Initial Visit Patient Forms (MDR)
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  • English (US)
  • Spanish (Latin America)
  • Medical History

  • I, the undersigned patient, hereby grant consent to advice For, Optimal, Wellness, Dr. Espinosa, and all
    pertinent medical staff] to bill my insurance provider for the services rendered to me. I understand and
    agree to the following terms and conditions:
    1. Insurance Billing:
    a. I authorize Dr. Ivette Espinosa fernandez to submit claims to my insurance company on my behalf for
    the services provided to me.
    b. I understand that Advice For, Optimal, Wellness and Dr. Ivette Espinosa fernandez will use the
    information provided by me, including my insurance policy details, for the purpose of billing and
    reimbursement.
    c. I acknowledge that it is my responsibility to provide accurate and up-to-date insurance information to
    Advice For, Optimal, Wellness and Dr. Ivette Espinosa fernandez including any changes in coverage or
    policy details.
    d. I understand that Advice for Optimal Wellness and Dr. Espinosa-Fernandez will bill my insurance
    company directly, and I may be responsible for any deductibles, co-payments, or co-insurance amounts as
    determined by my insurance policy.
    2. Self-Pay Fees:
    a. In the event that my insurance does not cover certain services or if I do not have insurance coverage, I
    authorize advice For, Optimal, Wellness, and Dr. Ivette Espinosa fernandez to charge me directly for the
    services rendered.
    b. I understand that , Advice For, Optimal, Wellness, and Dr. Ivette Espinosa fernandez will inform me in
    advance of any self-pay fees associated with the services provided.
    c. I acknowledge that I am responsible for paying the self-pay fees promptly, as per the payment terms
    and policies of Advice For, Optimal, Wellness and Dr. Ivette Espinosa fernandez
    3. Release of Information:
    a. I authorize Advice For Optimal Wellness] to release any necessary medical information to my insurance
    company or any other relevant third parties for the purpose of billing and reimbursement.
    b. I understand that Advice For, Optimal, Wellness and Dr. Ivette Espinosa fernandez will handle my
    personal and medical information in accordance with applicable privacy laws and regulations.
    4. Changes to Insurance Coverage:
    a. I agree to inform Advice For optimal wellness promptly of any changes to my insurance coverage,
    including changes in policy, provider, or any other relevant details.
    b. I understand that failure to provide accurate and updated insurance information may result in delays in
    billing or potential financial responsibility for the services provided.
    5. Financial Responsibility:
    a. I acknowledge that I am ultimately responsible for any charges not covered by my insurance or any
    unpaid self-pay fees.
    b. I understand that Advice For optimal wellness may pursue collection efforts for any outstanding
    balances, and I will be responsible for any associated collection costs.
    By signing below, I confirm that I have read and understood the terms and conditions outlined in this
    consent form. I agree to allow Advice For to my wellness and Dr. Ivette Espinosa-Fernandez to bill my
    insurance provider and charge self-pay fees as described above

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  • Consents
    I, the undersigned patient, hereby grant consent to Advice for Optimal Wellness and Dr. Ivette EspinosaFernandez and its healthcare providers to provide medical treatment and related services to me. I
    understand and agree to the following terms and conditions:
    1. Nature of Treatment:
    a. I acknowledge that
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez will provide medical treatment, including
    but not limited to examinations, consultations, diagnostic tests, procedures, medications, and therapies,
    as deemed necessary by the healthcare provider.
    b. I understand that the specific treatment plan will be discussed with me by the healthcare provider,
    including the risks, benefits, and alternatives associated with the proposed treatment.
    2. Healthcare Provider's Expertise:
    a. I acknowledge that the healthcare providers at
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez
    are licensed professionals with the necessary qualifications and expertise to provide the proposed
    treatment.
    b. I understand that the healthcare providers will exercise their professional judgment in determining the
    appropriate course of treatment for my condition.
    3. Risks and Benefits:
    a. I have been informed and understand that there are potential risks and benefits associated with the
    proposed treatment.
    b. I acknowledge that the healthcare provider has explained these risks and benefits to me to the best of
    their ability, and I have had the opportunity to ask questions and seek clarification.
    4. Alternatives:
    a. I understand that there may be alternative treatment options available for my condition.
    b. I acknowledge that the healthcare provider has discussed these alternatives with me, including their
    potential risks and benefits, to help me make an informed decision about my treatment.
    5. Confidentiality and Privacy:
    a. I understand that
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez will handle my personal and medical
    information in accordance with applicable privacy laws and regulations.
    b. I authorize the healthcare providers at Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez
    to access and share my medical information as necessary for the purpose of providing treatment,
    coordinating care, and billing.
    6. Financial Responsibility:
    a. I acknowledge that I am responsible for payment of all services rendered by
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez, including any deductibles, co-payments, or
    co-insurance amounts as determined by my insurance policy or self-pay fees.
    b. I understand that
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez will provide me with information regarding
    the estimated costs of treatment and payment options.
    7. Consent for Minors or Incapacitated Individuals:
    a. If I am signing this consent form on behalf of a minor or an incapacitated individual, I confirm that I
    have the legal authority to provide consent for their treatment.
    By signing below, I confirm that I have read and understood the terms and conditions outlined in this
    consent form. I voluntarily consent to receive medical treatment from
    Advice for Optimal Wellness and Dr. Ivette Espinosa-Fernandez and its healthcare providers.

