Carolina Oral & Maxillofacial Surgery

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1 Carolina Oral & Maxillofacial Surgery Date: First Name: MI:, Last Name: Sex: Male Female Date of Birth: / / Age: Social Security #: Address (home): Street: City:, State: Zip: Telephone: (H) ( ) (W) ( ) (Cell) ( ) Address: Employer: Dentist: Referred By: Emergency Contact: Phone #: (H) ( ) (C) ( ) MEDICAL INSURANCE: Company: Address: DENTAL INSURANCE: Company: Address: Policy #: Policy #: Group #: Group #: Name of Insured (Policy Holder): Name of Insured (Policy Holder): Insured s Address: Insured s Address: Insured s Phone: Insured s Phone: (H) ( (W) ( (H) ( (W) ( Insured s Employer: Insured s Employer: Insured s Date of Birth: Insured s Date of Birth: Insured s Social Security #: Insured s Social Security #: Patient s Relationship to Insured: Self / Spouse / Child Patient s Relationship to Insured: Self / Spouse / Child ) ) ) ) (Over)

2 If you are under 18 or a full time college student, please fill out the following information: Mother s Name: Telephone: (H) (C) ( ) ( ) Address: Mother s Social Security #: Father s Name: Telephone: (H) (C) ( ) ( ) Address: Father s Social Security #: Who came with you to your appointment today?: Mother / Father / Other Carolina Oral & Maxillofacial Surgery is NOT part of any HMO INSURANCE PLANS I certify that the information on this form is correct. I understand that I am responsible for any balance on this account, even if I have medical or dental coverage. We will be happy to assist in filing your insurance claim, but this will not be a substitute for payment. This signature also authorizes this office to release any information for insurance purposes. I hereby authorize payment directly to Carolina Oral & Maxillofacial Surgery. All Fees Are Due at Time of Service. Signature of Patient (if over 18): Date: Signature of Responsible Party: Date:

3 Carolina Oral & Maxillofacial Surgery HEALTH HISTORY Patient s Name Date of Birth Height Weight Date Chief Dental Complaint: 1. Are you in good health?... Y N 2. Has there been any change in your general health in the past year?... Y N 3. Date of last physical exam 4. Are you now under a physician s care for a particular problem?... Y N 5. Have you ever had any serious illnesses, operations or hospitalizations? If so, describe:... Y N 6. DO YOU HAVE OR HAVE YOU EVER HAD: A. Rheumatic Fever or Rheumatic Heart Disease?... Y N B. Congenital Heart Disease?... Y N C. Cardiovascular Disease (Heart Attack, Heart Trouble, Heart Murmur, Coronary Artery Disease, Angina, High Blood Pressure, Stroke, Palpitations, Heart Surgery, Pacemaker)?... Y N D. Lung Disease (Asthma, Emphysema, COPD, Chronic Cough, Bronchitis, Pneumonia, Tuberculosis, Shortness of Breath, Chest Pain, Severe Coughing)?... Y N E. Seizures, Convulsions, Epilepsy, Fainting or Dizziness?... Y N F. Bleeding Disorder, Anemia, Bleeding Tendency, Blood Transfusion? Do you bruise easily?... Y N G. Liver Disease (Jaundice, Hepatitis)?... Y N H. Kidney Disease?... Y N I. Diabetes?... Y N J. Thyroid Disease (Goiter)?... Y N K. Arthritis?... Y N L. Stomach Ulcers or Colitis?... Y N M. Glaucoma?... Y N N. Osteoporosis?... Y N O. Implants placed anywhere in your body (Heart Valve, Pacemaker, Hip, Knee)?... Y N P. Radiation (X-ray) treatment for Cancer?... Y N Q. Clicking or popping of jaw joint, pain near ear, difficulty opening mouth, grind or clench teeth?... Y N R. Sinus or Nasal problems?... Y N S. Any disease, drug or transplant operation that has depressed your immune system?... Y N T. Sleep Apnea? Y N U. AIDS/HIV?.Y N 7. ARE YOU USING ANY OF THE FOLLOWING: A. Antibiotics?... Y N B. Anticoagulants (Blood Thinners)?... Y N C. Aspirin or drugs such as Motrin, Aleve, Ibuprofen?. Y N D. High Blood Pressure medications?... Y N E. Steroids (Cortisone, Prednisone, etc.)?... Y N F. Tranquilizers?... Y N G. Insulin or Oral Anti-Diabetic drugs?... Y N H. Digitalis, Inderal, Nitroglycerin or other heart drug? Y N I. Are you taking or have you ever taken Bisphosphonates for osteoporosis, multiple myeloma or other cancers (Reclast, Fosamax, Actonel, Boniva, Aredia, Zometa, etc.)?... Y N J. Have you ever been advised not to take a medication?... Y N K. Please list any and all medications taken: L. Recreational Drug Use?.Y N 8. ARE YOU ALLERGIC TO OR HAVE YOU HAD AN ADVERSE REACTION TO: A. Local Anesthesia (Novacain, etc.)?... Y N B. Penicillin or other antibiotics?... Y N C. Sedatives, Barbiturates?... Y N D. Aspirin or Ibuprofen?... Y N E. Codeine or other pain killers?... Y N F. Latex or Rubber products?... Y N G. Metal of any kind?... Y N H. Chemicals or jewelry (rash or sensitivity)?... Y N I. Food products (eggs)?... Y N J. Other allergies or reactions? Please list... Y N 9. Do you smoke or chew Tobacco?... Y N How much per day? 10. Is there any past history of Alcohol or Chemical Dependency or Emotional Disorder that may affect the care we provide you?... Y N 11. Have you had any serious problems associated with any previous dental treatment?... Y N 12. Have you or an immediate family member had any problem associated with intravenous anesthesia?... Y N 13. Do you have any other disease, condition or problem not listed above that you think the doctor should know about?... Y N 14. Do you wish to talk to the doctor privately about anything?... Y N 15. Have you ever had a bone density scan?... Y N 16. FOR WOMEN ONLY A. Are you Pregnant, or is there any chance you might be Pregnant?... Y N B. Are you nursing?... Y N C. If you are using Oral Contraceptives, it is important that you understand that antibiotics (and some other medications) may interfere with the effectiveness of oral contraceptives. Therefore, you will need to use mechanical forms of birth control for one complete cycle of birth control pills, after the course of antibiotics or other medication is completed. Please consult with your physician for further guidance. I understand the importance of a truthful and complete Health History to assist my dentist in providing the best care possible. I have had the opportunity to discuss my Health History with my dentist. Date Patient/Legal Guardian Signature Doctor s Signature

4 Authorization for Release of Information Name of Patient Date of Birth Carolina Oral & Maxillofacial Surgery is authorized to release protected health information about the above named patient to the entities named below. The purpose is to inform the patient or others in keeping with the patient s instructions. Entity to Receive Information. Check each person/entity that you approve to receive information. Voice Mail Spouse (provide name & phone number) ( ) Parent (provide name & phone number) ( ) Other (provide name & phone number ( ) Description of information to be released. Check each that can be given to person/entity on the left in the same section. Results of lab tests/x-rays Other Financial Medical as follows: Financial Medical as follows: Financial Medical as follows Patient Information I understand that I have the right to revoke this authorization at any time and that I have the right to inspect or copy the protected health information to be disclosed as described in this document. I understand that a revocation is not effective in cases where the information has already been disclosed but will be effective going forward. I understand that information used or disclosed as a result of this authorization may be subject to redisclosure by the recipient and may no longer be protected by federal or state law. I understand that I have the right to refuse to sign this authorization and that my treatment will not be conditioned on signing. This authorization shall be in effect until revoked by the patient. Date Signature of Patient or Personal Representative Description of Personal Representative s Authority (attach necessary documentation) Revised January 2010

