New Patient Intake Form

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1 Soma Chiro & Functional Medicine Phone: Rice Street Suite 55 Fax: Roseville, MN 55 New Patient Intake Form Personal Information First Name Last Name Prefix Address Phone Number: Cell/Home/Work Street Address City: State: Zip: Date of Birth Gender Legal Gender Guardian (if minor) Emergency Contact & Relationship Emergency Contact Number Family Doctor Name Family Doctor Number Referred By Occupation Employer How Did You Hear About Us? Primary Language Spoken Marital Status Spouse Name Number of Children Is This a Personal Injury/Worker s Comp Claim? Yes/No If Yes, Who is the Responsible Party? Do You Have Health Insurance? Yes/No If Yes, What is Your Health Insurance Company? Group Number/ID Number Current Health Condition Reason for visit: When and how did your problem begin? Have you received care for this problem? If yes, please explain. What makes the problem better and/or worse? Is the condition getting worse/ improving/ same? Is the condition intermittent (on and off)/ constant/ unsure? Describe the pain: (circle all that applies) Aching/Dull/Deep/Sharp/Burning/Throbbing/Numb/Tingling/Other Does the pain travel to: (circle all the applies) Shoulders/arms/fingers/legs/feet/toes/none Rate your current pain level: (=no pain, =emergency room pain)

2 Soma Chiro & Functional Medicine Phone: Rice Street Suite 55 Fax: Roseville, MN 55 Rate your average pain level: (=no pain, =emergency room pain) For Women Only: Are you currently pregnant or suspect you could be pregnant? Yes/No/Unsure If yes, expected due date? Are you currently nursing? Your Health Goals Describe your health goals: How would you rate your overall health currently? Poor/Fair/Good/Excellent/Unsure Chiropractic History What would you like to gain from chiropractic care? Resolve existing condition Overall wellness Both Have you ever visited a chiropractor before? Yes/No If yes, for what reason did you visit a chiropractor, what treatments were used, and what was the outcome of the treatments, and what did you like best/least about the treatments? Personal and Family Health History Indicate if YOU or any IMMEDIATE family members have any of the following conditions: Rheumatoid Arthritis Diabetes Lupus Heart Disease High Blood Pressure Stroke Cancer Migraines If you selected yes to any of the previous conditions, please specify who has/had the condition: For each of the conditions listed, please check/circle if YOU have had the condition in the past or currently: Headaches Neck Pain Upper Back Pain Mid Back Pain Low Back Pain Shoulder Pain Arm Pain Wrist Pain Hand Pain Upper Leg Pain Hip Pain Knee Pain Ankle/Foot Pain Jaw Pain Joint Swelling Arthritis Rheumatoid Arthritis General Fatigue Vision Problems Ringing in the Ears Memory Problem Broken Bones Pacemaker Dizziness High Blood Pressure Heart Attack/Disease Chest Pain Stroke Angina Kidney Stones Kidney Disorders Loss of Bladder Control Painful Urination Bladder Infection Prostate Problems (men only) Abnormal Weight Change Loss of Appetite Abdominal Pain Ulcer Hepatitis Tumor Gall Bladder Problems

3 Soma Chiro & Functional Medicine Phone: Rice Street Suite 55 Fax: Roseville, MN 55 Sensitivity to Light Cold Hands/Feet Liver Disease Thyroid Problems Asthma Sinus Problems Diabetes Excessive Thirst Frequent Urination Tobacco Use Drug Dependence Alcohol Dependence Allergies Depression Anxiety Lupus (SLE) Epilepsy Dermatitis/Eczema/Rash Concussion Hormonal Replacement Birth Control Pills Pregnancy Cancer Muscular Incoordination Loss of Balance Loss of Concentration Anemia Osteoporosis Other Traumas: Physical Injury History Have you ever had any significant falls, surgeries, accidents, or injuries? Yes/No If yes, please explain: Have you ever been hospitalized? Yes/No If yes, please explain: Have you had any notable childhood injuries? Yes/No If yes, please explain: Have you participated in youth or college sports? Yes/No If yes, please explain: Have you been involved in any car accidents? Yes/No If yes, please explain and describe: Lifestyle History How much exercise do you perform: -x/week -5x/week Daily Seldom Never What types of exercises do you usually perform? How do you normally sleep? Back Side Stomach Other Do you usually wake up: (please check all the applies) Refreshed Tired Stiff Other Do you commute to work? Yes/No How many minutes per day do you commute to work? How many hours per day do you typically spend sitting (work included)?

