Annual Physical Examination Template

Annual Physical Examination Template

The Annual Physical Examination Form is a comprehensive document designed to gather essential health information prior to your medical appointment. Completing this form accurately is crucial as it helps healthcare providers understand your medical history, current medications, and any significant health conditions you may have. Ensure that every section is filled out to avoid the need for additional visits.

Take the first step towards better health by filling out the form below!

Content Overview

The Annual Physical Examination form serves as a comprehensive tool designed to capture critical health information necessary for effective patient assessment and care. This form encompasses vital sections that beginning with personal details such as the patient's name, date of birth, and social security number. Patients are prompted to list significant health conditions and existing medications, providing physicians a detailed medical history at a glance. The section on allergies and immunizations ensures that any adverse reactions are noted, further safeguarding patient health. Evaluations also cover past medical activities including hospitalizations and surgeries. In addition, health maintenance recommendations are provided, covering lab work needs, dietary guidelines, and necessary ongoing treatments. Monitoring vital signs and detailed examinations assess numerous systems in the body, ensuring a holistic view of the patient's health, while additional comments allow for clarity on any specific medical concerns or required accommodations. Accurate completion of this document is essential to streamline the process, minimize the potential for return visits, and ultimately foster better health outcomes.

Annual Physical Examination Sample

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

Document Attributes

Fact Name Description
Purpose The Annual Physical Examination form collects essential health information prior to a medical appointment to streamline the process and avoid repeat visits.
Personal Information Requirement Patients must provide personal details including their name, date of birth, address, and Social Security Number (SSN) to ensure proper identification and record-keeping.
Medication Disclosure Patients are required to list all current medications, including dosage and prescribing physician, to inform the healthcare provider of their medication management.
Immunization Records The form requests immunization history, including dates for vaccinations such as Tetanus/Diphtheria and Hepatitis B, to keep track of the patient's preventive care.
Tuberculosis Screening Patients must provide details about their TB screening, including the date given and read, and results if applicable. This is crucial for public health safety.
System Evaluation Questions regarding various body systems, from eyes to nervous system, ensure a comprehensive review of the patient's health status during the examination.
State-Specific Requirements In many states, healthcare providers are required to use standardized examination forms as part of public health law. For example, in California, this is governed by Sections 1202 and 121095 of the Health and Safety Code.

Annual Physical Examination: Usage Instruction

Completing the Annual Physical Examination form requires careful attention to detail. This ensures that the healthcare provider has all necessary information for your medical assessment. After filling out the form, it will be reviewed during your appointment. Make sure to provide accurate and current information to avoid any delays.

  1. Write your full name in the designated space.
  2. Fill in the date of your exam.
  3. Provide your current address, including street, city, state, and zip code.
  4. Enter your Social Security Number (SSN).
  5. Include your date of birth and select your sex (Male or Female).
  6. Note the name of the person accompanying you, if applicable.
  7. List any diagnoses or significant health conditions, along with a summary of your medical history and any chronic health problems you may have.
  8. Document your current medications, including the name, dose, frequency, diagnosis, prescribing physician, and the date the medication was prescribed. Attach a second page if more space is needed.
  9. Indicate if you take medications independently by checking "Yes" or "No."
  10. List any allergies or sensitivities you have.
  11. Write down any contraindicated medications.
  12. Complete the immunization section, including dates and types of vaccines received.
  13. Fill in the tuberculosis screening details, including the date given and date read, as well as the results.
  14. Indicate if you are free of communicable diseases, specifying any necessary precautions if applicable.
  15. Document any other medical, lab, or diagnostic tests performed, including dates and results.
  16. Provide information about any hospitalizations or surgical procedures, including dates and reasons for each.
  17. Complete the general physical examination section with your blood pressure, pulse, respirations, temperature, height, and weight.
  18. Evaluate each system by checking "Yes" or "No" for normal findings and adding comments if necessary.
  19. Indicate the results of vision and hearing screenings, noting if further evaluation is recommended.
  20. Add any additional comments regarding your medical history or special medication considerations.
  21. Summarize recommendations for health maintenance, including lab work, therapies, exercise, and hygiene.
  22. Discuss recommendations for manual breast or testicular exams, noting frequency and who will perform them.
  23. Provide dietary recommendations and any special instructions.
  24. Include any information pertinent to diagnosis and treatment in case of emergency.
  25. State any limitations or restrictions for activities and whether you use adaptive equipment.
  26. Note any changes in health status from the previous year.
  27. Indicate if an ICF/ID level of care is recommended, along with any specialty consults that are needed.
  28. Finally, have your physician sign the form with their printed name, date, address, and phone number.

Frequently Asked Questions

  1. What is the purpose of the Annual Physical Examination form?

    The Annual Physical Examination form is designed to collect comprehensive health information before your medical appointment. This includes personal details, medical history, current medications, allergies, and the results of previous tests. Completing this form thoroughly helps the healthcare provider assess your overall health, identify any potential issues, and recommend appropriate care.

