Capital Nephrology Associates, P.A. NEW PATIENT INFORMATION SHEET

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3031 New Bern Avenue Suite 306, Raleigh, North Carolina 27610 Phone: 919-231-3966 Fax: 919-231-3912 Frederick S. Jones, MD Daniel W. Koenig, MD Michael I. Oliverio, MD Jeffrey Hoggard, MD Eric W. Raasch, MD So Yoon Jang, MD Deborah Siler, F.N.P Edeliza David, F.N.P. Heather Boykin, C.F.N.P. Date: Dear, You have been referred by your physician to be seen at Capital Nephrology Associates, PA. Your appointment date: Appointment time: Your Provider will be: Raleigh Main Office: 3031 New Bern Ave., Ste 306, Raleigh, NC 27610 Louisburg Office: 216 N. Bickett Blvd., Ste. 5, Louisburg, NC 27549 Zebulon Office: 1006 Arendell Ave., Ste. 300, Zebulon, NC 27597 Wake Forest Office: 2824 Rogers Rd., Ste. 104, Wake Forest NC 27587 Enclosed is our new patient information packet. It is important that you complete and bring with you to your appointment, along with the following: Current Picture ID, Current Insurance Card(s), Specialist Co-Pay, Your Current Medications In the Bottles If you should need to cancel or reschedule this appointment, please contact our office at 919-231-3966, at least 24 hours prior to your appointment date. We do charge a $25 fee to all patients who do not give a 24 hour cancellation notice. Please feel free to contact us if you should have any questions. Thank you, Section A NEW PATIENT INFORMATION SHEET

PATIENT S LEGAL NAME: PREFERRED NAME: SEX/GENDER: MALE / FEMALE DATE OF BIRTH: / / SOC. SEC. #: - - PATIENT S HOME ADDRESS: COUNTY: PATIENT S HOME PHONE # (w/area code): PATIENT S CELL/MOBILE # (w/area code): EMAIL ADDRESS: RACE: PREFERRED LANGUAGE: PREFERRED METHOD OF CONTACT (Select as many as apply ü ) EMAIL HOME PHONE CELL WORK SPOUSE S NAME: DATE OF BIRTH: SPOUSE S ADDRESS: (if not the same as above) EMERGENCY CONTACT PERSON: PHONE #: EMERGENCY CONTACT RELATIONSHIP TO PATIENT: EMPLOYED: YES NO PATIENT S EMPLOYER: WORK # (w/area code) EXT. EMPLOYER S ADDRESS: REFERRING PHYSICIAN: PHONE #: PRIMARY CARE PHYSICIAN: PHONE #: REASON FOR REFERRAL: INSURANCE INFORMATION

We cannot file your insurance without complete information and a copy of your Insurance Cards. Please bring your Insurance Cards with you to every appointment. Section B PATIENT NAME: PRIMARY INSURANCE COMPANY: ID # GROUP # IF POLICY HOLDER IS DIFFERENT FROM PATIENT: INSURED S FULL NAME: DOB: EFFECTIVE DATE: INSURED S SOCIAL SECURITY #: RELATIONSHIP TO PATIENT: SPOUSE CHILD OTHER (specify) Office use ONLY Date Verified: Verified By: Active Coverage: Effective Date: Inactive Coverage: Date of Termination: SECONDARY INSURANCE COMPANY: ID # GROUP # IF POLICY HOLDER IS DIFFERENT FROM PATIENT: INSURED S FULL NAME: DOB: EFFECTIVE DATE: INSURED S SOCIAL SECURITY #: RELATIONSHIP TO PATIENT: SPOUSE CHILD OTHER (specify) Office use ONLY Date Verified: Verified By: Active Coverage: Effective Date: Inactive Coverage: Date of Termination: I authorize to file claims to my insurance company on my behalf for services rendered to me by providers of, Cary Nephrology Associates, or Capital Access Center. Patient Signature: Date:

