Thank you for choosing Heritage Medical Associates.

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1 Thank you for choosing Heritage Medical Associates. When it comes to your health or the health of the people you love, there is no substitute for excellence, compassion and trust. We are honored that you have entrusted us with your care. To help reduce in-office wait times, please arrive 15 minutes prior to your appointment. Please bring the following items to your appointment: Completed enclosed registration packet List of all prescription and over-the-counter medications and doses including vitamins, herbs and medicated creams ID and Insurance cards (if patient is under 18, bring photo identification of parent/guardian) Payment for outstanding balances and copayment (if applicable). For patients with unmet high deductible plans, payment of $100 toward services rendered for non-preventive care visits. Access Your Health Record Online: FollowMyHealth After your next appointment, visit HeritageMedical.com/FollowMyHealth to register for 24/7 access to your medical health records, secure messaging with your providers, test and lab results, the ability to request appointment or prescription refills and virtual care via an Visit for Adult Primary Care and Gynecology patients. Insurance and Billing Questions Please reference the enclosed Financial Policy for insurance and payment information. For questions or concerns, please contact our Billing Office at (629) Appointment Reminders For your convenience, we have a system to remind you of your appointments by text, phone or . Please listen to the complete message and follow the prompt to confirm your appointment. Please note Nashville s new area code, (629), on your caller ID. Thank you again for choosing Heritage Medical Associates. We look forward to serving you. Jim Browne, CEO

2 DEMOGRAPHICS SHEET Name MR # (Staff Only) Birthdate Phys. Being Seen SSN Sex Employer Patient Contact Information Address City State Zip Home Work Cell PCP Referring Dr. Marital Status: Single Married Divorced Widowed Employment Status: Full Time Part Time Not Employed Self Employed Retired Military Full Time Part Time Student Status: Not a Student Parent / Guardian Contact Information (Patients under 18) Name _ Date of Birth SSN Parent / Guardian Contact Information (Patients under 18) Name _ Date of Birth SSN Emergency Contact Information Name Home Work _ Appointment Reminder Preference: Call Text Cell Please select one of the following: Race: Ethnicity: Asian Native Hawaiian Other Pacific Islander African American Native American White More than One Race Declined to Answer Hispanic/Latino Not Hispanic/Latino Declined to Answer Preferred Language: English Spanish Other

3 FINANCIAL POLICY 15.1 Insurance and Fees: Heritage Medical Associates participates in most insurance networks including: Aetna First Health Prime Health Services BlueCross BlueShield of TN Humana Choice Care Traditional Medicare BCBS BlueCard PPO Multi Plan/PHCS Tricare Standard / Reserve Blue Grass Family Center Care NovaNet PPO United Healthcare Cigna / Great West PPO USA-GEHA And the following Medicare Advantage Plans: Cigna-HealthSpring BlueCross BlueShield BlueAdvantage Please provide your current insurance information when you schedule your appointment and bring proof of your insurance with each visit. If you have any questions about our insurance participation, charges, or your bill, please call our billing office at Collection of Co-Payments and Payments of your Bill: Payment of all known deductibles, co-payments, coinsurance, outstanding balances and non-covered services will be required at the time service is rendered. Patients who do not have proof of insurance will be responsible for full payment at the time of service. For out-of-network patients, we require full payment at the time of the service but we will file your insurance claims for reimbursement on your behalf as a courtesy. Patients with High Deductible Insurance plans, including BlueCross BlueShield Network E, P, and S, Humana PPOx and Cigna Local Plus through the exchanges, whose benefits have been verified and have not met their deductible, will be required to make a payment of no less than $100 towards the services rendered at each non-preventive care visit. If during the course of a preventive exam, services related to a new or chronic condition are completed, your insurance company may apply a copay to the visit. You will be responsible for this copay and any corresponding charges. Payment Options for Payments: We accept Cash, Check, Visa, MasterCard, Discover and American Express. There is a $25.00 returned check fee for all checks returned for insufficient funds. Post-dated checks will not be accepted. Past Due Balances: We require that past due balances be paid, in full, prior to a subsequent office visit. Outstanding balances may result in dismissal from the practice. If you are unable to make payment, please contact our Business Office at In the event an account is placed with a collection agency, you will be responsible for the 30% collection fee, court costs and legal fees. Missed Appointment Policy: Should you need to cancel or reschedule your appointment we ask that you advise us a minimum of 24 hours in advance of your scheduled appointment. Failure to notify the office could result in a minimum charge of $25.00 to your account. Multiple missed appointments may result in dismissal from the practice. If you arrive late you may be asked to reschedule your appointment. Filing of your Insurance: I hereby authorize my insurance benefits to be paid directly to Heritage Medical Associates, realizing I am responsible to pay non-covered services and deductibles and copayments. I hereby authorize the release of pertinent medical information to insurance carriers. I HAVE READ, UNDERSTAND AND AGREE TO THIS FINANCIAL POLICY. Patient Name (Print) Date Patient/Representative Signature Physician Being Seen MR # (Staff Only)

