1New patient packet letter3 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the 'Patient Information' section. Fill in your name, date of birth, social security number (last four digits), and contact details.
  3. Proceed to the 'Insurance Information' section. Provide details for your primary and secondary insurance, including policy holder names and group numbers.
  4. In the 'Additional Information' section, list your emergency contact and primary physician's details. Ensure all fields are completed accurately.
  5. Complete the 'Rheumatology Patient History Form' by detailing your current symptoms, medical history, medications, and family health history.
  6. Review all entered information for accuracy before signing at the bottom of the form to confirm its correctness.

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Three-year rule: The general rule to determine if a patient is new is that a previous, face-to-face service (if any) must have occurred at least three years from the date of service. Some payers may have different guidelines, such as using the month of their previous visit, instead of the day.
Request the necessary insurance data and a photo identification when you provide the patient with the standard new patient forms, typically the health history form, a declaration of the practices payment policy, the Health Insurance Portability and Accountability Act of 1996 (HIPAA) forms, etc.
New patient packet Advanced Beneficiary Notice (ABN) (DOCX) Benefits Assignment (DOCX) Health Plan 101 (PDF) HIPAA Privacy Forms (DOCX) Notice of Privacy Practices (DOCX) Notice of Privacy Practices Acknowledgment Form (DOCX) Patient Demographics (DOCX) Patient Health History (DOCX)