Sync template from atomicqms-style deployment

Forms/FRM-001-Document-Change-Request.md

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+# Document Change Request Form
+
+| Form ID | FRM-001 | Revision | 1.0 |
+|---------|---------|----------|-----|
+
+---
+
+## Section 1: Request Information
+
+| Field | Entry |
+|-------|-------|
+| Request Date | |
+| Requested By | |
+| Department | |
+
+## Section 2: Document Information
+
+| Field | Entry |
+|-------|-------|
+| Document Number | |
+| Document Title | |
+| Current Revision | |
+
+## Section 3: Change Description
+
+### Type of Change
+- [ ] New Document
+- [ ] Revision to Existing Document
+- [ ] Document Obsolescence
+
+### Description of Change
+*(Describe the proposed change in detail)*
+
+
+
+
+### Reason for Change
+*(Explain why this change is needed)*
+
+
+
+
+## Section 4: Impact Assessment
+
+### Affected Areas
+- [ ] Training Required
+- [ ] Other Documents Affected
+- [ ] Process Changes Required
+- [ ] Validation Impact
+
+### List Affected Documents
+
+
+## Section 5: Approvals
+
+| Role | Name | Signature | Date |
+|------|------|-----------|------|
+| Requester | | | |
+| Document Owner | | | |
+| Quality Assurance | | | |
+
+---
+
+*Form FRM-001 Rev 1.0*

Forms/FRM-003-CAPA-Form.md

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+# Corrective and Preventive Action (CAPA) Form
+
+| Form ID | FRM-003 | Revision | 1.0 |
+|---------|---------|----------|-----|
+
+---
+
+## Section 1: CAPA Identification
+
+| Field | Entry |
+|-------|-------|
+| CAPA Number | |
+| Date Initiated | |
+| Initiated By | |
+| CAPA Owner | |
+| Target Closure Date | |
+
+## Section 2: Classification
+
+### Type
+- [ ] Corrective Action
+- [ ] Preventive Action
+
+### Source
+- [ ] Customer Complaint
+- [ ] Internal Audit
+- [ ] External Audit
+- [ ] Process Deviation
+- [ ] Nonconforming Product
+- [ ] Management Review
+- [ ] Other: ____________
+
+### Priority
+- [ ] Critical (5 business days)
+- [ ] Major (15 business days)
+- [ ] Minor (30 business days)
+
+## Section 3: Problem Description
+
+*(Describe the nonconformity or potential nonconformity)*
+
+
+
+
+## Section 4: Immediate Containment
+
+*(Actions taken to contain the immediate impact)*
+
+
+
+
+## Section 5: Root Cause Investigation
+
+### Investigation Method Used
+- [ ] 5 Whys
+- [ ] Fishbone Diagram
+- [ ] Fault Tree Analysis
+- [ ] Other: ____________
+
+### Root Cause Determination
+
+
+
+
+## Section 6: Corrective/Preventive Actions
+
+| Action | Responsible | Due Date | Status |
+|--------|-------------|----------|--------|
+| | | | |
+| | | | |
+| | | | |
+
+## Section 7: Effectiveness Verification
+
+| Criteria | Method | Result |
+|----------|--------|--------|
+| | | |
+
+Verification Date: ____________
+Verified By: ____________
+
+## Section 8: Closure
+
+| Role | Name | Signature | Date |
+|------|------|-----------|------|
+| CAPA Owner | | | |
+| Quality Approval | | | |
+
+---
+
+*Form FRM-003 Rev 1.0*

Forms/FRM-006-Audit-Checklist.md

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+# Internal Audit Checklist
+
+| Form ID | FRM-006 | Revision | 1.0 |
+|---------|---------|----------|-----|
+
+---
+
+## Audit Information
+
+| Field | Entry |
+|-------|-------|
+| Audit Number | |
+| Audit Date | |
+| Area/Process Audited | |
+| Lead Auditor | |
+| Auditee(s) | |
+
+---
+
+## Checklist Items
+
+| # | Requirement/Question | Reference | C/NC/NA | Evidence/Notes |
+|---|---------------------|-----------|---------|----------------|
+| 1 | Are current versions of applicable procedures available? | SOP-001 | | |
+| 2 | Are personnel trained on applicable procedures? | SOP-003 | | |
+| 3 | Are training records current and complete? | SOP-003 | | |
+| 4 | Are records properly maintained and retrievable? | SOP-001 | | |
+| 5 | Are nonconformities being documented and addressed? | SOP-002 | | |
+| 6 | Are CAPAs being completed on time? | SOP-002 | | |
+| 7 | Is equipment calibrated and maintained? | | | |
+| 8 | Are process controls being followed? | | | |
+| 9 | Are quality objectives being monitored? | | | |
+| 10 | | | | |
+
+**Legend:** C = Conforming, NC = Nonconforming, NA = Not Applicable
+
+---
+
+## Findings Summary
+
+| Finding # | Type | Description | Clause Reference |
+|-----------|------|-------------|------------------|
+| | | | |
+| | | | |
+
+---
+
+## Auditor Signature
+
+| Auditor | Signature | Date |
+|---------|-----------|------|
+| | | |
+
+---
+
+*Form FRM-006 Rev 1.0*

