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Kara M Kassay, M.D. Medical History Form Name: DOB: Date: Current Medical Concerns: Past Medical Conditions: Past Surgical History: Hospitalizations: Injuries: Current Medications and Dosage (including Herbs, Vitamins) : Medication Allergies: Father Mother Siblings Children Family Medical History: If deceased, age and cause of death Lifestyle History Smoker Quit Date Other tobacco Alcohol Quantity Frequency Exercise Activities Frequency # Children Ages In a Relationship?(M/F) Occupation Exam History Gyn History (women) Last Physical Pregnancies/Deliveries Last Bone Density Last Labs Last Pap Last Mammogram Last Colonoscopy Birth Ctrl /Type Last Menstrual Cycle Last Tetanus Gardasil Shot

PATIENT HEALTH QUESTIONNAIRE (PHQ-9) DATE: NAME: Over the last weeks, how often have you been bothered by any of the following problems? (use "ⁿ" to indicate your answer) More than Nearly half the every day days Not at all Several days. Little interest or pleasure in doing things. Feeling down, depressed, or hopeless. Trouble falling or staying asleep, or sleeping too much 4. Feeling tired or having little energy 5. Poor appetite or overeating 6. Feeling bad about yourself or that you are a failure or have let yourself or your family down 7. Trouble concentrating on things, such as reading the newspaper or watching television 8. Moving or speaking so slowly that other people could have noticed. Or the opposite being so figety or restless that you have been moving around a lot more than usual 9. Thoughts that you would be better off dead, or of hurting yourself add columns + + (Healthcare professional: For interpretation of TOTAL, TOTAL: please refer to accompanying scoring card).. If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or get along with other people? Not difficult at all Somewhat difficult Very difficult Extremely difficult Copyright 999 Pfizer Inc. All rights reserved. Reproduced with permission. PRIME-MD is a trademark of Pfizer Inc. A66B -4-5

5 SW 68th Ave Portland, OR 97 Patient name Address: Email: Street City State Zip Code Would you like Dr. Kassay's newsletter? Y / N Home Phone ( ) Emergency Phone ( ) Cell Phone ( ) Drivers License number Date of Birth / / Sex: M / F Marital Status Social Security Number Student: Y / N if yes Full or Part-Time Referred by: Occupation Information Occupation: Work Phone Employer Street City State Zip Code Spousal Information Kara M. Kassay MD Spouse Name Date of Birth SSN Spouse's Employer Work Phone ( ) Insurance Information (bring card and skip this step) Primary Insurance Claims Address Insured's Name Insured's DOB Insured's ID# Street City State Zip Code Relationship to Insured Insured's SSN Insured's Group# Insurance Checklist (call insurance if do not know answers). Is Kara Kassay MD in network?. Do you need to assign Kassay as a P.C.P.?. What is your Copay? 4. Does your insurance accept Legacy Labs? (Medicare, UnitedHealthcare, MODA Beacon, some Providence do not.) Phone 5 675-7 Fax 5 54-7 5 SW 68th Ave Portland OR 97

Medical Record Release and Transfer Patient's Name: Address Phone Email Birthday Records From: Address Phone Fax Records To: 5 SW 68th Ave Kara Kassay MD Portland, OR 97 Phone: 5-675-7 Fax: 5-54-7 The purpose of the use/disclosure is for (Please mail records > pages) I authorize the release of the information specified below to the individual, organization or agency named on this request: (initial all that apply) All medical records generated by this facility Only some portions of medical records maintained at this facility (specify below) I specifically authorize the release of information regarding the following condition/s (please initial) Drug Abuse if any Psychological or Psychiatric condition if any Substance abuse if any AIDS/HIV if any Expiration or revocation of authorization - I understand that I may revoke this authorization at any time. A copy of this authorization may be utilized with the same effectiveness as an original. Charges may be incurred for copying costs. The rate is $. for the first ten pages, $.5 per -49 and $.5 per page thereafter. Fees are determined by the number of pages allowed by state law. There is no charge for records transferred between healthcare providers. Print Name Signature Relationship to Patient Date

