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Contents

The Annual Physical Examination form serves multiple crucial purposes for both patients and healthcare providers alike. By gathering comprehensive personal information such as the patient's name, date of birth, and contact details, this form establishes a foundational understanding of the individual seeking care. Clinicians can dive deeper into a patient's medical history through sections that request details about diagnoses, significant health conditions, and an overview of current medications. Essential immunization records, including tetanus and flu shots, need to be documented to ensure the patient is adequately protected against preventable diseases. Moreover, it assesses whether any communicable diseases are present, providing an opportunity for proper precautions to mitigate risks. Beyond medical history, the form addresses general physical examination parameters—like blood pressure and heart rate—allowing for an initial snapshot of the individual's health status. Specific tests, including prostate exams for males and mammograms for females, also necessitate documentation to monitor ongoing care. Ultimately, the thorough nature of this form aims to streamline the patient experience and promote effective communication between parties, ensuring that no vital information is overlooked during the examination and subsequent treatments.

Sample - Annual Physical Examination Form

ANNUAL PHYSICAL EXAMINATION FORM

Please complete all information to avoid return visits.

PART ONE: TO BE COMPLETED PRIOR TO MEDICAL APPOINTMENT

Name: ___________________________________________

Date of Exam:_______________________

Address:__________________________________________

SSN:______________________________

_____________________________________________

Date of Birth: ________________________

Sex:

Male

Female

Name of Accompanying Person: __________________________

DIAGNOSES/SIGNIFICANT HEALTH CONDITIONS: (Include a Medical History Summary and Chronic Health Problems List, if available)

CURRENT MEDICATIONS: (Attach a second page if needed)

Medication Name

Dose

Frequency

Diagnosis

Prescribing Physician

Date Medication

 

 

 

 

Specialty

Prescribed

Does the person take medications independently?

Yes

No

Allergies/Sensitivities:_______________________________________________________________________________

Contraindicated Medication: _________________________________________________________________________

IMMUNIZATIONS:

Tetanus/Diphtheria (every 10 years):______/_____/______

Type administered: _________________________

Hepatitis B: #1 ____/_____/____

#2 _____/____/________

#3 _____/_____/______

Influenza (Flu):_____/_____/_____

 

 

Pneumovax: _____/_____/_____

 

 

Other: (specify)__________________________________________

 

TUBERCULOSIS (TB) SCREENING: (every 2 years by Mantoux method; if positive initial chest x-ray should be done)

Date given __________

Date read___________

Results_____________________________________

Chest x-ray (date)_____________

Results________________________________________________________

Is the person free of communicable diseases? Yes No (If no, list specific precautions to prevent the spread of disease to others)

_________________________________________________________________________________________________________

OTHER MEDICAL/LAB/DIAGNOSTIC TESTS:

GYN exam w/PAP:

Date_____________

Results_________________________________________________

(women over age 18)

 

 

Mammogram:

Date: _____________

Results: ________________________________________________

(every 2 years- women ages 40-49, yearly for women 50 and over)

Prostate Exam:

Date: _____________

Results:______________________________________________________

(digital method-males 40 and over)

 

 

 

Hemoccult

Date: _____________

Results:______________________________________________________

Urinalysis

Date:______________

Results: _________________________________________________

CBC/Differential

Date:______________

Results: ______________________________________________________

Hepatitis B Screening

Date:______________

Results: ______________________________________________________

PSA

Date:______________

Results: ______________________________________________________

Other (specify)___________________________________________Date:______________

Results: ________________________________

Other (specify)___________________________________________Date:______________

Results: ________________________________

HOSPITALIZATIONS/SURGICAL PROCEDURES:

Date

Reason

Date

Reason

12/11/09, revised 7/24/12

PART TWO: GENERAL PHYSICAL EXAMINATION

 

 

 

 

 

Please complete all information to avoid return visits.

 

 

 

 

Blood Pressure:______ /_______ Pulse:_________

Respirations:_________ Temp:_________ Height:_________

Weight:_________

 

 

EVALUATION OF SYSTEMS

 

 

 

 

 

 

 

 

 

 

 

 

 

System Name

 

Normal Findings?

