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Content Overview

The Annual Physical Examination form serves as an essential document that systematically captures a comprehensive range of health-related information. Designed to minimize the need for return visits, it requires the completion of all sections, spanning from personal identification details like name, date of birth, social security number, and address to the more intricate health-related information. This includes a detailed medical history, any significant health conditions, current medications, known allergies or sensitivities, immunization records, and results from previous medical, lab, or diagnostic tests. Part one of the form is primarily geared towards gathering baseline health data, while part two delves into the specifics of the physical examination, evaluating various systems within the body such as cardiovascular, respiratory, gastrointestinal, and more, to ensure a thorough health review. Furthermore, it encompasses records related to vision and hearing screening, hospitalizations, surgical procedures, and imposes queries about any changes in health status from the previous year, ultimately guiding health maintenance recommendations, identifying any limitations or restrictions, and suggesting further evaluations by specialists if needed. The meticulous design of the form aims to facilitate a detailed health overview, thereby assisting healthcare providers in delivering tailored care and making informed decisions.

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Name:
Address:
Date
of
Exam:
SSN:
Date
of
Birth:
Sex:
OMale
DFemale
Nameof
Accompanying
Person:
Diagnosis
Prescribing
Physician
Specialty
Date
Medication
Prescribed
Does
the
person
take
medications
independently?
DYes
DNo
Allergies/Sensitivities:
Contraindicated
Medication:
IMMUNIZATIONS:
T
etanus/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?
DYes
DNo
(If
no,
list
specific
precautions
to
prevent
the
spread
of
disease
to
others)
OTHER
MEDICAL/LAR/DIAGNOSTIC
TESTS:
GYN
exam
w/PAP:
Date
Results
(women
overage
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
(date)
(date)
(date)
(dates)
12/11/09,
revised
08/26/22
DIAGNOSES/SIGNIFIC
ANT
HEALTH
CONDITIONS:
(Include
a
Medical
History
Summary
and
Chronic
Health
Problems
List,
if
available)
ANNUAL
PHYSICAL
EXAMINATION
FORM
Please
complete
all
information
to
avoid
return
visits.
Part
one:
TO
B
E
COMPLETED
PRIOR
TO
MEDICAL
APPOINTMENT
CURRENT
MEDICATIONS:
(Attach
a
second
page
if
n
eeded
)
Medication
Name
Dose
Frequency
Eyes
Ears
Nose
Mouth/Throat
Head/Face/Neck
Breasts
Lungs
Cardiovascular
Extremities
Abdomen
Gastrointestinal
Musculoskeletal
Integumentary
Renal/Urinary
Reproductive
Lymphatic
Endocrine
Nervous
System
VISION
SCREENING
Is
further
evaluation
recommended
by
specialist?
DYes
HEARING
SCREENING
Is
further
evaluation
recommended
by
specialist?
DYes
Additional
Comments:
Medical
history
summary
reviewed?
DYes
DNo
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):
DNo
DYes
(specify)
Does
this
person
use
adaptive
equipment?
DNo
DYes
(specify):
Change
in
health
status
from
previous
year?
DNo
DYes
(specify):
This
individual
is
recommended
for
ICF/ID
level
of
care?
(see
attached
explanation)
DYes
DNo
Specialty
consults
recommended?
DNo
QYes
(specify):
Seizure
Disorder
present?
DNo
OYes
(specify
type):
Date
of
Last
Seizure:
Name
of
Physician
(please
print)
Physician’s
Signature
Date
Physician
Phone
Number:
Name:
Date
of
Exam:
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
Physician
Address:
Created 12/11/09,
re
vised
08/14/2023

Form Specifications

Fact Description
1. Form Revision Dates The form has been revised twice, on December 11, 2009, and July 24, 2012.
2. Comprehensive Personal Details Includes sections for personal information such as Name, SSN, Date of Birth, and Address.
3. Accompanying Person There's a provision to mention the name of a person accompanying the individual to the medical appointment.
4. Detailed Medical History Requires a summary of diagnoses/significant health conditions, chronic health problems list, and current medications.
5. Immunization Record Documents immunization history, including Tetanus/Diphtheria, Hepatitis B, Influenza, Pneumococcal vaccines, and others.
6. TB Screening Mandates tuberculosis screening every 2 years using the Mantoux method and subsequent actions if the initial test is positive.
7. Screening and Diagnostic Tests Includes records for various tests such as GYN exam, Mammogram, Prostate Exam, Hemoccult, Urinalysis, CBC/Differential, Hepatitis B Screening, and PSA among others specified.
8. Hospitalization and Surgical Procedures Contains a section for listing hospitalizations and surgical procedures with dates and reasons.
9. General Physical Examination Components Details the evaluation of systems including blood pressure, pulse, respirations, and a review of bodily systems.
10. Recommendations and Limitations Provides space for recommendations regarding health maintenance, limitations or restrictions for activities, use of adaptive equipment, and changes in health status.