4 Soma Chiro & Functional Medicine Phone: Rice Street Suite 55 Fax: Roseville, MN 55 Toxins: Chemical & Environmental Exposure Please rate your CONSUMPTION for each of the following: (=never, 5=high) Alcohol: 4 5 Water: 4 5 Sugar: 4 5 Dairy: 4 5 Gluten: 4 5 Caffeine: 4 5 Processed Foods: 4 5 Sweeteners: 4 5 Sugary Drinks: 4 5 Tobacco: 4 5 Recreational Drugs: 4 5 Fast Food: 4 5 Please list any allergies: Please list any drugs/medications/herbs/vitamins/supplements/other that you are taking and what you are taking them for? Thoughts: Emotional Stress Please rate your STRESS for each: (=none, 5=high) Home: 4 5 Work: 4 5 Life: 4 5 Financial: 4 5 Health: 4 5 Family: 4 5 Other: 4 5

5 Metabolic Assessment Form Name: Age: Sex: Date: PART I Please list the 5 major health concerns in your order of importance: PART II Please circle the appropriate number - on all questions below. as the least/never to as the most/always. Category I Feeling that bowels do not empty completely Lower abdominal pain relief by passing stool or gas Alternating constipation and diarrhea Diarrhea Constipation Hard, dry, or small stool Coated tongue of fuzzy debris on tongue Pass large amount of foul smelling gas More than bowel movements daily use laxatives frequently Category II Excessive belching, burping, or bloating Gas immediately following a meal Offensive breath Difficult bowel movements Sense of fullness during and after meals Difficulty digesting fruits and vegetables; undigested foods found in stools Category III Stomach pain, burning, or aching - 4 hours after eating Do you frequently use antacids? Feeling hungry an hour or two after eating Heartburn when lying down or bending forward Temporary relief from antacids, food, milk, carbonated beverages Digestive problems subside with rest and relaxation Heartburn due to spicy foods, chocolate, citrus, peppers, alcohol, and caffeine Category IV Roughage and fiber cause constipation Indigestion and fullness lasts -4 hours after eating Pain, tenderness, soreness on left side under rib cage Excessive passage of gas Nausea and/or vomiting Stool undigested, foul smelling, mucous-like, greasy, or poorly formed Frequent urination Increased thirst and appetite Difficulty losing weight Category V Greasy or high fat foods cause distress Lower bowel gas and or bloating several hours after eating Bitter metallic taste in mouth, especially in the morning Unexplained itchy skin Yellowish cast to eyes Stool color alternates from clay colored to normal brown Reddened skin, especially palms Dry or flaky skin and/or hair History of gallbladder attacks or stones Have you had your gallbladder removed Yes No Category VI Crave sweets during the day Irritable if meals are missed Depend on coffee to keep yourself going or started Get lightheaded if meals are missed Eating relieves fatigue Feel shaky, jittery, tremors Agitated, easily upset, nervous Poor memory, forgetful Blurred vision Category VII Fatigue after meals Crave sweets during the day Eating sweets does not relieve cravings for sugar Must have sweets after meals Waist girth is equal or larger than hip girth Frequent urination Increased thirst & appetite Difficulty losing weight Category VIII Cannot stay asleep Crave salt Slow starter in the morning Afternoon fatigue Dizziness when standing up quickly Afternoon headaches Headaches with exertion or stress Weak nails Symptom groups listed in this flyer are not intended to be used as a diagnosis of any disease condition. For nutritional purposes only. All Rights Reserved. Copyright 8, Datis Kharrazian SMGEMAF4(48).DOC