  2. What information is required in PART ONE of the form?

    PART ONE of the form asks for personal information such as your name, date of exam, address, date of birth, and social security number. You must also provide details about significant health conditions, current medications, allergies, and immunization history. It is crucial to include any diagnoses, medication dosages, and the names of the prescribing physicians to ensure accurate and relevant medical advice.

  3. How do I provide details about my medications?

    In the medications section, list each medication you currently take by including the name, dosage, frequency, diagnosis it’s prescribed for, and the name of the prescribing physician. If you need more space, you can attach a second page. Additionally, indicate whether you take medications independently or require assistance.

  4. What is expected in the immunization section?

    The immunization section requires you to document your vaccination history, including the dates for Tetanus/Diphtheria, Hepatitis B, and the flu vaccine. If you have received other immunizations, such as Pneumovax, please specify those as well. Accurate details will help your healthcare provider understand your protection against various illnesses.

  5. What should I know about the physical examination part of the form?

    The General Physical Examination section collects vital statistics like blood pressure, pulse, and height, as well as a systematic evaluation of various health systems. You should answer whether normal findings were observed or provide comments if any abnormalities are present. This information is essential for creating a snapshot of your health at the time of your appointment.

  6. What happens if I miss answering a question on the form?

    If questions are left unanswered or if the information is incomplete, it may result in a need for return visits to clarify details, delaying your care. To avoid this, take time to fill out every section carefully before your appointment. Ensuring that all sections are completed enhances the effectiveness of your medical consultation.

Common mistakes

When filling out the Annual Physical Examination form, it’s common for people to make mistakes that can lead to delays or complications in their healthcare. One prevalent error involves incomplete information. Many leave out critical sections, such as name, date of exam, or address. Omitting basic details can result in healthcare providers having to reach out for additional information, causing unnecessary delays and additional visits.

Another mistake is related to the section on medications. Individuals often forget to include the names and dosages of current medications. Some may also neglect to specify the prescribing physician or the health conditions for which these medications are prescribed. This can lead to miscommunication about treatment plans and potential adverse drug interactions.

Many people fail to accurately report their medical history. This includes past diagnoses, surgeries, or chronic conditions. If this section is not completed thoroughly, physicians may lack essential context needed for effective evaluation and recommendations. Providing a comprehensive medical history is crucial for tailoring appropriate treatment strategies.

Accurate allergies or sensitivities are often overlooked. Some individuals might skip this section or not disclose all allergies. This negligence can have severe consequences, especially when a healthcare provider recommends medications or treatments that could trigger an allergic reaction.

Moreover, people frequently struggle with the immunization records section. They might forget to list past vaccines or even misconstrue the required formats for dates. It’s vital to ensure that this information is accurate, as it informs the provider about the patient’s immunity and vaccination needs.

In the evaluation of systems section, answering with "Yes" or "No" requires careful consideration. Many individuals do not take the time to reflect on their health status thoroughly. A simple “Yes” to normal findings without consideration of persistent minor issues can result in missed opportunities for early intervention.

Another area where mistakes commonly arise is in the section about hospitalizations and surgical procedures. People may forget to include past procedures or inaccurately recall dates. Incomplete data can hinder a physician’s understanding of the patient's health trajectory and previous medical interventions.

Lastly, when it comes to providing comments or recommendations for health maintenance, many forms are left blank. Individuals often overlook the significance of sharing additional insights that could guide their healthcare providers in devising proactive care plans. Dedicating a moment to reflect on these aspects can greatly enhance the quality of patient care during the examination process.

Documents used along the form

When preparing for an Annual Physical Examination, several other forms and documents often accompany the primary examination form. These additional items provide necessary information that can enhance the assessment and ensure comprehensive care. Below is a list of commonly used documents.

  • Patient Medical History Form: This document collects detailed information about the patient’s past health issues, surgical procedures, and family medical history. It allows healthcare providers to understand risk factors pertinent to the patient’s health.
  • Consent for Treatment: Patients are usually required to sign a consent form, indicating they understand and agree to the proposed medical treatments and procedures. This protects both the provider and the patient legally.
  • Insurance Information Form: This form gathers details about the patient’s insurance coverage, including policy numbers and provider information. It ensures that billing is processed correctly and that services covered by insurance can be accurately recorded.
  • Immunization Record: Tracking immunizations is crucial, particularly for patients who may need vaccines during their examinations. This record helps verify vaccinations and identify any overdue immunizations.
  • Referral Form: If a patient requires specialized care, a referral form is used to direct them to a specialist. This document often includes pertinent notes from the primary provider to ensure continuity of care.
  • Lab Request Forms: These forms authorize testing and relay necessary information to the lab. Specific tests requested by the physician can be indicated for further analysis, enhancing the patient’s examination.
  • Medication Reconciliation Form: To ensure patient safety, this form lists current medications the patient is taking. It helps to identify potential drug interactions and adjust treatment plans accordingly.
  • Health Assessment Questionnaire: Patients may fill out a questionnaire regarding lifestyle factors such as diet, exercise, and smoking habits. This information helps the physician recommend appropriate health changes or interventions.
  • Follow-Up Care Instructions: After the examination, patients receive a document summarizing any recommended follow-up care, including tests, follow-up appointments, or lifestyle changes to improve health.