5 Carolina Oral & Maxillofacial Surgery Derek J. Eaton, DDS Notice of Privacy Practices This notice describes how medical information about you may be used and disclosed and how you can get access to this information. Please review it carefully. If you have any questions about this Notice please contact the Privacy Officer: 660 Summit Crossing Place, Suite 303 Gastonia, NC Effective Date: April 14, 2003 Revised: June 13, 2013 We are committed to protect the privacy of your personal health information (PHI). This Notice of Privacy Practices (Notice) describes how we may use within our practice or network and disclose (share outside of our practice or network) your PHI to carry out treatment, payment or health care operations. We may also share your information for other purposes that are permitted or required by law. This Notice also describes your rights to access and control your PHI. We are required by law to maintain the privacy of your PHI. We will follow the terms outlined in this Notice. We may change our Notice, at any time. Any changes will apply to all PHI. Upon your request, we will provide you with any revised Notice by: Posting the new Notice in our office. If requested, making copies of the new Notice available in our office or by mail. Posting the revised Notice on our website: Uses and Disclosures of Protected Health Information We may use or disclose (share) your PHI to provide health care treatment for you. Your PHI may be used and disclosed by your physician, our office staff and others outside of our office that are involved in your care and treatment for the purpose of providing health care services to you. EXAMPLE: Your PHI may be provided to a physician to whom you have been referred for evaluation to ensure that the physician has the necessary information to diagnose or treat you. We may also share your PHI from time-to-time to another physician or health care provider (e.g., a specialist or laboratory) who, at the request of your physician, becomes involved in your care by providing assistance with your health care diagnosis or treatment to your physician. TMC all rights reserved 1

6 We may also share your PHI with people outside of our practice that may provide medical care for you such as home health agencies. We may use and disclose your PHI to obtain payment for services. We may provide your PHI to others in order to bill or collect payment for services. There may be services for which we share information with your health plan to determine if the service will be paid for. PHI may be shared with the following: Billing companies Insurance companies, health plans Government agencies in order to assist with qualification of benefits Collection agencies EXAMPLE: You are seen at our practice for a procedure. We will need to provide a listing of services such as x-rays to your insurance company so that we can get paid for the procedure. We may at times contact your health care plan to receive approval PRIOR to performing certain procedures to ensure the services will be paid for. This will require sharing of your PHI. We may use or disclose, as-needed, your PHI in order to support the business activities of this practice which are called health care operations. EXAMPLES: Training students, other health care providers, or ancillary staff such as billing personnel to help them learn or improve their skills. Quality improvement processes which look at delivery of health care and for improvement in processes which will provide safer, more effective care for you. Use of information to assist in resolving problems or complaints within the practice. We may use and disclosure your PHI in other situations without your permission: If required by law: The use or disclosure will be made in compliance with the law and will be limited to the relevant requirements of the law. For example, we may be required to report gunshot wounds or suspected abuse or neglect. Public health activities: The disclosure will be made for the purpose of controlling disease, injury or disability and only to public health authorities permitted by law to collect or receive information. We may also notify individuals who may have been exposed to a disease or may be at risk of contracting or spreading a disease or condition. Health oversight agencies: We may disclose protected health information to a health oversight agency for activities authorized by law, such as audits, investigations, and inspections. Oversight agencies seeking this information include government agencies that oversee the health care system, government benefit programs, other government regulatory programs and civil rights laws. Legal proceedings: To assist in any legal proceeding or in response to a court order, in certain conditions in response to a subpoena, or other lawful process. TMC all rights reserved 2

7 Police or other law enforcement purposes: The release of PHI will meet all applicable legal requirements for release. Coroners, funeral directors: We may disclose protected health information to a coroner or medical examiner for identification purposes, determining cause of death or for the coroner or medical examiner to perform other duties authorized by law Medical research: We may disclose your protected health information to researchers when their research has been approved by an institutional review board that has reviewed the research proposal and established protocols to ensure the privacy of your protected health information. Special government purposes: Information may be shared for national security purposes, or if you are a member of the military, to the military under limited circumstances. Correctional institutions: Information may be shared if you are an inmate or under custody of law which is necessary for your health or the health and safety of other individuals. Workers Compensation: Your protected health information may be disclosed by us as authorized to comply with workers compensation laws and other similar legally-established programs. Other uses and disclosures of your health information. Business Associates: Some services are provided through the use of contracted entities called business associates. We will always release only the minimum amount of PHI necessary so that the business associate can perform the identified services. We require the business associate(s) to appropriately safeguard your information. Examples of business associates include billing companies or transcription services. Health Information Exchange: We may make your health information available electronically to other healthcare providers outside of our facility who are involved in your care. Fundraising activities: We may contact you in an effort to raise money. You may opt out of receiving such communications. Treatment alternatives: We may provide you notice of treatment options or other health related services that may improve your overall health. Appointment reminders: We may contact you as a reminder about upcoming appointments or treatment. We may use or disclose your PHI in the following situations UNLESS you object. We may share your information with friends or family members, or other persons directly identified by you at the level they are involved in your care or payment of services. If you are not present or able to agree/object, the healthcare provider using professional judgment will determine if it is in your best interest to share the information. For example, we may discuss post procedure instructions with the person who drove you to the facility unless you tell us specifically not to share the information. TMC all rights reserved 3