Annual Physical Examination: Usage Guidelines

Filling out the Annual Physical Examination form thoroughly is essential for ensuring comprehensive health care. This form is designed to record vital health information, medical history, and examination results. By accurately completing this form, patients and healthcare providers can ensure a well-documented health profile that aids in preventive care and medical management. The following steps are designed to help patients, or their accompanying persons, complete the form efficiently and accurately.

  1. Part One: To Be Completed Prior to Medical Appointment
    • Enter the patient's full name, date of the examination, address, Social Security Number (SSN), date of birth, and sex (mark the appropriate box for male or female).
    • If someone is accompanying the patient, write their name under "Name of Accompanying Person."
    • Under "Diagnoses/Significant Health Conditions," list any known medical conditions, including summaries of medical history and chronic problems. Attach additional pages if necessary.
    • For "Current Medications," input all medications including the name, dosage, frequency, diagnosis for which the medication was prescribed, prescribing physician, and the date prescribed. Specify if a second page is attached for more medications and if the person takes medications independently.
    • Detail all allergies or sensitivities, along with any contraindicated medications.
    • Record all immunizations, including Tetanus/Diphtheria, Hepatitis B series, Influenza, Pneumovax, and any others, with the dates each was administered.
    • Provide the date of the last TB (Tuberculosis) screening and results. If applicable, include the date and results of the initial chest x-ray.
    • Mark whether the person is free of communicable diseases. If not, list specific precautions.
    • Enter the dates and results of other medical/lab/diagnostic tests, such as GYN exams, mammograms, prostate exams, and any others specified.
    • List all hospitalizations and surgical procedures, including dates and reasons.
  2. Part Two: General Physical Examination
    • Fill in the vital signs section, including blood pressure, pulse, respirations, temperature, height, and weight.
    • For each system evaluated (e.g., eyes, ears, nose, etc.), mark whether normal findings were observed and provide comments or descriptions as necessary.
    • Detail the results of vision and hearing screenings, including whether further evaluation is recommended.
    • Summarize additional comments, including whether the medical history was reviewed and if any medication was added, changed, or deleted.
    • List recommendations for health maintenance, such as lab work, treatments, therapies, and diet, including any special instructions.
    • Indicate any limitations or restrictions for activities and specify if the person uses any adaptive equipment.
    • Document any change in health status from the previous year and if specialty consults or an ICF/ID level of care is recommended.
    • If a seizure disorder is present, provide details and the date of the last seizure.
    • Complete the physician section with the name (printed), signature, date of examination, address, and phone number.

By following these steps, you will provide a comprehensive health overview that facilitates proper medical care and support. Remember to review all entered information for accuracy before submitting the form to your healthcare provider.

Your Questions, Answered

What information is needed to fill out the Annual Physical Examination form?

To complete the Annual Physical Examination form correctly, it requires an array of detailed information. Firstly, personal identification details such as name, date of the exam, address, Social Security Number (SSN), date of birth, and sex need to be filled out. You should also provide the name of any accompanying person. The health-related sections call for a comprehensive medical history including diagnoses/significant health conditions, a list of current medications specifying each medication's name, dose, frequency, prescribing physician, and the date it was prescribed. It also requires information on whether medications are taken independently, any allergies or medications that are contraindicated, immunization records, TB screening results, and results of other medical, lab, or diagnostic tests. The form further asks about hospitalizations/surgical procedures, general physical exam results including blood pressure and temperature, an evaluation of various body systems, and details regarding vision and hearing screening. Finally, it solicits information on health maintenance recommendations, any limitations or restrictions for activities, the use of any adaptive equipment, changes in health status, and recommendations for specialty consults.

How often should TB screening be done according to the form?

According to the Annual Physical Examination form, TB (Tuberculosis) screening should be conducted every 2 years. This screening is recommended to be performed using the Mantoux method. If the initial screening results are positive, a chest x-ray should be done to further assess the individual's health status regarding TB.

Are there specific guidelines for women's health screening mentioned in the form?

Yes, the form outlines specific health screening guidelines for women. It mentions that women over the age of 18 should have a GYN exam with a PAP smear. Meanwhile, mammograms are recommended every 2 years for women aged 40-49 and yearly for women aged 50 and over. These screenings are important parts of preventative health measures for women, helping to detect potential issues early.