Comments/Description

 

 

 

Eyes

 

Yes

No

 

 

 

 

 

Ears

 

Yes

No

 

 

 

 

 

Nose

 

Yes

No

 

 

 

 

 

Mouth/Throat

 

Yes

No

 

 

 

 

 

Head/Face/Neck

 

Yes

No

 

 

 

 

 

Breasts

 

Yes

No

 

 

 

 

 

Lungs

 

Yes

No

 

 

 

 

 

Cardiovascular

 

Yes

No

 

 

 

 

 

Extremities

 

Yes

No

 

 

 

 

 

Abdomen

 

Yes

No

 

 

 

 

 

Gastrointestinal

 

Yes

No

 

 

 

 

 

Musculoskeletal

 

Yes

No

 

 

 

 

 

Integumentary

 

Yes

No

 

 

 

 

 

Renal/Urinary

 

Yes

No

 

 

 

 

 

Reproductive

 

Yes

No

 

 

 

 

 

Lymphatic

 

Yes

No

 

 

 

 

 

Endocrine

 

Yes

No

 

 

 

 

 

Nervous System

 

Yes

No

 

 

 

 

 

VISION SCREENING

 

Yes

No

Is further evaluation recommended by specialist?

Yes

No

 

 

HEARING SCREENING

 

Yes

No

Is further evaluation recommended by specialist?

Yes

No

 

 

ADDITIONAL COMMENTS:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Medical history summary reviewed?

Yes

No

 

 

Medication added, changed, or deleted: (from this appointment)__________________________________________________________

Special medication considerations or side effects: ________________________________________________________________

Recommendations for health maintenance: (include need for lab work at regular intervals, treatments, therapies, exercise, hygiene, weight control, etc.)

___________________________________________________________________________________________________________

Recommendations for manual breast exam or manual testicular exam: (include who will perform and frequency)____________________

___________________________________________________________________________________________________________

Recommended diet and special instructions: ____________________________________________________________________

Information pertinent to diagnosis and treatment in case of emergency:

___________________________________________________________________________________________________________

Limitations or restrictions for activities (including work day, lifting, standing, and bending): No Yes (specify)

___________________________________________________________________________________________________________

Does this person use adaptive equipment?

No

Yes (specify):________________________________________________

Change in health status from previous year? No

Yes (specify):_________________________________________________

This individual is recommended for ICF/ID level of care? (see attached explanation) Yes

No

Specialty consults recommended? No

Yes (specify):_________________________________________________________

Seizure Disorder present? No Yes (specify type):__________________________________ Date of Last Seizure: ______________

________________________________

_______________________________

_________________

Name of Physician (please print)

Physician’s Signature

 

Date

Physician Address: _____________________________________________

Physician Phone Number: ____________________________

12/11/09, revised 7/24/12

Form Information

Fact Name Description
Purpose of the Form The Annual Physical Examination form collects comprehensive health information to support preventive care and address any significant health conditions.
Mandatory Information Sections must include personal details, diagnoses, current medications, allergies, immunizations, and past medical history.
Screening Requirements Includes recommendations for tuberculosis screening every two years and specific exams like GYN and prostate exams based on age and gender.
Vaccination Records Patients must provide dates for crucial vaccines such as Tetanus, Hepatitis B, and Influenza to ensure they are up to date.
Legal Considerations In some states, personal health information is protected under HIPAA and specific state regulations regarding patient confidentiality.
Documentation of Medication Patients should list current medications, prescribing physicians, and any changes made during the appointment for accurate records.
Recommendations for Care The form provides space for doctors to outline health maintenance recommendations, dietary needs, and activity restrictions.
Signature Requirement A physician’s signature and date are required, signifying that the evaluation has taken place and all necessary information has been reviewed.

Detailed Guide for Filling Out Annual Physical Examination

Completing the Annual Physical Examination form is essential for ensuring an efficient and thorough medical appointment. Fill out this form accurately to help your healthcare provider better understand your health needs. Follow these steps to complete the form correctly.

  1. Start with **Part One**: Provide your name, date of the exam, address, Social Security Number (SSN), date of birth, and sex.
  2. Include the name of the person accompanying you, if any.
  3. List any significant health conditions or diagnoses. If possible, attach a medical history summary and a list of chronic health problems.
  4. Detail your current medications. Be sure to include the medication name, dose, frequency, diagnosis, prescribing physician, specialty, and whether you take the medications independently.
  5. Note any allergies or sensitivities you have. List any contraindicated medications as well.
  6. Fill out the immunization information. Record the dates for Tetanus/Diphtheria, Hepatitis B, Influenza, Pneumovax, and any other immunizations.
  7. Complete the tuberculosis (TB) screening section. Provide the date given, date read, and results. If a chest X-ray was performed, include the date and results as well.
  8. Indicate whether the person is free from communicable diseases and provide any specific precautions if not.
  9. List any other relevant medical, lab, or diagnostic tests completed recently.
  10. Move to **Part Two** to record vital signs, including blood pressure, pulse, respirations, temperature, height, and weight.
  11. For the evaluation of systems, indicate whether findings were normal for each system, and provide comments as needed.
  12. Complete the vision and hearing screening sections, noting if further evaluations are recommended.
  13. Make any additional comments about your medical history, medications, recommendations for health maintenance, or special instructions.
  14. Consider any limitations or restrictions for activities, including work.
  15. Specify if you use adaptive equipment and if there has been a change in health status from the previous year.
  16. Finally, confirm whether a specialty consult is recommended and if there is a seizure disorder present.
  17. Print the name and signature of the physician, along with the date, physician address, and phone number.

