Form preview

Get the free Patient Intake Form

Get Form
A form used to collect patient information prior to a sleep study evaluation, including medical history, current health status, and insurance details.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign patient intake form

Edit
Edit your patient intake form form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your patient intake form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing patient intake form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to benefit from the PDF editor's expertise:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit patient intake form. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out patient intake form

Illustration

How to fill out Patient Intake Form

01
Start with the patient's basic information: Name, date of birth, gender, and contact details.
02
Fill out the insurance information, including policy number and provider details.
03
Provide emergency contact information, including the name and phone number of the contact person.
04
Describe the patient's primary reason for the visit or concerns regarding their health.
05
List any current medications, including dosages and frequency.
06
Include any allergies, especially to medications or significant health issues.
07
Document the patient's medical history, including previous surgeries, hospitalizations, and chronic conditions.
08
Obtain the patient's family medical history where relevant.
09
Complete lifestyle information, such as smoking status, alcohol consumption, and exercise habits.
10
Review the form for completeness and accuracy before submission.

Who needs Patient Intake Form?

01
Patients seeking medical care for the first time.
02
Individuals visiting a new healthcare provider or clinic.
03
Patients undergoing an annual check-up or routine healthcare assessment.
04
Individuals involved in specialized programs requiring detailed health information.
05
Patients seeking treatment for specific health issues.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.5
Satisfied
56 Votes

People Also Ask about

What the Template Includes Personal Details. This section lists the patient's name, contact information, weight, height, preferred language, and Social Security number. Emergency Contact. Health Insurance Policy. Treating Physicians. Medical History. Current Health Issues. Social History.
Patient intake is the process in which healthcare providers collect essential information from patients, including medical history, contact details, and insurance and payment details to initiate and manage their care effectively.
Patient intake refers to the initial steps a medical facility takes when admitting new and returning patients for care and is a very important step in the admittance process.
Patient intake forms are like information sheets you fill out at the doctor's office. They ask about your health, personal details, and medical history during your first visit. These forms help create a full picture of your health for the healthcare provider.
What is patient intake? Patient intake is the method by which healthcare practices collect patient information, including demographic, medical, and social data; insurance and payment details; and consent forms that are essential to the onboarding process.
Patient intake is the process through which healthcare organizations collect demographic, social and clinical data, consent forms, insurance, payments and other key pieces of information from new and returning patients prior to their visit.
This form typically includes sections on personal details, medical history, insurance information, lifestyle factors, and the reason for the visit. This is a crucial tool for gathering data that helps diagnose, treat, and manage patients effectively.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The Patient Intake Form is a document used by healthcare providers to collect essential information from patients prior to their first visit, including personal, medical, and insurance details.
Typically, all new patients seeking medical care at a healthcare facility are required to fill out a Patient Intake Form.
To fill out the Patient Intake Form, individuals should provide accurate personal information, medical history, current medications, and insurance details, ensuring all sections are completed as instructed.
The purpose of the Patient Intake Form is to gather comprehensive information that assists healthcare providers in understanding a patient's medical history, needs, and potential treatment options.
The information that must be reported on the Patient Intake Form includes the patient's name, contact details, date of birth, medical history, allergies, current medications, and insurance information.
Fill out your patient intake form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.