Forms/Intake-Forms/FRM-OPT-001-New-Patient-Registration.md

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+# New Patient Registration Form
+
+| Form ID | FRM-OPT-001 | Revision | 1.0 |
+|---------|-------------|----------|-----|
+
+---
+
+## Patient Information
+
+| Field | Entry |
+|-------|-------|
+| Last Name | |
+| First Name | |
+| Middle Name/Initial | |
+| Preferred Name | |
+| Date of Birth | |
+| Age | |
+| Sex | ☐ Male ☐ Female ☐ Other |
+| Social Security # (last 4) | XXX-XX-_____ |
+
+### Contact Information
+
+| Field | Entry |
+|-------|-------|
+| Street Address | |
+| Apartment/Unit | |
+| City | |
+| State | |
+| Zip Code | |
+| Home Phone | |
+| Cell Phone | |
+| Work Phone | |
+| Preferred Contact Method | ☐ Home ☐ Cell ☐ Work ☐ Email |
+| Email Address | |
+| OK to Leave Message? | ☐ Yes ☐ No |
+
+### Additional Information
+
+| Field | Entry |
+|-------|-------|
+| Marital Status | ☐ Single ☐ Married ☐ Divorced ☐ Widowed ☐ Partnered |
+| Race/Ethnicity (optional) | |
+| Preferred Language | |
+| Interpreter Needed? | ☐ Yes (Language: _______) ☐ No |
+| Employer | |
+| Occupation | |
+
+---
+
+## Emergency Contact
+
+| Field | Entry |
+|-------|-------|
+| Name | |
+| Relationship | |
+| Home Phone | |
+| Cell Phone | |
+| Work Phone | |
+
+---
+
+## Primary Care Information
+
+| Field | Entry |
+|-------|-------|
+| Primary Care Physician | |
+| Practice Name | |
+| Phone Number | |
+| Fax Number | |
+| Address | |
+| Date of Last Visit | |
+
+---
+
+## Referring Provider (if applicable)
+
+| Field | Entry |
+|-------|-------|
+| Referring Physician | |
+| Practice Name | |
+| Phone Number | |
+| Fax Number | |
+| Reason for Referral | |
+
+---
+
+## Insurance Information
+
+### Primary Insurance
+
+| Field | Entry |
+|-------|-------|
+| Insurance Company | |
+| Policy/ID Number | |
+| Group Number | |
+| Policy Holder Name | |
+| Policy Holder DOB | |
+| Relationship to Patient | ☐ Self ☐ Spouse ☐ Child ☐ Other: _______ |
+| Insurance Phone | |
+
+### Secondary Insurance (if applicable)
+
+| Field | Entry |
+|-------|-------|
+| Insurance Company | |
+| Policy/ID Number | |
+| Group Number | |
+| Policy Holder Name | |
+| Policy Holder DOB | |
+| Relationship to Patient | ☐ Self ☐ Spouse ☐ Child ☐ Other: _______ |
+| Insurance Phone | |
+
+---
+
+## Responsible Party (if different from patient)
+
+| Field | Entry |
+|-------|-------|
+| Name | |
+| Relationship to Patient | |
+| Date of Birth | |
+| Address (if different) | |
+| Phone Number | |
+| Email | |
+
+---
+
+## Pharmacy Information
+
+| Field | Entry |
+|-------|-------|
+| Preferred Pharmacy Name | |
+| Address | |
+| Phone Number | |
+| Cross Street/Location | |
+| Preferred Mail Order Pharmacy | |
+
+---
+
+## Medical History Summary
+
+### Current Medications
+*List all current medications including over-the-counter and supplements*
+
+| Medication Name | Dose | Frequency |
+|-----------------|------|-----------|
+| | | |
+| | | |
+| | | |
+| | | |
+| | | |
+| | | |
+
+### Allergies
+
+☐ No Known Allergies (NKA)
+
+| Allergen | Type | Reaction |
+|----------|------|----------|
+| | ☐ Drug ☐ Food ☐ Other | |
+| | ☐ Drug ☐ Food ☐ Other | |
+| | ☐ Drug ☐ Food ☐ Other | |
+
+### Medical Conditions
+*Check all that apply*
+
+| Condition | ☐ | Condition | ☐ |
+|-----------|---|-----------|---|
+| Arthritis | | Liver Disease | |
+| Asthma | | Lung Disease/COPD | |
+| Cancer | | Mental Health Condition | |
+| Diabetes | | Seizures/Epilepsy | |
+| Heart Disease | | Stroke/TIA | |
+| High Blood Pressure | | Thyroid Disease | |
+| High Cholesterol | | Other: _____________ | |
+| Kidney Disease | | Other: _____________ | |
+
+### Surgical History
+
+| Surgery/Procedure | Year |
+|-------------------|------|
+| | |
+| | |
+| | |
+
+---
+
+## Social History
+
+| Field | Entry |
+|-------|-------|
+| Tobacco Use | ☐ Never ☐ Current ☐ Former (Quit year: _____) |
+| If yes, type/amount | |
+| Alcohol Use | ☐ None ☐ Social ☐ Daily |
+| If yes, type/amount | |
+| Exercise | ☐ None ☐ Light ☐ Moderate ☐ Vigorous |
+| Frequency | times per week |
+
+---
+
+## How Did You Hear About Us?
+
+☐ Physician Referral: _________________
+☐ Insurance Directory
+☐ Internet Search
+☐ Social Media
+☐ Friend/Family Member
+☐ Other: _________________
+
+---
+
+## Acknowledgments
+
+### Financial Policy
+☐ I have read and understand the financial policy. I authorize payment directly to this practice of any insurance benefits otherwise payable to me. I understand that I am responsible for any amount not covered by insurance.
+
+### Privacy Practices
+☐ I have received a copy of the Notice of Privacy Practices and understand how my health information may be used and disclosed.
+
+### Release of Information
+☐ I authorize the release of medical information necessary to process insurance claims and for continuity of care with referring and consulting physicians.
+
+### Communication Authorization
+☐ I authorize communication via: ☐ Phone ☐ Email ☐ Text Message for appointment reminders and health information.
+
+### Assignment of Benefits
+☐ I authorize payment of medical benefits to this practice for services rendered.
+
+---
+
+## Patient Portal
+
+☐ I would like to enroll in the patient portal
+
+| Field | Entry |
+|-------|-------|
+| Preferred Email for Portal | |
+
+---
+
+## Signature
+
+| Field | Entry |
+|-------|-------|
+| Patient/Guardian Signature | |
+| Printed Name | |
+| Relationship (if not patient) | |
+| Date | |
+
+---
+
+## For Office Use Only
+
+| Field | Entry |
+|-------|-------|
+| Date Received | |
+| Entered By | |
+| Chart Number | |
+| Insurance Verified | ☐ Yes |
+| Copay Collected | $ |
+| Notes | |
+
+---
+
+*Form FRM-OPT-001 Rev 1.0 - New Patient Registration Form*

