Date

Patient name

Patient#

SSN.

Male  Female

Birthdate 

Home phone

Address

City

State

Zip

Check appropriate box:  
Minor    Single    Married    Divorced    Widowed    Separated

Patient's or parent's employer

Work Phone

Business address

City

State

Zip

Spouse or parent's name

Employer

Work phone

If patient is a student, name of school or college 

City

State

Whom may we thank for referring you?

Person to contact in case of emergency

Phone
 

Email
 

RESPONSIBLE PARTY


Name of person responsible for this account

Relationship to patient

Address 

Home phone

Drivers License#

Birthdate

Financial institution

Employer

Work phone

Is this person currently a patient in our office?  Yes  No

INSURANCE INFORMATION


Name of insured

Relationshiop to patient

Birthdate 

Social Security Number 

Date employed 

Name of employer

Work Phone

Address of employer 

City 

State

Zip 

Insurance company

Group #

Union or local #

Insurance co. address

City 

State

Zip

How much is your deductible?

How much have you used?

Max. annual benefit? 

Do you have any additional insurance?  Yes  No
If yes, complete the following:


Name of insured 

Relationship to patient

Birthdate

Social Security Number

Date employed 

Name of employer

Work Phone 

Address of employer

City 

State

Zip 

Insurance company

Group #

Union or local # 

Insurance co. address

City

State

Zip

How much is your deductible?

How much have you used?

Max. annual benefit?

AUTHORIZATION & RELEASE

I authorize release of any information concerning my (or my child's) health care, advice and treatment provided for the purpose of evaluating and administering claims for insurance benefits. I also hereby authorize payment of insurance benefits otherwise payable to me directly to the doctor.

Signature of patient (or parent if minor)

Date

MEDICAL HISTORY QUESTIONNAIRE

Name:

Date: 

Address

City/State/Zip:

Home Phone

Work Phone 

Cell Phone

Primary care Physidan's Name: 

Dr.'s Phone:

PATIENTS MEDICAL HISTORY
List any medications you are taking (including oral contraceptives, aspirin, over-the-counter medications and home remedies) 
Do you have any allergies to medications:  Yes  No
If yes, please list:
List all major injuries, surgeries andlor hospitalizations you have had:
For Women: Are you pregnant and/or nursing?  Yes   No

Have you had any of the following eye conditions? 

Macular Degeneration Yes  No 
Loss of Vision Yes  No 
Blurred Vision Yes  No 
Glaucoma Yes  No 
Tired Eyes Yes  No 
Strabismus (Crossed Eyes) Yes  No 
Distorted Visior/Haloes Yes  No 
Refractive surgery (LASIK/RK) Yes  No 
Double Vision Yes  No 
Eye Injury  Yes  No 
Dryness  Yes  No 
Drooping Eyelid Yes  No 
Mucous Discharge Yes  No 
Cataracts Yes  No 
Redness Yes  No 
Cataract Surgery Yes  No 
Sandy or Gritty Feeling Yes  No 
Amblyopia (Lazy Eye) Yes  No 
Itching  Yes  No 
Eye Infection Yes  No 
Burning Yes  No 
Retina Disease Yes  No 
Excess Tearing/Watering Yes  No 
Retina Surgery Yes  No 
Glare/Light Sensitivity Yes  No 
Diabetic Retinopathy Yes  No 
Eye Pain/Soreness Yes  No 
Styes or Chalazion Yes  No 
Flashes/Floaters in Vision Yes  No 
Other      

 

Do you currently, or have you ever had any problems in the following areas?


Constitutional 
Fever, weight loss/gain   Yes    No 

Integumentary
Skin Conditions   Yes    No 

Neurological
Headaches   Yes    No 
Migraines   Yes    No 
Seizures   Yes    No 

Endoaine
Thyroid/Other Glands   Yes    No 

Psychiatric
Depression   Yes    No 
Anxiety   Yes    No 
Attention Deficit   Yes    No 

Bones/Joints/Muscles
Rheumatoid Arthritis   Yes    No 
Other Arthritis   Yes    No 

Lymphatic/Hematologic
Anemia   Yes    No 
Bleeding Problems   Yes    No 

Ears, Nose, Mouth, Throat
Allergies/Hay Fever   Yes    No 
Sinus Congestion   Yes    No 
Runny Nose/Post Nasal Drip   Yes    No 
Chronic Cough   Yes    No 
Dry Throat/Mouth   Yes    No 

Respiratory
Asthma   Yes    No 
Chronic Bronchitis   Yes    No 
Emphysema   Yes    No 

