Form preview

Get the free New Patient Intake - JotForm

Get Form
Patient Information/Intake First Name: Middle Name: Last Name: Address: Apt/Unit: City: State: Zip: Date of Birth: / / Gender: Last 4 of Social Security #: Home Phone #: Cell #: Email: Emergency Contact:
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign new patient intake

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

How to edit new patient intake online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps down below to take advantage of the professional PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit new patient intake. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
It's easier to work with documents with pdfFiller than you can have ever thought. You can sign up for an account to see for yourself.

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 new patient intake

Illustration

How to fill out new patient intake

01
Start by collecting the necessary information from the patient, such as their personal details (name, address, date of birth), contact information, and emergency contact details.
02
Ask the patient about their medical history, including any past illnesses, surgeries, allergies, and current medications.
03
Obtain the patient's insurance information, including the name of the provider, policy number, and group number if applicable.
04
Inquire about any specific medical conditions or symptoms the patient is experiencing.
05
Ask the patient to provide a brief description of their reason for seeking medical care.
06
Make sure to obtain the patient's consent to collect and store their personal and medical information.
07
Offer guidance or assistance to the patient in case they have any difficulties or questions while filling out the intake form.
08
Once the patient has completed the form, review it for accuracy and completeness.
09
Store the intake form securely and ensure it is easily accessible for future reference.
10
Be prepared to answer any additional questions the patient may have regarding the intake form or the next steps in their medical care.

Who needs new patient intake?

01
New patient intake forms are required for individuals who are seeking medical care for the first time at a healthcare facility or practitioner.
02
This includes individuals who have recently moved to a new area and are establishing care with a new healthcare provider.
03
Furthermore, patients who have never been treated by a particular healthcare provider or who are visiting a specialist for the first time may also need to complete a new patient intake form.
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
4.1
Satisfied
34 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 editing procedure is simple with pdfFiller. Open your new patient intake in the editor, which is quite user-friendly. You may use it to blackout, redact, write, and erase text, add photos, draw arrows and lines, set sticky notes and text boxes, and much more.
new patient intake can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.
You can easily do so with pdfFiller's apps for iOS and Android devices, which can be found at the Apple Store and the Google Play Store, respectively. You can use them to fill out PDFs. We have a website where you can get the app, but you can also get it there. When you install the app, log in, and start editing new patient intake, you can start right away.
New patient intake is the process of collecting information about a patient who is new to a healthcare facility or provider.
Healthcare facilities and providers are required to file new patient intake forms for each new patient.
New patient intake forms can be filled out by providing personal and medical information about the patient, including their medical history, insurance information, and contact details.
The purpose of new patient intake is to gather important information about the patient that will help healthcare providers deliver appropriate care and treatment.
Information such as personal details, medical history, insurance information, emergency contacts, and consent forms must be reported on new patient intake forms.
Fill out your new patient intake 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.