Patient Information

    Patient Information


    Thank you for choosing our office! In order to serve you properly, we need the following information.

    Please print and FILL OUT COMPLETELY. All information is Confidential.

    First Name:

    Middle Name:

    Last Name:

    Birth Date:








    Primary Phone:


    Secondary Phone:


    Email Address:

    Employ Name:

    Employ Address:

    Employ Ph#:

    Check Appropriate:MinorSingleMarriedDivorcedWidowedSeparated



    Emergency Contact:



    PCP/Treating Doctor:





    How were you referred to our office?

    Financial Policy

    It is customary to pay for professional services at the time of service. Patients with private health insurance must remember that they areresponsible for the amount their insurance company does not cover. This is considered as copayment. If you have a secondary insurance please provide that in the above section as this will cover your co-pay if any. During the course of treatment by Dallas Ortho, charges will be accumulated and routinely filed with your insurance company. Charges not covered by your insurance company, patient co-pays, deductibles and co-insurance will be your responsibility and are due at the time of service. By signing below you are accepting financial responsibility for copayment, and/or all medical bills not covered by your insurance.



    Parent or Guardian of child under age?


    Assignment of Benefits

    Primary Insurance Payer:

    Insurance Name:

    ID# :

    Group #:

    Ins. Co Phone:

    Primary Policy Card Holder’s Information:




    Relationship to patient:

    Secondary Insurance Payer:

    Insurance Name:

    ID# :

    Group #:

    Ins. Co Phone:

    Primary Policy Card Holder’s Information:




    Relationship to patient:

    The undersigned patient and/or responsible party, in addition to continuing personal responsibility, and in consideration of treatment rendered or to be rendered assigns to the physician or facility named above the following rights, power and authority.

    RELEASE OF INFORMATION: You are authorized to release information concerning my condition and treatment to my insurance company, attorney or insurance adjuster, for purposes of processing my claims for benefits and payment of services rendered to me

    IRREVOCABLE ASSIGNMENT OF RIGHTS: You are assigned the exclusive, irrevocable right to any cause of action that exists in my favor against any insurance company for the terms of the policy including the exclusive irrevocable right to collect payment for such services, make demand in my name for payment and prosecute and receive penalties, interest, court costs or other legally compensable amounts owed by an insurance company in accordance with Article 21:55 of the Texas Insurance Code or other applicable insurance or state statute. I, as the patient and/or responsible party, further agree to cooperate, provide information as needed and appear as needed wherever to assist in the prosecution of such claims for benefits upon request.

    DEMAND FOR PAYMENT: To any insurance company providing benefits of any kind to me/us for treatment rendered by the physician/facility named above, you are hereby tendered demand to pay in full the bill for services rendered by the physician/facility named above within 60 days following your receipt of such bill for services to the extent such bills are payable under the terms of my/our policy for benefits, less any amount which I/we personally owe which are not payable under the terms of the policy. This demand specifically conforms with Article 21:55 of the Texas Insurance Code, providing attorney fees, 18% penalty, court costs and interest from judgment upon violation.

    STATUTE OF LIMITATIONS: I waive my rights to claim statute of limitations regarding claims for services rendered or to be rendered by the facility/physician named above, in addition to reasonable costs of collection, including attorney fees and court costs if incurred.

    LIMITED POWER OF ATTORNEY: I hereby grant to the physician/facility named above the power to endorse my name upon any checks, drafts or other negotiable instrument representing payment from any insurance company representing payment for treatment and health care rendered by physician/facility named above. I agree that any insurance payment representing an amount in excess of the charges for treatment rendered will be credited to my/our address upon request in writing to the physician/facility named above.

    TERMINATION OF CARE WAIVER: I hereby acknowledge and understand that if I do not keep appointments as recommended to me by my caring doctor at this clinic, he/she has the full and complete right to terminate esponsibility for my care and relinquish any disability granted me within a reasonable period of time. If, during the course of care, my insurance company requires me to take an examination from any other doctor, I will notify this physician/facility immediately. I understand that failure to do so may jeopardize my case.

    I have read and understand the above information and hereby authorize Dallas Ortho to prescribe and provide treatment. A photocopy of this instrument will serve as the original.

    Print Name:


    Patient Signature:

    Comprehensive History & Physical

    Please take a few minutes to complete this worksheet. This information will help us in providing your care



    Sex: MF



    Please list:

    Drug Allergies:

    Previous Surgeries:

    Current Medications:

    Medical History:

    Have you ever had or been told you have (Check all that apply): [ ] N/A

    Chest Pain or anginaAsthmaDiabetesUlcers, heartburn, refluxHeart DiseaseShortness of breathThyroid DiseaseDiverticulitis or ColitisMI, Heart attack, Blocked arteryEmphysemaAdrenal Gland ProblemHypoglycemiaCongestive heart failureTBSteroid UseKidney DiseaseHigh Blood PressureBlood DiseaseHeat attack/FailureAnemiaAbnormal heart beatGlaucomaHerpesDialysisPacemakerEpilepsy/SeizuresCancerBlood thinnersAngioplasty or heart cathFainting Spells/DizzinessArthritisSTDDamaged heart valveStrokeHepatitisHIVMediport

    Where is your pain?

