01
PATIENT INFORMATION
Patient Information
Marital Status *
Single Married Divorced Other
Race (Please check all that apply) *
White Black Asian American Indian/Native Alaskan Native Hawaiian/Pacific Islander Other
Preferred Contact Method *
Mobile Phone Home Phone Email
May we leave message? *
Yes No
How did you learn about our practice? *
Emergency Contact Phone Number *
02
INSURANCE INFORMATION
Insurance Information
Do you have Medical Insurance? *
Yes No
Group Number (if available)
Client Relationship to Insured
Self Spouse Child Other
Have you had any recent stressful events or significant life changes?
(i.e. recent death, divorce, job loss)
Yes No
03
COMMUNICATION CONSENT
Consent to Receive Text Messages
04
MEDICAL AND HEALTH HISTORY
Medical & Health History
How would you rate your physical health?
Excellent Good Fair Poor
Do you have any of the following:
(Check all that apply)
No Diabetes Cancer Heart Disease/Stroke Liver Disease HIV/AIDS Thyroid Disease Headache/Migraines High Blood Pressure Substance Abuse Other
Do you have chronic pain?
Yes No
List name of all current medications you are taking,
including any over-the-counter medications, herbs or vitamins:
*
Do you have any known allergies? *
Yes No
If yes, please list any allergies
Any Major Surgery Hx? *
Do you Smoke?
Yes No
List name of all previously taken
Psychotropic/Anti-Depressants/Anxiety/ADHD medications?
*
Do you use pain medication daily? *
Yes No
If yes please list names:
Do you use recreational drugs? *
Yes No
If yes please list names:
Do you have any concerns about sleep? *
Yes No
Have you been diagnosed with a psychiatric condition?
*
Yes No
If yes, please list:
Have you received mental health services(s) in the past?
Yes No
Do you have (or have you had) any of these concerns
*
Difficulty falling or staying sleep Sleeping too little or too much Daily feeling of sadness that doesn’t go away Panic/Anxiety attacks Problems concentrating Mood fluctuates up and down Remembering upsetting things constantly Upsetting thoughts I can’t get out of my head Repetitive behaviors I can’t stop Constant worrying Disordered eating/purging Sexual Abuse Physical/Verbal Abuse Feeling tired almost every day Questions about sexual identity Feelings of low self-worth Risky behaviors Difficulty controlling my temper Difficulty maintaining a job Difficulty paying for basic expenses Thoughts of killing or harming myself Attempts to kill or harm myself Hear or see things that other people do not Do you have problem with substance use?
05
SOCIAL HISTORY
Social History
Are you *
Married Single Divorced Widowed
Do you have children:
yes No
Are you satisfied with your family life?
Yes No
Are you currently employed? *
Yes No
How would rate your general sense of well-being?
Good Fair Poor
06
FAMILY PSYCHIATRIC HISTORY
Family Psychiatric History
Do you have a family (parent, sibling or child)
history of Hx?
Living Situation *
Family Alone Partner
Alcohol/Substance use *
Yes No
Anxiety
Yes No
Depression
Yes No
Obsessive Compulsive Disorder
Yes No
Schizophrenia
Yes No
Suicide
Yes No
If yes, who?
07
PATIENT RESPONSIBILITY AGREEMENT
Controlled Substance Medications
Controlled substance medications (i.e., benzodiazepines, stimulants or any
other controlled drug class) are very useful, but have a high potential for
misuse. Therefore, they are closely controlled by local, state, and federal
governments.
Should a Brighter Life provider provide you with a prescription for a
controlled substance medication, please note the following:
1. Benzodiazepines/Stimulants medications can have side effects:
a. Common side effects include drowsiness and constipation. This is more
noticeable at higher doses. b. Serious side effects can include an effect
on breathing.
2. Due to the high number of prescription drug related deaths,
documentation and rules surrounding these prescriptions are closely monitored
by Brighter Life and by state and federal agencies. In order to ensure that
your Brighter Life provider is documenting the appropriate management of
controlled substance use, please note the following:
a. Initial and subsequent prescriptions of controlled substance medication
are at the sole discretion of each health care provider.
b. Controlled substance medication should be taken exactly as prescribed,
unless otherwise discussed with your doctor.
c. Driving a motor vehicle may not be allowed while taking these medications
and it is your responsibility to comply with the laws of the state while
taking prescribed medications.
d. You are responsible for the medications prescribed to you. Controlled
substance prescriptions will not be replaced if the medication is used too
quickly, lost, stolen, or misplaced.
e. All patients on controlled substance medication must agree to urine drug
testing at any time your Brighter Life provider requests it. If you decline
to provide a sample, you will not be provided with further controlled
substance prescriptions. Urine drug testing is a routine part of controlled
substance medication management, and these requests should not be considered
an accusation of drug abuse.
f. Generally only ONE provider should be providing controlled substance
medications to any patient. As a result of Illinois State law, we monitor
prescription refills through the Illinois Prescription Monitoring Program.
