Provider Guidelines: Intake, Documentation, and Best Practices

Intake Process

• Follow all location-specific regulations regarding client intake.

• A verbal intake before each session is encouraged.

Why Intake is Important

While intake procedures vary by treatment type (e.g., physical therapy vs. spa massage), they help to:

• Establish rapport with the client.

• Understand the client’s goals for the session.

• Identify relevant injuries, medical conditions, or areas to avoid.

• Obtain consent for working on sensitive areas.

Clinical Documentation & SOAP Notes

• For insurance-covered appointments (e.g., medical massage, physical therapy), you will be prompted to enter clinical notes at the start and/or end of the session.

• For detailed instructions, refer to “Clinical Documentation & SOAP Notes.”

In-Home Appointment Best Practices

Minimizing Distractions

• Once the session begins, do not use your phone except to enter clinical notes in the Provider App.

• Set your phone to silent or “Do Not Disturb” mode while working with a client.

• If Zeel sends a text during your session, you do not need to respond until the appointment is complete.

Hygiene & Professionalism

• If performing a massage, do not touch your phone after washing your hands to prevent bacteria transfer.

• Above all, stay focused, present, and attentive for the entire session.