6 ] Category IX Cannot fall asleep Perspire easily Under high amounts of stress Weight gain when under stress Wake up tired even after 6 or more hours of sleep Excessive perspiration or perspiration with little or no activity Category X Tired, sluggish Feel cold hands, feet, all over Require excessive amounts of sleep to function properly Increase in weight gain even with low-calorie diet Gain weight easily Difficult, infrequent bowel movements Depression, lack of motivation Morning headaches that wear off as the day progresses Outer third of eyebrow thins Thinning of hair on scalp, face or genitals or excessive falling hair Dryness of skin and/or scalp Mental sluggishness Category XI Heart palpations Inward trembling Increased pulse even at rest Nervous and emotional Insomnia Night sweats Difficulty gaining weight Category XII Diminished sex drive Menstrual disorders or lack of menstruation Increased ability to eat sugars without symptoms Category XIII Increased sex drive Tolerance to sugars reduced Splitting type headaches PART III Category XIV Urination difficulty or dribbling Urination frequent Pain inside of legs or heels Feeling of incomplete bowel evacuation Leg nervousness at night Category XV Decrease in libido Decrease in spontaneous morning erections Decrease in fullness of erections Difficulty in maintain morning erections Spells of mental fatigue Inability to concentrate Episodes of depression Muscle soreness Decrease in physical stamina Unexplained weight gain Increase in fat distribution around chest and hips Sweating attacks More emotional than in the past Category XVI Are you perimenopausal Yes No Alternating menstrual cycle lengths Yes No Extended menstrual cycle, greater than days Yes No Shortened menses, less than every 4 days Yes No Pain and cramping during periods Scanty blood flow Heavy blood flow Breast pain and swelling during menses Pelvic pain during menses Irritable and depressed during menses Acne break outs Facial hair growth Hair loss/thinning Category XVII How many years have you been menopausal? Since menopause, do you ever have uterine bleeding? Yes No Hot flashes Mental fogginess Disinterest in sex Mood swings Depression Painful intercourse Shrinking breasts Facial hair growth Acne Increased vaginal pain, dryness or itching How many alcohol beverages do you consume per week? How many caffeinated beverages do you consume per day? How many times do you eat out per week? How many times a week do you eat raw nuts or seeds? How many times a week do you eat fish? How many times a week do you workout? List the three worst foods you eat during the average week:,, List the three healthiest foods you eat during the average week:,, Do you smoke? If yes, how many times a day: Rate your stress levels on a scale of - during the average week: Please list any medications you currently take and for what conditions: Please list any natural supplements you currently take and for what conditions: All Rights Reserved. Copyright 8, Datis Kharrazian SMGEMAF4(48).DOC

7 Metabolic Detoxification Questionnaire Part : Symptoms Name: Date: Rate each of the following symptoms based on the last week using the point scale below: Never or rarely have the symptom Frequently have it, effect is not severe Occasionally have it, effect is not severe Frequently have it, effect is severe Occasionally have it, effect is severe Digestive Tract Nausea, vomiting Diarrhea Constipation Bloated feeling Heartburn Intestinal, stomach pain Digestive Total: Joints / Muscles Pain or aches in joints Arthritis, joint swelling Stiff or limitation of movement Pain or aches in muscles Feeling of weakness or tired Joints / Muscles Total: Emotional Mood swings Anxiety, fear, nervousness Anger, irritability, aggression Depression Emotional Total: Weight / Food Binge eating, drinking Craving certain foods Excessive weight Compulsive eating, food addictions Water retention Underweight Weight / Food Total: Energy / Sleep Fatigue, sluggishness Apathy, lethargy Hyperactivity Restlessness, achiness Sleep disturbances Energy / Sleep Total: Skin Acne Hives, rashes, dry skin, redness Hair loss Flushing, hot flashes Excessive sweating Skin Total: Heart Irregular or skipped heartbeat Rapid or pounding heartbeat Chest pain Heart Total: Other Frequent illness Frequent or urgent urination Genital itch or discharge Other Total: For Practitioner Use Only: Urinary ph Respiratory Chest congestion Asthma, bronchitis Shortness of breath Difficulty breathing Respiratory Total: Eyes Watery or itchy eyes Swollen, red, or sticky eyelids Bags or dark circles under eyes Blurred or restricted vision Eyes Total: Nose Stuffy nose Sinus problems or dripping nose Hay fever Sneezing attacks Excessive mucus Nose Total: Mouth / Throat Frequent, consistent coughing Gagging, need to clear throat Sore throat, hoarse, loss of voice Swollen or discolored tongue, gums, or lips Canker sores, other mouth sores Mouth / Throat Total: Ears Itchy ears Earaches, ear infections Drainage from ear, waxy buildup Ringing in ears, hearing loss Ears Total: Head Headaches Faintness or lightheadedness Dizziness Head Total: Cognitive Poor memory, recall Confusion, poor comprehension Poor concentration Poor physical coordination Difficulty in making decisions Stuttering, stammering Slurred speech Learning disabilities Cognitive Total: Grand Total

