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Patient Intake Form

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SDS Medical Supplies

PATIENT NOTES

SDS Medical Supplies

PATIENT INTAKE FORM

Patient Information

Gender

Insurance Coverage

#1
#2
Patient Currently Hospitalized?
SDS Medical Supplies

PATIENT SERVICE AGREEMENT

SDS Medical Supplies

PATIENT DELIVERY TICKET

QTYDESCRIPTIONSERIAL NUMBER or LOT NUMBERRENTSALECHARGES

I acknowledge that I have been advised of my financial responsibilities to SDS Medical Supplies

I acknowledge training in the use of equipment and products provided and the performance of the Assessment and Plan of Service on the date noted.

SDS Medical Supplies

PATIENT VISIT REPORT - EQUIPMENT MAINTENANCE

Any Hospitalizations since last visit?
Any changes in Insurance or Physician since last visit?

EQUIPMENT INFORMATION

ManufacturerModel#Serial #Hours (if applicable)Settings (if applicable)Maintenance Performed

EQUIPMENT EXCHANGES AND D/C’S

SUPPLIES DISPENSED

PLAN OF SERVICE UPDATE

Outcomes being met?
(If No, document education provided below and document any concerns)
Equipment functional?
If No, was it
Patient reeducated on the following?
Any other safety or health hazards?
(If Yes, document concerns)

I acknowledge performance of the Patient Visit and Plan of Service update on the date noted:

SDS Medical Supplies

PATIENT VISIT REPORT - EQUIPMENT PICK UP

Any Hospitalizations since last visit?
Any changes in Insurance or Physician since last visit?

EQUIPMENT PICKED UP

ManufacturerModel#Serial #Hours (if applicable)Reason

PLAN OF SERVICE UPDATE

Evaluate Plan of Service and update as needed below if any company equipment remains in the home

Outcomes being met?
(If No, document education provided below and document any concerns)
Equipment functional?
If No, was it
Patient reeducated on the following?
Any other safety or health hazards?
(If Yes, document concerns)

I acknowledge the equipment listed above was picked up and the Plan of Service was updated on the date noted:

SDS Medical Supplies

EQUIPMENT MANAGEMENT ADMISSION ASSESSMENT AND PLAN OF SERVICE

EQUIPMENT DISPENSED

ManufacturerModel#Serial #Hours (if applicable)Settings (if applicable)

SUPPLIES DISPENSED

HOME ASSESSMENT-ENVIRONMENTAL / SAFETY

ARCHITECTURAL BARRIERS
SHELTER, HEAT, WATER, PLUMBING, REFRIGERATION, COOKING
ELECTRICAL (check ground, no use of extension cords)
FIRE SAFETY (has smoke detector/alarm and extinguisher)

PLAN OF SERVICE

Identified Needs/Problems:

  • The patient is or may be unfamiliar with use and maintenance of the home medical equipment dispensed.
  • The patient may be uncertain of home safety.
  • The patient may be required to troubleshoot the equipment or use back-up equipment.
  • The patient may require follow-up services.

Expected Outcomes:

  • The patient will be provided prescribed equipment to comply with the physician’s prescription.
  • The patient will use the home medical equipment as prescribed by the physician.
  • The patient will use and maintain home medical equipment in a safe/proper manner.
  • The patient will adhere to home safety guidelines.
  • The patient will be able to troubleshoot any equipment problems and/or use back-up system.
  • The patient will know how to obtain follow-up services as needed.

Services/Actions Provided:

  • Deliver and set-up home medical equipment at a mutually agreed upon time and place.
  • Provide training in safe/proper use and maintenance of all home medical equipment.
  • Provide training and written handout in patient rights and responsibilities, supplier standards, home safety, HIPAA Privacy standards, emergency planning, scope of service / marketing info and provide financial responsibilities
  • Demonstrate troubleshooting of equipment and correct use of back-up system (if provided).
  • Provide written instructions for use of the home medical equipment.
  • Provide written instructions for obtaining routine/emergency follow-up services
Equipment sale / warranty card status

I acknowledge training in the use of equipment and products provided and the performance of the Equipment Management Admission Assessment and Plan of Service on the date noted.

SDS Medical Supplies

FITTER SERVICES: ADMISSION ASSESSMENT AND PLAN OF SERVICE

PRODUCTS AND SUPPLIES DISPENSED

ManufacturerModel or Item #DescriptionNumber DispensedLot # (if applicable)

PATIENT ASSESSMENT

PLAN OF SERVICE

Identified Needs/Problems:

  • The patient is or may be unfamiliar with use of the Fitter Service Product(s).
  • The patient is or may be unfamiliar with Fitter Service Products that are available.
  • The patient may require follow-up services.

Expected Outcomes:

Check those that apply:

  • The patient will be provided the Fitter Service Product(s) to comply with the physician’s prescription (if required).
  • The patient will use the Fitter Service Product(s) as prescribed by the physician.
  • The patient will use Fitter Service Product(s) in a safe/proper manner.
  • The patient will communicate to the staff any Fitter Service Product(s) problems.
  • The patient will know how to obtain follow-up services as needed.

Services/Actions to be Provided:

  • Assess the patient and fit the Product(s).
  • Provide training in use of the Fitter Service Product(s).
  • Provide training and written handout in patient rights and responsibilities, supplier standards, home safety, HIPAA Privacy standards, emergency planning and provide financial responsibilities.
  • Demonstrate cleaning and care of the products provided.
  • Provide written instructions for use of the Fitter Service Product(s).
  • Provide written instructions for obtaining follow-up services.

I acknowledge training in the use of the products provided and the performance of the Fitter Services Admission Assessment and Plan of Service on the date noted.

SDS Medical Supplies

MEDICARE CAPPED RENTAL AND INEXPENSIVE OR ROUTINELY
PURCHASED ITEMS NOTIFICATION

SDS Medical Supplies

EQUIPMENT WARRANTY INFORMATION FORM

SDS Medical Supplies

PATIENT SATISFACTION SURVEY

Was your equipment (and supplies if applicable) delivered on time?
Was the equipment (and supplies if applicable) delivered / dispensed accurately?
Was the training and consultations effective in educating you or your caregiver on your equipment (and supplies if applicable)?
Was the educational materials and instructions provided adequate to educate you or your caregiver on the product(s) provided?
Was the company staff courteous and helpful?
Was your financial responsibilities explained to you?
Did you receive advice or help when requested?
Did the services provided make a positive impact on the outcome of your care?
Would you recommend our services to friends and family?
Did the services provided meet your needs and expectations?

Form Revised: 06/11/2019