What should you do if you need more space for the medication section?

If you find that the current medications section on the form does not provide enough space for your needs, you are encouraged to attach a second page to list all medications adequately. This ensures that your health care provider has a comprehensive understanding of your current medications, including the names, dosages, frequencies, diagnoses, prescribing physicians, and dates prescribed. Providing complete information is crucial for accurate medical review and care.

Common mistakes

Filling out an Annual Physical Examination form is a critical step in ensuring you receive accurate medical care and advice. However, mistakes can be made that may impact the completeness and reliability of the provided information. Here are six common pitfalls to avoid:

  1. Not updating personal information. It’s important to ensure that details such as address, phone number, and emergency contact information are current. Changes in these areas can affect how quickly you or your loved ones are contacted in case of a medical issue.

  2. Leaving the medication section incomplete. All medications, including over-the-counter drugs, vitamins, and supplements, should be listed along with their dosages and frequency. This helps in identifying possible drug interactions and assessing your overall treatment plan.

  3. Forgetting to mention allergies or sensitivities. It is crucial to list all known allergies, especially to medications, to avoid potentially dangerous reactions during or after the examination process.

  4. Not providing a comprehensive medical history. Including prior and chronic health conditions, surgeries, hospitalizations, and any significant family medical history gives a clearer picture of your overall health and potential risk factors.

  5. Omitting information on lifestyle habits. Details regarding smoking, alcohol consumption, exercise, and diet can greatly influence recommendations for health maintenance or adjustments in treatment plans.

  6. Failure to review and sign the form. A signed form not only verifies that the information provided is accurate to the best of your knowledge but also authorizes the healthcare provider to proceed with the examination and necessary treatments based on the recorded information.

When approaching your Annual Physical Examination form, take the time to review each section carefully. Ensuring the completeness and accuracy of every field can significantly enhance the quality of care you receive and prevent unnecessary follow-up visits or clarifications.

Documents used along the form

When navigating healthcare, particularly for a thorough annual physical examination, various forms and documents complement the Annual Physical Examination form to ensure comprehensive care and record-keeping. These additional documents are vital for a well-rounded understanding and evaluation of an individual's health status.

  • Medical History Form: This document provides a detailed account of a patient's medical history, including past illnesses, surgeries, and family health history. It's crucial for understanding an individual's background and potential health risks.
  • Medication List: A comprehensive list of all medications a person is taking, including dosages and frequency. This document is essential for monitoring potential drug interactions and ensuring safe prescribing practices.
  • Immunization Record: This record keeps track of all vaccines a person has received. It is essential for preventing vaccine-preventable diseases and ensuring up-to-date protection.
  • Consent Forms: These documents are necessary for authorizing the performance of specific medical tests or procedures. They ensure that the patient understands the risks and benefits involved.
  • Insurance Information Form: This document provides details about a person's health insurance coverage. It's necessary for billing and determining the cost coverage of the physical examination and any additional tests.
  • Laboratory Test Results: Reports from blood tests, urine tests, and other laboratory tests provide critical information about an individual's health status, such as cholesterol levels, blood sugar levels, and organ function.
  • Screening Test Recommendations: This document outlines any recommended future screening tests based on the patient's age, sex, medical history, and family history, to detect diseases in their early stages.
  • Advanced Directives: Legal documents indicating a patient’s preferences for medical treatment and decision-making in case they become unable to communicate their decisions. They are crucial for respecting the patient's wishes.

These documents, when used in conjunction with the Annual Physical Examination form, provide a comprehensive view of an individual's health, facilitating informed medical decisions and proactive health management. Each document plays a pivotal role in ensuring that the care provided is both accurate and aligned with the patient's unique health needs and preferences.

Similar forms

  • The Annual Physical Examination form shares similarities with a Medical History Questionnaire. Both documents collect comprehensive health-related information from the patient, including past diagnoses, medical conditions, and a summary of the patient’s medical history. They serve as essential tools for healthcare providers to understand the patient’s health background before making any current assessments or treatment plans.

  • A Medication Management Record parallels the Annual Physical Examination form in its objective to document all current medications that a patient is taking, along with dosage, frequency, and prescribing physician. This ensures a holistic view of the patient's treatment regimen, allows for the monitoring of potential drug interactions, and assists in evaluating the efficacy of current medications.

  • Similar to an Immunization Record, the Annual Physical Examination form includes sections dedicated to recording the patient's immunization status. Both documents track vaccinations received, including the type of vaccine administered and the date, which is critical for preventing vaccine-preventable diseases and ensuring the patient is up to date with recommended immunizations.

