Financial Policy Thank you for choosing us as your orthopaedic specialists. We are committed to providing you the best possible care & are pleased to discuss our professional fees with you at any time. The following is a statement of our Financial Policy which we require you to read and sign prior to any medical services. • FULL PAYMENT IS EXPECTED AT THE TIME OF SERVICE. • ALL PAYMENTS WILL BE COLLECTED UPON CHECKING IN FOR YOUR SCHEDULED APPOINTMENT. • WE ACCEPT CASH, PERSONAL CHECKS, VISA, AND MASTERCARD. INSURANCE • If we are a participating provider with your insurance plan you are responsible for all co‐payments deductibles and any non‐covered services at the time of service. As a courtesy we will file insurance claims with most insurance carriers, provided you have supplied us with the proper information. • If we are NOT a participating provider with your insurance plan you are responsible for full payment at time of service. If you need to file your own insurance our office will provide you with the proper documentation. • Bills for surgery will not include charges of anesthesia, hospitalization, or laboratory test. These are billed separately, from the facility where the surgery is performed. MINOR PATIENTS The adult parent or guardian accompanying the minor is responsible for payment of the minor patient’s account regardless of who the insurance policy holder is. For unaccompanied minors non‐emergency treatment can be denied until a parent or guardian is present or we have written permission for treatment and payment of the account period. WORKMAN’S COMPENSATION All workmen’s compensation claims must be verified in writing by the employer. Verbal or telephone verifications are not acceptable. If you have seen another physician for the same complaint an authorization for a change of physician must be verified on your company’s form. PERSONAL INJURY WITH ATTORNEY If you are being represented by an attorney or a third party payer, we will provide you with the proper information to file your claim. You are responsible for full payment to our office at the time services are rendered. AUTOMOBILE ACCIDENT If you were in an automobile accident and you have “Med‐Pay” automobile insurance our office will provide you with the proper documentation to file the claims. It will be your responsibility to file the claims. If you have health insurance we will file a claim for all professional services received. FORMS: We will be happy to complete any medical forms. Payment of $20.00 is required prior to completion of each form(s). Please allow 7‐10 business days for your form to be completed. We will notify you when the form is ready. MISSED APPOINTMENTS Failure to give 24 hour notice of cancellation of your appointment will result in a $25.00 fee billed directly to you. We will not bill your insurance company for this amount. You will be responsible for prompt payment of this fee prior to being seen at your next scheduled visit. COLLECTIONS If your account balance becomes past due and is sent to an outside collection agency, you will be responsible for any additional fees incurred. All monthly statements are due and payable in full upon receipt. All returned checks are subject to a $25.00 service fee. If you need to make special payment arrangements this needs to be brought to our attention prior to being examined. Your signature below indicates that I understand and agree to this financial policy. _________________________________________________ __________________________________ Signature of Patient or Guardian Date Prescription Refills I agree that Wake Orthopaedics, LLC may request and use my prescription medication history from other healthcare providers or third party pharmacy benefit payors for treatment purposes. I understand that Wake Orthopaedics, LLC requires 48 hours to process my refill requests. Prescription refills will not be processed Saturdays, Sundays or Holidays. Patient or responsible Party Signature ____________________________________________________________ Date ___________________ Capital City Surgery Center, LLC I understand that during the course of my physician/patient relationship with the physician, the physician may refer me to Capital City Surgery Center, LLC ("the Center"), which is an ambulatory surgery center located at 23 Sunnybrook Road, Raleigh, North Carolina, 27610. In connection with any such referral, the physician hereby advises you that such physician or one or more physicians providing services to you at the Center may have an ownership interest in or other financial relationship with the Center. Please be advised that you have the right to obtain the health care items and services for which the physician refers you, at any location or from any ambulatory surgery center, hospital, provider, or supplier of your choice, including the Center. Patient or responsible Party Signature ____________________________________________________________ Date ___________________ COMPOUND AUTHORIZATION T I have been asked whether I choose to designate other persons/entities to receive my health information. I do not choose to designate such persons on the Compound Authorization form. T I give my permission to WakeMed Faculty Physicians to release listed information to the entities named below. T Spouse / Significant Other (provide name): _______________________________________________________________ T Financial/billing Information T Medical Information as follows: T Labs* T Appointments T Diagnostic Tests* T General medical information/condition T Parent / Family Member or Other (specify relationship & provide name): ____________________________________________ T Financial/billing Information T Medical Information as follows: T Labs* T Appointments T Diagnostic Tests* T General medical information/condition T Employer / Workers' Compensation (provide name): _______________________________________________________ T Information about return to work and/or work restrictions, and any absences that result from appointments. T School / Preschool / Day Care (provide name): ____________________________________________________________ T Information about any absences that result from appointments T Activity Restrictions T Physicals and/or Well-Child Examination *Lab and diagnostic results will not be left on voice mail. Rights of the Patient I understand the medical information to be disclosed may include information regarding psychological or psychiatric impairment, a communicable disease (such as sexually transmitted disease, HIV/AIDS, tuberculosis, or hepatitis), mental illness, alcohol or substance abuse. I understand that I have the right to revoke this authorization in writing at any time, except to the extent that the information has already been released pursuant to this authorization. Otherwise, this authorization shall continue to be valid only for as long as reasonably necessary to carry out the purposes listed above or one year, whichever is the earlier date. I understand that treatment will not be conditioned upon my completion of this authorization. I understand that I have the right to refuse to sign this authorization and that my treatment will not be conditioned on signing. Patient/Representative Signature: ________________________________________________ Date: ________________ Witness: _____________________________________________________________ T Patient unable to sign Please note that the information disclosed pursuant to this authorization may be subject to re-disclosure by a recipient of such information and would no longer be protected under the terms of the federal privacy rule. Revocation / Amendment Name/Signature: _____________________________________________________________ Date: ________________ Staff Use Only: Compound Authorization Obtained By Telephone Authorized Person Giving consent:: _____________________________________________________________________________ Telephone #: ___________________________ Relationship to patient: ______________________________________________ Witness: ____________________________ Witness: _________________________ Date: ___________ Time: __________ WakeMed Faculty Physicians Compound Authorization LABEL REV. 9/07 WFP-104 AUTORIZACIÓN MIXTA T Se me preguntó si deseo designar a otras personas o agencias para que reciban información sobre mi salud. Yo no deseo designar a tales personas en este formulario de Autorización Mixta. T Le doy permiso a WakeMed Faculty Physicians para que comparta los datos listados a continuación con las personas o agencias nombradas abajo. T Esposo(a) u otra persona especial (indique el nombre): ____________________________________________________ T Información sobre cuentas y facturas T Información médica, como sigue: T Laboratorios T Pruebas de diagnóstico T Citas médicas T Información médica/condición generalizada T Padres u otro familiar (indique nombre y parentesco): _______________________________________________________ T Información sobre cuentas y facturas T Información médica, como sigue: T Laboratorios T Pruebas de diagnóstico T Citas médicas T Información médica/condición generalizada T Patrono o Seguro de Compensación para Empleados (indique nombre): _____________________________________ T Información sobre cuándo debe regresar al trabajo o restricciones de trabajo, y cualquier ausencia que resulte de las citas. T Escuela, Párvulos o Guardería (indique nombre): _______________________________________________________________ T Información sobre cualquier ausencia causada por citas médicas T Restricciones de actividades T Exámenes físicos o de seguimiento de niño sano *Resultados de pruebas de laboratorio y diagnóstico no se dejarán en contestadoras telefónicas. Derechos del paciente Entiendo que los datos médicos que se compartirán pueden incluir información relacionada con incapacitación psicológica o psiquiátrica, enfermedades contagiosas (tal como enfermedades contagiadas sexualmente, VIH o SIDA, tuberculosis o hepatitis), enfermedad mental, abuso de alcohol o drogas. Entiendo que tengo el derecho de revocar esta autorización en cualquier momento, por escrito, con excepción de lo que ya se haya compartido de acuerdo a esta autorización. De lo contrario, la validez de esta autorización continuará por el tiempo que sea razonablemente necesario para llevar a cabo los propósitos enumerados arriba, o por un año, según lo que ocurra antes. Entiendo que mi tratamiento no dependerá de que yo dé o no esta autorización. Entiendo que tengo el derecho de rehusar firmar esta autorización y que mi tratamiento no dependerá de si la firmo o no. Firma del paciente o su representante: ________________________________________________ Fecha: ________________ Testigo: _________________________________________________________________________ T Paciente no puede firmar Por favor note que la información compartida de acuerdo a esta autorización puede estar sujeta a que la misma sea compartida por los que reciben la información de nuestra parte, y entonces ya no estará protegida bajo los términos de los requisitos federales de privacidad. Revocación o Cambios Nombre y firma: __________________________________________________________________ Fecha: ________________ Staff Use Only: Compound Authorization Obtained By Telephone Authorized Person Giving