clinical judgement.

Step 4: Set the plan and file it

Write the initial plan and review date, sign and date the form, and store it securely with the patient record.

Who can use this chiropractic exam form?

Chiropractors and other musculoskeletal practitioners who assess new patients, including:

  • Solo chiropractors
  • Multi-practitioner clinics
  • Associate chiropractors
  • Mobile and sports practitioners
  • Students and new graduates
  • Clinics standardising their paperwork

Adjust the sections to match your assessment style, your regulator’s guidance and your local record-keeping rules.

Why is an initial exam form useful for chiropractors?

A set layout helps you in three ways:

  • Completeness: a set layout reminds you to cover every area at the first visit.
  • Baseline: clear starting findings make later progress easier to judge.
  • Efficiency: structured notes are quicker to write than free text.

Benefits of using a chiropractic initial exam form

A clear baseline

Initial findings recorded the same way make re-assessments more meaningful.

Safer care

A structured history helps you notice anything that needs a referral.

Consistency across practitioners

Everyone in the clinic records new patients in the same format.

Better handovers

Another clinician can pick up the file and understand the starting point quickly.

Smoother follow-up notes

Your first record feeds straight into SOAP notes at later visits.

Commonly asked questions

Does this replace clinical judgement?

No. The form is a recording tool. What you ask, test and conclude is always your professional decision.

How long should the exam take?

That varies by patient and practice. The form is designed to be completed as you go, not afterwards from memory.

Where should I store completed forms?

Keep them with the patient record in a secure place with restricted access, following the privacy and record-keeping rules in your region.

Practice management with Ruana

Your practice, with less paperwork

Bring your bookings, notes, and billing together. Try Ruana free for 14 days. No credit card required.

Try Ruana free
Your 14-day trial includes14 days

Full access, no card needed

  • Online booking
  • Email reminders
  • Paperless intake forms
  • Charts and SOAP notes
  • Invoicing and billing