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                                                                                                                  Client Intake Form

                                                                  631 Birch Street, Unit D, Windsor, CO  80550  - (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: ___________________________________________________________________________________________________________________

                                                          Name                                             Relation                                                 Phone #

 

Referred by: ___________________________________________________________________________________________________________________________​

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Heath Insurance

Insurance Company: ___________________________________________         Provider #: _______________________________________________________

Member ID #: ________________________________         Group #: ________________________________

Primary Cardholder's Name:  __________________________________  Date of Birth:  __________________________

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Person Medical History (surgeries, hospitalizations, illness, diseases, accidents and dates):

_________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________________

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Contagious diseases:

_____ None    _____ HPV     _____ Herpes​       _____MRSA    â€‹   _____AIDS         _____ Hepatitis (A,B,C,D)

_____ STDs    _____Other________________________________________________________________________________________________________________

 

Allergies: ______________________________________________________________________________________________________________________________

___________________________________________________________________________________________________________​​______________________________

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Medications & Supplements (herbs & vitamins) you are taking or have taken in recent past:

_________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________________________________

 

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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?__________________________________________________________________________________________________________________

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Lifestyle Habits:

____black tea      ____coffee      ____chewing tobacco       ____ alcohol         ____soft drinks

____cigarettes    ____sugar       ____ recreational drugs   ____ salt                ____other ______________________________________________________

 

Exercise:

____ never              ____occasional                  ____ moderate                  ____ heavy

Type of Exercise: ______________________________________________________________________________________________________________________

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Emotions:

____happy (excess/deficient)       ____worry             ____anxious/restless             ____controlling      

____fear              ____over thinking        ____stubborn                  ____sadness/grief         

____cry easily            ____aloof              ____poor willpower        ____reckless       

____angry/irritable            ____depression         ____other _________________________________________________________________________________

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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 ______________________________________________________________________________________________________________________________

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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 _____________________________________________________________________

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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________________________________________________________________________________________________________________________________​​​​

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Perspiration:

____normal               ____ profuse                  ____small amounts            ____head             

____chest                  ____ palms                       ____feet                                  ____bad smell       

____oily                      ____night sweats         ____hot flashes                    ____without exercise

____other_________________________________________________________________________________________________________________________________

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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  ________________________________________________________

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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     ____mouth/tongue sores     ____dry/cracked lips    ____drooling      ____lump in throat feeling   

____tonsillitis      ____ grind teeth                         ____ swollen glands                 ____ dry mouth/throat

____teeth problems  ____ gum problems         ____TMJ          ____thyroid problems                   _____hoarseness        ____frequent sore throat            ____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_______________________________________________________​​

​​

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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!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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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 period 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 pregnancy or childbirth complications? (explain) ___________________________________________________________________________________

___________________________________________________________________________________________________________________________________________

​

Menopause:

____hot flashes         ____dizziness               ____night sweats            ____anxiety             ____memory problems

____fatigue                 ____poor sleep             ____ palpitations            ____tinnitus             ____mental restlessness

____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!

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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______________________________________​________                â€‹                                            INDIGO SUN ACUPUNCTURE

Patient’s Name - PRINT                                                                                                         Ellen B. Williams, L. Ac., Dipl. Ac.

                                                                                                                                                            631 Birch Street, Unit D

X_____________________________________________                                                             Windsor, CO 80550

Patient / Representative's Signature                                                                             Phone:  (970)213-6331                

                                                                                                                                                            Fax:  (970) 800-3480

X ________________________________​____________

Date Signed   

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INDIGO SUN (800 x 500 px) (800 x 200 px) 3.png

Mail: indigosun@comcast.net   

 

Phone number: (970)213-6331

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©Indigo Sun Acupuncture 2024 

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