This allows us to see the prescriptions you fill from all pharmacies and
all providers.
g. If you have a substance abuse disorder, our providers are trained and
experience to further assist you.
3. Refills of controlled substance medications:
a. Should be requested at your pharmacy. Even if your prescription has no
refills remaining, you should call your pharmacy and they will notify your
physician electronically.
b. Should be requested before 5pm Monday thru Friday
c. May require you to be seen by your physician in the office/video.
One office visit required for initial prescribing controlled medication and
for maintenance once a year office visit required.
d. Will not be made at night, on weekends, or during holidays.
e. Will not be made as an emergency, or if the medication is used too fast,
lost, stolen, or misplaced.
f. May take up to three business days to be processed.
4. Brighter Life, takes the care and treatment of our patients
very seriously. As a result, any violation of the above items can result in
termination of your controlled substance prescription and/or discharge from
our practice.
08
PATIENT HEALTH QUESTIONNAIRE
Patient Health Questionnaire
Little interest or pleasure in doing things
Several days More than half the days Nearly every day Not At All
Feeling down, depressed, or hopeless
Several days More than half the days Nearly every day Not At All
Trouble falling or staying asleep, or sleeping too much
Several days More than half the days Nearly every day Not At All
Feeling tired or having little energy
Several days More than half the days Nearly every day Not At All
Poor appetite or overeating
Several days More than half the days Nearly every day Not At All
Feeling bad about yourself - or that you are a failure or have let yourself
or your family down
Several days More than half the days Nearly every day Not At All
Trouble concentrating on things, such as reading the newspaper or watching
television
Several days More than half the days Nearly every day Not At All
Moving or speaking so slowly that other people could have noticed? Or the
opposite - being so fidgety or restless that you have been moving around a
lot more than usual
Several days More than half the days Nearly every day Not At All
Thoughts that you would be better off dead or of hurting yourself in some way
Several days More than half the days Nearly every day Not At All
09
GENERALIZED ANXIETY QUESTIONNAIRE
Generalized Anxiety Questionnaire
Feeling nervous, anxious or on edge
Not At All Several days Over half the days Nearly everyday
Not being able to stop or control worrying
Not At All Several days Over half the days Nearly everyday
Worrying too much about different things
Not At All Several days Over half the days Nearly everyday
Trouble relaxing
Not At All Several days Over half the days Nearly everyday
Being so restless that it's hard to sit still
Not At All Several days Over half the days Nearly everyday
Becoming easily annoyed or irritable
Not At All Several days Over half the days Nearly everyday
Feeling afraid as if something awful might happen
Not At All Several days Over half the days Nearly everyday
10
HIPAA NOTICE
Notice of Privacy Practices
This notice describes how medical information about you may be used and
disclosed, and how you can gain access to this information. Protected Health
Information (PHI), about you, is maintained as a written and/or electronic
record of your contacts or visits for healthcare services with Brighter Life
Behavioral Services. Specifically, PHI is information about you, including
demographic information (i.e., name, address, phone, etc, that may identify
you and relates to your past, present or future physical or mental health
condition and related healthcare services.
Brighter Life Behavioral Services is required to follow specific rules on
maintaining the confidentiality of your PHI, using your information, and
disclosing or sharing your information with other healthcare professionals
involved in your care and treatment. This Notice describes your rights to
access and control your PHI.
It also describes how we follow applicable rules and use and disclose your
PHI to provide your treatment, obtain payment for services you receive,
manage our healthcare operations and for other purposes that are permitted
or required by law.
HIPAA Notice of Privacy Practices
Your Health Information Rights
Inspect and Copy:
You have the right to inspect and copy the protected health information that
we maintain about you in our designated record set for as long as we maintain
that information. This designated record set includes your medical and billing
records, as well as any other records we use for making any decision about
you. Any psychotherapy notes that may have been included in records we
received about you are not available for your inspection or copying by law.
We may charge you a fee for the costs of copying, mailing, or other supplies
used in fulfilling your request.
If you wish to inspect or copy your medical information, you must submit your
request in writing to our practice manager. You may mail in your request, or
bring it to our office. We will have 30 days to respond to your request for
information that we maintain at our practice site. If the information is
stored offsite, we are allowed up to 60 days to respond but must inform you
of this delay.
Request Amendment:
You have the right to request that we amend your medical information if you
feel that it is incomplete or inaccurate. You must make this request in
writing to our practice manager, stating exactly what information is
incomplete or inaccurate and the reasoning that supports your request.
We will respond in writing within 60 days of your request.
We are permitted to deny your request if it is not in writing or does not
include a reason to support the request.
