California Cardiovascular and Thoracic Surgeons

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California Cardiovascular and Thoracic Surgeons 168 North Brent Street, Suite 508 Ventura, CA 93003 Telephone (805) 643-2375 Fax (805) 643-3511 Your assistance in completing the following information thoroughly and accurately will allow us to provide you with the best care. We appreciate your cooperation and understanding. Please complete, sign and date all forms. Thank you for your help in providing this important information. PATIENT INFORMATION Name of Birth SS # Marital Status: Sex: Home Address City State Zip Email Mailing Address (if different) Home Telephone # ( ) Mobile/Cell phone # ( ) Employer Phone # ( ) Which phone do you prefer we use? Preferred Language: English Spanish Other Ethnicity (not required) Race (not required) Employment Status: Employed Retired Other Occupation Employer Name and Address: Do you have an Advanced Directive also known as a Living Will or a Durable Power of Attorney for Health Care? Yes No (If yes, please provide us with a copy for our records) PHYSICIAN INFORMATION Referring Physician: Primary Care Physician: Other Treating Physicians: SPOUSE INFORMATION (or if patient is a Minor, enter responsible party information) Name of Birth Home Address City State Zip Telephone # ( ) Employer Name and Address Work Phone # ( ) Cell Phone # ( )

EMERGENCY INFORMATION Please provide the nearest Adult relative, not your spouse who is not living with you Name Relationship Address _ City State Zip Telephone # ( ) INSURANCE INFORMATION *Please bring your Insurance card(s) to your appointment and our receptionist will take a copy of it* Medicare: Yes No If yes, Medicare ID# Is Medicare your primary Insurance? Yes No Medi-Cal: Yes No If yes, Medi-Cal ID# Primary Insurance Company or your Medicare Supplement: Name of Company Telephone ( ) Identification/Policy # Group # Claims Address City State Zip Subscriber (Policyholder s) Name Subscriber s Social Security Number Subscriber s DOB: Secondary Insurance Company or your Medicare Supplement: Name of Company Telephone ( ) Identification/Policy # Group # Claims Address City State Zip Subscriber (Policyholder s) Name Subscriber s Social Security Number Subscriber s DOB: SIGNATURE The above information is true and correct to the best of my knowledge.

ASSIGNMENT OF BENEFITS I hereby assign all medical and/or surgical benefits to which I may be entitled from an insurance plan(s) to CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS. This assignment will remain in effect until revoked by me in writing. I understand that I am financially responsible for all charges whether or not paid by said insurance. I hereby authorize said assignee to release all information necessary to secure payment of benefits. Patient s Signature/ Insured s Signature MEDICARE ASSIGNMENT **If you have Medicare, please sign the following I request that payment of authorized Medicare benefits may be made on my behalf to CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS for any services furnished me by that physician or supplier. I authorize any holder of medical information about me to release to the Centers for Medicare and Medicaid Services and its agents any information needed to determine these benefits payable to related services. I understand that my signature requests that payment be made and authorizes release of medical information necessary to pay the claim. If other health insurance coverage is indicated on the CMS1500 or any electronically generated claim form, my signature authorizes releasing of the information to the insurer or agency shown. In Medicare assigned cases, the physician or supplier agrees to accept the charge determined by the Medicare carrier as the full charge, and the patient is responsible only for the deductible, co-insurance, and noncovered services. Co-insurance and the deductible are based upon the charge determination of the Medicare carrier. Patient s Signature/ Insured s Signature If the signature is other than the patient s, please write the patient s name followed by the signature of the person signing, and complete the following: Name and Address of Signing Party Relationship to the patient Reason the patient could not sign CONSENT TO RELEASE INFORMATION I hereby authorize CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS to furnish information to any referring physician, agency, or insurance company I have listed in the Patient Information form.

INSURANCE AND FINANCIAL POLICY Thank you for choosing us as your healthcare provider. We are committed to making health care less stressful and more effective by summarizing our policies and clarifying your financial responsibilities in advance. Please read thoroughly and sign where indicated. We are happy to answer any questions you may have. INSURANCE INFORMATION CONTRACTED PRIVATE INSURANCE: We contract and/or participate with many private insurance programs. If you are a member of one of the plans we contract with, we will accept payment at the level allowed by your program (except if you have multiple insurances), although you will be responsible for any deductible, co-payment or co-insurance required by your plan. Necessary adjustments to our billed charges will be made after payment is received from the payer. Please check with our business office staff to verify that we are contracting with your program. OTHER PRIVATE INSURANCE: We will assist you by billing your insurance company. However, you are responsible for all charges billed to you. We reserve the right to ask you to pay a deposit before services are rendered. We find that most insurance plans only cover a portion of your medical expenses and you will have some balance to pay. NON-CONTRACTED PRIVATE INSURANCE: If you have an insurance plan that we do not contract with, our group is considered to be Out of Network and this will most likely affect your benefits and how your claim is processed and paid. Please check with your insurance company for how your particular plan processes these claims. In cases where we are not contracted with your plan, we will request payment before or at the time services are rendered. As a courtesy we will submit the claim on the patient s behalf to the insurance company. MEDICARE PATIENTS: Our office is a participating Medicare physician group. As such, Medicare patients will only be required to pay the difference between what Medicare allows and the amount paid by Medicare, which is the Medicare co-insurance and deductible. Necessary adjustments to our billed charges will be made after payment by Medicare is received. MEDI-CAL PATIENTS: Our office accepts Medi-Cal patients and Medi-Cal coverage on a limited basis. You may wish to discuss your individual case with our business office to determine if we can accept you and/or your coverage for the month of service. You are responsible for any Share-Of-Cost due for the month of service before services are rendered. CO-PAYMENTS: If your health plan requires a co-payment, please be prepared to make the appropriate payment at the time of service. FINANCIAL RESPONSIBILITY Please remember that insurance is considered a method of reimbursing the patient for fees paid to the doctor, and it is not a substitute for payment. You are ultimately responsible for the bill. Some companies pay fixed allowances for certain procedures; others pay a percentage of charges. It is your responsibility to pay any deductible, co-payment, co-insurance and any balance not paid by your insurance that we are not required to adjust. It is your responsibility to provide us with all the information we may need to properly submit claims on your behalf. This includes providing us with accurate and current insurance information. You are responsible to inform our office if you have any updates or changes to your insurance plan and/or coverage. We will work with your insurance company within reason. However, you are responsible for charges for services you incur. A cancellation fee of $25.00 will be charged for any appointment missed, or cancelled with less than a 24 hour notice. All balances are due within 30 days of the statement showing the balance. You may pay by cash, check, Visa or MasterCard. If your account is assigned to an attorney for collection and/or suit, the prevailing party shall be entitled to reasonable attorney fees or cost of collection. I have read the Insurance and Financial Policy and understand its contents.

CALIFORNIA CARDIOVASCULAR AND THORACIC SURGEONS 168 North Brent St. #508 Ventura California 93003 Phone (805) 643-2375 fax (805) 643-3511 Acknowledgement of Receipt of Notice of Privacy Practices I hereby acknowledge that I have received a copy of this California Cardiovascular and Thoracic Surgeon s Notice of Privacy Practices. I further acknowledge that a copy of the current notice will be posted in the reception area, and that I will be offered a copy of any amended Notice of Privacy Practices at each appointment. Patient Name: Signed: : Print Name (If other than patient): If not signed by the patient, please indicate relationship: [ ] parent or guardian of minor patient [ ] guardian or conservator of an incompetent patient [ ] beneficiary or personal representative of deceased patient