  • The examination form also resembles a Laboratory and Diagnostic Test Results Record, as it succinctly documents past tests, screenings, and their outcomes. Like a specialized record, it encompasses a wide range of tests from hemoccult to urinalysis and mammograms, providing a snapshot of the patient’s recent and relevant test results which contribute to diagnosing and monitoring health conditions.

Dos and Don'ts

When completing the Annual Physical Examination form, it's vital to approach the task with careful attention to detail and thoroughness. To ensure the process is approached correctly, here are some essential do's and don'ts:

Do:
  • Review and gather all necessary information before starting the form. This includes compiling a current list of medications, diagnoses, and any recent test results or medical procedures.
  • Provide complete and accurate information for every section. Incomplete or vague entries can lead to misunderstandings about the patient's health status and needs.
  • Attach additional pages if more space is needed, especially for sections like current medications or diagnoses/significant health conditions, ensuring that all relevant information is clearly communicated.
  • Consult with healthcare professionals if there's uncertainty about any information being requested. For instance, if there's doubt regarding the specific name or dosage of a medication, it's better to verify this with a pharmacist or doctor before submission.
  • Review the form for accuracy and completeness before submission. An additional review can catch any inadvertent errors or omissions.
Don't:
  • Rush through the form. Taking the time to fill out the form thoroughly can prevent the need for follow-up appointments or corrections.
  • Guess on any information. If there's uncertainty about any details, such as the date of the last tetanus shot or specifics of past surgical procedures, it's important to verify these details rather than provide potentially inaccurate information.
  • Overlook any sections that might seem irrelevant. If a section truly does not apply, such as certain screenings for specific age or gender groups, explicitly note this on the form instead of leaving it blank.
  • Forget to list any known allergies or sensitivities, including those to medications, foods, or environmental factors, as this information is crucial for safe healthcare provision.
  • Use unclear handwriting. If the form is being filled out by hand, make sure that all entries are legible to ensure accurate interpretation and recording of the information by healthcare professionals.

Misconceptions

There are several common misconceptions about the Annual Physical Examination form that can lead to confusion. Understanding these can help in properly completing the form and ensuring a comprehensive check-up. Here are six misconceptions and the explanations behind them:

  • The form is only for the elderly or those with existing conditions: Many believe that the Annual Physical Examination form is only necessary for older individuals or those with preexisting health conditions. However, this form is crucial for everyone, regardless of age or health status, as it provides a baseline for health and can help in early detection of potential health issues.
  • All sections must be filled out by the patient: While it’s important for patients to provide as much information as possible, certain parts of the form, especially those related to diagnostic test results and evaluations of systems, will be filled out by healthcare professionals during or after the examination.
  • The medication list is optional: Some people think that listing current medications is not necessary, but this information is vital. It helps healthcare providers understand what treatments the patient is already receiving, which can influence decisions on further tests or changes to medication.
  • Immunization and TB screening sections are not important: Another misconception is that the immunization record and TB (Tuberculosis) screening details are not significant. These sections are critical to ensure that patients are up-to-date with their vaccinations and do not have TB, which is essential for both individual and public health.
  • Hospitalizations and surgical procedures are only relevant if recent: There is a belief that only recent hospitalizations or surgeries need to be included. In reality, all past hospitalizations and surgical procedures provide valuable health history and might influence current or future medical care.
  • No need to mention allergies or sensitivities if minor: Some patients may omit minor allergies or sensitivities, thinking they are not worth mentioning. However, any allergic reactions or sensitivities, no matter how minor they seem, can have significant implications during medical treatments or procedures.

Correcting these misconceptions and ensuring the form is filled out accurately and comprehensively can significantly enhance the effectiveness of the Annual Physical Examination, aiding in better health management and care.

Key takeaways

Filling out the Annual Physical Examination Form thoroughly and accurately is crucial. Here are four key takeaways to ensure the process is completed efficiently:

  • Complete all sections prior to the medical appointment to avoid return visits. This includes personal information, medical history, current medications, allergies, immunizations, TB screening results, and other relevant medical tests.
  • Attach additional pages if necessary, especially for listing current medications, to provide the healthcare professional with comprehensive details. This helps in understanding the patient’s condition and in prescribing the correct treatments without delays.
  • Ensure immunization records are up to date and clearly documented, including tetanus, hepatitis B, influenza, pneumococcal vaccines, and any other relevant immunizations, to assist in preventive healthcare management.
  • Accurately list all hospitalizations and surgical procedures with dates and reasons, as this information is critical for ongoing health monitoring and emergency situations.

By following these guidelines, individuals and healthcare professionals can work together more effectively to manage and maintain health.