MEMORIAL AND KATY SURGICAL SPECIALISTS. Patient Information

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Patient Information Patient Name Last First Middle Address City State Zip Birthdate Age Sex M F Social Security# Race (Please circle) American Indian Asian Black Native Hawaiian Pacific Islander White Ethnicity (Please circle) Hispanic/Latino Other Language preference Marital Status S M W D Spouse name: Home phone Cell phone Spouse cell Email address Patient s employer Phone # Employer address Street City State ZIP Referring physician Phone # Primary care physician Phone# Emergency contact Phone # Pharmacy Name Pharmacy Phone Number Pharmacy address or intersection PRIMARY INSURANCE Ins. Co. name Phone # Group # Subscriber ID# Subscriber name Subscriber DOB: Patient relationship to insured: self spouse child other SECONDARY INSURANCE Ins. Co. name Phone # Group # Subscriber ID# Subscriber name Subscriber DOB: Patient relationship to insured: self spouse child other

AUTHORIZATIONS Release of information: I hereby authorize the release of medical or any other information to my insurance carrier(s), including Medicare, to determine benefits payable for related medical services. A copy of this authorization may be provided to the insurance carrier if requested. The original authorization will be kept on file by Memorial and Katy Surgical Specialists. Benefits to physician: I authorize direct payment of all insurance benefits, including Medicare, to Memorial City Surgical Associates, dba Memorial and Katy Surgical Specialists, for all medical services rendered to me during the course of treatment provided by Memorial and Katy Surgical Specialists. I understand and agree this assignment of benefits will have continuing effect for so long as I am being treated or cared for by Memorial and Katy Surgical Specialists. I also understand that I am responsible for any portion of my bill not covered by my insurance company. Patient name (printed) of birth Insured name (printed) Insured signature Consent for medical treatment: I hereby authorize Memorial and Katy Surgical Specialists to render the treatment necessary in evaluating, diagnosing and treating my medical condition or the treatment of my dependent named below. To the best of my knowledge, I have answered the questions on this form accurately. I understand that providing incorrect information can be dangerous to my health. I understand that it is my responsibility to inform the doctor and office staff of any changes in my medical status. Print name of patient/parent/guardian Relationship Signature

HIPAA PRIVACY RULE Acknowledgement of receipt of Information Practices Notice ( 164.520(a)) I understand that as part of my healthcare, this facility originates and maintains health records describing my health history, symptoms, examination and test results, diagnosis, treatment and any plans for future care or treatment. I acknowledge that I have been provided with and understand that this facility s Notice of Privacy Practices provides a complete description of the uses and disclosures of my health information. I understand that: I have the right to review this facility s Notice of Privacy Practices prior to signing this acknowledgement; This facility reserves the right to change their Notice of Privacy Practices and prior to implementation of this will mail a copy of any revised notice to the address I have provided if requested. Print patient name Patient/Guardian signature FOR OFFICE USE ONLY We attempted to obtain written acknowledgement of receipt of our Notice of Privacy Practices, but it could not be obtained because: Individual refused to sign Communication barrier prohibited obtaining the acknowledgement An emergency situation prevented us from obtaining acknowledgement Other (please specify) HIPAA officer HIPAA PRIVACY RULE Consent to the Use and Disclosure of Protected Health Information for Treatment, Payment, or Healthcare Operations ( 164.506(a)) I understand that: I have the right to review this facility s Notice of Information practices prior to signing this consent; This facility, reserves the right to change the notice and practices and that prior to implementation will mail a copy of any revised notice to the address I ve provided if requested; I have the right to request restrictions as to how my protected health information may be used or disclosed to carry out treatment, payment, or healthcare operations and that this facility is not required by law to agree to the restrictions requested. I may revoke this consent in writing at any time, except to the extent that this facility, has already taken action in reliance thereon. It is this facility s procedure to share Protected Health Information with labs, x-rays, consulting physicians, and hospitals. We will call the pharmacy of your choice regarding your prescriptions. We will only exchange minimum necessary Protected Health Information for each transaction. Print patient name Patient signature