Patient Medical Health History Patient Name: Date: Age: Birth date: Date of last physical exam: What is your reason for your visit today? SYMPTOMS check (ü ) symptoms you currently have or have experienced in past years. General Skin Conditions Weight Loss Weigh Gain Night Sweats TB Exposure Shortness of Breath Asthma/Emphysema Coughing up Blood Painful Breathing Chest Pains Chest Pressure Chest Tightness/Dizzy Lightheaded/Palpitations Blood Clots Calf Pain Cold Hands or Feet Smoker Nausea/Vomiting Constipation/Diarrhea Ulcers Hepatitis Body Pain Weakness Gout Loss of Appetite Increase of Appetite Hair Loss Thirsty Heavy Urination Blood In Urine Uncontrolled Urine Weak Stream Rash Itching Scaling Dryness Color change Eye & ENT Blurred Vision Glasses Contacts Eye Surgery Nosebleeds Trouble Swallowing Ringing Ears Trouble Hearing Family Medical History Please identify who was affected by condition: Mother, Father or Siblings High Blood Pressure Diabetes Kidney Failure Kidney Stones Thyroid Disease Heart Failure Heart Attacks Kidney Ultrasound Last time you had blood drawn was when and where? List any allergies here: Anemia Arthritis Gout Lupus Cancer Liver Disease Kidney Biopsy AIDS Alcoholism Anemia Anorexia Appendicitis Arthritis Asthma Diabetes Epilepsy Heart Disease Hepatitis Herpes High Cholesterol HIV Positive Migraine/Headache Prostate Problem Thyroid Problem Tuberculosis Thyroid Fever I hereby state, to the best of my knowledge, that these questions were answered truthfully. I understand the information is to be used to complete my medical history and to aid in my diagnosis and treatment process. Patient Signature: Date:

FINANCIAL ARRANGEMENTS AND INSURANCE You will find that our fees for specialized care are comparable to other Nephrologist s in this area. If you have medical insurance to cover your expenses we will as a courtesy to you file your insurance. We are anxious to help you receive your maximum allowable benefits, and in order to achieve these goals we need your assistance and your understanding of our payment policy. If you do not have medical insurance you are expected to pay for services incurred at time of service. We realize that individual financial situations may affect timely payment of your account. If this is the case you will be asked to talk to one of our account representatives to set up a regular payment plan for services incurred. We will make every effort to maximize your insurance benefits, but you must understand the following: 1.) Your insurance coverage is a contract between you, and the insurance company. We are not a part of that contract. 2.) Insurance companies often judge a fee as usual and customary (UCR). As specialists in Nephrology, our fees are grouped in with other nephrologists for UCR calculation. 3.) Not all services are covered benefits in all contracts. Some insurance companies arbitrarily select certain services that they will not cover. You are responsible for knowing what is and is not covered under your plan. 4.) If you should need to cancel or reschedule this appointment, please contact our office at 919-231-3966, at least 24 hours prior to your appointment date. We do charge a $25 fee to all patients who do not give a 24 hour cancellation notice. We must emphasize that our relationship is with you as a patient not with your insurance company. While the filing of insurance claims is a courtesy that we extend to our patients, all charges are your responsibility from the date the services are rendered. If you have any questions about the above information or any uncertainty regarding insurance coverage, please don t hesitate to ask to speak to a billing staff member. We are here to help you. I have read, understand, and agree to the financial terms above. I agree to accept full responsibility for the payment of all fees. PATIENT/GUARDIAN S PRINTED NAME: SIGNATURE: DATE:

3031 New Bern Avenue Suite 306, Raleigh, North Carolina 27610 Phone: 919-231-3966 Fax: 919-231-3912 Fredrick S. Jones, MD Daniel W. Koenig, MD Michael I. Oliverio, MD Jeffrey Hoggard, MD Eric W. Raasch, MD So Yoon Jang, MD Deborah Siler, FNP Edeliza David, FNP Heather Boykin, CFNP RELEASE OF MEDICAL RECORDS Patient s Name: Date of Birth: Previous Name: Social Security #: Physician Office Information: Name: Address: City: State: Zip Code: This request and authorization applies to: All healthcare information Healthcare information relating to the following treatment, condition, or dates: Other (specify): Definition: Sexually Transmitted Disease (STD) as defined by law, RCW 70.24 et seq., includes herpes, herpes simplex, human papilloma virus, wart, genital wart, condyloma, Chlamydia, non-specific urethritis, syphilis, VDRL, chancroid, lymphogranuloma venereuem, HIV (Human Immunodeficiency Virus), AIDS (Acquired Immunodeficiency Syndrome), and gonorrhea. Yes No I authorize the release of my STD results, HIV/AIDS testing, whether negative or positive, to the person(s) listed above. I understand that the person(s) listed above will be notified that I must give specific written permission before disclosure of these test results to anyone. Yes No I authorize the release of any records regarding drug, alcohol, or mental health treatment to the person(s) listed above. Patient Signature: Date Signed:

PATIENT ACKNOWLEDGEMENT AND CONSENT I have been given a copy of the Capital Nephrology Associates, PA s Notice of Privacy Practices, version effective 9/1/2013. I consent to the uses and disclosures of my health information as outlined in the Notice. Signature of Patient or Representative Date Print Name Relationship of Representative to Patient Please describe the Representative s authority to act on behalf of Patient: FOR Capital Nephrology Associates, PA s USE ONLY If acknowledgment of receipt of the Notice of Privacy Practices is not obtained from the patient or the patient s representative, please explain your efforts to obtain acknowledgment and the reason you could not obtain it: 2013 Smith Moore Leatherwood LLP All rights reserve