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New Patient Packet

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Female Questionnaire-New Patient

PACIFIC UROLOGY
100 N. WIGET LANE, SUITE 290, WALNUT CREEK, CA 94598 - (925) 937-7740, FAX (925) 933-9868
2222 EAST STREET, SUITE 250, CONCORD, CA 94520 - (925) 609-7220, FAX (925) 689-3298
5201 NORRIS CANYON RD, SUITE 140, SAN RAMON, CA 94583 - (925) 830-1140, FAX (925) 275-0454

Patient Name:

Date of Birth:

Today’s Date:

PATIENT INFORMATION

Please Print Clearly & Fill Out Completely

Last Name

First Name

Middle Initial

Date of Birth

Age

Social Security Number

Address

City

State / Zip

Email

Home Phone

Cell Phone

Work Phone

PHYSICIAN INFORMATION

Physician Who Referred You To Our Office

Diagnosis or Reason for Referral

Primary Care Physician

Physician You Are Seeing At Our Office

PRIMARY INSURANCE COVERAGE

Insurance Company Name

Insurance Care is in the Name of?

Complete the following information for the person whose name appears on the Insurance Card:

Name

Date of Birth

Social Security Number

Group #

Plan Name

Policy ID #

Medical Group Name

Co-Pay $

Does your insurance require a referral to see a Specialist? (If YES, please give referral slip to Receptionist)

SECONDARY INSURANCE COVERAGE

Insurance Company Name

Insurance Care is in the name of?

Complete the following information for the person whose name appears on the insurance card:

Name

Date of Birth

Social Security Number

Group #

Plan Name

Policy ID #

Medical Group Name

Co-Pay $

Does your insurance require a referral to see a Specialist? (If YES, please give referral slip to Receptionist)

EMERGENCY CONTACT

Name

Relationship

Phone

RELEASE OF INFORMATION AND ASSIGNMENT OF BENEFITS

I authorize my physician and Pacific Urology (PU) to submit insurance claims on my behalf. I authorize my insurance company or its carriers to disclose any information requested by my physicians regarding claims for medical services they provide me. I authorize John Muir Medical Center, San Ramon Valley Medical Center or any other hospital where I may be a patient to release information requested by PU. I authorize PU to release information to physicians referred by PU. I authorize payments of assigned medical benefits to be paid directly to my physician and PU. I am responsible for deductibles, coinsurance, and non-covered items. I agree to pay any co-payments required by my insurance plan at the time of service. I understand that Pacific Urology does not bill tertiary insurances, other than Medicare or MediCal.

*** SIGNATURE: Patient or Legally Authorized Individual

Date

Print Name

If Signed on Behalf of Patient, Relationship to Patient

PATIENT DEMOGRAPHICS

RACE / ETHNICITY

GENDER / STATUS

GENDER:

MARITAL STATUS:

PREFERRED LANGUAGE

CONTACT PREFERENCE

OCCUPATION

PRACTICE SELECTION

What factors helped you choose our practice for your medical care? (Check all that apply)

May we keep you informed of PU news & events via confidential Email? Email:

PATIENT INFORMATION AUTHORIZATION – HIPAA PRIVACY

In general, the HIPAA privacy rule gives individuals the right to request a restriction on uses and disclosures of Protected Health Information (PHI). Completion of this form tells us your preferences with regard to telephone messages and whom you give authorization for our office to speak with on your behalf. Further authorization may be needed under more specific circumstances.

CONTACT PREFERENCE (Check ONE):

Below…Please check ALL that apply:

HOME PHONE

HOME #

CELL PHONE

CELL #

WORK PHONE

WORK #

MAIL / EMAIL / FAX

Billing Statements & Correspondence will be mailed to your Home unless you provide alternate address:

EMAIL:

HOME FAX #

WORK FAX #

* Either with any individual, other than yourself, whom answers the phone or on an answering machine.

OTHER AUTHORIZED INDIVIDUALS

Other individuals I authorize to take messages or receive my Protected Health Information are:

NAME (List all that apply)



RELATIONSHIP TO YOU



CONTACT INFO



I request the following restrictions to the use or disclosure of my health information:

My signature below authorizes Pacific Urology (PU) to use my Protected Health Information per my instructions above and acknowledges that I have received PU’s Notice of Privacy Practices & I consent to the use and disclosure of my health information for treatment, payment or healthcare operations.