4 PRIVACY NOTATION / CONSENT OF DISCLOSURE PATIENT ACKNOWLEDGEMENT FORM The following information will be used to contact the patient, parent or legal guardian, in regard to protected health information (i.e, test results, referrals, medication refills, etc.). Please indicate below how you would like this facility to contact you regarding these matters. 1. Please list daytime telephone number(s) at which you prefer to be reached: 2. Letter or postcard please give address: By signing this authorization, I authorize Heritage Medical Associates to disclose my protected health information (i.e, test results, medication refills, etc.) to the following individual(s)/family members. Name: Relationship: Can we leave a message regarding your protected health information at the number(s) you have provided above? Yes No I understand that the above information was collected to ensure the privacy of the patients of Heritage Medical Associates. I have reviewed the Notice of Privacy Practices Policy, located in my physician s waiting room and heritagemedical.com/privacy. I further understand that I have the right to revoke this authorization in writing at any time or can update this information at any time by completing another form. By signing this form, I am giving my permission to this facility to contact me in the manner indicated above and acknowledge that I have reviewed the Notice of Privacy Practices Policy. I recognize that I may sign this at the time of my appointment. Patient Name (print): Patient Signature: Date: Patient Representative / Signature: : Physician Being Seen: MR # (Staff Only):

5 HEALTH ASSESSMENT - ENT Patient Name Date of Birth Preferred Name Primary Care Dr. Referring Dr. Local Pharmacy Pharmacy Phone During my visit, I would like to discuss: If time allows: All Medical Problems All Past Surgery, Procedures, Operations Medications Please list any medications you are taking, even if it is as needed and occasional. Name Dosage How Often Example: Omnicef 300 mg Medication Allergies No known drug allergies Tobacco Use Never Smoked No Reason 2 Times per Day Sinus Infection Current Smoker Previous Smoker Current Chew/Dip Pack / Day Pack/Day, Year Quit Alcohol Use Yes Drinks / Week Immunizations Last Tetanus Vaccine Last Pneumonia Vaccine Chicken Pox Shingles Vaccine Yes Yes No No

6 Do any medical problems or diseases run in your family? Please check if you have RECENTLY had any of the following: Appetite Increase / Decrease Difficulty Swallowing Itchy Skin Chills Heartburn Hearing Loss Drop in Energy Level Indigestion Ringing in Ears Fever Nausea / Vomiting Ear Pain Sweats Ear Discharge/ Bleeding Weight Loss (Amount ) Change in Vision Sinus Congestion Weight Gain (Amount ) Glaucoma Sinus Drainage Cataracts Sore Throat Wear Glasses/Contacts Nosebleeds Cough Coughing up Mucous Gum Swelling Shortness of Breath Loss of Balance Difficulty Concentrating Wheezing Dizziness Sinus Drainage Headache Sore Throat Backache Memory Loss Gum Bleeding Joint Pain Numbness Mouth Sores Joint Stiffness Difficulty with Speech Dental Problems Joint Swelling Tremor or Shakiness Muscle Pain Convulsion/ Seizure Hoarseness Muscle Spasm Fainting or Passing Out Sneezing Muscle Weakness Watery/ Itchy Eyes Feeling excessively cold Anemia (Low Blood Count) Feeling excessively hot Easy Bruising Heart Skipping Easy Bleeding Dry Skin Swollen Lymph Nodes Hive Hay Fever

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