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The Annual Physical Examination form serves as a comprehensive document designed to capture a wide range of health information, ensuring that individuals receive a detailed overview of their current physical condition. This multifaceted form requires input prior to a medical appointment, asking for personal details including name, date of birth, Social Security Number (SSN), and contact information. Moreover, it delves into a patient's medical history, chronic conditions, current medications—where details such as medication name, dosage, frequency, prescribing physician, and the reason for prescription need to be accurately filled. The form also covers a broad spectrum of vaccinations and screenings, such as for Tetanus/Diphtheria, Hepatitis B, Influenza, Pneumovax, and tuberculosis, alongside other essential medical, lab, and diagnostic tests ranging from urinalysis to mammograms and prostate exams depending on the patient’s sex and age. Hospitalization history, surgical procedures, and a general physical examination encompassing an evaluation of various systems from cardiovascular to musculoskeletal are integral parts as well. Additionally, it prompts for information on communicable diseases, potential activity limitations, use of adaptive equipment, and any changes in health status. The form also advise on health maintenance recommendations, including exercise, hygiene, and diet, while ensuring emergency information is up-to-date. The closure of the document calls for physicians’ observations on whether a detailed specialist evaluation is necessary, further imprinting its significance in guiding both patients and healthcare providers towards a proactive approach in maintaining and improving the individual's health.

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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

File Attributes

Fact Description
Comprehensive Information Required The form necessitates detailed personal and medical information, including medical history, current medications, allergies, immunizations, and results from various medical tests.
Regular Health Screenings It emphasizes the importance of regular screenings such as TB, mammograms, prostate exams, and vaccinations to monitor and maintain health.
Update on Health Status Patients are asked to report any change in their health status from the previous year, ensuring the form serves as a dynamic health record that reflects current conditions.
Emergency and Care Instructions Provides space for instructions pertinent to diagnosis and treatment in emergencies, as well as recommendations for health maintenance, dietary instructions, and activity limitations or restrictions.

How to Fill Out Annual Physical Examination

Successfully completing the Annual Physical Examination form requires attention to detail and thoroughness to ensure accurate health records. This process is critical for maintaining updated medical information, which can significantly impact patient care and treatment plans. The following steps are designed to assist individuals or their caregivers in accurately filling out the form without the necessity of a return visit to complete or correct information.

  1. Start with PART ONE: Fill in the personal information section at the beginning of the form. Enter the patient's name, date of the exam, address, social security number, date of birth, and sex. If a male or female option is available, check the appropriate box.
  2. For the “Name of Accompanying Person” section, enter the name of the individual accompanying the patient to the medical appointment, if applicable.
  3. In the “DIAGNOSES/SIGNIFICANT HEALTH CONDITIONS” section, list any diagnoses the patient has received, including chronic health problems. If a summary of medical history or a list of chronic health conditions is available, attach it to the form.
  4. Under “CURRENT MEDICATIONS,” detail all medications being taken by the patient. Include the medication name, dose, frequency, diagnosis leading to the prescription, prescribing physician, date prescribed, and the medication's specialty. If more space is needed, attach a second page. Indicate whether the patient takes medications independently by checking “Yes” or “No.”
  5. Record any allergies or sensitivities the patient has, along with any contraindicated medications, in the designated spaces.
  6. Fill in the immunization dates for Tetanus/Diphtheria, Hepatitis B series, Influenza, Pneumovax, and any other vaccines under the “IMMUNIZATIONS” section. Specify the type of vaccine administered where applicable.
  7. Complete the “TUBERCULOSIS (TB) SCREENING” details, including the date given, date read, and the results. If the patient had a chest x-ray, include the date and results.
  8. Answer the question regarding the patient being free of communicable diseases by checking “Yes” or “No.” If “No,” list specific precautions to prevent the spread of disease to others.
  9. Under “OTHER MEDICAL/LAB/DIAGNOSTIC TESTS,” record dates and results for exams and tests such as GYN exam with PAP, Mammogram, Prostate Exam, and others listed. Include any other pertinent tests and their results.
  10. In the “HOSPITALIZATIONS/SURGICAL PROCEDURES” section, list the dates and reasons for any hospital stays or surgeries.
  11. Transition to PART TWO: Fill in the “GENERAL PHYSICAL EXAMINATION” section with the patient’s vital signs, including blood pressure, pulse, respirations, temperature, height, and weight.
  12. Evaluate each system listed, checking “Yes” or “No” to indicate normal findings and adding any comments or descriptions in the space provided.
  13. Under “VISION SCREENING” and “HEARING SCREENING,” indicate whether the screenings were passed and if further evaluation by a specialist is recommended.
  14. Complete the “ADDITIONAL COMMENTS” section with any other relevant information, including changes in medication, special considerations, and recommendations for health maintenance.
  15. Finally, sign and date the form at the bottom, with the physician completing their part including name, address, and phone number.