Forms/Training/FRM-004-Training-Record.md

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+# Training Record Form
+
+| Form ID | FRM-004 | Revision | 1.0 |
+|---------|---------|----------|-----|
+
+---
+
+## Section 1: Employee Information
+
+| Field | Entry |
+|-------|-------|
+| Employee Name | |
+| Employee ID | |
+| Department | |
+| Job Title | |
+
+## Section 2: Training Information
+
+| Field | Entry |
+|-------|-------|
+| Training Title | |
+| Training Date | |
+| Training Duration | |
+| Trainer Name | |
+| Trainer Qualification | |
+
+### Training Type
+- [ ] Initial Training
+- [ ] Retraining
+- [ ] Refresher
+- [ ] Procedure Update
+
+### Delivery Method
+- [ ] Classroom
+- [ ] On-the-Job
+- [ ] Self-Study
+- [ ] Computer-Based
+- [ ] Other: ____________
+
+## Section 3: Training Content
+
+*(List topics covered or attach training materials)*
+
+
+
+
+## Section 4: Assessment
+
+### Assessment Method
+- [ ] Written Test
+- [ ] Practical Demonstration
+- [ ] Verbal Assessment
+- [ ] Observation
+
+### Assessment Results
+
+| Metric | Result |
+|--------|--------|
+| Score (if applicable) | |
+| Pass/Fail | |
+
+## Section 5: Signatures
+
+| Role | Name | Signature | Date |
+|------|------|-----------|------|
+| Trainee | | | |
+| Trainer | | | |
+| Supervisor | | | |
+
+---
+
+*Form FRM-004 Rev 1.0*