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Content Overview

The Annual Physical Examination form is a crucial document designed to streamline the process of gathering essential health information prior to a medical appointment. This comprehensive form requires patients to provide personal details such as their name, date of birth, and contact information. It also prompts individuals to disclose any significant health conditions, current medications, and allergies, ensuring that healthcare providers have a complete understanding of their medical history. Immunization records are also included, detailing vaccinations like Tetanus, Hepatitis B, and Influenza, which are vital for preventive care. The form further addresses tuberculosis screening and various diagnostic tests, such as GYN exams, mammograms, and prostate exams, tailored to specific age groups and genders. Additionally, it encompasses a general physical examination section, where vital signs and evaluations of various body systems are recorded. This thorough approach not only aids in effective diagnosis and treatment but also emphasizes the importance of proactive health management.

Key takeaways

Completing the Annual Physical Examination form accurately is crucial for ensuring a smooth medical appointment. Here are key takeaways to consider:

  • Complete All Sections: Fill out every part of the form to avoid delays or the need for return visits.
  • Provide Accurate Personal Information: Include your name, date of birth, and contact details to ensure proper identification.
  • List Current Medications: Detail all medications you are currently taking, including dosage and prescribing physician, to inform your healthcare provider.
  • Document Allergies: Clearly state any allergies or sensitivities to medications to prevent adverse reactions during treatment.
  • Update Immunization Records: Include dates and types of immunizations received, as this information is essential for preventive care.
  • Health History is Important: Summarize significant health conditions and previous hospitalizations to give your physician a complete picture of your health.
  • Be Honest About Symptoms: Indicate any current health issues or symptoms you are experiencing to guide the examination process.
  • Review Recommendations: After your exam, pay attention to any health maintenance recommendations provided by your physician.
  • Sign and Date the Form: Ensure that the form is signed and dated by both you and your physician to validate the information provided.

By following these guidelines, individuals can facilitate a more effective and efficient annual physical examination process.

Guide to Writing Annual Physical Examination

Completing the Annual Physical Examination form is an essential step to ensure that your medical appointment runs smoothly. By providing accurate and thorough information, you help healthcare providers understand your medical history and current health status. This process is straightforward, and following the steps below will guide you through filling out the form correctly.

  1. Personal Information: Fill in your name, date of exam, address, Social Security Number (SSN), date of birth, and sex. If someone is accompanying you, include their name as well.
  2. Medical History: List any significant health conditions and diagnoses. If you have a medical history summary or a list of chronic health problems, attach it to the form.
  3. Current Medications: Write down all medications you are currently taking, including the name, dose, frequency, diagnosis, prescribing physician, and specialty. Indicate whether you take these medications independently and note any allergies or contraindicated medications.
  4. Immunizations: Document your immunization history, including dates for Tetanus/Diphtheria, Hepatitis B, Influenza, Pneumovax, and any other relevant vaccines.
  5. Tuberculosis Screening: Record the date given and date read for your TB screening. Include the results and any chest x-ray information if applicable.
  6. Other Medical Tests: List any other medical, lab, or diagnostic tests you have had, along with their dates and results. This may include GYN exams, mammograms, prostate exams, and more.
  7. General Physical Examination: Fill in your blood pressure, pulse, respirations, temperature, height, and weight.
  8. Evaluation of Systems: Indicate whether normal findings were observed for each system listed. Provide comments or descriptions where necessary.
  9. Vision and Hearing Screening: Note if further evaluation is recommended for either vision or hearing.
  10. Additional Comments: Review your medical history summary and note any changes to medications. Include recommendations for health maintenance, diet, and any special instructions.
  11. Activity Limitations: Specify if there are any limitations or restrictions on activities, and indicate whether adaptive equipment is used.
  12. Health Changes: Note any changes in health status from the previous year and indicate if specialty consultations are recommended.
  13. Physician Information: Print the name of your physician, sign the form, and provide the physician’s address and phone number.

Form Preview Example

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

Documents used along the form

The Annual Physical Examination form is a crucial document for assessing an individual's health status. Several other forms and documents often accompany it to ensure comprehensive care and accurate record-keeping. Below is a list of these related documents.

  • Medical History Form: This form collects detailed information about a patient's past medical history, including previous illnesses, surgeries, and family health history.
  • Medication List: A comprehensive list of all medications a patient is currently taking, including dosages and prescribing doctors, helps prevent drug interactions and ensures safe treatment.
  • Motor Vehicle Bill of Sale: This essential document records the sale of a vehicle between a buyer and seller, serving as a receipt for the transaction and proof of ownership transfer. To learn more, visit https://toptemplates.info/bill-of-sale/motor-vehicle-bill-of-sale.
  • Immunization Record: This document tracks all vaccinations a patient has received, which is important for assessing immunity and planning future vaccinations.
  • Consent for Treatment: Patients must sign this form to give healthcare providers permission to perform medical procedures or treatments during their visit.
  • Lab Test Orders: These orders specify any laboratory tests needed during the physical examination, such as blood tests or urinalysis, and are essential for diagnosing health issues.
  • Referral Form: If a specialist's evaluation is needed, this form is used to refer the patient to another healthcare provider for further assessment or treatment.
  • Insurance Information Form: This document collects details about a patient's insurance coverage, which is necessary for billing and reimbursement purposes.
  • Patient Registration Form: New patients typically complete this form to provide their personal information, including contact details and emergency contacts.
  • Advance Directive: This form outlines a patient's preferences for medical treatment in case they become unable to communicate their wishes in the future.
  • Follow-Up Care Plan: After the examination, this document outlines any recommended follow-up appointments, tests, or lifestyle changes based on the findings of the physical exam.

Each of these documents plays a vital role in ensuring that healthcare providers have the necessary information to deliver effective and personalized care. Proper completion and organization of these forms can help streamline the healthcare process for both patients and providers.