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941-365-1321 | PATIENT PORTAL
Concierge Medical Services
  • Home
  • About
    • Dr. Bart Price
    • Dr. Petra Travnicek
    • CMS Staff
  • Membership Renewal
    • Membership Renewal Online
    • Membership Renewal Download
  • Our Program
    • FAQs
  • Patient Forms
    • New Patient Package
    • Medical Records Release
    • Membership Agreement
    • Annual Exam
    • Bi-Annual Exam
    • COVID-19 Informed Consent
  • Contact
  • Patient Portal

New Patient Packet

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Patient Information

Name*
Primary Home Address*
Secondary Home Address*
MM slash DD slash YYYY
Closest Relative
Person Responsible for Bill
Healthcare advocate
Person who will act as your healthcare advocate if there is a need.
Accepted file types: jpg, gif, png, pdf, tiff, Max. file size: 5 MB.
Upload a signed copy of your DNR.
Accepted file types: jpg, gif, png, pdf, tiff, Max. file size: 5 MB.

Insurance and Financial Agreement

Consent*
I request that payment of authorized Medicare/Other insurance company benefits be made to Manasota Medical Group, LLC for any services furnished to me. Regulations pertaining to Medicare assignment of benefits apply. I authorize any holder of medical or other information about me to release to the Social Security Administration and Health Care Financing Administration or its intermediaries or carries any information needed for this or a related Medicare/Other insurance company claim. I permit a copy of this authorization to be used in place of the original, and request payment of medical insurance benefits either to myself or to party who accepts assignment. I understand it is mandatory to notify the health care provider of any other party who may be paying for my treatment. (Section 1128B of the Social Security Act and 31 USC 3801-3812 provides penalties for withholding this information.)
Clear Signature
MM slash DD slash YYYY
Consent*
INSURANCE PRE-CERTIFICATION:
I understand that I am responsible for any required notification needed by my insurance company in order to pay for services rendered. If this is not done, my benefits may be reduced and I am responsible for all non-covered charges.

ASSIGNMENT OF BENEFITS:
I hereby assign to Manasota Medical Group any and all benefits from my insurance plans or any other protection maintained by the patient. I authorize and direct such benefits to be paid directly to Manasota Medical Group, for
services provided. If my insurance plan does not uphold the agreement to pay a claim on my behalf within 30 days of filing, I authorize Manasota Medical Group to file a complaint to the Insurance Commissioner in order to reimburse their offices.

FINANCIAL AGREEMENT:
The undersigned guarantees prompt payment of all charges for services rendered at time of service. Any unpaid balance due by patient beyond 30 days may be turned over for collection.

CONSENT FOR MEDICAL SERVICES:
I consent to treatment, diagnostic, and / or therapeutic services as ordered and / or provided by Manasota Medical Group.

CANCELLATION POLICY:
I understand there is a 24 hour notice to cancel an appointment and that I may be charged for canceling an appointment without notice.
Clear Signature
MM slash DD slash YYYY

Current Medications / Vitamins / Supplements / Herbs

Prescriptions
Medications*
Name of Medication
Strength
Time of Day Taken
 

Click "+" to list more medications

Food or Drug Allergies

Food or Drug Allergy*
Allergy
Reaction
 

Tests & Services

Please list the Most Recent date you had any of these tests / services

Specialty Physicians

Allergy
Cardiology
Dermatology
Gastroenterology
Gynecology
Hematology
Neurology
Nephrology
Oncology
Ophthalmology
Orthopedics
Otolaryngology (ENT)
Pain Management
Podiatry
Primary Care
Pulmonology
Psychiatry
Urology
Other type of Physician(s) not listed
Specialties
Dr. Name
Address
Phone
 

Past Personal Medical History

Past Personal Medical History - Section 1
Please check all that apply

Hypertension

Diabetes

Angina

Heart Attack

Rheumatic Fever

Valvular Disease

Mitral Valve Prolapse

Congestive Heart Failure

Pulmonary Edema

Irregular Rhythm

Atrial Fibrillation

Pacemaker

Asthma

Chronic Bronchitis

Emphysema (COPD)