Financial Policy Thank you for selecting our practice for your surgical care. We are committed to providing you with the best medical care and expertise. Your understanding of our financial policy is an essential element of your care and service. If you have questions regarding any aspect of our policy, please feel free to consult with our staff. Insurance We will verify your insurance prior to your appointment. All co-pays, coinsurance, or deductibles will be explained to you prior to your visit and are due at the time of service. Referrals and pre-certification If your insurance requires a referral from your primary care physician, it is your responsibility to obtain the referral. If surgery is indicated and your insurance requires pre-certification, we will initiate the request for pre-certification; however, it is your responsibility as well to confirm with our office prior to the surgery that the pre-certification has been authorized. Surgical Procedures If surgery is required, you will be contacted by our business office to discuss the insurance benefits and financial responsibility. Your estimated financial obligation will be required as a surgical deposit prior to the procedure. After the insurance has processed your claim, any balance remaining is due upon notice. The surgery scheduler will contact you within 3-4 days after your office visit to discuss available dates, time and facility options. Some surgical cases require an assistant surgeon and/or surgical assistant. Such assistants are contracted by the surgical facility and bill independently under their group name. Questions regarding fees for the surgical assistant should be directed to the billing office of that group. Some ancillary groups providing services may not be contracted with all insurance. It is your responsibility to verify with your insurance carrier any services provided other than those services performed by Memorial and Katy Surgical Associates. Examples: pathology, laboratory, radiology, anesthesiology and surgical assistants. Medical Records Medical records requests will be processed when accompanied with a signed HIPAA compliant medical record release. Fees for copies of medical records are in accordance with the rules of the Texas Medical Board. Disability Forms A $25.00 fee is required for completion of disability forms. This fee must be paid prior to completing the form. Payment Options We accept cash, check, money order, Mastercard, Visa, Discover, and American Express. There is a $25.00 returned check fee.

ACKNOWLEDGEMENT OF FINANCIAL POLICY RECEIPT A copy of the Memorial and Katy Surgical Specialists financial policy has been provided to me. Patient/guardian signature Print patient name

Authorization of Use and Disclosure of Protected Health Information APPOINTMENT REMINDERS, TEST RESULTS, BILLING ISSUES, SURGERY SCHEDULING This office may use your information to notify you of any changes in your scheduled appointment, to inform you of test results, physician instructions, scheduled surgery instructions and/or billing issues. Please indicate how you would like to be notified with the information. (Check all that apply) Home telephone # Cell Phone # If you have an answering machine/voice mail, may we leave detailed messages regarding appointments, treatment, information pertinent to your healthcare and/or payment for your healthcare provided by Memorial and Katy Surgical Specialists? YES NO Work telephone # Work voice mail May we leave detailed messages? YES NO Email address: You may discuss any of my medical information with the following emergency contacts: Name Relationship Telephone Name Relationship Telephone Patient name (please print) of Birth Patient/Guardian signature

Medical History Questionnaire DATE: Last Name: First Name: MI of birth: Age: Referring Doctor: Height Weight LIST CURRENT PROBLEMS CURRENT MEDICATIONS (include weight reduction meds) DRUG ALLERGIES Reaction to drug Past Medical Diagnoses of: (circle: Y=yes; M=taking medication; N=not diagnosed) Diabetes Y M N Reflux Y M N Glaucoma Y M N Heart attack Y M N Arthritis Y M N Asthma Y M N Stroke Y M N AIDS Y M N Emphysema Y M N Angina/chest pain Y M N HIV infection Y M N Ulcers Y M N High blood pressure Y M N Kidney failure Y M N Cancer Y M N Heart failure Y M N Thyroid problem Y M N If yes, type & location of cancer Hepatitis Y M N Colitis Y M N Jaundice (yellow skin) Y M N Sleep apnea Y M N Bleeding problems Y M N High cholesterol Y M N Other: Previous Surgeries Year Comments (to be completed by physician) Problems with anesthesia? yes no Explain: Tobacco Use (circle) Alcohol Consumption (circle) Substance Abuse (circle) 1 No 1 No 1 None 4 Heroin 2 Cigarettes packs per day 2 Yes drinks per week 2 Marijuana 5 Other 3 Smokeless tobacco 3 Cocaine Family Medical History: (circle) Family History of: (circle) Relationship to you: 1 Both parents living and well Heart attack Y N Bleeding Y N 2 One parent deceased, caused by: Diabetes Y N Anesthesia problems Y N Breast Cancer Y N 3 Both parents deceased, caused by: Ovarian Cancer Y N Mother: Lung Cancer Y N Father: Colon Cancer Y N Revised 7/2009