Patient Information
Please print clearly and complete all information requested. This will ensure that your claim is being processed efficiently. Thank you!
Patient Name _________________________________ DOB ___________ Age ______
Mailing Address ________________________ City__________ State ____ Zip_______
Home # __________________ Work # __________________ Cell # _______________
Occupation ___________________________ Employer _________________________
Marital Status: M S D W Sex: M F
Social Security # __________________________ Drivers License # ________________
In case of emergency, please contact _______________________ Phone _____________
How did you hear about us? _________________________________________________
Instructions for leaving messages or giving medical information:
May we speak to:
Your Spouse |
____ Yes |
____ No |
____ Initials |
Your Parent / Child |
____ Yes |
____ No |
____ Initials |
Speak only to me |
____ Yes |
____ No |
____ Initials |
May we leave a message on:
Answering Machine |
____ Yes |
____ No |
____ Initials |
Voicemail |
____ Yes |
____ No |
____ Initials |
If there is anyone else you authorize us to give medical information to, please specify:
______________________________________________________________________
I have received the Notice of Privacy Practices and I have been provided an opportunity to review it.
Name ________________________ Signature _______________________________
Date _________________________
Health Questionnaire
Please Print
Date of visit: ______________
Current Concerns: ________________________________________________________
Hospital Admissions (Indicate the year you were admitted to the hospital and the reason. Do not include normal pregnancies.)
Year / Illness or Operation __________________________________________________
Year / Illness or Operation __________________________________________________
Year / Illness or Operation __________________________________________________
Year / Illness or Operation __________________________________________________
Medications (List all medications you are currently taking. Include over the counter Rx as well.)
Name / Strength / How Often _______________________________________________
Name / Strength / How Often _______________________________________________
Name / Strength / How Often _______________________________________________
Name / Strength / How Often _______________________________________________
Drug Allergies___________________________________________________________
Medical History
Main Problems: 1.________________ 2. ____________________ 3.________________
Medical conditions in your family: __________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
For Female patients only:
Date of last pap _________________ |
Date of last mammogram ________________ |
Number of pregnancies _________________ |
Number of miscarriages ________________ |
Birth control method__________________ |
Menstrual history/ Regular ___ Irregular___ |
Do you have advanced directives? YES NO
If yes, where are they kept? _____________________________________________________
Insurance Information
Primary Carrier _______________________________ Phone # __________________
Carrier’s Address ________________________________________________________
Insured (Policy holder) ______________________________ DOB _________________
Relationship to Patient ____________________________________________________
Insurance ID# ___________________________________ Effective Date ____________
Have you met your annual deductible? ___YES ___ NO
Secondary Carrier _______________________________ Phone # ________________
Carrier’s Address ________________________________________________________
Insured (Policy holder) ______________________________ DOB _________________
Relationship to Patient ____________________________________________________
Insurance ID# ___________________________________ Effective Date ____________
Please present your Medicare or insurance card to the receptionist for photo duplication.
Payment for all professional services is expected at the time services are rendered, unless alternative arrangements have been made in advance. All deductibles and co-payments must be paid at the time of the office visit.
Services provided for a minor are the responsibility of the accompanying adult, regardless of custodial status. I understand it is the policy of this office to report any delinquent balances to the credit bureau. I authorize the release of any medical information necessary to process insurance claims and authorize payment of medical benefits to the party, which accepts assignment for the services rendered.
I have completed this form fully, and I certify that I am the patient or the general agent or legal guardian of the patient duly authorized to furnish the information requested. I understand that I am fully responsible for payment of all services performed at the time they are rendered, with exceptions only as listed above.
Patient or Guardian Signature _____________________________________________
Date __________________________________
Celina Medical Clinic Financial Policy
Due to the increase in high deductibles, co-insurance portions and co-payments, and due to the increase in insurance companies pending claims and withholding payments, it is necessary for our office to enact the following financial policies effective 5/21/2007. Please feel free to ask for clarification if necessary. We apologize for any inconvenience.
We ask for your insurance information with your first appointment, and we make every effort to verify your coverage and benefits. While we do our best to verify that our doctor is contracted and in-network with your insurance plan, it is ultimately your responsibility to ensure that this is the case. We call your insurance company and ask for specific benefits for procedures that are common in our family practice. Based upon the information provided to us by your insurance company, we will expect payment according to the benefits quoted. Upon checkout, we will expect payment of any deductible, co-payment or co-insurance based on the services rendered. We will then file your insurance claim with your insurance company for that visit. When they process your claim, they will mail both you and us an Explanation of Benefits (EOB). When we receive the EOB, we will adjust any contracted discounts off of your account for that visit. We will also post any payments received from the insurance company to your account for that visit. If there is a remaining balance due on your account for that visit, we will send you a statement in the mail. Payment for any outstanding balance due on that visit is due and payable upon receipt. Any outstanding balances from prior visits must be paid before your next appointment. If you are unable to pay your portion of the medical bill at that time, please ask to speak to our billing representative to make prior arrangements.
Many insurance plans have a requirement that patients must provide additional information to them before they will pay your claim. When this is the case, your insurance company will inform us that they have “pended” your claim for additional information. If this happens, the full balance due on your visit becomes your responsibility to pay. Once an insurance company pends a claim, there is nothing that our office can do to get the claim paid; it is completely up to the patient to contact their insurance company, provide the needed information, and ensure that the insurance company pays the claim within thirty days. Additionally, if your insurance plan, group number or policy number changes, you must notify us at the time of service. Failure to provide us with the current valid insurance information will result in the entire balance becoming your responsibility. This is because health care providers only have a certain amount of time in which to file your insurance claim; this timely filing deadline varies from insurance company to insurance company.
It is important to remember that your insurance policy is a contract between you and the insurance company. We will do everything possible to assist you in getting your claim paid; however, all charges incurred for your medical care are your sole financial responsibility. Medical insurance is like a “credit card with discounts”: by having insurance coverage and fulfilling all of your insurance plan policy provisions, you are not required to pay our full charges prior to service.
Your co-payment, deductible, or co-insurance and any past balances from previous visits must be paid at checkout for services rendered at that visit. If you are unable to pay your portion at that time, we ask that you either reschedule your appointment or make prior financial arrangements with our billing representative.
I,______________________________, do hereby affirm that I have read and understand the above financial policies. I understand that I am financially responsible for all medical fees incurred during my treatment, regardless of insurance coverage or benefits.
______________________________ ___________________________ ___________
(print name) (signature of Patient/Guardian) (date)