50+ Sample Health Assessment Form Templates

What Is a Health Assessment Form?

First of all, health assessment refers to the official evaluation process of a person’s current health from physical examination, palpation, and more. The assessment is naturally done by licensed doctors or physicians and their findings will be written under a health assessment form. And this health assessment form, presented in tabular questionnaire form, captures the current health status of the person being assessed. Health and medical experts can evaluate easily since they simply choose from pre-determined multiple choices of answers in the form and take a few notes as well.

Healthline reported that physical examination is essential every three years for healthy people younger than 50. Meanwhile, people of 50 and above should inspect their health at least once a year.

Why Are Health Assessment Forms Essential?

You already know what a health assessment form is. But why is it important? Here are some of the top reasons that prove just how essential health assessment forms are:

Quick and Easy Health Assessment

A health assessment form streamlines the process of health assessment in general. The fact that the form has the guide of what questions to ask from the patient, what procedures to follow, and what possible answers to choose from makes the form reliable for an easy and quick assessment. This is what people need to save time in the health assessment rather than not being sure as to how to assess or possibly forget some questions to ask.

Details Are Organized

A health assessment form is not only detailed but also organized. Just like a health questionnaire, there is a format followed such as a table or graphic organizer, a series of questions, questions divided into components, multiple choices, and more. And that explains why health assessment runs seamlessly because of its easy-to-read structure. More so, organized data are what people deserve when it comes to understanding their health status.

Reference for Health Assessment Reports

The results covered from the health assessment form will be used in writing the health assessment report later on. Bear in mind that an assessment is just one process. After using the health assessment form, practitioners will identify the right diagnosis for the patient and monitor if the patient’s condition improved or not in the long run. So without the data from the health assessment form, you would not be able to complete the health assessment report.

Flexible for Different Purposes

What questions and answers to collect from a health assessment form varies because everyone has different purposes as to why they need an assessment in the first place. You can use a health assessment form for school, employment, sports, or even COVID checkup. Hence, there are different health assessment forms per purpose. For example, the questions asked in a health assessment form for COVID would focus more on questions related to COVID symptoms whereas the questions covered in a sport health assessment form would be more about physical health and athletic condition.

What Are the Parts of a Health Assessment Form?

Health assessment forms contain valuable information regarding a person’s health. But what other details are expected in a standard health assessment form? In this section, you will learn about the different important parts of health assessment forms.

Title: The title comes naturally for any type of form. Be sure that your form has the words “Health Assessment Form” at the top center so there is no need to insert a long introductory statement as to what the whole document is about. Those words will suffice in stating the document’s intention.Assessor Information: It is important to introduce the parties concerning the health assessment and the form starts with mentioning the assessor’s details. This goes from the name of the assessor, job position, company name, and contact list. The assessor information also proves how credible the assessor is, especially when licensed medical or health experts should conduct health assessments and not random people.Patient Information: The second party to introduce will be the patient. From the name, address, to contact numbers, this part confirms who is being assessed in the first place. And like client information sheets, there is a limit to what possible data to ask or record here, especially when documents related to health must have some terms and conditions towards privacy.Assessment Date and Venue: Where and when does the health assessment take place? Write the complete address and schedule of the assessment in the assessment date and venue section. If you need to track a specific health assessment form, you can even determine the difference of each patient according to the date and time specified per document.Health Assessment Purpose: Why is the health assessment needed by the patient? The official statement of purpose should be written here. The purpose eventually decides what sort of questions will be asked in the form.Series of Questions: Of course, you can’t forget about the list of questions expected in health assessment forms. The questions being added must relate to the health assessment purpose so that the assessment goals will be met.┬áJust like any research questionnaire, questions are itemized for easy tracking and navigating.Multiple Choices: Close-ended questions will have a series of multiple choices. The choices make it easier for assessors to just check or encircle the answer rather than writing the whole words per answer. Choices could be a simple ‘Yes’ or ‘No’ or perhaps a Likert scale containing strong disagree, disagree, neither agree nor disagree, agree, and strongly agree.Subjective Data: The records for subjective data refer to possible health conditions that a patient might have according to medical or health history. It is not proven yet but is still possible due to genetics.Objective Data: On the other hand, the objective data will be where assessment with actual examination took place. The details regarding the physical examination shall be mentioned in this part since the results covered there are objective data already.Blanks for Findings: Leave space for blanks to record the results, specifically for open-ended questions and additional notes. And it simply works as the answer sheet of the form to jot down the findings.Official Health Statement: Often used for health assessment forms for employment purposes, there is an official health statement below that confirms if the patient is fit to work or not fit to work. And that is a crucial part since companies will base on this statement whether to welcome the employee to work or not yet.Assessor’s Signature: Most importantly, the health assessment form should end with the assessor’s signature. The signature makes the form official, meaning it was handled by someone licensed or credible. The standard is to write the print name, signature on top, and even the logo or branding of the business.

