NEW PATIENT PACKET
We are glad you are here today!
Please help us provide you with the most comprehensive care possible by answering the following questions
Patient Information
Patient name
Date of birth
Today's date
Address
City
State
Zip
Phone
Current height
Current weight
Women - are you pregnant?
Yes
No
Race
African American
American Indian
Caucasian
Chinese
Filipino
Hispanic
Japanese
Multiracial
Native American
Declined
Ethnicity
Hispanic or Latino
Non-Hispanic or Latino
Declined
Occupation
Primary care physician
Specialists
Review of Systems
How are you feeling
TODAY
? (Please check any that apply)
None of the below, I feel great!
Fever/chills
Headache
Chest pain
Difficulty breathing
Nausea/vomiting
Skin rash
Balance problems
Hair loss
Fatigue
Wheezing
Diarrhea/constipation
Anxiety
Hearing problems
Irregular heartbeat
Muscle pain
Excessive bleeding
Heat/cold intolerance
Blood in urine/stool
Bruise easily
Difficulty speaking/swallowing
Sore throat
Cough
Shortness of breath w/exercise
Frequent urination
Unexplained bruising
Swollen glands
Recent weight gain/loss
How much?
Since
Joint pain
Back pain
- Worse in morning?
Y
N
Skin lesions/spots
Weakness
Other
Appointment Info
Reason for appointment today
Which Eye
Right
Left
Both
Duration of symptoms
Severity
Any associated symptoms?
Allergies and reactions
Medications
Please list all medications you are currently taking, including vitamins and other over-the-counter medicines
Medication Name
Dosage
How often
Route (orally or other)
Eye drops/ointment
Dosage
How often
Left/right/both eyes
Ocular History
Have you ever been diagnosed with
Cataracts
Retina disease
Glaucoma
Iritis
Cornea disease
Crossed eyes
Eye injury
Other
Do you wear glasses?
Yes
No
Do you wear contacts?
Yes
No
Brand/power - right eye
Left eye
Medical History
Please check if you have been
diagnosed
with
Migraine headaches
Heart disease
Carotid artery disease
Kidney disease
Multiple sclerosis
Stroke
High cholesterol
Ulcer
Psychiatric/nervous disorder
High/Low blood pressure
Hepatitis C
Head/spine injury
Seizures/convulsions/fainting
Asthma
COPD (lung disease)
Sickle cell disease
Tuberculosis
HIV
Rheumatoid arthritis (Plaquenil/hydroxycholorine use?)
Diabetes
Date diagnosed
Insulin use
Yes
No
Last blood sugar
Last A1C
Date
Other diagnosed health problems/disease?
Please list
Permanent defect from illness, disease, injury?
Please list
Surgical History
Please list all major surgeries (including eye) that you have had, including dates and surgeons if known
Surgery
Date
Surgeon
Family History
Please check and note relation if any
blood relatives
have been diagnosed with the following:
(F-Father, M-Mother, S-Sister, B-Brother, P-Paternal, M-Maternal, GF-Grandfather, GM-Grandmother, A-Aunt, U-Uncle)
Cataracts
Retinal disease
Macular degeneration
Diabetic retinopathy
Cornea disease
Glaucoma
Retinal detachment
Retinitis pigmentosa
Crossed eyes
Stroke
Migraine headaches
High blood pressure
Heart disease
Diabetes
Other
Additional Information
Do you consume alcohol?
Yes
No
How much
How often
Do you smoke?
- Please note that we strongly recommend that any current smoker work actively with his/her doctor to stop smoking
Never
Former smoker, quit date
Current smoker, daily
Current smoker, not every day
With whom may we discuss your health and billing issues (besides your insurance company and doctor(s)?
Name
Relationship
Phone
Name
Relationship
Phone
Financial Policy
Your insurance policy is a contract between you and your insurance company. We file as a courtesy. You are responsible for providing the correct insurance and policy holder information in order for us to file your insurance claim. You are responsible for making sure that your doctor is contracted with your insurance.
We file the insurance provided at the time of service, if that is not correct, we will not refile.
Failure to do either will result in you being responsible for charges incurred. All charges are your responsibility whether your insurance company pays or not. Not all services are covered by insurance
I am planning to use my
vision
insurance today
I am planning to use my
medical
insurance today
I will not be using insurance today and I accept full financial responsibility
All co-pays, deductibles, and fees must be paid at the time of service. As a courtesy, we accept cash, checks and most major credit cards.
Contact lenses and/or optical goods fees must be paid in full at time of delivery, with 50% being paid prior to the order being placed.
Refraction test.
One of the most important parts of your eye exam today is the refraction. This test is used to determine whether you can be helped in any way by a new glasses prescription. It is also how we determine the best possible visual acuity and function of your eye, which is essential medical information for us to have as we assess your eyes and look for problems.
Even if you are not interested in purchasing new glasses today, the test is still vital Information that the doctor needs in order to thoroughly assess your eyes.
It is
NOT
a covered service by Medicare and many other MEDICAL insurance plans. These plans consider refraction a "vision" service, not a "medical" service. Our office fee for refraction is $35 and is only charged once per year.
This fee is collected at the time of service
in addition to any co-payment your plan may require. I understand that the refraction charge is a non-covered service and I accept full financial responsibility for the cost of this service.
Contact Lens Fitting:
Fitting of contact lenses is a separate identifiable service from your eye exam. There is a minimum fee of $60.00 for spherical contact lenses and $80 for toric/multifocal contact lenses. A contact lens prescription cannot be determined without a fitting. Contact lens prescriptions are only valid for ONE YEAR. If you wish to renew your contact lens prescription, you will be required to participate in a contact lens fitting/evaluation. During this fitting, the doctor will determine which contact is the best for your unique eyes. Since your eyes may change from year to year, it is important to re-evaluate your contact lenses, even if you have worn the same type of lenses for several years and are, once again, refitted for the same contact, so as to avoid discomfort and/or possible damage to your eye. If you have never worn contact lenses in the past, the contact lens fitting may range from $100 - $250 depending on the type of contact lenses needed for your eyes (the fee will include a separate instruction appointment and at least one follow-up visit).
I understand that if I am Interested in contact lenses, currently wearing contact lenses, or receive trial contact lenses today, I will accept full financial responsibility for the contact lens fitting and the fee is due at the time of service whether I decide to order contact lenses today or not.
Accounts are considered past due 30 days after your insurance pays. We reserve the right to submit accounts that are not paid within 90 days to a collection agency. All past due accounts are subject to 1.5% interest per month. You agree, in order for us to service your account or to collect any amounts you may owe, our organization's representative, ancillary providers, HIPAA business associates, vendors, and the representatives of our debt collection agency, may contact you by telephone at any telephone number associated with your account, including wireless telephone numbers, which could result in charges to you. Our organization's representative, ancillary providers, HIPAA business associates, vendors and the representatives of our debt collection agency may also contact you sending text messages or e-mails, using any e-mail address you provide to us. Methods of contact may include using pre-recorded/artificial voice messages and/or use of an automatic dialing device, as applicable. I/we have read this disclosure and agree that the Lender/Creditor, its ancillary providers, HIPAA business associates, vendors, and its debt collection agents may contact me/us as described above.
I have been offered a copy of HIPAA Privacy practices. I hereby acknowledge that I have read, understand and agree to the terms of this document relating to insurance coverage, payment of my services and HIPAA practices.
Patient or Guardian Signature
– Draw your signature below using a tablet, mouse or smartphone. By clicking the Submit button at the end of this form I understand and agree that this is a legal representation of my signature.
Patient name
Date