Obtain Answers on Annual Physical Examination

  1. What is the purpose of the Annual Physical Examination form?

    The Annual Physical Examination form is designed to gather essential health information from patients prior to their medical appointments. Completing the form ensures that healthcare providers have a comprehensive view of a patient's medical history, current medications, allergies, immunizations, and recent health screenings. This documentation aids in accurate diagnosis and tailored treatment plans.

  2. Who should complete the form?

    The form should be filled out by the patient or an accompanying individual. It includes personal details like name, address, date of birth, and significant health conditions. Accuracy is critical, as this information directly impacts the quality of care received during the examination.

  3. What specific information is required regarding medications?

    Patients must list all current medications, including the name, dosage, frequency, diagnosis, prescribing physician, and any specialty prescribed. If more space is needed, an additional page may be attached. Furthermore, patients should indicate whether they take medications independently and note any allergies or sensitivities.

  4. What immunizations need to be reported?

    The form requires details on past immunizations, including Tetanus/Diphtheria, Hepatitis B, Influenza, and Pneumovax, among others. Recording the dates of administration is essential. This data helps healthcare providers determine if booster shots or additional vaccinations are necessary to maintain a patient's immunity.

  5. What should be done if there are significant health changes compared to the previous year?

    If there have been health changes, it is imperative to specify these in the designated area of the form. These updates could range from new diagnoses to changes in medication or health status. Noting such changes equips healthcare providers with the most current information, which is vital for ongoing or new treatment plans.

  6. What kind of tests or screenings are included in the physical examination?

    The form encompasses various health evaluations such as blood pressure, cardiovascular assessments, visual and hearing screenings, and routine lab tests like CBC and urinalysis. Women may need to report results from GYN exams, while men should provide details about prostate exams. Each of these measures offers insights into different areas of health.

  7. What happens if I do not complete the form fully?

    Incomplete forms may result in return visits, as healthcare providers need comprehensive information to conduct thorough evaluations. Missing details can delay diagnosis and treatment, complicating healthcare management. To ensure a smooth appointment, patients are encouraged to fill out all sections of the form accurately.

Common mistakes

Completing the Annual Physical Examination form accurately is vital for a smooth medical appointment. However, many individuals make common mistakes that can lead to delays or additional visits. One frequent error is leaving sections of the form incomplete. Essential details like the date of examination or address often get overlooked, which can slow down the office's ability to provide necessary care.

Another mistake is the failure to provide a comprehensive list of current medications. It’s crucial to include prescribing physician, dosage, and frequency for each medication taken. Many people either forget to list certain medications or do not include important information, making it challenging for healthcare providers to understand a patient's prescribing history. This oversight could endanger health if potential drug interactions are not considered.

People also frequently neglect to report allergies and sensitivities. Omitting this critical information can lead to severe consequences during medical treatments. When filling out this form, always ensure that any known allergies are clearly stated to avoid potential reactions to prescribed medications or treatments.

Another area where mistakes occur is in the section concerning communicable diseases. Individuals sometimes check “yes” or “no” without fully considering their health status. Providing accurate information here is essential because it impacts both personal health management and the safety of the surrounding community.

Lastly, many individuals do not take the time to review their responses before submitting the form. This final review is crucial, as it allows for the correction of any inaccuracies. Taking a moment to ensure every section is thorough and correct can save time and ensure a more efficient visit.

Documents used along the form

When preparing for an annual physical examination, a few additional forms and documents may often be required. Each serves a different purpose and helps in providing a comprehensive view of an individual's health. Here are six commonly used forms that accompany the Annual Physical Examination form:

  • Medical History Form: This document captures a patient's complete medical history, including past illnesses, surgeries, and family medical conditions. It helps the physician understand potential health risks.
  • Consent for Treatment Form: This form ensures that patients understand and agree to the treatments and procedures that may occur during the medical exam. It is essential for patient autonomy.
  • Medication List: Patients provide a list of all current medications, vitamins, and supplements they are taking. This helps doctors avoid drug interactions and manage prescriptions effectively.
  • Immunization Record: This document details all vaccinations a patient has received. It is particularly important for certain assessments, ensuring that patients are up to date on required immunizations.
  • Health Screening Questionnaire: This form includes questions about symptoms, lifestyle habits, and health risk factors. The responses guide physicians in providing tailored advice and screening tests.
  • Referral Forms: If the physician recommends seeing a specialist, a referral form encapsulates the necessary information for continued care and evaluation in that specialty.

