In-home physical therapy, with the paperwork done before the first visit
Braca PT & Wellness is a cash-pay physical therapy practice that treats patients in their homes around Temecula, California. There's no front desk and no clipboard in the car — so every step from booking to receipt happens on the patient's phone.
- Practice
- Cash-pay, in-home physical therapy
- Service area
- Temecula, Murrieta & Winchester, CA
- On TendForm
- Booking screener · new-patient packet · visit invoices · HIPAA clinical forms
Booking requests that screen themselves
An in-home practice can only help people inside its service area, and a cash-pay practice can't take Medicare. Braca's Request to Book form asks both up front: the ZIP code where visits would happen, and whether the patient understands the practice doesn't bill insurance.
Conditional logic does the rest. Patients who fit see a short set of questions — what they want help with, how soon they'd like to start, a number to text back — and then the practice's direct line. Anyone outside the area or needing Medicare gets a kind, clear explanation instead of a voicemail that goes nowhere.
Build a screener like this →New-patient paperwork as one link
Consent to Treatment and a Confidentiality & Privacy acknowledgment go out together as a single packet. Patients see numbered steps with the next one highlighted, finish on their phone, and can come back to it later with their personal code.
For anyone who'd rather scan than tap, the packet carries one QR code — and a PDF or Word copy of every form for patients who want paper.
Start from the physical therapy packet →
An invoice for each session
The Visit Invoice & Payment Record is filled in after each appointment: the date, the services provided, what was charged and paid, and how. Repeat entries are on, so the same form logs every visit as its own record — and a patient can take a copy as an itemized receipt for their own insurance, HSA, or FSA claim.
Use the invoice template →
Clinical forms kept in HIPAA mode
Outcome measures like the Neck Disability Index, and incident reports, run in HIPAA mode: responses are stored in TendForm's isolated, encrypted enclave, and every access is logged. New responses notify the team by email — without putting patient details in the message.
How HIPAA works on TendForm →Set up your practice the same way
- Free
- No credit card
- HIPAA plan when you need it