8 Metabolic Detoxification Questionnaire Part : Xenobiotic Tolerability Test (XTT). Are you presently using prescription drugs? Yes ( pt.) No ( pt.) If yes, how many are you currently taking? ( pt. each). Are you presently taking one or more of the following over-the-counter drugs? Cimetidine ( pts.) Acetaminophen ( pts.) Estradiol ( pts.). If you have used or currently use prescription drugs, which of the following scenarios best represents your response to them: Experience side effects; drug(s) is (are) efficacious at lowered dose(s) ( pts.) Experience side effects; drug(s) is (are) efficacious at usual dose(s) ( pts.) Experience no side effects; drug(s) is (are) usually not efficacious ( pts.) Experience no side effects; drug(s) is (are) usually efficacious ( pt.) 4. Do you currently (within the last 6 months) or have you regularly used tobacco products? Yes ( pts.) No ( pt.) 5. Do you have strong negative reactions to caffeine or caffeine-containing products? Yes ( pt.) No ( pt.) Don t know ( pt.) 6. Do you commonly experience brain fog, fatigue, or drowsiness? Yes ( pt.) No ( pt.) 7. Do you develop symptoms with exposure to fragrances, exhaust fumes, or strong odors? Yes ( pt.) No ( pt.) Don t know ( pt.) 8. Do you feel ill after you consume even small amounts of alcohol? Yes ( pt.) No ( pt.) Don t know ( pt.). Do you have a personal history of: Environmental and/or chemical sensitivities (5 pts.) Chronic fatigue syndrome (5 pts.) Multiple chemical sensitivity (5 pts.) Fibromyalgia ( pts.) Parkinson s type symptoms ( pts.) Alcohol or chemical dependence ( pts.) Asthma ( pt.). Do you have a history of significant exposure to harmful chemicals such as herbicides, insecticides, pesticides, or organic solvents? Yes ( pt.) No ( pt.). Do you have an adverse or allergic reaction when you consume sulfite-containing foods such as wine, dried fruit, salad bar vegetables, etc.? Yes ( pt.) No ( pt.) Don t know ( pt.) Total Part : Alkalizing Assessment. Do you have a history of or currently have kidney dysfunction? Yes ( pt.) No ( pt.). Have you ever been diagnosed with hyperkalemia? Yes ( pt.) No ( pt.). Are you currently taking diuretics or blood pressure medication? Yes ( pt.) No ( pt.) Total Overall Score Tabulation For Practitioner Use Only: Part : Symptoms Grand Total (High >5; moderate 5-49; low <4) Part : XTT Total (High >; moderate 5-9; low <4) Part : Alkalizing Assessment Total (High ) Urinary ph Notes: Patients with high symptoms but low XTT may be exhibiting reactions that are not related to toxic load. Other mechanisms should be considered, such as inflammation/ immune/allergy, gastrointestinal dysfunction, oxidative stress, hormonal/neurotransmitter dysfunction, nutritional depletion, and/or mind body. Individualize support with specific medical foods, diet, and/or nutraceuticals. Recommend non-alkalizing nutrients if patient answers yes to any questions in the Alkalizing Assessment. Disclaimer: This questionnaire is for informational purposes only. It is not meant to diagnose or treat any condition or illness. All medical symptoms should be addressed by a qualified medical professional. MET6 5 5 Metagenics, Inc. All Rights Reserved.