8 We may use or disclose protected health information to notify or assist in notifying a family member, personal representative or any other person that is responsible for your care of your location, general condition or death. We may use or disclose your protected health information to an authorized public or private entity to assist in disaster relief efforts. The following uses and disclosures of PHI require your written authorization: Marketing Disclosures of for any purposes which require the sale of your information Release of psychotherapy notes: Psychotherapy notes are notes by a mental health professional for the purpose of documenting a conversation during a private session. This session could be with an individual or with a group. These notes are kept separate from the rest of the medical record and do not include: medications and how they affect you, start and stop time of counseling sessions, types of treatments provided, results of tests, diagnosis, treatment plan, symptoms, prognosis. All other uses and disclosures not recorded in this Notice will require a written authorization from you or your personal representative. Written authorization simply explains how you want your information used and disclosed. Your written authorization may be revoked at any time, in writing. Except to the extent that your doctor or this practice has used or released information based on the direction provided in the authorization, no further use or disclosure will occur. Your Privacy Rights You have certain rights related to your protected health information. All requests to exercise your rights must be made in writing. [Describe how the patient may obtain the written request document and to whom the request should be directed, i.e. practice manager, privacy officer.] You have the right to see and obtain a copy of your protected health information. This means you may inspect and obtain a copy of protected health information about you that is contained in a designated record set for as long as we maintain the protected health information. If requested we will provide you a copy of your records in an electronic format. There are some exceptions to records which may be copied and the request may be denied. We may charge you a reasonable cost based fee for a copy of the records. You have the right to request a restriction of your protected health information. You may request for this practice not to use or disclose any part of your protected health information for the purposes of treatment, payment or healthcare operations. We are not required to agree with these requests. If we agree to a restriction request we will honor the restriction request unless the information is needed to provide emergency treatment. TMC all rights reserved 4

9 There is one exception: we must accept a restriction request to restrict disclosure of information to a health plan if you pay out of pocket in full for a service or product unless it is otherwise required by law. You have the right to request for us to communicate in different ways or in different locations. We will agree to reasonable requests. We may also request alternative address or other method of contact such as mailing information to a post office box. We will not ask for an explanation from you about the request. You may have the right to request an amendment of your health information. You may request an amendment of your health information if you feel that the information is not correct along with an explanation of the reason for the request. In certain cases, we may deny your request for an amendment at which time you will have an opportunity to disagree. You have the right to a list of people or organizations who have received your health information from us. This right applies to disclosures for purposes other than treatment, payment or healthcare operations. You have the right to obtain a listing of these disclosures that occurred after April 14, You may request them for the previous six years or a shorter timeframe. If you request more than one list within a 12 month period you may be charged a reasonable fee. Additional Privacy Rights You have the right to obtain a paper copy of this notice from us, upon request. We will provide you a copy of this Notice the first day we treat you at our facility. In an emergency situation we will give you this Notice as soon as possible. You have a right to receive notification of any breach of your protected health information. Complaints If you think we have violated your rights or you have a complaint about our privacy practices you can contact: [Insert name of responsible person responsible and contact information] You may also complain to the United States Secretary of Health and Human Services if you believe your privacy rights have been violated by us. If you file a complaint we will not retaliate against you for filing a complaint. This notice was published and becomes effective on April 13, TMC all rights reserved 5

10 Carolina Oral & Maxillofacial Surgery Derek J. Eaton, DDS Acknowledgement of Receipt Of Notice of Privacy Practices Patient Name & Address: I have received a copy of the Notice of Privacy Practices for the above named practice. Signature Date For Office Use Only We were unable to obtain a written acknowledgement of receipt of the Notice of Privacy Practices because: An emergency existed & a signature was not possible at the time. The individual refused to sign. A copy was mailed with a request for a signature by return mail. Unable to communicate with the patient for the following reason: Other: Prepared By Signature Date

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