Form preview

Get the free First Appointment Intake Form

Get Form
First Appointment Intake Form Health History Patients Name (Last, First, M.I.) DOB (mm/dd/YYY) Sex (M/F) Date: / / Health Insurance Patients Address (No. Street) Patients Occupation City State Email
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign first appointment intake form

Edit
Edit your first appointment 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 first appointment intake form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit first appointment intake form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Log in to your account. Click on Start Free Trial and sign up a profile if you don't have one yet.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit first appointment intake form. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
It's easier to work with documents with pdfFiller than you could have ever thought. Sign up for a free account to view.

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 first appointment intake form

Illustration

How to Fill Out First Appointment Intake Form:

01
Begin by carefully reading the instructions provided on the form. Ensure that you understand the purpose of each section and what information is required.
02
Start with the personal information section. Fill in your full name, date of birth, contact details, and any other requested contact information.
03
Move on to the medical history section. Provide accurate details about any past or current medical conditions, allergies, medications, or surgeries. Be as specific as possible, including dates and treatments received.
04
Fill out the section on current symptoms or concerns. Describe any symptoms you are experiencing, their duration, and any factors that may have contributed to their onset.
05
If applicable, complete the family medical history section. Include any relevant information about medical conditions that run in your family.
06
Next, answer questions related to lifestyle habits. This may include inquiries about exercise, diet, smoking, alcohol consumption, or drug use. Be honest and provide as much detail as necessary.
07
If you have any pre-existing mental health conditions, such as anxiety or depression, provide details in the mental health section. Include any information about previous treatment or therapy received.
08
Lastly, review your completed form to ensure accuracy and completeness. Make any necessary corrections or additions before submitting it to the relevant healthcare provider.

Who Needs First Appointment Intake Form:

01
Individuals who are scheduled for their initial appointment with a healthcare provider or clinic.
02
Patients seeking medical, mental health, or dental services for the first time from a specific healthcare provider.
03
Anyone requiring comprehensive health information to be gathered before their first consultation or treatment session.
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
4.6
Satisfied
47 Votes

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 first appointment intake form is a document used to gather important information about a new patient during their initial visit to a healthcare provider.
All new patients visiting a healthcare provider are required to fill out the first appointment intake form.
Patients can fill out the first appointment intake form by providing accurate information about their medical history, current symptoms, and insurance details.
The purpose of the first appointment intake form is to collect necessary information from the patient to ensure proper diagnosis and treatment.
The first appointment intake form typically asks for personal details, medical history, current symptoms, insurance information, and emergency contacts.
When your first appointment intake form is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.
Install the pdfFiller Chrome Extension to modify, fill out, and eSign your first appointment intake form, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.
Upload, type, or draw a signature in Gmail with the help of pdfFiller’s add-on. pdfFiller enables you to eSign your first appointment intake form and other documents right in your inbox. Register your account in order to save signed documents and your personal signatures.
Fill out your first appointment 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.