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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 ​ _____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
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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__________________________________________________________________________________________
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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 ________________________________________________________________________________________________________________________________
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Sleep:
____normal ____vivid dreams ____difficulty falling asleep ____difficulty going back to sleep
____restless ____sleep too much ____awake tired in morning ____wakes easily ___nightmares
____other_________________________________________________________________________________________________________________________________
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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 ____________________________________________________________________________________________________________
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Hair:
____normal ____oily ____dandruff ____falling out ____dry/brittle ____prematurely grey
____other_________________________________________________________________________________________________________________________________
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Nails:
_____normal ____spots ____grow slowly ____grow rapidly ____brittle/break easily
_____purple ____soft ____pale ____ridged/lines ____other__________________________________________________________________
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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 ________________________________________________________________________________________________________________________________
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Ears:
____ normal _____ discharges _____ poor hearing
____ ear aches/pain ____ ringing (high/low pitch) _____ itching
____ infections ____whooshing sound
____ other _______________________________________________________________________________________________________________________________
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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 _________________________________________________________________________________________________________________________________
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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____________________________________________________________________________________________________________________​​______________
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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: ____________________________________________________________________________________________________________________________________
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Pain:​
Where are you feeling pain in your body: _______________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
What makes the pain worse? ____________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
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What makes the pain better? ____________________________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
Any other problems you would like to discuss? __________________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
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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? _______________________________________________________________________________
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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
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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) ___________________________________________________________________________________
___________________________________________________________________________________________________________________________________________
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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______________________________________​________ ​ 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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