Authorization to Release Information Assignment of Benefits I authorize the release of any medical information necessary to process this claim. I permit a copy of this authorization to be used in place of the original. Signature: Date: I certify the insurance information I have provided is correct I permit a copy of this authorization to be used in place of the original. This authorization may only be revoked by myself or my insurance company in writing. Signature: Date: Statement of Financial Responsibility I understand that I will be responsible for payment of any allowable charge that my insurance coverage does not pay. I also understand I will be responsible for services rendered that are not considered a covered benefit by my insurance company. Signature: Date: Kara M Kassay, MD, PC 5 SW 68 th Ave Portland, OR 97 Phone (5) 675-7 º Fax (5) 54-7

Kara Kassay, MD, PC Phone Release Family Medicine 5.675.7 (P) 5.54.7 (F) 5 SW 68 th Ave Portland, OR 97 5.675.7 (P) 5.54.7 (F) I,, authorize Dr. Kassay s office to leave a detailed phone message including test results at the following private phone line ( ). I may revoke authorization at any time. Patient Signature Date Kara Kassay, MD, PC Cell Text / Email opt-in I understand Kassay Family Medicine will send me phone text reminders on the day of my appointment and on rare occasion send necessary information. You may be included in group notifications such as quarterly newsletter or specific insurance updates we discover. At any time you can OPT OUT of any of these by replying STOP or CANCEL or of course, calling us and requesting being removed. Your email will never be shared or available to anyone outside the Family Medical Clinic of Dr. Kassay. ( ) Please DO NOT send me future e-newsletters Patient E-mail Address *Be sure to LIKE Dr. Kassay s Facebook page to receive timely information.

Kara Kassay, MD, PC Financial Policy 5 SW 68 th Ave Updated January, 7 Portland, OR 97 We are pleased to welcome you to our facility and let you know we are dedicated to providing you with the best medical care and a pleasant experience. The following is your agreement to Kara M Kassay MD PC s Financial Policy. We have excellent relationships with the majority of the major insurance plans and will bill them directly as a professional courtesy. You are our patient and we service you and as a result, you are ultimately responsible for paying for your care.. Billing Insurance I understand that I am financially responsible for and agree to pay for all services received by Kara Kassay MD PC. I acknowledge that payment is required at the time services are rendered unless other arrangements such as the billing of insurance have been made. Payment for services includes payment of applicable coinsurance, copayments and deductibles for participating insurance companies. My insurance benefits are my responsibility to understand and if my insurance denies coverage I am fully responsible for payment.. Labs and Radiology I understand that Dr. Kassay may recommend that I receive laboratory tests or radiology services either on site or sent out for processing. I understand I am free to obtain such tests or services from any location I choose. I understand that I will receive a separate bill from the laboratory, imaging center, or radiology practice, depending on the service I receive. Dr. Kassay is not responsible for the prices or payment of bills incurred for these tests or what level of reimbursement is interpreted by my insurance contractor.. Delinquent Account / Collections There is a $5./month billing assessment for bills past days due and after 9 days will be sent to Metro Collections. Accounts sent to collections will access a $ fee and I will need to pay my account in full before being seen for any nonemergency medical needs. Accounts out of collections may require prepayment or deposit for future visits. I understand I may be asked to find another doctor if I repeatedly go to collections or am not making arranged payments on time. 4. Please Provide Minimum 4 Hours Notice of Cancellation: There are situations out of my control that might cause me to miss an appointment. If I am unable to give 4 hours notice, I understand there is a one time Page of INITIAL (Sign BACK --->) ver.

allowance and any further appointments not cancelled with 4 hours notice, will be billed $95 to me. I acknowledge I may need to prepay $95 to reserve a non-emergency appointment Please read and sign the following agreement. I have been informed that my insurance company may deny payment for the services rendered. If my insurance denies payment, I understand I am responsible for the payment. Patient Name DOB Patient Signature Date Page of INITIAL (Sign BACK --->) ver.