Pneumonia

High Cholesterol

Cancer

Stroke

TIA

COVID-19

Cataracts

Lenses

Glasses

Glaucoma

Past Personal Medical History - Section 2
Please check all that apply

Visual Loss

Diabetic Retinopathy

Macular Degeneration

Color Blind

Hearing Loss

Seizure Disorder

Fainting Spells

Loss of Consciousness

Obesity

Eating Disorder

Environmental Allergies

Dental Problems

Neck Problems

Thyroid Disease

Hiatal Hernia

Reflux Disease (GERD)

Peptic Ulcer

Bleeding Ulcer

H. Pylori

Gastritis

IBS

Chronic Diarrhea

Chronic Constipation

Diverticulosis

Diverticulitis

Crohn’s

Colitis

Ileitis

Past Personal Medical History - Section 3
Please check all that apply

Hemorrhoids

Abnormal Liver Function

Hepatitis

Cirrhosis

Gallbladder Disease

Pancreatitis

Osteoarthritis

Rheumatoid Arthritis

Disc Disease

Fractures

Spinal Stenosis

Osteoporosis

Osteoarthritis

Motor Vehicle Accident

Work Accident

Seat Belt Use - % of time

Anemia

Lymphoma

White Blood Cell Disorder

Impaired Immunity

Abn. Bleeding Tendencies

Coumadin Use

Abn. Kidney Function

Kidney Stones

Kidney / Bladder Infections

Incontinence

Skin Cancer

Past Personal Medical History - Section 4
Please check all that apply

Eczema

Psoriasis

Seborrhea

Hair / Nail Disorders

Sexual Dysfunction

Infertility

Positive TB Test

Herpes

History of STDs

Lyme Disease

Chronic Fatigue Syndrome

HIV

Memory Disturbances

Parkinson’s Disease

Neuropathy

Multiple Sclerosis

Tremors

Balance Problems

Muscle Spasms

Restless Leg Syndrome

Tendonitis

Polymyalgia

Gout

Any Prosthetic Devices

Insomnia

Sleep Disorder

Past Personal Medical History - Section 5
Please check all that apply

Chronic Headaches

Migraines

Sleep Apnea

History of Radiation

Learning Disability

Dyslexia

ADD / ADHD

Anxiety

Depression

Phobias

Manic Depression

Bipolar Disorder

OCD

Adjustment Reactions

Suicide Attempts

History of Physical Abuse

History of Emotional Abuse

Past or Present Addictions

Past Personal Surgical History
Please check all that apply

Brain

Eyes - Cataracts

Sinus

Nasal

Ear

Tonsils

Neck

Breast-Biopsy

Side

Lumpectomy

Side

Mastectomy

Side

Heart-Bypass

Balloon Angioplasty

Stents

Valves

Lung

Side

Chest

Abdominal-Hernia Repair

Appendectomy

Gallbladder

Stomach

Bowel

Hemorrhoids

Childbirth(s)

Pregnancies

Hysterectomy

Removal of Ovaries

Tubal Ligation

Kidney

Side

Kidney Stones

Side

Bladder

Prostate

Vasectomy

Hip Replacement

Side

Knee Replacement

Side

Joint Replacement

Side

Back

Side

Disc

Cosmetic

Carpal Tunnel

Aneurysm Repair

Varicose Veins

Skin

Lasik Surgery

Other Surgeries

List
Surgery Type
Year
Additional Comments
 

Review of Body Systems

GENERAL
CARDIOVASCULAR
RESPIRATORY
EAR, NOSE & THROAT

ENDOCRINE
GASTROINTESTINAL
NEUROLOGICAL
EYES

DERMATOLOGIC
GYNECOLOGICAL
UROLOGICAL
PSYCHOLOGICAL

ORTHOPEDIC

Family History: Genetic & Acquired Predispositions

Heart Disease

History of Heart Disease
Is your Mother living?
Is your Father living?
Is your Sister living?
Is your Brother living?
Is your Child living?

Cancer

History of Cancer
Is your Mother living?
Is your Father living?
Is your Sister living?
Is your Brother living?
Is your Child living?