*** SIGNATURE: Patient or Legally Authorized Individual

Date

Print Name

If Signed on Behalf of Patient, Relationship to Patient

PU Witness Name / Signature

Date

FINANCIAL POLICIES

CO-PAYMENT, DEDUCTIBLE & CO-INSURANCE COLLECTION POLICY

We are required by law, and your health plan, to collect co-payments at the time of service. Co-payments are required each time you are seen by the physician or nurse practitioner. This co-payment is for the limited office visit charge that covers the medical management that the physician provides in overseeing your treatment. This policy is established by your health plan and is explained in your benefits handbook and is usually printed on your insurance card.

It is our policy to collect coinsurance and deductibles at the time of service. Prior to any scheduled hospital procedure, any coinsurance and deductible will be collected at the time of the pre-operative visit. If you have any questions or concerns about your insurance coverage, please call your insurance carrier directly.

It is the patient or guardian’s responsibility to determine if the doctor you are seeing is a contracted provider with your insurance. If required insurance cards, co-pays and/or authorizations are not provided at the time of your service, your appointment may be rescheduled.

INSURANCE REIMBURSEMENT & BILLING POLICIES

BILLING STATEMENT: We are happy to bill your insurance as a courtesy to you. Each month you will receive a statement from us describing your current balance and any charges incurred during the statement month. You can submit this bill yourself, along with the appropriate forms, to your insurance carrier. Or, as many of our patients prefer, we will bill your primary and secondary insurance carrier for you. Pacific Urology does not bill tertiary insurance coverage other than Medicare or MediCal. For us to do so, you must sign the “Release of Information & Assignment of Benefits” statement on the first page of this packet. We will bill your insurance a maximum of three (3) times, then the responsibility for handling issues with insurance reimbursement rests with you. You are ultimately responsible for payment of your bill.

When you receive our monthly statement, payment is expected within thirty (30) days. Payments are considered delinquent after sixty (60) days. If Pacific Urology or its physicians are not contracted with your insurance carrier, you are considered a “self-pay” patient and payment is due in full at the time of service.

ATTORNEY FEES AND COLLECTION COSTS:

If any legal action is necessary to enforce or interpret the terms of these billing policies, the prevailing party shall be entitled to reasonable attorneys’ fees, costs and necessary disbursements in addition to any other relief to which that party may be entitled. You agree by your signature below to pay all collection costs, including attorneys’ fees on all delinquent payments.

SUSPENSION OF CARE (EXCEPT EMERGENCY CARE):

If no payment is received after ninety (90) days, we may be forced to suspend all but emergency care until a payment is received. Please discuss all billing issues directly with our billing department.

ADMINISTRATIVE FEES

Due to the high volume of requests we receive, we charge administrative fees for copying of all or part of a medical record, completion of disability forms, printouts of your billing statements, and other such administrative requests. The current fee schedule (which is subject to change) is:

Printing of Medical Records Fee: $ 25.00 (extensive records will be charged at a higher rate)

Established Patient No-Show: $ 25.00

New Patient No-Show: $ 50.00

Reschedule of Surgery: $100.00

Disability Forms: $ 25.00

Pre-Authorization of Medications: $ 25.00

Returned Check Charge: $ 25.00

My signature below indicates that I have read, understood and agreed to the Financial Policies of Pacific Urology

Signature: Patient or Legally Authorized Individual

Date

Print Name

If Signed on Behalf of Patient, Relationship to Patient

PAGES 4-8 ADDITIONAL PATIENT HISTORY

Reason for your visit today? Be precise.

Physician that referred you for care at Pacific Urology:

PAST MEDICAL HISTORY

Do you have or have you had any of the following conditions? YES / NO / Type / Year Diagnosed

Cancer (kidney, bladder)

Yes

No

Heart (chest pain, heart attack, murmur)

Yes

No

Have you had an EKG?