Once the Annual Physical Examination form is fully completed with the patient's health information and the physician's assessment, it serves as a crucial part of the patient’s medical record. Ensuring accuracy and completeness can facilitate better healthcare outcomes and informed decisions regarding the patient's treatment and care plan.

Frequently Asked Questions

What is the purpose of the Annual Physical Examination Form?

The Annual Physical Examination Form is designed to ensure a comprehensive review of an individual's health status over the past year. By collecting detailed medical information, including diagnoses, current medications, immunization records, screening results, and hospitalization history, healthcare providers can deliver personalized care, prevent health issues, and manage ongoing conditions effectively.

Who should complete the form?

Parts of the form are completed by different individuals to gather accurate and thorough information. Part One should be filled out by the patient, or an accompanying person if necessary, before the medical appointment to record personal and medical history. Part Two is for the healthcare provider to complete during the examination, documenting clinical findings and recommendations.

Why do I need to provide detailed medication and allergy information?

Providing detailed information about your current medications and allergies helps your healthcare provider to understand your treatment plan, avoid prescribing contraindicated medications, and prevent adverse drug interactions. This ensures your treatment plan is safe and effective for your specific health needs.

What if I need more space to list all medications or health conditions?

If you have more medications or health conditions than the space provided, you are encouraged to attach a second page with the additional information. This ensures your healthcare provider has a complete understanding of your health status and can make informed care decisions.

How often should immunizations and TB screenings be updated?

  • Immunizations for Tetanus/Diphtheria should be updated every 10 years.
  • The Hepatitis B vaccine series consists of three doses, given on a specific schedule.
  • Influenza vaccines are recommended annually.
  • Tuberculosis (TB) screening should be done every 2 years, and if the initial screening is positive, a chest x-ray should be performed.
  1. Women over 18 should undergo a GYN exam with PAP smear for cervical cancer screening.
  2. Mammograms are recommended every 1-2 years for breast cancer screening, with the frequency dependent on age and risk factors.
  3. Men over 40 should consider a prostate exam for prostate cancer screening.

What should I do if my health status has changed since last year?

If your health status has changed, it's imperative to specify the type of change in the provided section. Whether it's a new diagnosis, a resolved condition, or a change in medication, these details help your healthcare provider assess your current health and update your care plan accordingly.

Are there any special considerations for individuals with seizure disorders?

For individuals with seizure disorders, detailing the type of seizure, the date of the last seizure, and any medications prescribed for management is crucial. This information assists healthcare providers in monitoring the condition effectively and making any necessary adjustments to treatment plans or precautions to ensure patient safety.

Common mistakes

One common mistake people make when filling out an Annual Physical Examination form is not providing complete information. This form requires precise details, such as social security numbers, addresses, and a comprehensive medical history, including chronic health problems. Neglecting to fill out these sections thoroughly may necessitate additional appointments, causing inconvenience and delays in receiving care.

Another error involves the section on current medications. Many individuals forget to attach a second page when the space provided is not sufficient, leading to incomplete medication documentation. This oversight can seriously impede medical professionals' ability to provide accurate and safe care, as they rely heavily on a patient's current medication list to make informed decisions about treatments and to avoid prescribing contraindicated medications.

Failure to accurately report allergies and sensitivities is also problematic. This part of the form is crucial for ensuring patient safety during the examination and any subsequent treatments. When allergies, especially to medications, are not clearly listed, healthcare providers may unintentionally expose patients to harmful substances. This mistake can result in adverse reactions, some of which could be severe.

Many people also neglect the sections pertaining to immunizations and tuberculosis (TB) screening. This information is vital for public health and individual care planning. Without accurate immunization records, healthcare providers might miss essential vaccines, putting the patient and those around them at risk for preventable diseases. Similarly, an incorrect or missing TB screening record can have serious consequences, considering the potential for spreading this disease.

Lastly, a frequent oversight is failing to update the form with changes in health status or new diagnoses since the last examination. This section is crucial for tracking a patient's health over time and ensuring they receive appropriate care for any new or worsening conditions. Without this information, physicians might not be fully aware of the patient's current health status, which can affect the quality of care and the ability to make informed decisions.

