Client Intake Form
Indigo Sun Acupuncture w 631 Birch Street, Unit D, Windsor, CO 80550 w (970) 213-6331
Date: __________________
Name: _______________________________________________________________________________________
First Middle Last
Address: _____________________________________________________________________________________
Street City State Zip
Home Ph #: _____________ Business/Cell #: _____________ Email: ____________________________________
Age: ______ Date of Birth: _____ /_____ /______ Gender: M F Height: ______ Weight: _______
MM DD YY
Marital Status: S M D W Number of Children: _____ Occupation: _________________________________
Employer:____________________________________________________________________________________
Primary Care Physician: ________________________________________________________________________
Physician's Ph #: ____________________________ Last Physical Exam Date: ____________________________
Emergency Contact: ____________________________________________________________________________
NameRelationPhone #
Referred by: __________________________________________________________________________________
Heath Insurance (complete ONLY if you are covered for acupuncture services through Blue Cross Blue Shield)
Insurance Company: ______________________________________________ Provider #: ___________________
Member ID #: ______________________ Group #: _____________________
Primary Cardholder's Name: _____________________________________ Date of Birth: ___________________
Person Medical History (surgeries, hospitalizations, illness, diseases, accidents and dates):
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
Contagious diseases:
_____ None _____ HPV _____ Herpes _____MRSA _____AIDS _____ Hepatitis (A,B,C,D)
_____ STDs _____Other __________________________________________________________________
Allergies: ___________________________________________________________________________________
____________________________________________________________________________________________
Medications & Supplements (herbs & vitamins) you are taking or have taken in recent past:
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
Family Medical History (parents, grandparents, sibilings, children):
____ alcoholism _____ allergies _____ arthritis _____ asthma _____stroke
____ drug abuse _____ epilepsy _____ eye disease _____ heart disease _____TB
____ kidney disease _____ liver disease _____ mental health _____ sinus problems
____ spine problems _____ diabetes _____ high/low blood pressure
Age Parents Died: _____ Mother _____ Father
Present Illness:
What is your chief complaint?____________________________________________________________________
____________________________________________________________________________________________
Date this condition began? _________________
How did this condition begin?______________________________________________________________
____________________________________________________________________________________________
What treatment have you received for this condition?__________________________________________________
____________________________________________________________________________________________
Effectiveness of treatment received?_______________________________________________________________
____________________________________________________________________________________________
What makes it better?__________________________________________________________________________
What makes it worse?__________________________________________________________________________
Lifestyle Habits:
____black tea ____coffee ____chewing tobacco ____ alcohol ____soft drinks
____cigarettes ____sugar ____ recreational drugs ____ salt ____other ______________
Exercise:
____ never ____occasional ____ moderate ____ heavy
Type of Exercise: ______________________________________________________________________________
Emotions:
____happy (excess/deficient) ____worry ____anxious/restless ____controlling ____fear
____over thinking ____stubborn ____sadness/grief ____cry easily ____aloof
____poor willpower ____reckless ____angry/irritable ____depression ____other ________
Energy:
____normal ____low ____excess ____low after eating ____low in afternoon
____more energy at night ____variable ____other___________________________________________________
Weight:
____normal ____underweight ____overweight
____recent gain (how much?____ ) ____recent loss (how much?____ )
Appetite:
____variable ____poor ____good ____excessive ____hungers rapidly ____loss of taste
____other ____________________________________________________________________________________
Diet (describe a typical meal):
breakfast: _____________________________________________________________________________________
lunch: ________________________________________________________________________________________
dinner: _______________________________________________________________________________________
cravings? _____________________________________________________________________________________
Do you eat 3 meals a day?______ Do you eat a regular hours?______ Do you eat late at night?______
Digestion:
____normal ____heartburn ____belching/burping ____gas ____bitter taste
____nausea/vomit ____nervous stomach ____bloating ____bad breath ____gallstones
____stomach noises ____hiccups ____indigestion ____full feeling or distention
____abdominal pain/cramps ____difficulty digesting fatty/oily foods ____food doesn't descend
____other ____________________________________________________________________________________
Bowels:
