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New Patient Intake

Complete all sections below before your first appointment. Your information is transmitted securely and only shared with our medical staff.

Resume your saved intake draft?

Note: For your convenience, this form may temporarily save your progress on this device so you can continue later. Saved drafts are automatically removed after 7 days, when you submit, or when you press Start Over. Please do not use a shared or public computer to fill out this form.

Thank You!

Your intake forms have been submitted to our office. A member of our staff will review your information before your appointment. Please call us at 727-319-4535 if you have any questions.

Patient Information

Used for insurance verification only. Not required.

Contact Information

Insurance Information

These documents are required to verify your coverage. Without them we may be unable to see you at your scheduled visit, so please be sure to bring them — it’s important.

Medical History

Current or Ongoing Conditions

Check all that apply. You may add others in the text area below.

Rheumatologic / Autoimmune

Bone & Skin

Cardiovascular

Respiratory

Endocrine & Metabolic

Gastrointestinal & Liver

Kidney / Urinary

Neurologic

Blood & Cancer

Infectious

Eye

Allergy & Immune


Past Surgeries / Procedures

Any previous fractures?

Any other serious injuries?


Personal History

The following information helps us understand the lifestyle factors that may affect your care.

Do you smoke?

Do you drink alcohol?

Has anyone ever told you to cut down on your drinking?

Do you use drugs for reasons that are not medical?

Do you get enough sleep at night?

Do you wake up feeling rested?


Are you currently working?

Do you receive disability or SSI?


Family History (click to expand)
If Living
If Deceased
Age
Health
Age at death
Cause
Father
Mother

Current Medications & Vitamins

Please include prescription medications, over-the-counter drugs, vitamins, and supplements.

PHI Authorization

Under HIPAA, you must designate at least one (and up to three) individuals authorized to discuss your protected health information (PHI) with our staff. These are people we may contact or speak with regarding your care (e.g. a spouse, parent, or caregiver).

Authorized Representatives (at least 1, up to 3)


Financial & Fee Agreement

Financial Policy

  • Payment (co-pays, deductibles, and balances) is due at the time of service.
  • Patients without insurance are expected to pay in full at check-in.
  • We will bill your primary and secondary insurance on your behalf.
  • Unpaid balances remaining after 90 days may be referred to an external collection agency.
  • A $25 fee applies to returned checks.
  • Missed appointments without 24-hour notice may incur a no-show fee.
📄 View full Financial Policy (PDF)

Form Fee Agreement

  • Completion of non-standard forms (FMLA, disability, prior authorization, letters, etc.) requires a processing fee.
  • Fee amounts vary based on complexity; rates are available at the front desk.
  • All fees must be paid in full before forms are released.
  • Medical records requests are subject to a preparation fee as permitted by Florida law.
  • Rush processing may be available for an additional fee.
📄 View full Form Fee Agreement (PDF)

Medical Records Release

Please indicate whether you authorize this office to request your medical records from a previous provider. You must make a selection before continuing.

Records to Request

📄 View Records Request Authorization form (PDF)

Review & Sign

Please review your information. If anything is incorrect, use the Back button to make changes.


Electronic Signature

By signing below, you confirm that all information provided is accurate, and that you have read and agree to all forms and policies included in this intake packet, including the Registration form, Medical Questionnaire, PHI Consent, Financial Policy, Form Fee Agreement, Privacy Practices notice, and Florida Patient Bill of Rights.

Use your mouse or finger to draw your signature.
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