    Duration of pain:

    Frequency of pain:ConstanRareSeldom

    Quality of you Pain:AchingCrampingDullHot/burningNumbingPins/needlesPressureSharpShootingStabbingThrobbingTingling

    Does your pain radiate? Y or N If so, where to:

    Severity of pain: (On a scale of 1-10, 10 being unbearable what number would you rate it.)

    At itsWorst:

    At its Best:


    At the Moment:

    What makes you pain worse:

    BendingChanging PositionDefecationGoing up stairsGoing down stairsHeatIncreased ActivityLying FlatLiftingMovementSitting LongSneezingStanding LongStanding StraightTurning LeftTurning Right

    What makes your pain better:

    Assistive devicesManipulationChanging PositionsMedicationColdPhysical TherapyExerciseRestHeatSittingInjectionsStandingLying FlatWalkingLying FlatTurning Right

    History of vertigo/dizziness:YesNo

    History of falls:YesNo

    History of fibromyalgia:YesNo

    Use any supporting devices:YesNo

    Authorization to release Medical Records

    Patient Name:


    SS# :



    (Please note if requesting records for yourself there is a fee of $25 and will take 3-5 business days to obtain, if wanting to release to a Doctor’s office it is free of charge).



    Name/Family Member/Doctor’s Office/Etc.







    This authorization gives Dallas Ortho permission to request/release your medical records from/to any healthcare provider that you may have received treatment from. Dallas Ortho is authorized to furnish information even though the onfidentiality of the information may be protected by Federal or State Laws and regulations. This includes any and alcohol and/or drug treatment records or psychiatric records and any information related to HIV or sexually transmitted disease testing or results that are in the record, unless specified above. Dallas Ortho is released and discharged from any liability, and the undersigned will hold Dallas Ortho harmless for complying this information.

    I understand the following:

    • Incomplete forms will be null and voided: no exceptions.

    • I am not required to sign this authorization.

    • I further authorize that a photocopy of this authorization is acceptable as an original.

    • I may revoke this authorization at any time by presenting my written revocation to Dallas Ortho 10455 N Central Expy. #110 Dallas, TX 75231.

    • The revocation will not apply to information that has already been used or released under this authorization.

    • Physician’s office has the right under Texas State Law to require payment up front for reasonable costs of copying and mailing before furnishing the medical records.

    Patient Signature:

    Printed Name of patient or Legal Representative:

    Dallas Orthopedic Associates

    Mesquite Location – 1102 N Galloway Ave, Mesquite, Tx, 75149

    Plano Location - 5072 W Plano Pkwy, Ste 260, Plano, TX, 75093

    Grand Prairie – 2507 Medical Row, Ste 103, Grand Prairie, Tx, 75051

    (469) 518-7853 Fax:(469) 232-9917

    (HIPPA Release Form)

    Patient Name:


    Full Name:



    Release all Health InformationRelease all Billing (including payments, collections, etc.)Release Other (Specify):

    Full Name:



    Release all Health InformationRelease all Billing (including payments, collections, etc.)Release Other (Specify):

    This Release of Information will remain in effect until terminated by me in writing.

    Please Call

    If unable to reach me:

    Patient Signature:


    Office Policies


    Our office hours are 8 am-12pm, and 1pm-5pm Monday through Friday. Please note that Fridays the Doctor does leave at 12pm for the rest of the day but staff does remain here until 5pm for any questions you may have.

    Financial Policy: (initial)

    An estimated payment is due at the time of service by cash, credit card (We do NOT accept American Express)

    Patients are responsible for copays, deductibles, and co-insurance if applicable at the time of service.

    Any balance on an account that is greater than 30 days old is considered past due. A statement will be mailed on a monthly basis and will reflect the current balance for all services rendered prior to the date on the statement, Payment is due upon receipt of statement.

    Insurance: (initial)

    Your insurance policy is a contract between you and your insurance company. While our billing professionals will do all they can to help our patients in communicating and negotiating with their insurance plan or other persons, we must inform patients that have any questions regarding coverage, benefits or payment for services provided, is their responsibility to resolve.

    In the event of denials, errors, or non-covered services. (The patient is responsible for all services rendered. If payment from your insurance carrier is not received within forty-five (45) days, we will seek full payment from you.Balance of services that are delayed or denied by your insurance company due to Coordination of Benefits information will become your responsibility after thirty (30) days. Dallas Ortho and its employees do not guarantee that payment will be authorized for medical services: therefore this office is not responsible for any adverse payment decisions or misuse of information.

