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Client Intake Information Form
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Client Intake Information Form
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Client Information
Name
*
First
Last
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
*
Date of Birth
*
Month
Day
Year
Sex
*
Male
Female
Race
*
Marital Status
*
Insurance Information
Type of Insurance:
*
Verified Date:
Types of Recertification:
Other Insurance:
Private Insurance:
Physician Information
Name
*
First
Last
Phone
Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Hospital Information
Hospital Admission Date
Hospital Discharge Date
Surgical Procedures
Diagnosis
Equipment Needed
Care Person
Name
*
First
Last
Relationship
*
Phone
*
Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Referral Information
Name
First
Last
Contact Number
Is this a transfer?
*
"If no, please put "No" in the box. If yes, please fill out the Client Transfer Form.
Previous Personal Care Provider:
*
Translator Needed?
*
Yes
No
Primary Language:
Do you have any house pets?
*
Yes
No
If yes, please make sure you restrain all pets for any home visits.
RN Assigned:
Client Coordinator:
Medication Record
Client Name
*
First
Last
List
*
Medication
Classifications
Dosage
Frequency
Functions, SE’s and Special Consideration
Special Instructions:
Additional Allergies:
Additional Diet:
Additional information or concerns you would like our agency to know:
Additional doctor(s) or specialist(s) you would like us to know:
AUTHORIZATION FOR USE & DISCLOSURE OF HEALTH INFORMATION
Patient Information:
Name
*
First
Last
Date of Birth
*
Month
Day
Year
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
2. Authorize – I am requesting health information be released to Generational Home Care, LLC - Vicki Milroy, APNP
*
Yes
Information to be released:
*
The following information requires special consent by law. You must specifically select your consent by choosing the following records below in order for records to be released. IMPORTANT: indicate only the information that you are authorizing to be released.
Allergy Records
History/Physical
Medications
Laboratory Results
Treatment or Tests
Progress Notes
Specific dates/years of treatment: ALL RECORDS FOR THE LAST 12 MONTHS or LAST 3 DOCTOR’S VISIT NOTES
Other (specify):
Other:
Purpose of Disclosures:
*
Personal Care with Activities of Daily Living
Review patient’s current care
Other (specify):
Other:
*
By signing this authorization, I am requesting that the health information requested above is sent to the third party listed.
*
*
I understand that the health information specified is sent to the third party named above, the information could be re-disclosed by the third party that receives it and may no longer be protected by federal or state privacy laws.
*
Date
Month
Day
Year
Or specific event
Signature of Patient OR legally authorized representative’s signature
*
Date Signed
*
Month
Day
Year
Representative’s relationship to patient (parent, guardian, etc.)
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