We may also deny your request if: The information was not created by us,
or the person who created it is no longer available to make the amendment;
the information is not part of the record which you are permitted to inspect
and copy; the information is not part of the designated record set kept by
this practice; or if it is the opinion of the health care provider that the
information is accurate and complete.
We will respond within 60 days, in writing, explaining if the request was
accepted or denied.
Request an alternative means of confidential communication:
You have the right to ask us to contact you about medical matters using an
alternative method (i.e., email, telephone), and to a destination (i.e.,
cell phone number, alternative address, etc.) designated by you.
You must inform us in writing how you wish to be contacted if other than the
address/phone number that we have on file. We will follow all reasonable
requests.
Request a restriction of your PHI:
This means you have the right to ask us, in writing, not to use or disclose
any part of your Protected Health Information for the purposes of treatment,
payment or healthcare operations. If we agree to the requested restriction,
we will abide by it, except in emergency circumstances when the information
is needed for your treatment. In certain cases, we may deny your request
for a restriction.
You will have the right to request, in writing, that we restrict communication
to your health plan regarding a specific treatment or service that you, or
someone on your behalf, has paid for in full, out-of-pocket. We are not
permitted to deny this specific type of requested restriction.
An accounting of Disclosure:
You have the right to request a list of the disclosures of your health
information we have made outside of our practice that were not for treatment,
payment, or health care operations.
Your request must be made in writing and must state the time period for the
requested information. You may not request information for any dates greater
than six years. Your first request for a list of disclosures within a
12-month period will be free.
If you request an additional list within 12 months of the first request,
we may charge you a fee for the costs of providing the subsequent list.
We will accommodate all reasonable requests.
A Paper copy of This Notice:
You have the right to receive a paper copy of this notice upon request.
You may obtain a copy by asking our receptionist at your next visit by
calling and asking us to mail it to you.
File a Complaint:
If you believe we have violated your medical information privacy rights,
you have the right to file a complaint with us, or directly to the Secretary
of Health and Human services.
U.S. Department of Health and Human Services
200 Independence Avenue, S.W.
Washington, D.C. 20201
1-877-696-6775
www.hhs.gov/ocr/privacy/complaints/
Authorize other use and disclosure:
You have the right to authorize any use or disclosure of PHI that is not
specified within this notice.
For example, we would need your written authorization to use or disclose your
PHI for marketing purposes, for most uses or disclosures of psychotherapy
notes, or if we intended to sell your PHI. You may revoke an authorization,
at any time, in writing, except to the extent that your healthcare provider,
or our practice, has taken an action in reliance on the use or disclosure
indicated in the authorization.
We may contact you to provide information about health related benefits and
services offered by our office, for fundraising activities, share information
in a disaster relief situation, include your information in a hospital
directory, or with respect to a group health plan, to disclose information
to the health plan sponsor. You will have the right to opt out of such
special notices, and each such notice will include instructions for opting out.
Ways In Which We May Use and Disclose Your Protected Health Information
The following paragraphs describe different ways that we use and disclose
your protected health information. We have provided an example for each
category, but these examples are not meant to be exhaustive.
Treatment:
We will use and disclose your protected health information to provide,
coordinate, or manage your health care and any related services. We will also
disclose your health information to other physicians who may be treating you.
Additionally we may from time to time disclose your health information to
another physician whom we have requested to be involved in your care.
Health care operations:
We will use and disclose your protected health information to support the
business activities of our practice. For example – we may use medical
information about you to review and evaluate our treatment and services or
to evaluate our staff’s performance while caring for you. In addition, we
may disclose your health information to third-party business associates who
perform billing, consulting, or transcription services for our practice.
Payment:
We will use and disclose your protected health information to obtain payment
for the health care services we provide you.
Public health:
We will use and disclose your protected health information in certain
situations to help with public health and safety issues, including preventing
disease, helping with product recalls, reporting adverse reactions to
medications, reporting suspected abuse, neglect, or domestic violence, and
preventing or reducing a serious threat to anyone's health or safety.
Research:
We will disclose your protected health information to researchers provided
the research has been approved by an institutional review board that has
reviewed the research proposal and established protocols to ensure the
privacy of your health information.
As Required by Law:
We will use and disclose your protected health information when required
to by federal, state, or local law.
Our Responsibilities
We are required by law to maintain the privacy and security of your protected
health information. We will let you know promptly if a breach occurs that
may have compromised the privacy or security of your information.
We must follow the duties and privacy practices described in this notice and
give you a copy of it. We will not use or share your information other than
as described here unless you tell us we can in writing.
If you tell us we can, you may change your mind at any time. Let us know in
writing if you change your mind.
By signing this form, you acknowledge you were advised of the HIPAA Notice
of Privacy Practices. Our HIPAA Notice of Privacy Practices provides
information about how we may use and disclose your protected information.
