Download Printable Version Patient Intake Form "*" indicates required fields Today’s Date: MM slash DD slash YYYY As required by law, our office adheres to written policies and procedures to protect the privacy of information about you that we create, receive, or maintain. Your answers are for our records only and will be kept confidential subject to applicable laws. Please note that you will be asked some questions about your responses to this questionnaire and there may be additional questions concerning your health. This information is vital to allow us to provide appropriate care for you. This office does not use this information to discriminate.Patient InformationFirst Name*Last Name*Middle InitialHome PhoneCell PhoneEmail* Address* Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code HeightWeightDate of Birth* MM slash DD slash YYYY SexMaleFemaleOccupationEmergency ContactHow did you hear about us?CHIEF COMPLAINT FOR TODAY'S VISITIf you are completing this form for another person, what is your relationship to that person?Your NameRelationshipHome PhoneCell PhoneDental InformationAre your teeth sensitive to cold, hot, sweets or pressure? Yes No Do you have earaches or neck pains? Yes No Does food or floss catch between your teeth? Yes No Do you have any clicking, popping, or discomfort in the jaw? Yes No Is your mouth dry? Yes No Do you brux or grind your teeth? Yes No Have you had any periodontal (gum) treatments? Yes No Do you have sores or ulcers in your mouth? Yes No Have you ever had orthodontic (braces) treatment? Yes No Have you ever had any problems associated with previous dental treatment? Yes No Are you currently experiencing dental pain or discomfort? Yes No Have you ever had a serious injury to your head or mouth? Yes No Date of your last dental exam MM slash DD slash YYYY What was done at that time?Date of last dental x-rays MM slash DD slash YYYY Reason for visitDentist NameMedical InformationAre you in good health? Yes No Are you taking or have you recently taken any prescription or over the counter medicine(s)? Yes No Has there been any change in your general health within the past year? Yes No Women Only If yes, what condition is being treated?Date of last physical exam MM slash DD slash YYYY If yes, please list all medications, including vitamins, natural or herbal preparations and/or diet supplementsAre you Pregnant? Yes No Number of weeksDo you use tobacco (smoking, snuff, chew, bidis)? Yes No Nursing? Yes No Allergies Please mark "Yes" if you are allergic to (or have had a reaction to) the following.Animals Yes No Iodine Yes No Codeine or other narcotics Yes No Are you allergic or sensitive to anything? Yes No Food / Other Yes No Penicillin or other antibiotics Yes No If yes, please specifyIf yes, please specifyPlease check if you have (or have had) any of the following conditions. Leave unchecked if none apply.Heart murmur Heart murmur Blood transfusion Blood transfusion Diabetes type I or type II Diabetes type I or type II Mental health disorders Mental health disorders If yes, date MM slash DD slash YYYY If yes, please specifyMitral valve prolapse Mitral valve prolapse Hemophilia Hemophilia Eating disorder Eating disorder Recurrent infections Recurrent infections If yes, type of infectionArtificial heart valves Artificial heart valves AIDS or HIV infection AIDS or HIV infection Malnutrition Malnutrition Kidney problems Kidney problems Rheumatic fever Rheumatic fever Arthritis Arthritis Gastrointestinal disease Gastrointestinal disease Night sweats Night sweats Cardiovascular disease Cardiovascular disease Autoimmune disease Autoimmune disease GE Reflux / persistent heartburn GE Reflux / persistent heartburn Osteoporosis Osteoporosis Angina Angina Rheumatoid arthritis Rheumatoid arthritis Ulcers Ulcers Persistent swollen glands in neck Persistent swollen glands in neck Arteriosclerosis Arteriosclerosis Systematic lupus erythematosus Systematic lupus erythematosus Thyroid problems Thyroid problems Severe headaches / migraines Severe headaches / migraines Congestive heart failure Congestive heart failure Asthma Asthma Stroke Stroke Severe / rapid weight loss Severe / rapid weight loss Coronary artery disease Coronary artery disease Bronchitis Bronchitis Glaucoma Glaucoma STDs / STIs STDs / STIs Damaged heart valves Damaged heart valves Emphysema Emphysema Hepatitis, jaundice, or liver disease Hepatitis, jaundice, or liver disease Excessive urination Excessive urination Heart attack Heart attack Sinus trouble Sinus trouble Epilepsy Epilepsy ADD ADD Low blood pressure Low blood pressure Tuberculosis Tuberculosis Fainting spells or seizures Fainting spells or seizures ADHD ADHD High blood pressure High blood pressure Cancer / Chemotherapy / Radiation treatment Cancer / Chemotherapy / Radiation treatment Neurological disorders Neurological disorders Sensory Processing Disorder Sensory Processing Disorder If yes, please specifyCongenital heart defects Congenital heart defects Chest pain upon exertion Chest pain upon exertion Gag Reflex Sensitivity Gag Reflex Sensitivity Oral Sensory Sensitivity Oral Sensory Sensitivity Pacemaker Pacemaker Chronic pain Chronic pain Sleep disorder Sleep disorder Rheumatic heart disease Rheumatic heart disease Anemia Anemia Abnormal bleeding Abnormal bleeding Has a physician or previous dentist recommended that you take antibiotics prior to your dental treatment? Yes No Do you have any disease, condition, or problem not listed above that you think we should know about? Yes No If yes, please explainHIPAA Consent FormGeneral InformationNameDate of Birth MM slash DD slash YYYY Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Consent & Notice of Privacy PracticesPurpose of Consent: By signing this form, you will consent to our use and disclosure of your protected health information to carry out treatment, payment activities, and healthcare operation. Notice of Privacy Practices: You have the right to read our Notice of Privacy Practices before you decide whether to sign this Consent. Our Notice provides a description of our treatment, payment activities, and healthcare operations, of the uses and