New Client Intake & Medical History Form
This form takes about 30 minutes to complete. Please make sure to complete all required fields as this information helps me to best serve your family.
Lead Type
Please Select
Phone
Walk-in
Web
Inquiry
Office Use Only
Client Full Name
*
First Name
Middle Name
Last Name
Suffix
Client Preferred Name
Client Preferred Gender Pronouns
Mobile Phone Number
*
What type of services are you seeking?
Nursing Services
Personal Care Tasks
Companion Care/Sitter Care
Respite
How soon are you wanting to start service?
-
Month
-
Day
Year
Date
How many service hours are needed?
1-4 hours
5-20 hours
20-30 hours
40+ hours
Other
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Home Phone Number
Work Phone Number
E-mail
*
example@example.com
How did you hear about us?
*
Client Birth Date
*
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
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31
Day
Please select a year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
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2005
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1981
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1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Marital Status
*
Please Select
Single
Married
Divorced
Separated
Widowed
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Next
Client Additional Information
Client Occupation
Industry
Religion/Spiritual Practice
Emergency Contact
*
First Name
Last Name
Phone Number
*
Relationship
*
Please Select
Spouse
Significant Other
Cousin
Employer
Friend
Grandparent
Parent
Sibling
Uncle/Aunt
Responsible Party Name
*
First Name
Last Name
Responsible Party Phone Number
*
Please enter a valid phone number.
Responsible Party Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Responsible Party Email
example@example.com
Responsible Party Social Security Number
*
Method of Payment
*
Self-Pay
Private Insurance
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Next
Provider Information
Physician's Information
Provider First and Last Name
Name of Provider's Office
Provider's Phone Number
Please enter a valid phone number.
Address of Provider's Office
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Back
Next
Client Health History
1. Allergy or Sensitivities
*
Please Select
No Allergies or Sensitivities
Allergy to Substance
Drug Allergy
Drug Intolerance
Food Allergy
Food Intolerance
Propensity to adverse substance reactions
Propensity to adverse drug reactions
Propensity is when several members of family have allergy or intolerance
First Known Date
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
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1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
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1958
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1952
1951
1950
1949
1948
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1944
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1940
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1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Allergen or Sensitivity
Reaction
2. Allergy or Sensitivities
Please Select
Allergy to Substance
Drug Allergy
Drug Intlerance
Food Allergy
Food Intolerance
Propensity to adverse substance reactions
Propensity to adverse drug reactions
No Allergies or Sensitivities
Propensity is when several members of family have allergy or intolerance
First Known Date
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Allergen or Sensitivity
Reaction
3. Allergy or Sensitivities
Please Select
Allergy to Substance
Drug Allergy
Drug Intlerance
Food Allergy
Food Intolerance
Propensity to adverse substance reactions
Propensity to adverse drug reactions
No Allergies or Sensativities
Propensity is when several members of family have allergy or intolerance
First Known Date
Please select a month
January
February
March
April
May
June
July
August
September
October
November
December
Month
Please select a day
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Day
Please select a year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Year
Allergen or Sensitivity
Reaction
Client Medication
Herbs
Over The Counter Medicines
Prescription Medications and Doses
*
Example: Tylenol 500mg three times a day; N/A if none taken
Supplements (if any)
None
Other
Other
Medical History
Check if you have EVER been diagnosed or suspected to have any of the following:
*
Diabetes
Hypertension
Seizures/Epilepsy
Heart Disease
Cancer
Thyroid Issues
Blood Disorder
Anemia
Asthma
Allergies
Hepatitis
Kidney Problems
HIV Exposure
Liver Problems
Tuberculosis (TB)
Urinary/Bladder Problems
Pelvis/Back Problems
Stomach/Digestive Issues
Skin Disorders
Bladder Infection
Kidney Infection
Severe Headaches
Ear/Hearing Problems
Eye/Vision Problems
Vascular Issues (varicose veins, blood clots, etc.)
Hemorrhoids
None
Other
Describe when symptoms or diagnosed first started.
Emotional/Psychological History
Please check if you have ever been diagnosed or suspected of having any of the following:
*
Depression - requiring therapy
Bi-Polar Disorder
Anxiety
Panic Attacks
Postpartum Depression
Delusions
Paranoia
Psychosis
Anorexia
Bulimia
PTSD
Addictiion
None
Other
Social History
Smoking Status
*
Please Select
Current every day smoker
Current some day smoker
Former smoker
Never a smoker
Alcohol Use
*
Current Alcohol User
Former Alcohol User
Social Drinker or Never Drink Alcohol
Drug Use (includes: prescription or OTC drug abuse; THC; cocaine; heroin; methamphetamines, etc.)
*
Current Drug User
Former Drug User
Social drug user or Never a Drug User
Nutrition
*
Example: Vegan or Sugar Free
Exercise Habits
*
Sleep Habits
*
School/Work
*
Getting to Know YOU!
Tell me about your fears, finances, favorite things
What financial option and payment schedule works best for your family? Please include any financial concerns you have as well.
*
Please list the goals you would like to achieve during care.
*
Hobbies
*
Artists, Music, Sounds
*
Favorite pastime.
*
Additional information or comments.
Signature
*
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