Diabetes

History of Diabetes
Is your Mother living?
Is your Father living?
Is your Sister living?
Is your Brother living?
Is your Child living?

Hypertension

History of Hypertension
Is your Mother living?
Is your Father living?
Is your Sister living?
Is your Brother living?
Is your Child living?

Cholesterol

History of High Cholseterol
Is your Mother living?
Is your Father living?
Is your Sister living?
Is your Brother living?
Is your Child living?

Adult Immunization History

Hepatitis A
Hepatitis B
T Dap
T D
Influenza
Pneumococcal 13
Pneumococcal 23
Meningococcal
Zostavax
Shingrix
PPD / TB Test
COVID-19 Vaccination
Other Immunization 1
Other Immunization 2

Do you have any Food or Drug Allergies?

List
Allergy
Reaction
 

Consumption

Does it interfere with work, school, relationships?
How you ever received treatment for Alcohol use?
Any relapses after treatment?
Have you ever used Tobacco?*
Do you currently use Tobacco?
Are you interested in stopping the use of Tobacco?
Type of Tobacco

Nutrition Survey

How would you rate your diet in general?
Would you like more information about nutrition?

Use of Complimentary Alternative Medicine

Acupuncture
Herbal Remedies
Mind & Body Interventions: Meditation / Guided Imaging Hypnosis / Biofeedback / Prayer
Homeopathy
Manual Healing
Chelation Therapy
Naturopathy
Chiropractic / Massage
Aroma Therapy
Magnetic Therapy
Therapeutic Touch
Other Type of Therapy

Accident Prevention & Auto Safety

Do you use protective safety equipment when exercising, performing work duties or other physical activities?
Do you have a tendency to speed?
Do you have a visual problem?
Do you have a hearing problem?
Do you change lanes often?
Are you distracted by music or conversation?
Do you use your cell phone while driving?
Movement / Coordination problem?
Take medication that may make you too sleepy or impair your driving?
Do you feel your vehicle is sturdy if in a collision?

Exercise Habits

Please describe your exercise(s)
Type
Frequency
 

Sleep

Please check the condition which describes how your sleep is or how it has changed this year:
Do you awaken frequently during the night Sleep too much Not enough
Do you have difficulty getting up Early morning awakenings Sleepy during the day
Do you have difficulty falling asleep Problems with snoring Sleep walking

Social History

Packet Confirmation

MM slash DD slash YYYY
Clear Signature

The Burns Depression Inventory

SADNESS: Have you been feeling sad or down in the dumps?
DISCOURAGEMENT: Does the future look hopeless?
LOW SELF ESTEEM: Do you feel worthless or think of yourself as a failure?
INFERIORITY: Do you feel inadequate or inferior to others?
GUILT: Do you get self-critical and blame yourself for everything?
INDECISIVENESS: Do you have trouble making up your mind about things?
IRRITABILITY & FRUSTRATION: Do you feel resentful and angry a good deal of the time?
LOSS OF INTEREST IN LIFE: Have you lost interest in your career, hobbies, family, or friends?
LOSS OF MOTIVATION: Do you feel overwhelmed & have to push yourself hard to do things?
POOR SELF-IMAGE: Do you think you’re looking old or unattractive?
APPETITE CHANGES: Have you lost your appetite, or do you overeat or binge compulsively?
SLEEP CHANGES: Do you suffer from insomnia, find it hard to get a good night’s sleep, or are you excessively tired & sleeping too much?
LOSS OF LIBIDO: Have you lost your interest in sex?
HYPOCHONDRIASIS: Do you worry a great deal about your health?
SUICIDAL IMPULSES: Do you have thoughts that life is not worth living or that you might be better off dead?

The Epworth Sleepiness Scale

Watching TV
Sitting inactive in a public place (e.g. theater or a meeting)
As a passenger in a car for an hour without a break
Lying down to rest in the afternoon
Sitting and talking to someone
Sitting quietly after lunch without alcohol
In a car, while stopped for a few minutes in traffic

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941-365-1321

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1250 S Tamiami Trail

Suite 301

Sarasota, FL 34239

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