     

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  • Advice for Optimal Wellness, Inc. Consent
    Thank you for choosing us as your integrative medicine provider. We are committed to providing you with
    quality and affordable health care.
    Consent for Use and Disclosure of Protected Health Information
    I hereby give my consent for Advice for Optimal Wellness, Inc. to receive, use and disclose protected
    health information (PHI) about me to carry out treatment, payment and health care operations (TPO). The
    Notice of Privacy Practices describes such uses and disclosures more completely. I acknowledge
    receiving the Notice of Privacy Practices.
    With this consent, Advice for Optimal Wellness, Inc. may call, email or mail my home, cell phone or other
    alternative location and leave a message in reference to any items that assist the practice in carrying out
    TPO, such as appointment reminders, billing issues and any calls or letters pertaining to my clinical care,
    including test results, among others. I understand that email is not a secure form of communication.
    Before email is used extensively, I will be asked to agree to a separate email consent statement.
    Authorization for Treatment
    I authorize treatment of the person named below, accept the financial agreement above, and
    assign Advice for Optimal Wellness, Dr. Ivette Espinosa-Fernandez, Dominque Farinas, APRN and all
    Medical Staff to treat me for medical services. All of the insurance benefits due to me to the full extent
    of my financial obligation. When referred to a facility for a diagnostic test or health care treatment or
    service I am responsible for determining the extent of coverage or the limitation on coverage, and I may
    receive the service at a facility of my choosing. My provider may not deny, limit or withdraw a referral
    solely based on my choice of facility.
    Consent for Use of Telehealth
    You may need to have a clinic encounter using telehealth, which can be a telephone call of a video/voice
    call. You will be able to see and hear the provider and if using video she/he will be able to see and hear you
    just as if you were in the same room. This information may be used for diagnosis, treatment, therapy,
    follow-up and education.
    Expected Benefits:
    Improved access to care by enabling a patient to remain within the facility and obtain services from
    provides at distant sites.
    Patient remains closer to home and local healthcare providers can maintain continuity of care.
    Reduced need to travel for the patient or other providers.
    Possible Risks:
    A provider may determine that the telemedicine encounter is not yielding sufficient information to make an
    appropriate clinic decision, requiring additional in-person visit.
    Technology problems may delay medical evaluation and treatment of today’s encounter.
    Rarely, security protocols could fail, causing a breach of privacy or personal medical information. You will
    be notified promptly.
    By signing this form, I am authorizing treatment and
    accepting financial responsibility for all treatment provided. I am also consenting to allow Advice for
    Optimal Wellness, Inc. to receive, use and disclose my PHI to carry out treatment, payment and health
    care operations. A
    scanned copy of this document is as valid as the original. I authorize Advice for Optimal Wellness to bill
    my insurance in addition to self-pay fees for initial and follow up visits.

     

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  • Request to Limit Confidential Communication Consent:
    At times our office may need to contact you regarding your care. Please read, sign, and date below.
    You have the right to revoke this authorization at any time.
    I hereby authorize Advice for Optimal Wellness and their staff to contact me on my preferred contact number listed on file.
    I hereby authorize Advice for Optimal Wellness and their staff to leave a detailed VM on my preferred
    contact number.
    Please contact our office to notify of any changes to your preferred contact information.

    Advice for Optimal Wellness, Inc. - Notice of Privacy Practices
    This notice describes how health information about you may be used and disclosed and how you can
    get access to your individually identifiable health information. Please review this notice carefully.
    Our commitment to your privacy
    Our practice is dedicated to maintaining the privacy of your individually identifiable health information (als
    o called protected health information, or PHI). In conducting our business, we will create records regarding
    you and the treatment and services we provide to you. We are required by law to
    maintain the confidentiality of health information that identifies you, and we must let you know how we may use and disclose your PHI, your privacy rights in your PHI, and our obligations concerning the use
    and disclosure of your PHI.
    The terms of this notice apply to all records containing your PHI that are created or retained by
    our practice. We reserve the right to revise or amend this Notice of Privacy Practices, and any revision
    or amendment will be effective for all of your records that we create or maintain. You may request a copy
    of our most current Notice at any time. If you have questions about this Notice, please
    contact any of our team members.
    We may use and disclose your PHI in the following ways:
    1. Treatment. The people who work for our practice may use or disclose your PHI in order to treat you or to
    assist others in your treatment. We may also disclose your PHI to others who may assist in your care, such
    as your spouse, children or parents, and we may disclose your PHI to other health care providers for
    purposes related to your treatment.
    2. Payment. Our practice may use and disclose your PHI in order to bill and collect payment for
    the services and items you may receive from us, and we may disclose your PHI to other entities to assist
    in their billing and collection efforts. If you choose to pay the full charge out-of-pocket you have the
    right to restrict your health plan's access to certain information.
    3. Health care operations. Our practice may use and disclose your PHI to operate our business such
    as in quality of care and business planning activities and we may disclose your PHI to other entities to
    assist in their health care operations.
    4. Disclosures required by law. Our practice will use and disclose your PHI when we are required to do so
    by law.
    5. Use and disclosure of your PHI in certain special circumstances to entities authorized by law to collect
    it: Our practice may disclose your PHI to public health authorities, health oversight agencies, law
    enforcement officials, and workers' compensation and similar programs. We may also disclose your PHI in
    response to a court or administrative order, or when necessary to reduce or prevent a serious threat to
    your health and safety or the health and safety of
    another individual or the public, or for intelligence and national security activities.
    6. Your rights regarding your PHI: You have the following rights regarding the PHI that we maintain about
    you.
    Confidential communications. You have the right to request in writing that our practice
    communicate with you about your health and related issues in a particular manner or at a certain
    location. Our practice will try to accommodate reasonable requests.
    Requesting restrictions. You have the right to request in writing a restriction in our use or disclosure of
    your PHI for treatment, payment, or health care operations. We
    are not required to agree to your request; however, if we do agree, we are bound by our agreement except
    when otherwise required by law, in emergencies or when the information is necessary to treat you.
    Inspection and copies. You have the right to inspect and obtain an electronic copy of the PHI that may be
    used to make decisions about you, including patient medical records and billing records, but
    not including psychotherapy notes. You must
    submit your request to inspect and/or obtain a copy of your PHI in writing to us.
    Copies to others. You may request in writing a that we share your pH I with other types of third parties, such as employers. We will not share your PHI with these other types of third parties
    without your written consent.
    Amendment. You may ask us in writing to amend your health information if you believe it is
    incorrect or incomplete.
    Accounting of disclosures. You have the right to request in writing
    an "accounting of disclosures." An "accounting of disclosures" is a list of certain nonroutine disclosures our practice has made of your PHI for purposes not related to treatment, payment, or
    operations. Use of your PHI as part of our routine patient care is not required to be documented.