    Notification of any change in your insurance status (i.e. new company, deductible, co-pay amounts) must be provided to the office forty-eight (48) hours in advance of next visit, or payment in full will be required.

    Red Flag Policy: (initial)

    Dallas Ortho store our patients' private medical,financial, and personally identifying data. We must therefore be vigilant in protecting the patient information to which we have access including medical, financial, and any other personal information contained in medical, appointment or billing records."

    You must present a valid state issued photo identification card and if you would like us to bill your insurance carrier, you must present a valid insurance card and identification card prior to being seen at each appointment, or payment in full will be required.

    Miscellaneous Charges: (initial)

    For medical records you will be charged $25.00 and may take up to 3-5 business days to obtain.

    If you do not cancel your appointment 24 hours in advance our policy is to charge the rate of $35.00 and is payable prior future visits. These will not be billed to your insurance company. Please help us to serve you better by keeping your scheduled appointments or canceling in advance.

    Refill Requests: (initial)

    All requests for prescription refills must be made through your pharmacy. Your pharmacy will send us a refill request on your behalf, this will be the only way we can refill your medication if you are calling the office for them. If it is a narcotic you will need to schedule an appointment to be seen.

    Emergency Situations |After Office Hours: (initial)

    Any phone messages left after 4:00pm Monday through Friday will be returned the next business day.

    In the event that you call our office and the doctor is out, your call will be returned the next business day.

    If you feel that your call needs urgent attention you should go to the nearest emergency room or urgent care.

    I have read and understand the Office/Practice, Privacy Policies and I agree to accept responsibility as described. If you have any questions, please feel free to ask our staff for assistance. Thank you for choosing us for your care.

    Patient Name


    Patient Signature


    Notice of Privacy Policies and Practices


    All items outlined in this policy apply to both paper and electronic formats of medical records and protected health information.


    Dallas Ortho is committed to treating and using protected health information about you responsibly. We are permitted to use and disclose health information about you for treatment, to obtain payment for treatment, for administrative purposes and to evaluate the quality of care you receive. This notice describes our privacy practices. We may change our policies and this notice at any time. You can request a copy of this notice or our revised copy at any given time. This notice applies to all protected health information as defined by federal guidelines.


    We are permitted to use and disclose your health information to those involved in your treatment.Your health information may be used by staff members or disclosed to other health care professionals for the purpose of evaluating your health, diagnosing medical conditions, ad providing treatment. For example: results of laboratory tests or procedures will be available in your medical record to all health professionals who may provide treatment or who may be consulted by staff members.

    We are permitted to use and disclose your health information to bill and collect payment for the services we provided to you.Your health plan may request and receive information on dates of service, the services provided, and the medical condition being treated in order to pay for the service rendered to you.

    We are permitted to use and disclose your health information for the purpose of healthcare operations, which are the activities that support this practice and ensure that quality care is delivered.. For example: information on the services you received may be used to support budgeting and financial reporting, and activities to evaluate and promote quality.


    These are situations in which we are permitted to use or disclose your health information without your written authorization or an opportunity to object.

    Public Health:We may disclose your health information for public health activities mandated by federal, state, or local government for the collection of information about disease, vital statistics or injury by a public health authority.

    Abuse or Neglect:Because Texas law requires physicians to report child abuse or neglect, we may disclose health information to a public agency authorized to receive reports of child abuse or neglect.

    Law enforcement and legal proceedings:We may disclose your medical information if asked by a law enforcement official. We may also release information if we believe the disclosure is necessary to prevent or lessen imminent threat to the health or safety of a person. We may disclose your health information in the course of judicial or administrative proceedings in response to an order of court or other appropriate legal process.

    Workers Compensation:We may disclose your health information as required by workers compensation law. Required by law: We may release your health information if required by law.


    These include:

    • The right to request restrictions on the use and disclosure of your protected health information. We DO NOT have to agree to this restriction

    • The right to limit disclosure to family members, relatives, and friends who may or may not be involved in your care

    • The right to request that we send communications concerning health information by alternative means to an alternative location. The request must be submitted in writing to the person at the end of this document and we are required to accommodate only reasonable requests

    • The right to inspect and copy your protected health information that is within the designated record set. Texas law requires that request for copies are made in writing and we require requests for inspection also be made in writing. Texas law requires us to provide copies or a narrative report within 15 business days from receipt of your proper request. HIPPAA permits us to charge a reasonable cost-based fee

    • The right to amend or submit corrections to your protected health information in the designated record set.

    • The right to receive an accounting of disclosures that are other than for treatment, payment, healthcare operations or made via am authorization signed by either you or your representative.

    For more information or to report a problem

    If you have complaints, questions or would like additional information regarding this notice or the privacy practices of Dallas Ortho please contact: