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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)


Consent & Agreements

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)

Patient Bill of Rights & Responsibilities

  • You have the right to be treated with courtesy, respect, and protection of your privacy and dignity.
  • You have the right to a prompt and reasonable response to questions and requests, and to know who is providing your care.
  • You have the right to information about your diagnosis, treatment, alternatives, risks, and prognosis — and to refuse treatment except as provided by law.
  • You have the right to impartial access to medical care regardless of race, national origin, religion, disability, or source of payment.
  • You have the right to a reasonable estimate of charges before treatment and to a clear, itemized bill upon request.
  • You are responsible for providing accurate health information, following the agreed-upon treatment plan, keeping appointments, and meeting the financial obligations of your care.
  • You have the right to file a grievance with this practice or with the Florida Agency for Health Care Administration (1-888-419-3456).
📄 View full Patient Bill of Rights (PDF)

Notice of Privacy Practices (HIPAA)

  • This practice follows HIPAA regulations to protect the privacy of your medical records, whether paper or electronic.
  • Your records may be used and shared without separate authorization for treatment, payment, and routine healthcare operations (such as referrals, billing, quality review, and appointment reminders).
  • Limited disclosures may also be required by law — for example, public-health reporting, court orders or subpoenas, suspected abuse, or workers’ compensation.
  • This practice does not sell your information and does not use it for marketing. Any other disclosure requires your written, revocable authorization.
  • You have the right to inspect and copy your records, request corrections, request confidential communications, receive a list of disclosures, and request additional limits on use.
  • You may file a privacy complaint with this practice (HIPAA Privacy Officer, 5100 Seminole Blvd., St. Petersburg, FL 33708 · 727-319-4543) or with the U.S. Department of Health and Human Services. We will not retaliate for filing a complaint.
📄 View full Notice of Privacy Practices (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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