Each of these documents plays a vital role in ensuring that healthcare providers have all the information necessary to deliver effective care. Together with the Annual Physical Examination form, they contribute to a comprehensive understanding of the patient’s health and facilitate informed medical decisions.

Similar forms

  • Medical History Questionnaire: This document collects similar information about a patient's past medical issues, surgeries, and family health history. Both forms aim to provide a comprehensive view of the individual's health background.
  • Pre-Appointment Health Form: This form is filled out before a medical examination. Like the Annual Physical Examination form, it gathers details such as current medications and allergies to ensure the physician has complete information prior to the visit.
  • Immunization Record: This document details a patient's vaccination history. Both forms include sections for immunizations and help healthcare providers assess the patient’s preventive care status.
  • Physical Therapy Evaluation: Similar to an Annual Physical Examination, this document assesses a patient’s physical health, functionality, and any existing conditions needing attention.
  • Health Maintenance Checklist: This checklist offers recommendations for routine screenings and assessments, paralleling the preventative care recommendations found in the Annual Physical Examination form.
  • Referral Form: This document is often used to send patients to specialists and may include medical history and current concerns, similar in purpose to the summary of conditions found in the Annual Physical Examination form.
  • Discharge Summary: This document summarizes a patient's treatment and health status at the end of a medical procedure or hospital stay. It includes assessments and recommendations, akin to the findings in the Annual Physical Examination form.

Dos and Don'ts

Things to Do:

  • Fill in all sections completely to ensure a thorough review.
  • Provide accurate medical history and current medications.
  • List all allergies and sensitivities clearly to avoid any medical mistakes.
  • Include past hospitalization or surgery details to help your doctor understand your background.
  • Sign and date the form before your appointment to verify the information provided.

Things Not to Do:

  • Do not leave any sections blank, as this may lead to delays in your care.
  • Avoid guessing or estimating medication doses; provide exact information.
  • Do not withhold important health information, even if it seems minor.
  • Refrain from using abbreviations that your physician may not understand.
  • Do not forget to update any changes in your health since your last visit.

Misconceptions

Misconception 1: The Annual Physical Examination form is not necessary for healthy individuals.

This is incorrect. Even individuals without apparent health issues benefit from regular check-ups. The form ensures that all relevant medical history and current health conditions are reviewed during the appointment.

Misconception 2: Completing the form can be done on the day of the appointment.

It is crucial to complete the form prior to the medical appointment. Incomplete information can lead to delays and may require additional visits to address any overlooked details.

Misconception 3: The form does not need to be filled out if the individual has no current medications.

Even if no medications are being taken, this form must still be filled out. It asks for medical history and immunizations that are essential for the physician to know.

Misconception 4: Allergies and sensitivities are optional information on the form.

This information is vital. Identifying allergies helps prevent adverse reactions during medical examinations or procedures, making it a necessary part of the form.

Misconception 5: The results of all previous tests and screenings are not required to be reported.

Recording past results is important. The form prompts for historical data that helps the physician understand the patient’s progression and make informed decisions.

Misconception 6: The form does not need to be filled out if the appointment is for a specific issue.

Regardless of the purpose of the visit, the comprehensive nature of the form allows for a complete assessment of health. This ensures that any underlying issues are not overlooked during the appointment.

Key takeaways

Filling out and using the Annual Physical Examination form is essential for seamless healthcare management. Here are key takeaways to keep in mind:

  • Complete all sections: Ensure every part of the form is filled out to prevent delays at your appointment.
  • Accurate medical history: Provide a thorough medical history summary, including any chronic health problems.
  • Current medications: List all medications, including dosage, frequency, and the prescribing physician to avoid potential conflicts.
  • Update immunizations: Be sure to indicate your vaccination history, noting any recent immunizations received.
  • Health screenings: Record results from necessary screenings like TB tests, mammograms, or prostate exams for comprehensive care.
  • Communicable diseases: Clearly state whether you are free of communicable diseases and any specific precautions needed if not.
  • Lifestyle recommendations: Pay attention to the section on health maintenance recommendations, as they can help guide your wellness plan.
  • Sign and date: Don’t forget to sign and date the form, ensuring your healthcare provider has the latest information on your health circumstances.

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