Having these documents ready during an annual physical examination can streamline the process and ensure a thorough assessment. Proper preparation fosters better communication and enhances the quality of care received.

Similar forms

  • Patient Information Form: This document collects personal details about the patient, such as name, date of birth, and contact information. Like the Annual Physical Examination form, it ensures the healthcare provider has essential information prior to an appointment.

  • Medical History Questionnaire: This form gathers information on past medical issues, surgeries, and current health problems. It parallels the Annual Physical Examination by providing a summary of significant health conditions.

  • Medication List: This document outlines all medications a patient is currently taking, including dosages and prescribing physicians. Similar to the Annual Physical Examination form, it helps avoid medication-related issues during the exam.

  • Immunization Record: This form details the vaccinations received by the patient. It is akin to the Annual Physical Examination in tracking necessary immunizations during a yearly exam.

  • Lab Test Requisition Form: Patients use this to request specific laboratory tests. Much like the Annual Physical Examination form, it plays a crucial role in gathering pertinent information for a comprehensive health assessment.

  • Referral Form: This document is used when a primary care physician refers a patient to a specialist. It shares similarities with the Annual Physical Examination form by detailing the patient’s specific health needs.

  • Emergency Contact Form: This form includes names and numbers of individuals to call in case of an emergency. It complements the Annual Physical Examination by ensuring that critical information is readily available.

  • Physical Therapy Evaluation Form: This document assesses a patient’s need for physical therapy services. It is comparable to the Annual Physical Examination form as both evaluate health and wellness requirements.

  • Health Risk Assessment: This questionnaire identifies potential health risks based on lifestyle and history. Like the Annual Physical Examination form, it aids in developing a personalized care plan for the patient.

  • Consent for Treatment Form: Patients use this to grant permission for examinations and treatments. It is similar to the Annual Physical Examination form by emphasizing patient involvement in their healthcare decisions.

Dos and Don'ts

  • Do read the entire form before starting to fill it out.
  • Do write clearly to ensure that all information is easily readable.
  • Do provide complete information, including all medications and allergies.
  • Do double-check dates, especially for immunizations and medical tests.
  • Do ask a healthcare provider if you have any questions about sections of the form.
  • Don’t leave any sections blank unless instructed to do so.
  • Don’t use nicknames; provide your full name as it appears on your identification.
  • Don’t rush; take your time to ensure all details are accurate.
  • Don’t forget to sign and date the form at the end before submission.

Misconceptions

  • Misconception 1: An annual physical exam is only for those who feel unwell.

    This is not true. Regular physical examinations help monitor your overall health and identify potential issues before they become serious. Even if you feel fine, these exams can catch subtle changes in your health.

  • Misconception 2: Completing the Annual Physical Examination form is optional.

    In fact, filling out the form is essential. The information provided helps your healthcare provider understand your medical history, current medications, and any specific concerns. This ensures a comprehensive evaluation and avoids unnecessary follow-up visits.

  • Misconception 3: Health insurance always covers annual physical examinations completely.

    While many plans offer coverage for annual exams, some may have specific conditions or copayments. It is wise to check with your insurance provider beforehand to understand your coverage and any potential out-of-pocket costs.

  • Misconception 4: The physical examination form only needs to be completed once.

    Each year, you should complete a new form. Your health can change significantly within twelve months, and updated information allows for more accurate assessments and recommendations from your healthcare provider.

  • Misconception 5: Immunizations and screenings are not necessary if I feel healthy.

    This is a common belief, but regular immunizations and screenings are vital for preventative care. They help protect against diseases and detect potential health issues early, which can greatly improve outcomes.

Key takeaways

When filling out your Annual Physical Examination form, keep the following key takeaways in mind:

  • Be thorough. Complete all sections to avoid delays or additional appointments.
  • List medications carefully. Include current medications with doses and any changes prescribed.
  • Note allergies. Clearly indicate any allergies or sensitivities to medications or materials.
  • Provide vaccination history. Report immunizations accurately, including dates and types.
  • Include past medical history. Document any previous hospitalizations or surgeries for comprehensive records.
  • Be honest about health conditions. Let your healthcare provider know if you have communicable diseases for proper care.
  • Follow up on recommendations. Pay attention to suggestions for further testing or specialist evaluations.
  • Keep a copy. Retain a copy of the completed form for your records and future reference.

By ensuring all information is accurate and complete, you help facilitate your healthcare experience. Your health is important, and being prepared contributes to a more effective visit.