Documents used along the form

When attending a medical appointment, especially for an annual physical examination, several other forms and documents often accompany the main examination form. These documents ensure a comprehensive approach to health management, facilitating accurate diagnosis, personalized care plans, and effective follow-up. Here's a look at some of these crucial documents.

  • Medical History Summary: This document outlines a patient's medical history, including past illnesses, surgeries, and family medical history, providing a holistic view of the patient's health background.
  • Immunization Record: An up-to-date record of vaccinations received, crucial for preventing vaccine-preventable diseases and for travel, school, and work requirements.
  • Medication List: A detailed account of all the medications a patient is taking, including dosages and frequency, to prevent drug interactions and duplicates.
  • Allergy List: A documented list of known allergies (food, drug, environmental) helps in avoiding allergens and managing allergic reactions effectively.
  • Screening Test Results: Results from recent screenings (e.g., mammograms, colonoscopies) provide crucial information on a patient's health status and guide preventive care strategies.
  • Advance Directives: Legal documents specifying a patient's preferences for medical treatment in scenarios where they're unable to communicate their wishes.
  • Insurance Information: Details about a patient's health insurance coverage are necessary to determine eligibility for certain services and facilitate billing processes.
  • Emergency Contact Information: Information about whom to contact in an emergency, ensuring prompt communication with a patient's chosen contacts.
  • Symptom Diary: A log of symptoms experienced over time can be invaluable in diagnosing conditions, understanding triggers, and monitoring disease progression.

Together, the Annual Physical Examination form and its accompanying documents form a comprehensive toolkit for managing and monitoring health. They work in tandem to ensure that care providers have all the necessary information to offer personalized and effective healthcare, contribute to the continuity of care, and empower patients in their healthcare journeys.

Similar forms

The Annual Physical Examination form shares commonalities with a Pre-Operative Assessment form, mainly in gathering comprehensive patient health information ahead of medical procedures. Pre-Operative Assessments meticulously record a patient's medical history, allergies, current medications, and any past surgical procedures, mirroring the structured approach of the Annual Physical Examination form to compile a detailed medical profile. This ensures that healthcare providers are well-informed of any potential risks or necessary precautions before proceeding with surgery.

Similarly, the form aligns closely with a New Patient Intake form utilized by healthcare providers when a patient first registers with a new doctor or specialist. These forms typically require detailed personal information, medical history, and current health concerns, laying a foundation for patient care. The emphasis on collecting a broad spectrum of information from the onset facilitates a more tailored and effective healthcare approach, paralleling the comprehensive nature of the Annual Physical Examination form in establishing a patient's health baseline.

An Emergency Contact Information form is another document that bears resemblance in terms of capturing vital personal details for safety and precautionary measures. Although primarily focused on contact information, these forms often include brief medical history or specific health conditions that first responders or medical personnel need to be aware of in an emergency, much like the critical health data compiled in the Annual Physical Examination form.

The Medication Management Record, used by healthcare providers and patients alike, is designed to monitor and manage a patient's medication regimen. It requires detailed entries about the names, dosages, and frequencies of medications, akin to the medication section of the Annual Physical Examination form. Both documents play an essential role in avoiding drug interactions and ensuring the patient’s treatment plan is followed accurately.

The Immunization Record is a focused document that tracks a patient's history and updates of vaccinations, comparable to the immunization section included in the Annual Physical Examination form. It serves a crucial function in preventative health care, ensuring individuals are protected against various diseases and providing a clear record for schools, employment, or international travel. The inclusion of such information in the Annual Examination form highlights the importance of keeping immunization status current and accessible for overall health management.

Lastly, the Health Maintenance Checklist, which is used by healthcare providers to plan and track preventive services and screenings appropriate for patients based on their age, sex, and health status, shows similarities to the recommendations section of the Annual Physical Examination form. Both documents aim to identify and mitigate risk factors early on, encourage a proactive approach to health, and tailor preventive measures to the individual's specific health needs.

The Return to Work form, often required after an employee has been absent due to illness or injury, requires a comprehensive assessment of the individual’s ability to perform job duties safely. It may include sections on physical limitations, necessary accommodations, or restrictions, which are closely mirrored in the Annual Physical Examination form's sections on limitations or restrictions for activities and the use of adaptive equipment. This connection underscores the emphasis on evaluating and adapting to health conditions in both occupational and general health contexts.