    Right to file a complaint. If you believe your privacy rights have been violated, you may file a complaint in
    writing with our practice or with the Offices for Civil Rights - U.S. Dept of Health and Human Services. You
    will not be penalized for filing a complaint.
    Right to provide an authorization for other uses and disclosures. Our practice will obtain your written
    authorization for uses and disclosures for marketing or sale, or that are not identified by
    this notice or permitted by applicable law. Any authorization you provide to us regarding the use and disclo
    sure of your PHI may be revoked at any time in writing. After you revoke your authorization, we will no
    longer use or disclose your PHI for the reasons described in the authorization.
    Right to
    notification. You have the right to receive notifications whenever a breach of your unsecured PHI occurs. A
    gain, if you have any questions regarding this notice or our health information privacy
    policies, please let us know. You may also request a more detailed version of this notice which includes
    examples of uses and disclosures, and further details about making written submissions.
    Individual Rights
    1. In addition to all applicable statutory and constitutional rights, every individual receiving services has
    the right to:
    a. Choose from available services and supports, those that are consistent with the
    Service Plan, culturally competent, provided in the most integrated setting in the community and
    under conditions that are least restrictive to the individuals liberty, that are least intrusive
    to the individual and that provide for the greatest degree of independence;
    b. Be treated with dignity and respect;
    c. Participate in the development of a written Service Plan, receive services consistent with that plan and
    participate in periodic review and reassessment of service and support needs, assist in
    the development of the plan, and to receive a copy of the written Service Plan;
    d. Have all services explained, including expected outcomes and possible risks;
    e. Confidentiality, and the right to consent to disclosure in accordance with ORS 107.154, 179.505,
    179.507, 192.515, 192.507, 42 CFR Part 2 and 45 CFR Part 205.50.
    f. Give informed consent in writing prior to the start of services, except in a medical emergency or as
    otherwise permitted by law. Minor children may give informed consent to services in the
    following circumstances:
    - Under age 18 and lawfully married;
    - Age 16 or older and legally emancipated by the court; or
    - Age 14 or older for outpatient services only. For purposes of informed consent, outpatient service
    does not include service provided in residential programs or in day or partial hospitalization programs;
    g. Inspect their Service Record in accordance with ORS 179.505;
    h. Refuse participation in experimentation;
    i. Receive medication specific to the individuals diagnosed clinical needs, including medications used to tr
    eat opioid dependence;
    j.
    Receive prior notice of transfer, unless the circumstances necessitating transfer pose a threat to health an
    d safety;
    k. Be free from abuse or neglect and to report any incident of abuse or neglect without being subject to
    retaliation;
    I. Have religious
    freedom;
    m Be free from seclusion and restraint;
    n. Be informed at the start of services, and periodically thereafter, of the rights guaranteed by this rule;
    o.Be informed of the policies and procedures, service agreements and fees
    applicable to the services provided, and to have a custodial parent, guardian, or representative, assist with
    7
    understanding any information presented;
    p. Have family and guardian involvement in service planning and delivery;
    q. Make a declaration for mental health treatment, when legally an adult;
    r. File grievances, including appealing decisions resulting from the grievance;
    s. Exercise all rights set forth in ORS 109.610
    through 109.697 if the individual is a child, as defined by these rules;
    t. Exercise all rights set forth in ORS 426.385 if the individual is committed to the Authority; and
    u. Exercise all rights described in this rule without any form of reprisal or punishment.
    2. Notification of Rights: The provider must give to the individual and, if appropriate the guardian, a
    document that describes the applicable individual's rights as follows:
    a. Information given to the individual must be in written form or, upon request, in an alternative
    format or language appropriate to the individuals need;
    b. The rights, and how to exercise them, must be explained to the individual, and if appropriate, to her or his guardian; and
    c. Individual rights must be posted in writing in a common area.