disclosures we may make of your protected health information, and of other important matters about your protected health information. We reserve the right to change our privacy practices as described in our Notice of Privacy Practices. If we change our privacy practices, we will issue a revised notice of Privacy Practices, which will contain the changes. Those changes may apply to any of your protected health information that we maintain. You may obtain a copy of our Notice of Privacy Practices, including any revisions of our Notice, at any time by contacting us by phone or email. Right to Revoke: You will have the right to revoke this Consent at any time by giving us a written notice of your revocation submitted to the Contact Person listed above. Please understand that revocation of this Consent will not affect any action we took in reliance of this Consent before we received your revocation, and that we may decline to treat you or to continue treating you if you revoke this Consent.SignatureNOTE: Both Doctor and patient are encouraged to discuss any and all relevant patient health issues prior to treatment.NEEDS TO BE CHECKED OFFI certify that I have read and understand the above and that the information given on this form is accurate. I understand the importance of a truthful health history and that my doctor and their staff will rely on this information for treating me. I acknowledge that my questions, if any, about inquiries set forth above have been answered to my satisfaction. I will not hold my doctor, or any other member of their staff, responsible for any action they take or do not take because of errors or omissions that I may have made in the completion of this form.* I certify that I have read and understand the above and that the information given on this form is accurate. I understand the importance of a truthful health history and that my doctor and their staff will rely on this information for treating me. I acknowledge that my questions, if any, about inquiries set forth above have been answered to my satisfaction. I will not hold my doctor, or any other member of their staff, responsible for any action they take or do not take because of errors or omissions that I may have made in the completion of this form.*Name of Patient/Legal Guardian*Signature of Patient/Legal Guardian*Date* MM slash DD slash YYYY All parties involved agree that this document may be signed electronically. The electronic signatures appearing on this document are the same as handwritten signatures for the purposes of validity, enforceability, and admissibility.Insurance FormPatient NameDate of Birth MM slash DD slash YYYY General InformationPolicy Holder Self Other Policy Holder Name (if not patient)Relationship to Patient Self Spouse Parent Legal Guardian Partner Other If other, please specifyName of EmployerAddress Street Address City State / Province / Region ZIP / Postal Code Policy Holder Date of Birth MM slash DD slash YYYY Insurance CompanyInsurance GroupInsurance PlanEffective Date MM slash DD slash YYYY Add PhotoPlease attach copy of the insurance card Drop files here or Select files Accepted file types: jpg, gif, png, pdf, Max. file size: 3 GB. Is there secondary insurance Yes No If I am entitled to benefits under Medicare, Medicaid, or any insurance policy or other health benefit plan (covering me or anyone legally responsible for me), in consideration of services provided to me, I assign, transfer and convey the benefits payable under such program, policy or plan for services rendered to me. I authorize payment of these benefits directly, with such benefits being applied to my bill. I understand and acknowledge that this assignment does not relieve me of financial responsibility for charges incurred by me or anyone on my behalf, and I hereby acknowledge responsibility for and agree to pay charges not paid under this assignment, including any coinsurance amounts, deductibles, Durable Medical Equipment, and any charges for service deemed to be non-covered, not pre-certified, or not pre-authorized by my insurance plan.Initial I give my consent for examination and treatment.InitialI authorize the release of information including the diagnosis, records, examination, treatment, radiology, and claims of information.This information may be released to Spouse Family Friend Other Treating Physician(s) Do Not Release my Medical Information SignatureNOTE: Both Doctor and patient are encouraged to discuss any and all relevant patient health issues prior to treatment. NEEDS TO BE CHECKED OFFI certify that I have read and understand the above and that the information given on this form is accurate. I understand the importance of a truthful health history and that my doctor and their staff will rely on this information for treating me. I acknowledge that my questions, if any, about inquiries set forth above have been answered to my satisfaction. I will not hold my doctor, or any other member of their staff, responsible for any action they take or do not take because of errors or omissions that I may have made in the completion of this form.* I certify that I have read and understand the above and that the information given on this form is accurate. I understand the importance of a truthful health history and that my doctor and their staff will rely on this information for treating me. I acknowledge that my questions, if any, about inquiries set forth above have been answered to my satisfaction. I will not hold my doctor, or any other member of their staff, responsible for any action they take or do not take because of errors or omissions that I may have made in the completion of this form.*Name of Patient/Legal GuardianSignature of Patient/Legal GuardianDate MM slash DD slash YYYY All parties involved agree that this document may be signed electronically. The electronic signatures appearing on this document are the same as handwritten signatures for the purposes of validity, enforceability, and admissibility.Name of patientPatient’s signature (if over 18 years)Date MM slash DD slash YYYY Parents/Guardian Name (if a minor)Signature of Parent/GuardianDate MM slash DD slash YYYY