We encourage you to read it in full. Our Notice of Privacy Practices is
subject to change. You may request a copy of the Notice of Privacy.
11
FINANCIAL POLICY
Patient Financial Responsibility
Thank you for choosing {Brighter Life Behavioral Services/ Open Mind
Counseling Services}: as your health care provider. Please carefully read
and Initial under each statement and sign below. This policy has been put
in place to ensure that financial payments due are recovered to allow us to
continue to provide quality medical care for our patients. It is important
that we work together to assure that payment for services is as simple and
straightforward as possible. Our practice manager or billing department
will be glad to discuss these policies with you.
1. I understand that if I do not have my insurance card, referral, and/or
co-payments, that my appointment may be rescheduled until such time that I
can provide the required documents or payments.
I Agree
2: I understand that {Brighter Life Behavioral Services} will collect all
co-payments/co-insurance before claim processed from your insurance and prior
to next follow up visit. ALL PENDING BALANCE ARE DUE PRIOR TO NEXT FOLLOW UP
VISIT.
Payment in full and expected coinsurance payment responsibility are
determined by the anticipated billing code(s), details of your Insurance
policy, and agreement between your insurance company and
{Brighter Life Behavioral Services}. Any overpayment to your account will
be refunded to you at your request after payment and/or remittance has been
received from your insurance company. Any pending balance over due 90 days
will be sent to the collection agency.
I Agree
3. I understand that a $25 service fee will be added for any checks returned
for any reason and I will be responsible for payment of this fee and the
amount of the returned check. NSF checks must be redeemed with certified
funds cashier's check, money order, or cash
I Agree
4. I understand that if I am unable to make a scheduled appointment I need
to contact {Brighter Life Behavioral Services} at least 24 hours before my
scheduled appointment time. Due to a high demand for appointments, missed
appointments prevent us from scheduling appropriately and keep others in
need of urgent care from being seen.
I Agree
5. A $25 FEE WILL BE ASSESSED FOR ALL MISSED APPOINTMENTS NOT CANCELED WITH
AT LEAST 24-HOUR ADVANCED NOTICE.
I Agree
6. I understand that if my accounts not paid in full within 90 days of a
statement date, a 35% collection agency processing fee will be added to the
outstanding balance and will be turned over to collections for further
processing. No additional appointments/medication refills will be made for
delinquent accounts until they are brought current.
I Agree
7. {Brighter Life Behavioral Services} will allow 60 days from the date of
filing for my Insurance company to process or pay a claim. State law allows
Insurance companies operating in the state no more than 60 days to process
claims. It is my responsibility to provide my Insurance company with
requested Information needed to process a claim for services. It is also
my responsibility to notify {Brighter Life Behavioral services} if there
is any change in my insurance coverage, residence, or phone number.
I Agree
8. Patients with greater than 3 late cancellations and/or no shows per
calendar year will be notified in writing of the absences. Patients with
continued occurrences following written notice will be subject to the
Brighter Life Behavioral Services Patient Dismissal from Care Policy.
I Agree
ULTIMATELY, IT IS UP TO ME TO KNOW MY INSURANCE BENEFITS.
I Agree
By signing below, I acknowledge I have read and agree to all the provisions
of the above financial policy. I understand that I am ultimately responsible
for all professional fees incurred for professional services performed by
the attending physician.
Date *
12
ATTACHMENTS
Required Documents
13
ASSIGNMENT OF BENEFITS
Assignment of Benefits
We require insured patients to complete the assignment of benefits
authorizing Insurance to remit payment to the physician's office.
I hereby assign all mental health benefits to include major mental health
benefits to which I am entitled, private insurance, and any other health
plans to: {Brighter Life Behavioral Services/OMCS}.
This assignment will remain in effect until revoked by me in writing.
A photocopy of this assignment is to be considered as valid as an original.
I understand that I am financially responsible for all charges where or not
paid by said insurance.
I hereby authorize said assignee to release all medical information necessary
to secure the payment.
Date *
14
GENERAL CONSENT
General Consent
15
TEXT MESSAGE PRIVACY
Text Messaging Privacy Notice
By providing your phone number to “Brighter Life Behavioral Services”,
you hereby acknowledge and agree that we may send text messages to your
wireless phone number for various purposes. Please note that message and
data rates may apply. Message frequency will vary, and you retain the right
to Opt-out by simply replying “STOP.” For a detailed understanding of how
we handle your data, please refer to our Privacy Policy below.
Privacy Policy:
No mobile information will be shared with third parties/affiliates for
marketing/promotional purposes. All the above categories exclude text
messaging originator opt-in data and consent; this information will not be
shared with any third parties.
I acknowledge and agree to the text messaging privacy notice above.