Yes

No

High Blood Pressure

Yes

No

Pacemaker

Yes

No

Blood or clotting problems

Yes

No

Breast- cancer

Yes

No

Stomach/Liver (reflux, bleeding, hepatitis, etc)

Yes

No

Bowels (change in bowel habits, constipation, diarrhea)

Yes

No

Glands (Diabetes, thyroid, gout)

Yes

No

Gynecologic System (female organs)

Yes

No

Musculoskeletal (arthritis, disc disease)

Yes

No

Eyes/Ears/Nose/Throat

Yes

No

Stroke

Yes

No

Lungs (Asthma, Emphysema, Pneumonia, shortness of breath, TB)

Yes

No

Bladder Disease

Yes

No

Brain/Nervous System (seizure, “blackout spells”)

Yes

No

Mental Illness (Nervous condition/Depression)

Yes

No

Skin (rash, psoriasis, hives)

Yes

No

Constitutional (unexplained weight loss, fevers, chills, night sweats)

Yes

No

Any other illnesses?

Yes

No

Have you had any accidents/injuries within the last 24 months?

Yes

No

Have you ever received the Shingles Vaccine?

Yes

No

PAST SURGICAL HISTORY

Type of Operation


Surgeon


Date(s)


Do you have any artificial joints and/or heart valves? If yes, give which & date:

Have you ever had a blood transfusion? If yes, when?

GYNECOLOGICAL HISTORY

Is there any chance you could be pregnant?

Yes

No

Have you ever taken birth control pills?

Yes

No

Have you ever taken hormone replacement therapy?

Yes

No

If yes, when:

Do you have a family history of breast cancer?

Yes

No

Have you had a hysterectomy?

Yes

No

If yes, What type? or

If yes, Reason:

Yes

No

If yes, were tubes and ovaries removed?

Yes

No

Are you sexually active?

Yes

No

Do you frequently have pain with intercourse?

Yes

No

Number of pregnancies

Number of live births

Number of Cesarean Sections

Age at first pregnancy

Did you breastfeed?

Date of last mammogram

Date of last pap smear

Onset of menstruation (age)

Age at menopause

Date of last menstrual period

FAMILY HISTORY

RELATION

AGE(S)

STATE OF HEALTH

IF DECEASED, CAUSE/AGE OF DEATH

Mother

Father

Siblings

Spouse

Children

Are you of Ashkenazi Jewish descent?

Please list any diseases that run in your family, such as cancer, kidney stones, diabetes, etc.

REVIEW OF SYSTEMS

Have you experienced any of these problems during the past month?

Item

YES

NO

Item

YES

NO

Weight loss

Chest Pain/Palpitations

Fevers

Mood changes or Depression

Chills

Trouble sleeping

Skin rash or itching

Frequent indigestion

Headaches

Nausea or vomiting

Loss of balance or coordination

Diarrhea or constipation

Hearing loss

Jaundice

Vision trouble

Rectal bleeding

Do you wear contacts or glasses?

Foul-smelling urine

Arm or leg weakness

Blood in urine

Sinus drainage

Difficulty swallowing

Hoarseness or change in voice

Sores in mouth or lip

Cough

Coughed up or spit up blood

URINARY SYMPTOMS

Check appropriate box:

Burning with urination

Urinating frequent, small amounts

Feeling like you need to urinate urgently! “or else…..”

Lower abdominal pressure

Do you awaken at night to urinate?

If yes, how many times?

Do you pass air or “gas” in the urine?

URINARY TRACT INFECTIONS

1. Have you ever had any previous urinary infections (cystitis)? If NO, go on to question 6.

a) How many?

b) Last infection

c) At what age did they start?

d) Related to sexual activity?

2. Did you ever have a high fever (102) with a urinary infection?

3. Did you ever have pain in the flank or kidneys with urinary infection?

4. Have you ever had X-rays of the kidneys (IVP) or bladder (Voiding Cystogram)?

5. Were you ever hospitalized to treat a urinary infection?

6. Have you ever had a sexually transmitted disease?

Check:

INCONTINENCE

Do you have leakage of urine (wetting of pants) with:

a) Sneezing, coughing, straining

b) Laughing, walking

c) Upon arising from a sitting position

d) Sudden urge to urinate/cannot hold it until you get to the bathroom

e) During sexual intercourse

Do you use any pads for protection?

How many per day?

Do you have to push or strain to empty the bladder?

Have you ever had a bladder suspension surgery?

If YES, through the Abdomen?

Through the Vagina?

KIDNEY STONES

1. Do you have pain in the flank or kidney area?

If YES:

2. Have you ever had a kidney stone?

3. If NO, skip to next section

If YES, a) Date(s)?

b) How many?

c) Passed spontaneously?

d) How was the stone removed?

e) Lithotripsy (shock waves)?

