Patient Information Form
Patient Demographic Information
*Last Name
*First Name
*Middle Initial
Address
City
State
Zip Code
*Appointment Reminder Contact Method
Text
Mobile
Email
Home Phone
(Choose method of choice)
No Appointment Reminder
*Email Address
Declined Email
No Email
*Date of Birth
SSN
*Sex
F
M
Status
Single
Married
Other
Employer Information
Employer
Employment Status
FT
PT
None
Retired
Student
Address
City
State
Zip Code
Work Phone
Occupation
Emergency Contact Information
Contact Name
Phone
Relationship
Physician Information
Referring Physician
Phone
Script Date
Additional Questions
Injury /Onset Date
Post‐Surgical
Yes
No
Surgery Date
Body Part/DX
Work Related
Yes
No
Accident Related
Yes
No
Auto Related
Yes
No
Attorney Involved
Yes
No
Adjuster/Nurse Cases Mgr.
Phone
Attorney
Phone
Have you had prior Therapy this year? (PT/OT/SP/Chiro)
Yes
No
How did you hear about us?
Medicare ONLY! Additional Questions
If Medicare, are you currently Receiving Home Health Services?
Yes
No
If YES, Name of Agency
If discharged what is last date of service?
Are you currently residing in a Skilled Nursing Facility? If Yes, Name of facility
Primary Insurance Section
Secondary Insurance Section
*Insurance/Plan
*Insurance/Plan
*Policy ID #
*Policy ID #
*Group #
*Group #
*Insurance Phone
*Insurance Phone
Are you the policy holder?
Yes
No
If no, continue
Are you the policy holder?
Yes
No
If no, continue
Card Holder Name
DOB
Card Holder Name
DOB
Patient Relationship to Policy holder
Self
Spouse
Child
Patient Relationship to Policy holder
Self
Spouse
Child
Patient, Please initial here if the above information is correct and complete
Date
***Office Staff use ONLY (below)***
Intake Completed by
Date
*Date Eval Scheduled
Registered by
Date
Acct #
Patient Service Specialist will initial next to each task below once completed.
Billing Disclosure added
in RT Comments
Verified
DL/Photo ID
Consent to receive calls and/or text messages, reviewed with patient. If patient agrees and
signed consent, is text enabled box checked in RT?
Last updated 8/24/18