consent:: _____________________________________________________________________________ Telephone #: ___________________________ Witness: ____________________________ Relationship to patient: ______________________________________________ Witness: _________________________ Date: ___________ Time: __________ WakeMed Faculty Physicians Compound Authorization LABEL REV. 9/07 WFP-104 Wake Orthopaedics PATIENT INFORMATION FORM First Name Street Address County Middle Initial Last Name City State Zip Code Email Address Home Phone Work Phone Date of Birth Age Social Security # ( ) ( ) Marital Status Gender Employer/School Name & Address Male Female Family Physician Referring Physician/Referral Source Person to Contact in Case of Emergency Relationship Spouse/Parent Name Social Security # Spouse/Parent Address City Phone Number ( ) Phone Number ( ) State Zip Code Problem Information Injured/ Painful Area: _______________ ( ) Right ( ) Left Date of Injury/Onset: __________ Medication Allergies: No ( ) Yes ( ) If “Yes” List Allergies____________________________ Was this a motor vehicle accident? If yes, provide name of Insurance Company Yes No Was this a work‐related injury? Employer at time of injury Yes No Please Complete Insurance Information Insurance Company Policy Number Subscriber’s Name Subscribers Social Security # & DOB Subscriber’s Employer Secondary Insurance Company Policy Number Subscriber’s Name Subscribers Social Security # & DOB AUTHORIZATION TO RELEASE INFORMATION AND ASSIGNMENT TO PAY PROVIDER DIRECTLY: I authorize the release of information to my referring or family physician and/or that which is necessary to file claims to the insurance carrier and the billing of my account for payment. I understand that you may be transmitting any records electronically, and I absolve all parties of any liability relating to such transmission of said records. I authorize my insurance carrier to make payment directly to Wake Orthopaedics, LLC. I understand that I am responsible for any remaining balance due on my account not covered by my insurance carrier. Thus, if the account balance is not satisfied within 30 days after the first notification, the account may be referred for legal action. I consent to the treatment rendered to me under the general/special care of the attending physician. Signature ____________________________________________________________ Date ___________________ New Patient History Form FOR US TO PROCESS YOUR CHART, PLEASE COMPLETE FULLY AND PRINT CLEARLY PATIENT NAME: PRIMARY CARE DOCTOR: REFERRING DOCTOR: PATIENT D.O.B: WHAT IS YOUR MAIN COMPLAINT? SIDE PLEASE CHECK SIDE AND BODY PART Shoulder Back Foot / Ankle (Circle One) Right Hand Elbow Hip Knee Finger (circle one) Thumb Index Middle Left Fracture Both VITAL SIGNS: Height: Ring Small Finger Weight: PAIN SCORE (0-10): _______ PAIN STATUS (circle one): (Improving) (No Change) (Worsening) ALLERGIES: None Allergy:_________________Allergy:__________________ Allergy:_________________Allergy:________________ Reaction: _______________Reaction:_________________ Reaction:________________Reaction:_______________ PHARMACY: _______________________ CURRENT MEDICATIONS AND DOSAGE: None (Please list on back if you need additional space) _______________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ ________________________ SUPPLEMENTS: Fish Oil: (Yes) (No) Gingko Biloba: (Yes) (No) Vitamin D: (Yes) (No) Calcium: (Yes) (No) Glucosamine/Chondroitin: (Yes) (No) PAST SURGICAL HISTORY: (Check All that Apply) □All Negative Achilles repair Elbow Surgery Arthroscopic knee surgery Foot or ankle surgery Arthroscopic shoulder Hand or finger surgery surgery Back decompression Hip or knee replacement CABG Hip surgery Coronary stent Neck fusion PAST MEDICAL HISTORY: (Check All that Apply) □All Negative Anemia Fracture-last 5 years? Anxiety GI Bleeding Asthma Gout 1 Open knee surgery Open shoulder surgery Pacemaker/defibrillator Pelvic surgery Wrist Surgery Other: Osteoporosis Psoriasis Pulmonary embolism Blood Clots/DVT Heart Attack Rheumatoid arthritis Bone Density Test Date: Hepatitis (specify B or C) Seizures _________ Cancer High Cholesterol Staph infection Cardiac arrhythmia Hypertension Stroke Chemo/radiation Kidney Disease Thyroid Disease Chronic steroid use? MRSA Ulcers (GI) Depression MSSA Other: Diabetes mellitus Multiple Sclerosis FAMILY MEDICAL HISTORY: (Check All that Apply) □All Negative Condition Relationship to Condition Relationship to Patient Patient Heart Disease Diabetes Lung Disease Tuberculosis Alzheimer’s Disease Parkinson’s Cancer Multiple Sclerosis Stroke Osteoarthritis Scoliosis Rheumatoid Arthritis Seizures OTHER: SOCIAL HISTORY Alcohol Use (Circle One): (Yes) (No) Drinks/Week: _______ Glasses of Wine _______ Cans of Beer _______ Shots of Liquor _______ Drinks containing 0.5 oz of alcohol Drug Use: (Circle One): (Yes) (No) Frequency Per Week: _____________ Comments:_____________________________ Type(s): _____________________________ Tobacco Use: (Circle One): (Current Everyday) Packs/day (Circle One): 0.25 (Current Someday) 0.5 1.0 1.5 (Former) 2.0 3 (Never) Other:_____________ Quit Date:________________ Smokeless Tobacco (Circle One): (Current User) (Former User) (Never) . Quit Date:________________ OCCUPATION: ______________________________________________________________ FEMALE PATIENTS ONLY: Are you pregnant, or is there a chance you may be pregnant? REVIEW OF SYSTEMS: (Circle All that Apply OR Check All Negative Under Each Section) □All Negative Fever Skin Rash + + Chills Shortness of breath + + Wound drainage Frequent Falls + + Leg Swelling Heart Murmur + + Unexplained Weight Other + + Loss 2 (Yes) (No)