____ normal ____loose stool ____ black stool ____ burning anus ____ diarrhea
____ constipation ____hemorrhoids ____colon problems ____ hard stool ____ anus itch
____ blood in stool ____stool w bad smell ____ pain/cramps ____ small stool amount
____laxative use ____mucous in stool ____intestinal worms ____ undigested food in stool
____alternating constipation & diarrhea/loose stool ____other___________________________
Urination: (4-6x per day is normal)
____normal ____burning ____dribbling after urination ____bladder infections ____urgency
____frequent ____blood ____bladder infections ____pus/infections ____profuse
____cloudy ____strong smell ____abnormal color ____night time ____painful
____scanty ____kidney stones ____other_________________________
Body Temperature:
____normal ____warm natured ____feel warmer in late afternoon & night
____cold natured ____warm palms ____cold hands & feet ____warm soles
____cold lower body ____warm upper body ____flushed face ____alternating chills & fever
____other ____________________________________________________________________________________
Perspiration:
____normal ____profuse ____small amounts ____head ____chest ____palms ____feet
____bad smell ____oily ____night sweats ____hot flashes ____without exercise
____other____________________________________________________________________________________
Thirst:
____normal____less than normal ____excessive ____prefer hot drink ____prefer cold drink
____increased thirst at night ____thirsty but do not drink ____other __________________________________
Sleep:
____normal ____vivid dreams ____difficulty falling asleep ____difficulty going back to sleep
____restless ____sleep too much ____awake tired in morning ____wakes easily ___nightmares
____other_____________________________________________________________________________________
Headaches/Dizziness:
____headaches ____dizziness ____poor balance ____motion sickness ____heavy headed feeling
____migraines ____vertigo ____poor memory ____fainting ____dizzy w changes in position
____other _____________________________________________________________________________________
Skin:
____normal ____eczema ____boils ____body odor ____oily ____slow to heal ____ulcers
____moles ____clammy ____dry ____itching ____warts ____bruise easily ____hives
____acne ____yellow skin ____rashes ____other _________________________________________
Hair:
____normal ____oily ____dandruff ____falling out ____dry/brittle ____prematurely grey
____other______________________________________________________________________________________
Nails:
_____normal ____spots ____grow slowly ____grow rapidly ____brittle/break easily
_____purple ____soft ____pale ____ridged/lines ____other______________________________
Eyes:
_____normal _____eyelids swollen _____blurry vision ____red _____need glasses/contacts
_____tearing _____inflammation _____glaucoma ____dry _____spot/lines in vision
_____itching _____poor night vision _____failing vision ____pain _____pale under eyelids
_____twitching _____stymy history _____cataracts ____strain _____macular degeneration
_____blinking _____color blindness _____light sensitivity ____other ______________________________
Ears:
____normal _____discharges ____poor hearing ____ear aches/pain _____ringing (high/low pitch)
____itching _____infections ____whooshing sound ____other_________________________________
Nose:
____normal ____allergies ____sneezing ____environmental ____congestion ____overly dry
____rhinitis ____sinusitis ____bleeding ____post nasal drip ____nasal sores ____nasal polyps
____mucous ____loss of smell sensitivity ____structural issues ____other ______________________
Mouth & Throat:
____normal ____difficulty swallowing ____grind teeth ____mouth/tongue sores ____dry/cracked lips
____drooling ____lump in throat feeling ____tonsillitis ____teeth problems ____gum problems
_____TMJ ____thyroid problems ____hoarseness ____frequent sore throat ____swollen glands
_____dry ____other________________________________________________________________________
Respiratory:
____normal ____difficult inhalation ____difficult exhalation ____dry cough ____frequent sighing
____asthma ____excess coughing ____shortness of breath ____chest pain ____cough with phlegm
____bronchitis ____frequent colds ____cough with blood ____lung cancer ____emphysema/COPD
____on oxygen ____tightness in chest ____difficult breathing when lying down ____other___________
Cardiovascular / Circulation:
____normal ____palpitations ____high cholesterol ____low cholesterol ____numb/tingling limbs
____murmur ____bleed easily ____bleeding disorder ___varicose veins ____diagnosed heart problem
____anemia ____blood clots ____slow heart beat ____high blood pressure ____low blood pressure
____chest pain ____bruise easily ____purple hands/feet ____irregular heart beat
____swelling (ankles, hands, face) ____other_______________________________________________________
Pain:
Where are you feeling pain in your body: _______________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
What makes the pain worse? _________________________________________________________________________
_________________________________________________________________________________________________
What makes the pain better? _________________________________________________________________________
_________________________________________________________________________________________________
Any other problems you would like to discuss? ___________________________________________________________
_________________________________________________________________________________________________
FOR MALES ONLY:
____reduced sex drive _____impotence ____genital pain ____dribbling after urination
____sperm problems _____hernia ____prostate problems ____pain/burning with urination
____seminal emissions _____discharges ____premature ejaculation ____other___________________
Men, you have completed this form. Thank you!
FOR FEMALES ONLY:
Are you pregnant? ____Yes ____No
If yes, what is the approximate date of conception? _________________________________________
What method of birth control do you currently use? _________________________________________
What method of birth control have you used in the past? _____________________________________
Do you have regular PAP tests? ____Yes ____No
Do you have regular breast exams? ____Yes ____No
Do you have breast implants? ____Yes ____No
Do you have excess facial/body hair? ____Yes ____No
Do you have a reduced sex drive? ____Yes ____No
Menstrual Cycle:
Age started? _______Days of flow? _______Age stopped? _______
How many days from the beginning of your peiod to the beginning of the next one? ________
Check all that apply:
____irregular ____heavy flow ____scanty flow ____dark flow color (dark red, purple)
____clotting ____no menses ____water retention ____ light flow color (light red, brownish)
____sighing ____pain/cramps ____skin eruptions ____lump in throat feeling
____backache ____breast lumps ____abdominal bloating ____painful/tender breasts
____mood swings/changes ____constipation or diarrhea ____other_______________________
Discharges:
____thick ____white ____ yellow ____clear ____ itching ____yeast infections
____blood ____none ____bad odor ____ other____________________________________________
Pregnancies:
Total number?______ Number of children?______
Number of abortions?______ Number of miscarriages? ______
Any preganancy or childbirth complications? (explain) _________________________________________________
____________________________________________________________________________________________
Menopause:
____hot flashes ____dizziness ____night sweats ____anxiety ____memory problems
____fatigue ____poor sleep ____ palpitations ____tinnitus ____mental restlessnes
____backache ____feel cold ____cold feet ____irritable ____frequent urination
____dry mouth ____N/A ____ other _________________________________________________
Any other gynecological concerns? __________________________________________________________________
Women, you have completed this form. Thank you!
Informed Consent
I hereby request and consent (or provide consent for the patient named below for whom I am legally
responsible) to the performance of acupuncture and other procedures within the scope of practice of
Traditional Chinese Medicine by the acupuncturist named below and/or other licensed acupuncturists who
may in the future treat me while employed by, working or associated with, or serving as back-up for the
acupuncturist named below, including those working at the office/clinic listed below, whether signatories
to this form or not.
I have had an opportunity to discuss with the acupuncturist named below (and/or with other office/clinic
personnel) the nature and purpose of acupuncture and adjunct therapies (tui na, auriculotherapy,
moxibustion, cupping, bleeding, gwa sha, dietary and lifestyle instruction).
I understand that the therapies provided through Traditional Chinese Medicine are not to be considered a
substitute for Western Medicine nor are these therapies be construed by the client to be a diagnosis or
treatment of any disease or injury.
I understand and am informed that, as in the practice of medicine, in the practice of acupuncture and
adjunct therapies, there are some risks to treatment, including but not limited to nausea, light headedness,
fainting, bruising, hematoma, nerve damage, skin irritation or burn, a punctured lung or organ, and
infection. I do not expect the acupuncturist to be able to anticipate and explain all risks and complications,
and wish to rely on the acupuncturist to exercise judgment during the course of the procedure which the
acupuncturist feels at the time, based upon the facts then known, is in my best interests.
I HAVE READ OR HAVE HAD READ TO ME THE ABOVE CONSENT. I HAVE ALSO HAD AN OPPORTUNITY
TO ASK QUESTIONS ABOUT ITS CONTENT, AND BY SIGNING BELOW, I AGREE TO THE ABOVE NAMED
PROCEDURES. I INTEND THIS CONSENT FORM TO COVER THE ENTIRE COURSE OF TREATMENT OF
MY PRESENT CONDITION AND FOR ANY FUTURE CONDITION AND FOR ANY FUTURE CONDITION(S)
FOR WHICH I SEEK TREATMENT.
To be completed by the patient or patient's representative
(if patient is a minor or physically/legally incapacitated)
X______________________________________________
Patient's Name--PRINT
X_____________________________________________
Patient / Representative's Signature
X ____________________________________________
Date Signed
INDIGO SUN ACUPUNCTURE
Ellen B. Williams, L. Ac., Dipl. Ac.
631 Birch Street, Unit D
Windsor, CO 80550
(970) 213-6331
Fax (970) 800-3480