FORMS

We have a new electronic health record system with forms that will be sent directly to your email / phone when you have an appointment. In the meantime, you may be requested to complete a form that is listed below. Please use a computer for the intake forms. You will need to submit your ID and insurance card using the Upload Forms tab or send it directly through your Patient Passport (patient portal) tool.

These forms are for archival purpose only.  DO NOT SUBMIT DOCUMENTS USING THESE FORMS.

NEW PATIENT INTAKE

Our physician's review your intake form thoroughly. Please take time to answer the questions about your health history, family health history, and lifestyle questions.  

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Iris, Concierge Support

MAKE A PAYMENT

Pay for your services by using the convenient online payment tool. Simply list your name, invoice number, and/or date of service. Works for HSA, FSA, and all major credit cards.

Photograph of Staff Member

Kristen, Billing Support

ESTABLISHED PATIENT

Please complete this simple form each year to agree to the terms of our informed consent, HIPAA Privacy Policy, and Group Class. A concierge support person will alert you if you need to complete this form. (IC-HIPAA)

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Iris, Concierge Support

NEW DIETITIAN INTAKE

Our certified lifestyle medicine dietitian will review your intake form before your first session. Please take time to answer the questions honestly, and prepare for a journey of good health.

Photograph of Jane Gooder, Registered Dietitian

Jane Gooder, RD

MEDICAL RECORDS

Please complete this simple form for each medical record request. You will need your previous or referring physician's name, facility name, and fax number. 

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Iris, Concierge Support

ANNUAL SCREENING

Each year, we request you complete a health screening about personal habits and wellbeing. Your answers are strictly confidential. A concierge support person will alert you if you need to complete this form. (TAM)

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Iris, Concierge Support

UPLOAD FORMS

This new tool allows patients to transfer documents to any Coze Health Medical LLC provider. Please limit your documents to 6 and keep the file size to under 25 Mb.

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Iris, Concierge Support

COMMUNICATION FORM

We request each patient have an active communication form on file. Please take time to select your preferences for appointment reminder, how to reach you, and next of kin. 

Photograph of Staff Member

Kristen, Compliance

WELL-BEING SCREENING

Please complete this screening if requested by your provider or concierge support person. This screening is done annually as well as at intermittent visits. Your answers are strictly confidential. (PHQ9, GAD7)

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Iris, Concierge Support