Vascular/Cardiovascular
Diabetes   Yes    No 
Heart Condition   Yes    No 
High Blood Pressure   Yes    No 
Vascular Disease   Yes    No 

Gastrointestinal
Diarrhea/Constipation   Yes    No 

Genitourinary
Genitals/Kidney/Bladder   Yes    No 

Other, please list

SOCIAL HISTORY
This information is kept strictly confidential. However. you-may discuss this portion directly with the doctor If you prefer:
YES, I would ptefer to discuss my Sodal History information diteetly with my doctor (check- box)

Do you drive? Yes  No
If yes, do you haw visual difficulty When driving? Yes No

Do you use tobacco products? Yes No
If yes, type/amount/how long

Do you drink alcohol? Yes No
If yes, type/amount/how long

Do you use illegal drugs? Yes No
If yes, type/amount/how long

Have you ever been exposed to or infected with:  Gonorrhea    Hepatitis   HIV    Syphilis

FAMILY HISTORY (Please note any family history: parents, grandparents, siblings, children, living or deceased)

 Blindness     Yes    No    Relationship to you
 Cataract     Yes   No   Relationship to you
 Crossed Eyes     Yes   No   Relationship to you
 Glaucoma     Yes   No   Relationship to you
 Macular Degeneration     Yes   No   Relationship to you
 Retinal Detachment/Disease     Yes   No   Relationship to you
 Arthritis     Yes   No   Relationship to you
 Cancer     Yes   No   Relationship to you
 Diabetes     Yes   No   Relationship to you
 Heart Disease     Yes   No   Relationship to you
 High Blood Pressure     Yes   No   Relationship to you
 Kidney Disease     Yes   No   Relationship to you
 Lupus     Yes   No   Relationship to you
 Thyroid Disease     Yes   No   Relationship to you
 Other     Yes   No   Relationship to you



INSURANCE SIGNATURE ON FILE
I certify that the information given by me in applying for insurance and/or Medicare payment is true and correct. I authorized my doctor to act as my agent in helping me obtain payment of my insurance and/or Medicare benefits, and I request that payment of these benefits be made either to me or on my behalf to Anna M. Tones, O.D. for any services and materials furnished. I authorize any holder of medical information about me to release to the Centers for Medicare and Medicaid Services and its agents any information needed to determine these benefits payable to related services. If I have other health insurance coverage (as indicated in Item 9 of the HCFA-1500 claim form or electronically submitted claim), my signature authorizes release of the above medical information to the insurer or agency shown, and authorizes my doctor to act as my agent, as above.

Lifetime Patient Signature
Date

RELEASE OF EXAMINATION FINDINGS
I authorize Dr. Torres to send a report of.rny examination to my physician, referring doctor and/or referring Health Professional

Patient Signature 
Date

I authorize Dr. Torres to discuss the results of my examination to the following individuals. (Please be sure to list spouse, parents, sons/daughters,. caregivers etc.)
 

 Name  Relationship
   
   
   
   


Patient Signature
Date

RECEIPT OF PATIENT CONFIDENTIALITY POLICY
I have received. Dr. Torres patient confidentiality policy

Patient Signature
Date

ANNA M. TORRES, O.D.
1420 N. Claremont Blvd., Ste. 209-B • Claremont, CA 91711
(909) 621-0057 • Fax: (909) 621-5485

Important Information Regarding Insurance Claims

We are pleased to assist you by filing the initial insurance claim with your insurance carrier. However, it is the patients/parents responsibility to provide all insurance information prior to services being rendered. Any changes in  overage should also be provided prior to services rendered. Failure to do so will make it the patients/parents responsibility to collect from his/her own insurance carrier.

It is our policy to allow 45 days for your carrier to pay the claim. If the claim has not been paid, payment from you will be expected. If you have not received an explanation of benefits from your carrier within 45 days, please contact them directly to determine why your claim has not been paid.

The insurance is a contact between you, your employer or other group, and the insurance company. Coverage by the same company varies from one group to another so we cannot always determine your level of benefits in advance. Employers change their level of coverage and change plans so your coverage may have changed significantly since your last visit. The personnel office or insurance agent is your best source for current coverage. Insurance companies are also bought, sold, and merged. We may not often be informed of these changes until a claim is filed.

All co-payments and/or material overages are due at the time of service. An authorization from your insurance company for services and/or materials does not constitute a guarantee of payment by the insurance company. All charges incurred are ultimately the patients/parents responsibility.

We appreciate your assistance in helping you gain the greatest benefit from your insurance company. Remember that your coverage is a benefit and not an entitlement. I have read and understand the above terms.

Account Responsible Digital Signature

Date