Dos and Don'ts

When filling out the Annual Physical Examination form, it's crucial to ensure accuracy and completeness. Below are recommended dos and don'ts to guide you through this process.

Do:
  1. Review all sections before starting to make sure you understand what information is required.
  2. Gather all necessary documentation related to medical history, current medications, and any diagnoses ahead of time.
  3. Use legible handwriting when filling out the form to ensure all information is readable and can be understood by medical staff.
  4. Check for accuracy in the information provided, especially critical details like medication dosages and diagnostic results.
  5. Attach additional pages if more space is needed, ensuring all information is presented without overcrowding, which can lead to misinterpretation.
  6. Ask for clarification if there's any section of the form that's unclear to avoid providing incorrect or incomplete information.
Don't:
  • Leave any sections blank, as incomplete forms may require return visits or follow-up calls, delaying the examination process.
  • Guess on medical information such as medication doses or dates of vaccinations if unsure—verify details with your healthcare provider or medication bottles.
  • Use medical jargon unless you're certain of its meaning, to prevent misunderstandings in your medical records.
  • Ignore the request for an accompanying person's name if applicable, as this can be crucial for patients who need assistance or during emergency situations.
  • Forget to list any known allergies or sensitivities, including those to medications, foods, or environmental factors, as this information is vital for safe care.
  • Overlook the importance of signing the form once completed, as an unsigned form may not be processed, invalidating its contents.

Misconceptions

Many people have misconceptions about the Annual Physical Examination form. Understanding these can help ensure that the information provided is accurate and comprehensive, aiding in better health management. Here are the top ten misconceptions:

  1. All sections must be filled out for everyone. Certain sections apply based on age, sex, and health conditions. For instance, a prostate exam is not relevant to females, just as a mammogram is not applicable to males.

  2. The form is only for the doctor’s benefit. While it aids healthcare providers in assessing your health, it also ensures you receive tailored care and that nothing significant is overlooked.

  3. Medication details are not crucial if you’re seeing a specialist. On the contrary, providing a complete list of medications, including dosages and frequencies, helps in managing your overall health and prevents drug interactions.

  4. Immunization history is irrelevant for adults. Adults also need to keep their immunizations, like tetanus and influenza, up to date to prevent serious illnesses.

  5. TB screening and chest x-rays are mandatory for all. These tests are typically required based on risk factors, exposure, or symptoms, not as a universal standard.

  6. Past hospitalizations and surgeries have no impact on current health. Providing a complete history helps in understanding potential future health risks and managing existing conditions.

  7. Diagnostic tests are optional. Tests such as urinalysis or CBC/differential are crucial for detecting issues that might not yet be symptomatic, ensuring early intervention.

  8. A physical exam is just about checking vital signs. It’s a comprehensive review of bodily systems to detect any changes or abnormalities, even when you feel healthy.

  9. Only new health information needs to be reported. Accurate current and past health information provides a full picture, helping to monitor changes or progress in health conditions.

  10. You can only complete the form at the doctor’s office. Reviewing and starting the form beforehand can save time and ensure you don’t forget important information during your visit.

Understanding these misconceptions helps in preparing for your Annual Physical Examination. Providing detailed and accurate information facilitates better healthcare support, tailored to your personal health needs.

Key takeaways

When it comes to your health, the Annual Physical Examination form plays a crucial role in ensuring that all your medical information is up-to-date and thoroughly documented. Here are seven key takeaways to consider when filling out and using this form:

  1. Complete all sections fully to avoid the need for return visits. This not only saves time but also ensures that your healthcare provider has all the necessary information to offer personalized care.
  2. Be prepared to provide detailed information about your medical history, including diagnoses, significant health conditions, and a list of current medications. This comprehensive overview aids your physician in making informed decisions about your care.
  3. Accurately listing your medication, including the dose, frequency, and the prescribing physician's details, is essential. This helps to prevent medication errors and ensures that you receive the most appropriate treatment.
  4. Update your immunization record on the form. Keeping this information current is vital for protecting against preventable diseases.
  5. Remember to include any allergies or sensitivities, as well as contraindicated medication. This information is critical to avoid administering anything that could harm you.
  6. The section on hospitalizations and surgical procedures provides valuable context about your past medical interventions, which could impact future healthcare decisions.
  7. Finally, the form often requires information on the results of various medical and diagnostic tests. Providing precise and updated results enables your healthcare provider to understand your current health status fully.

By paying close attention to these aspects, you can ensure that your Annual Physical Examination form is an accurate and comprehensive snapshot of your health, which is instrumental in receiving the best possible care.

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