     

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  • SUMMARY OF THE FLORIDA PATIENT’S BILL
    OF RIGHTS AND RESPONSIBILITIES
    Florida law requires that your health care provider or health care facility recognize your rights while you are
    receiving medical care and that you respect the health care provider’s or health care facility’s right to
    expect certain behavior on the part of patients. You may request a copy of the full text of this law from
    your health care provider or health care facility. A summary of your rights and responsibilities follows:
    A patient has the right to be treated with courtesy and respect, with appreciation of his or her individual
    dignity, and with protection of his or her need for privacy.
    A patient has the right to a prompt and reasonable response to questions and requests.
    A patient has the right to know who is providing medical services and who is responsible for his or her
    care.
    A patient has the right to know what patient support services are available, including whether an
    interpreter is available if he or she does not speak English.
    A patient has the right to bring any person of his or her choosing to the patient-accessible areas of the
    health care facility or provider’s office to accompany the patient while the patient is receiving inpatient or
    outpatient treatment or is consulting with his or her health care provider, unless doing so would risk the
    safety or health of the patient, other patients, or staff of the facility or office or cannot be reasonably
    accommodated by the facility or provider.
    A patient has the right to know what rules and regulations apply to his or her conduct.
    A patient has the right to be given by the health care provider information concerning diagnosis, planned
    course of treatment, alternatives, risks, and prognosis.
    A patient has the right to refuse any treatment, except as otherwise provided by law.
    A patient has the right to be given, upon request, full information and necessary counseling on the
    availability of known financial resources for his or her care.
    A patient who is eligible for Medicare has the right to know, upon request and in advance of treatment,
    whether the health care provider or health care facility accepts the Medicare assignment rate.
    A patient has the right to receive, upon request, prior to treatment, a reasonable estimate of charges for
    medical care.
    A patient has the right to receive a copy of a reasonably clear and understandable, itemized bill and, upon
    request, to have the charges explained.
    A patient has the right to impartial access to medical treatment or accommodations, regardless of race,
    national origin, religion, handicap, or source of payment.
    A patient has the right to treatment for any emergency medical condition that will deteriorate from failure
    to provide treatment.
    A patient has the right to know if medical treatment is for purposes of experimental research and to give
    his or her consent or refusal to participate in such experimental research.
    A patient has the right to express grievances regarding any violation of his or her rights, as stated in
    Florida law, through the grievance procedure of the health care provider or health care facility which served
    him or her and to the appropriate state licensing agency.
    A patient is responsible for providing to the health care provider, to the best of his or her knowledge,
    8
    accurate and complete information about present complaints, past illnesses, hospitalizations,
    medications, and other matters relating to his or her health.
    A patient is responsible for reporting unexpected changes in his or her condition to the health care
    provider.
    A patient is responsible for reporting to the health care provider whether he or she comprehends a
    contemplated course of action and what is expected of him or her.
    A patient is responsible for following the treatment plan recommended by the health care provider.
    A patient is responsible for keeping appointments and, when he or she is unable to do so for any reason,
    for notifying the health care provider or health care facility.
    A patient is responsible for his or her actions if he or she refuses treatment or does not follow the health
    care provider’s instructions.
    A patient is responsible for assuring that the financial obligations of his or her health care are fulfilled as
    promptly as possible.
    A patient is responsible for following health care facility rules and regulations affecting patient care and
    conduct.
    BY SIGNING BELOW I HAVE READ AND UNDERSTAND THE ABOVE. ANY QUESTIONS I MAY HAVE ARE
    ANSWERED

     

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  • Financial Responsibility
    Due to the nature of functional medicine, Full payment for services will be collected at the end of your visit
    once your treatment plan has been finalized. Most functional medicine assessments range from
    $5,000-$10,000.00
    Fee Schedule:
    Functional Medicine Consult (60min) : $850.00
    Functional Medicine Follow Up (30 min) : $350.00
    Weight loss Consult (30 min) : $250.00
    Sick Visit (30min): $300.00
    Teleheath Visit (15 min): $150.00
    Mental Health (30-45min): $375
    ____________________________
    IV Therapy Fees:
    Personalized Micronutrient IV: $380-$575
    IV NAD 500mg-1000mg: $750-$1299
    IV GSH Bolus: $150 add on
    IV Detox Bolus: $275 add on
    Heavy Metal Binding: $275 add on
    COVID Antioxidant IV $475
    Travel Fee Range: $50-$100
    Additional Fees For Services That Are Not Covered By Insurances
    Upon prior discussion and agreement, I understand that charges will be added to account for additional
    services rendered not billable to insurance carriers such as:
    Telephone contacts exceeding 15 minutes.
    Preparation of letters or reports.
    Preparation and review of medical records.
    Court time (portal to portal) including preparation, travel, and wait time.
    Additional meetings with other family members and/or professionals.
    Scoring of material, interpretation and report writing.

    Appointment Cancellation, Late Arrival and No Show Policy
    New Patients
    All forms must be completed prior to your appointment. If you have not completed the Intake Form online,
    please arrive 15 minutes before your scheduled appointment and bring in a photo ID and all insurance
    cards.
    Late Arrival
    We encourage you to show up 5 - 10 minutes prior to your appointment. If you are 10 minutes or later than
    your scheduled time, your appointment may be canceled.
    No Shows
    Our policy at Advice for Optimal Wellness, Inc. for services rendered here is that all patients notify us 24
    hours prior to their appointment if cancellation is necessary. If you have two no-shows in six months, you
    will be notified by text message and email. Your care may be terminated if you have three no-shows in a
    year. We also administer a $50 no show fee without 24 hour notice for all medical and aesthetic visits.
    The full charge of your IV is charged if you are a now show as all IVs are prepared before hand
    with compounded medications specifically for you.

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