4. What was the stone made of?

5. Were you placed on stone prevention therapy?

6. What type?

HEMATURIA

1. Have you seen blood in your urine?

2. If NO, skip to question 5

If YES, a) Was the blood only at the beginning of the stream?

b) Throughout the stream?

c) At the end of the stream?

3. Was the bloody urine (check all that apply)

Tea colored

Rose wine/ cranberry colored

Burgundy wine colored

Clots

4. Was there any pain or burning with the bloody urine?

5. Has a doctor found blood in your urine under a microscope?

SOCIAL HISTORY

SUBSTANCE

APPROXIMATE YEAR STARTED / FREQUENCY

ALCOHOL

Year:

SMOKING STATUS

TOBACCO

Year: Pack(s) A Day: Quit: If YES, Date Quit:

STREET DRUGS/OTHER

Year: Type: Do you use needles?

HIV positive or AIDS

CURRENT MEDICATION LIST

DRUG NAME

DOSE

FREQUENCY

PRESCRIBING PHYSICIAN

ALLERGIES

MEDICATION

SPECIFIC TYPE OF REACTION

CONSENT TO ACCESS MEDICATION HISTORY

In order to provide you with the best possible care, your prescriptions will be written electronically whenever possible. Electronic prescribing is now a common practice due to healthcare initiatives requiring the use of electronic medical records. With your permission, e-prescribing will provide us access your medication history electronically, enabling us to see critically important information on your current and past prescriptions, better assess potential medication issues, and improve safety and quality of care.

By signing below I give my consent to Pacific Urology to access my medication history electronically and to the best of my knowledge, I verify that the above medical information is complete and correct. I understand that it is my responsibility to inform my physician if I ever have a change in my health.

*** SIGNATURE: Patient or Legally Authorized Individual

Date

Print Name

If Signed on Behalf of Patient, Relationship to Patient

PREFERRED OUTSIDE PHARMACY

Name & Address (Location) of Preferred OUTSIDE Pharmacy:

Is this is a MAIL ORDER PHARMACY?

Please list a local pharmacy for urgent prescriptions if primary is a mail order.

Name & Address of LOCAL pharmacy:

Enter text✕

What the New Patient Packet Is and When It’s Used

A New Patient Packet is a standardized set of intake documents collected by healthcare providers at first contact. It typically combines patient registration, medical history, insurance and billing information, consent to treatment, privacy notices, and emergency contact details. Clinics, hospitals, and allied health practices use the packet to confirm identity, verify insurance, establish clinical baselines, document consent, and enable billing. Properly completed packets reduce administrative follow-up, protect patient privacy, and create a single source of truth for clinical and financial records during ongoing care relationships.

Why a Complete New Patient Packet Matters

A complete packet ensures legal consent, accurate billing, faster triage, and correct clinical decision-making; it reduces downstream administrative burden and supports regulatory compliance such as HIPAA.

Why a Complete New Patient Packet Matters

Who Prepares and Who Signs the Packet

Clear role separation—administrative intake, clinical review, patient signature—helps avoid delays and ensures each party completes required sections.

  • Patients or legal guardians who provide consent and personal health information at intake.
  • Front-desk or intake coordinators who collect, verify, and upload documents into the medical record.
  • Clinicians who review medical history and document clinical consent or special instructions.

Typical Roles Involved

Practice Manager

Oversees intake workflows, trains staff on forms, maintains templates, and enforces retention policies. Responsible for ensuring packets meet payer, licensing, and HIPAA requirements and for periodic audits of packet completeness.

Patient/Guardian

Provides personal identifiers, medical history, insurance details, and signature for consent. The signer must provide accurate information or an authorized representative must sign on their behalf with documentation of authority.

Core Elements of a Professional New Patient Packet

A well-structured packet groups clinical, administrative, and legal items so staff and patients can complete the intake efficiently and accurately.

Registration Form

Collects full legal name, preferred name, date of birth, address, phone, email, and emergency contact information for identity verification and scheduling.

Medical History

Records allergies, medications, past surgeries, chronic conditions, and current symptoms; enables clinicians to assess risks and prepare for visits.

Insurance & Billing

Captures payer names, subscriber IDs, group numbers, and assignment of benefits; supports eligibility checks and reduces claim denials.