Please retain for your personal records 5 Acknowledgement and Consent I understand that Kara M. Kassay M.D., P.C. (referred to below as "The Practice") will use and disclose health information about me. I understand that my health information may include information both created and received by the practice, may be in the form of written or electronic records or spoken words and may include information about my health history, health status, symptoms, examinations, test results, diagnoses, treatments, procedures, prescriptions and similar types of health-related information. I understand and agree that the practice may use and disclose my health information in order to: Make decisions about and plan for my care and treatment Refer to, consult with, coordinate among and manage along with other health care providers for my care and treatment. Determine my eligibility for health plan or insurance coverage and submit bills, claims and other related information to insurance companies or others who may be responsible to pay for some or all of my health care. Perform various office, administrative and business functions that support my physician s efforts to provide me with, arrange and be reimbursed for quality, cost-office health care. I also understand that I have the right to receive and review a written description of how the practice will handle health information about me. This written description is known as a Notice of Privacy Practices and describes the uses and disclosures of health information made and the information practices followed by the employees, staff and other personnel of the practice, and my rights regarding my health care information. I understand that the Notice of Privacy Practices may be revised from time to time, and that I am entitled to receive a copy of any revised Notice of Privacy Practices. I also understand that a copy or a summary of the most current version of the practice's Notice of Privacy Practices in effect will be available in the waiting/reception area. I understand that I have the right to ask that some or all of my health information not be used or disclosed in the manner described in the Notice of Privacy Practices, and I understand that this practice is not required by the law to agree to such requests. By signing below, I agree that I have reviewed and understand the information above and that I have received a copy of the Notice of Privacy Practices. Signature: Date: Kara M Kassay, MD, PC 5 SW 68 th Ave Portland, OR 97 Phone (5) 675-7 º Fax (5) 54-7

New Patient Appointment Your initial appointment is an opportunity to meet with the doctor, discuss ongoing medical issues, gather family health history, review medications, obtain detailed personal information and get records from previous physicians. This appointment occupies a full minutes and does not leave time for a typical physical. You can however schedule your minute physical following your appointment. Annual Physical (Preventative Care Visit) What is a Preventive Care Visit? Your Preventive Care Visit (Physical) includes a routine physical exam, immunizations and services such that have been defined by the Patient Protection and Affordable Care Act. For a growing number of health plans, insurance providers will no longer be able to charge a copay, deductible or coinsurance for preventive services. Please be aware that if you have other health issues, your insurance may require Kassay Family Medicine to charge a copay for that visit. Check with your insurance company about what preventive services are covered by your plan. Copay or No Copay: HIDDEN COPAYS Even if a preventive test or screen is fully paid by insurance, you may still have a copayment or co-insurance for the doctor s office visit. That is, the preventive care is free, but the doctor s visit is not. Your Preventive Care Visit (Physical) which includes a routine physical exam and immunizations does not require a copayment. If you discuss symptoms of acute or chronic diseases at your Preventative Care Visit (Physical) it is considered diagnostic and you will most likely be required to pay a copayment. Example: Let s say you make a doctor s appointment specifically for a preventive service or test (Preventative Care Visit/Physical), but during the course of the visit you are treated for an unrelated problem, like the flu or changes in your diabetes medications. For this visit you would be required to pay the copayment for the office visit.

Kassay Family Medicine s Core Value: Treating the whole person is a core value at Kassay Family Medicine. We strive to address all of your concerns and properly investigate issues that arise during your visit. When patients come to see their health care providers for a Preventative Care Visit (Physical) they should expect the possibility that both preventive care and acute problems may be addressed during the same visit. Because of this copayment may be charged. Reasoning behind the changes in coverage: Americans get only about half the preventive services recommended by their health care providers, according to a report in the New England Journal of Medicine. The consequences are significant: A 7 study by the Partnership for Prevention found that more than, lives could be saved annually by increasing the use of just five services: aspirin to prevent heart disease, smoking cessation assistance, screenings for breast and colorectal cancers, and flu shots. One response by the United States Government is found in the Patient Protection and Affordable Care Act, passed on March,. For a growing number of health plans, insurance providers will no longer be able to charge a copay, deductible or coinsurance for preventive services. Despite these new regulations, there remains a lot of ambiguity and not just amongst consumers about what qualifies as preventive care. Because of this confusion, we encourage you to check with your insurance company about what preventive services are covered. Complaints with copayments: The decision of a copayment vs non-copayment for a visit is not decided Kassay Family Medicine; these decisions are based federal laws and insurance regulations. Complaints of this nature should be addressed with your insurance company. Preventive Services Covered Under the Affordable Care Act: Here s a good rule of thumb: If you discuss symptoms at your physical or if your provider orders a test, it s diagnostic and you ll most likely pay a copayment. If you have no symptoms, it s covered