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In this procedure, the key points include using restatement, reflection, and clarification to obtain patient information accurately. To start, greet the patient pleasantly, introduce yourself, and explain your role. Choose a quiet area for the interview to protect confidentiality and prevent interruptions. Explain the purpose of gathering information for updating medical records. Use therapeutic communication techniques while completing the history form, including recording the patient's full name, address, marital status, gender, age, and insurance information. Ensure all information is correct and entered into the electronic record.