How to Create a Health Assessment Form

Making your own health assessment form is easy, particularly when you never have to start from scratch. The 50+ sample health assessment forms in this article are not for display purposes only anyway. In fact, you can create a proper health assessment form with these five simple steps:

  • Step 1: Pick a Sample Health Assessment Form Template

    Explore the different health assessment form samples in this article until you can select your preferred options. Just download a template and you can edit its data afterward. You may opt for a personal health assessment form, medical questionnaire assessment form, health assessment form of school, health needs assessment form, and other examples. Optimize a printable health assessment form template now!

  • Step 2: Determine the Health Assessment’s Type or Purpose

    Curate the details of your health assessment form according to its specific type or purpose. So are you making a health assessment form for COVID, employment, sports, or just a personal health checkup? Determine the purpose to be sure of what set of questions and data to add to the form later. Remember that your health assessment’s data report might be faulty when the health assessment form itself gathered the wrong set of details. So it has to be in line with the assessment’s intention.

  • Step 3: Provide Relevant and Important Questions

    The meat of the health assessment form is its survey questionnaire. You have to insert the right set of questions and that those are the important and relevant queries needed to be answered. You could ask about when the patient was last hospitalized, what the patient’s medical history is, and even what ongoing health problem the patient has. Also, be sure the questions are specific and make sense. Otherwise, hard-to-read questions would only make patients even more puzzled.

  • Step 4: Complete the Health Assessment Form’s Parts

    You already learned the different parts of a basic health assessment form from the title, assessor and patient information, assessment date and venue, down to the assessor’s signature. So be sure you complete the standard parts to complete the form. In fact, you can add more elements to the health assessment form which you think are necessary for the assessment’s purpose. Nonetheless, the parts or elements added will help make the form more organized and understandable.

  • Step 5: Make the Form Easy to Follow

    Lastly, evaluate the health assessment form if it is easy to follow in general. If the answer is no, then that means more work is still needed to improve the document. You can change complex words into words that are easier to understand, incorporate instructions so assessors will be on track regarding how to assess, and even add graphic organizers such as tables, charts, and graphs to present the data visually. A short yet specific health assessment form is even commendable compared to long and complicated documents. So don’t make the document harder than it is.


What are the steps of a complete health assessment?

A health assessment is completed in six steps. These are the assessment, diagnosis, outcome identification, planning, implementation, and evaluation.

What are the three main components of a health assessment form?

The top three components of health assessment forms are the health history or subjective data, physical examination or objective data, and the documentation of results.

What are the steps involved in clinical judgment?

Clinical judgment has four steps. These are noticing, interpreting, responding, and reflecting.

It is a no-brainer that taking care of your health and feeling well is a personal responsibility. Thankfully, routine checkups such as health assessments can help you improve your health condition and lessen the chances of being sick. And you need more maintenance than ever if you have a current health condition. Hence, health assessment forms are a matter of life and death in terms of knowing your health status. So be sure to use reliable health assessment form templates for yearly or regular checkups. Download now!