Consent to Treat

Explicit statement authorizing care, including procedure-level consents when required; documents informed consent and scope of authorized treatments.

Privacy Notice (HIPAA)

Provides the Notice of Privacy Practices, documents patient acknowledgment, and explains how PHI is used and disclosed under HIPAA.

Authorization & Release

Patient authorization for record release, photography, or third-party communications; includes signature and specific expiration or revocation terms.

Step-by-Step: Completing the New Patient Packet

Follow these steps in order to minimize errors and ensure the packet is processed into the record promptly.

  • 01
    Step 1: Collect identification and primary insurance information at check-in.
  • 02
    Step 2: Enter clinical history and medications; flag allergies prominently.
  • 03
    Step 3: Present privacy notice and obtain patient acknowledgment.
  • 04
    Step 4: Obtain signature, date the form, and scan into the EHR or document management system.

Configure an Electronic Intake Workflow

These settings are common when setting up online packet completion and eSubmission in a medical practice system.

Field Configuration
Authentication Method Email link with optional SMS code
Auto-Populate Map fields from patient portal to EHR
Conditional Fields Show guardianship fields for minors
Notifications Email reminders and intake completion alerts

Where to Send or Store Completed Packets

A clear routing path ensures signed packets enter the correct clinical and billing records without manual handoffs.

  • Upload to EHR: Attach signed packet directly to the patient chart for clinician access.
  • Assign to Coder/Biller: Route insurance and billing pages to the revenue team for eligibility checks.
  • Store in Document System: Archive a tamper-evident PDF with audit metadata for compliance.
  • Provide Patient Copy: Send signed copy to patient via secure portal or encrypted email.

Technical Considerations for Electronic Completion and Signing

Confirm your platform supports secure storage, audit trails, and any required authentication methods for healthcare workflows.

  • Integrations: Salesforce, NetSuite, Google Workspace
  • File Formats: PDF, DOCX, HTML supported
  • Device Support: Desktop and mobile compatible

Security and Compliance Basics for Patient Packets

Encryption in Transit: TLS 1.2/1.3 required
Encryption at Rest: AES-256 standard
HIPAA Compliance: BAA required for PHI
Audit Trail: Timestamps, IP, and action log
21 CFR Part 11: Available for FDA-regulated records
Certifications: SOC 2 Type II and ISO 27001

Common Intake Errors to Avoid

  • Mismatched patient name or DOB between ID and insurance causes claim denials and delays in authorizations.
  • Incomplete insurance details (missing subscriber or group number) lead to rework and denied payments.
  • Unsigned consent or signature dated incorrectly can block procedures and require in-person re-signing.
  • Failing to record allergies or medications increases clinical risk and may expose the provider to liability.

Consequences of Incorrect or Incomplete Packets

HIPAA Liability: Civil/criminal penalties and state fines
I-9 Penalties: $281–$2,789 per violation (8 CFR §274a.2)
Claim Denials: Lost revenue and rework for denied claims
Treatment Delays: Delayed or postponed care
Backup Withholding: 24% withholding for incorrect TIN
Legal Exposure: Consent disputes and malpractice risk

Timelines and Expected Processing Times

Typical processing times help set patient expectations and prioritize follow-up tasks.

Initial Intake:

Complete at check-in or prior to appointment

Insurance Verification:

1–3 business days for eligibility checks

Prior Authorization:

5–10 business days depending on payer

Records Access:

Response within 30 days per 45 C.F.R. §164.524

Claims Submission:

Submit within payer-specific windows, typically 30–90 days

eSignature Pricing and Feature Comparison for Patient Packets

Compare baseline pricing and common enterprise features relevant to medical intake workflows; signNow is listed first per vendor comparison guidance.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

How to Download, Save, and Provide Supporting Documents

Standard export and attachment options make it simple to maintain a patient copy and include supporting documents with the packet.

PDF Export

Save a tamper-evident PDF with embedded audit trail and signed timestamps for legal proof.

Save as DOCX

Keep an editable DOCX copy if you must update demographic fields before finalization.

Secure Email Copy

Deliver encrypted or portal-based copies to patients to protect PHI in transit.

Attach Supporting Docs

Include IDs, insurance cards, or prior reports as separate PDF attachments for the chart.

Frequently Asked Questions About the New Patient Packet

Answers to common operational and legal questions about packet completion, eSigning, and storage.


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