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PATIENT INTAKE FORM - WC-NF-PI
Dear Patient,
Wholistic Health is an integrated approach to wellness that treats the whole person, not simply symptoms and
disease. The information you provide for us in this Entrance Case History / Patient Intake form will assist us in planning
your treatment protocol.
In addition to this information, it would be helpful if you would bring in any medical records pertinent to your
condition, such as blood test results, CAT scan, MRI, X-Rays or other reports
The information you provide is confidential. Thank you for your cooperation.
ENTRANCE CASE HISTORY
Please write or print clearly
Today’s date
/
□ Male □ Female
/
Last Name_______________________________First Name_______________________________Middle Initial__________
Date of Birth _______________________Age__________Social Security Number__________________________________
Address______________________________________________________________________________________________
City_________________________________________________________State__________________Zip_______________
Home Phone___________________________________Work or Cell Phone_______________________________________
Marital Status:
□Single □Married □Separated □Divorced □Widowed □Domestic Partner
Occupation_______________________________________________________Last grade completed___________________
eMail___________________________________________________ Ph # of Em cont:_______________________________
Emergency Contact / Relationship:________________________________________________________________________
IF UNDER THE AGE OF 18, PARENTS’ / GUARDIANS’ NAMES REQUESTED
Mother’s Name____________________________________Father’s Name________________________________________
Guardian’s Name(s)______________________________________Relationship____________________________________
Emergency Contact______________________________________________________Phone_________________________
INSURANCE INFORMATION for WC, NF or PI fill in bolded areas
Type of Claim: (Please circle one)
WC
NF
PI
Date of accident____________________________________
Insurance Company____________________________________________________Ins Co ph #_____________________
Insurance Co Address_________________________________________________________________________________
Claim # _____________________________________________ Policy or Carrier Case #___________________________
Rep name & phone # __________________________________________________________________________________
Attorney name & phone # ______________________________________________________________________________
Injuries case established for ______________________________________________________________________________
Eligibility & Benefits___________________________________________________________________________________
____________________________________________________________________________________________________
Spoke to______________________________________ Verified by/date__________________________________________
How did you hear of our center?
□ Referral
by whom_______________________________
□ Advertisement
which one______________________________
Please List Your Major Complaints and Diagnoses in Order of Importance / Severity:
Date Problem Began
1.____________________________________________________________
____/____/____
______________________________________________________________
2.____________________________________________________________
____/____/____
______________________________________________________________
3._____________________________________________________________
____/____/____
______________________________________________________________
4._____________________________________________________________
____/____/____
______________________________________________________________
5._____________________________________________________________
____/____/____
_______________________________________________________________
Please list all known allergies________________________________________________________
________________________________________________________________________________
Please list all medications you are taking now____________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
Please list all supplements you are taking now____________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
All of the above information, to the best of my knowledge has been filled out correctly.
Signature___________________________________________________ Date__________________