DEMOGRAPHICS _____________________________________________________________
Birthdate |Age |Years of | Marital Status |length of current
Education(Sng;Mrd;Sep;Div;Wid)relationship
_____________________________________________________________
List Ages & Gender of Children
REFERRAL SOURCE __________________________________________________________
EMERGENCY CONTACT _______________________Relationship:__________________
ADDRESS _______________________________________________________________
Street City State Zip
PHONE (_____)_________________(_____)______________(_____)___________________
Home Work Cell
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Section II (Insurance Information)
Primary Insurance:
NAME OF INSURED _________________________ Relationship ________________
(Spouse;parent;etc)
PHONE (_____)___________________(_____)________________________________
Home Work
BIRTHDATE OF INSURED ______________________________________________
NAME OF EMPLOYER ______________________________________________________
MEDICAL INSURANCE CO. _________________________________________________
INS. CO. ADDRESS ______________________________________________________
Street City State Zip
IDENTIFICATION# _______________________________________________________
GROUP# ________________________________________________________________
Secondary Insurance:
NAME OF INSURED _________________________ Relationship ________________
(Spouse;parent;etc)
PHONE (_____)___________________(_____)________________________________
Home Work
BIRTHDATE OF INSURED ______________________________________________
NAME OF EMPLOYER ______________________________________________________
MEDICAL INSURANCE CO. _________________________________________________
INS. CO. ADDRESS ______________________________________________________
Street City State Zip
IDENTIFICATION# _______________________________________________________
GROUP# ________________________________________________________________
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Section III (Medical History)
List all current medical conditions including allergies and adverse medication reactions.
List past medical conditions.
List all medications you are currently taking including dosages and the dates of the initial prescriptions
and most recent refill.
Medication Dosage Initial Rx Date Last Refill Date
List a history of medications you have taken in the past including dosages and the dates of the initial
prescriptions and date of last use.
Medication Dosage Initial Rx Date Last Use Date
Are you presently under the care of a physician (if yes, list name and address of physician)?
When was your last complete physical exam?
Average number and type of alcoholic beverages consumed per week?
Average number and type of caffeinated beverages consumed per week?
How much and how frequently do you use tobacco?
How much and how frequently do you use non-prescription drugs? (Please list all drugs separately)
Section IV (Treatment History)
Indicate the names, occupations, treatment dates, and the helpfulness of
professionals you have consulted for your treatment issues
Name Occupation Begin Date End Date Helpful?
Indicate the names, occupations, treatment dates, and helpfulness of mental health professionals you
have consulted in your lifetime (include individual, group, couples, and family counseling as well as participation in any
drug or alcohol treatment program).
Name Occupation Begin Date End Date Helpful?
Section V (Family history of mental health issues and substance use)
A) List any family history of mental health or substance abuse (including alcohol) problems in your
family history. List the relationship (e.g., brother, mother, etc..) followed by the problem issue.