9 Identi- T Stress Assessment Name Age Sex Date Stress is a normal part of life. Every day, we re faced with stimuli, called stressors, which can elicit the body s fight or flight response, setting off a cascade of physiological reactions and resulting in emotions ranging from mild to intense. But while occasional stress is natural and even healthy, chronic or acute stress can be harmful. Please take a few moments to discover your body s response to situations you perceive as stressful. By honestly assessing how you feel, your healthcare provider can create a natural stress relief program for your individual needs. Directions: Please read each statement and circle the number,,, or that best describes your feelings or reactions throughout the course of the day. Determine the subtotal score for each section, then determine the total scores for sections A-C and C-E. Some questions may appear redundant between sections. There s a reason for each question. Don t spend much time on any one question. = Never true = Seldom true = Sometimes true = Often true When under stress for two weeks or longer, I Section A:. Get wound up when I get tired and have trouble calming down.... Feel driven, appear energetic but feel burned out and exhausted.... Feel restless, agitated, anxious, and uneasy Feel easily overwhelmed by emotion Feel emotional cry easily or laugh inappropriately Experience heart palpitations or a pounding in my chest Am short of breath Am constipated Feel warm, over-heated, and dry all over.... Get mouth sores or sore tongue.... Get hot flashes.... Sleep less than seven hours a night.... Have trouble falling asleep and staying asleep Worry about high blood pressure, cholesterol, and triglycerides Forget to eat and feel little hunger... Total points: Section B:. Find myself worrying about things big and small.... Feel like I can t stop worrying, even though I want to.... Feel impulsive, pent up, and ready to explode Get muscle spasms Feel aggressive, unyielding, or inflexible when pressed for time See, hear, and smell things that others do not Stay awake replaying the events of the day or planning for tomorrow Have upsetting thoughts or images enter my mind again and again Have a hard time stopping myself from doing things again and again, like checking on things or rearranging objects over and over.... Worry a lot about terrible things that could happen if I m not careful... Total points: Section C:. Have muscle and joint pains.... Have muscle weakness.... Crave salt or salty things Have multiple points on my body that when touched are tender or painful Have dark circles under my eyes Feel a sudden sense of anxiety when I get hungry Use medications to manage pain Get dizzy when rising or standing up from a kneeling or sitting position Have diarrhea or bouts of nausea with or without vomiting for no apparent reason.... Have headaches... Total points:

10 Section D:. Have trouble organizing my thoughts.... Get easily distracted and lose focus.... Have difficulty making decisions and mistrust my judgment Feel depressed and apathetic Lack the motivation and energy to stay on task and pay attention Am forgetful Feel unsettled, restless, and anxious Wake up tired and unrefreshed Experience heartburn and indigestion.... Catch colds or infections easily... Total points: Section E:. Feel tired for no apparent reason.... Experience lingering mild fatigue after exertion or physical activity.... Find it difficult to concentrate and complete tasks Feel depressed and apathetic Feel cold or chilled hands, feet, or all over for no apparent reason Have little or no interest in sex Sweat spontaneously during the day Feel puffy and retain fluids Sleep more than nine hours a night.... Have poor muscle tone.... Have trouble losing weight.... Wake up tired even though I seem to get plenty of sleep.... Have no energy and feel physically weak Am susceptible to colds and the flu Feel dragged down by multiple symptoms, such as poor digestion and body aches... Total points: Add points from sections A, B & C Add points from sections C, D & E Total for A, B & C: Total for C, D & E: LIfestyle and Health Status:. Circle the level of stress you experience on the scale of -, being the worst: What do you consider to be the major causes of your stress (for example spouse, family, friends, work, finances, wedding, pregnancy, legal, commute):. I eat breakfast times a week. My typical breakfast is: 4. I take a multiple vitamin/mineral days per week. I take a fish oil supplement days per week. 5. I participate in minutes of physical activity such as walking, aerobics (e.g., running), resistance training (e.g., weights, pilates), sports (e.g. biking), or yoga: q Daily q 5-6 times per week q -4 times per week q - times per week q Less than once a week 6. I smoke cigarettes daily. 7. I drink two or more 8 ounce cups of caffeinated coffee or other caffeinated beverages like energy/diet drinks, colas, or black or green teas: q Daily q 5-6 times per week q -4 times per week q - times per week q Less than once a week 8. I drink two or more ounces of alcoholic beverages: q Daily q 5-6 times per week q -4 times per week q - times per week q Less than once a week 9. List your current health problems and any over-the-counter or prescription medications that you are now taking: Current health problem(s) Date of onset List all current medication(s) Metagenics is committed to using only environmentally-friendly papers and inks. MET Metagenics, Inc. All Rights Reserved. These certifications for Good Manufacturing Practices demonstrate the Metagenics commitment to purity and quality.

11 Functional Medicine Informed Consent About Functional Medicine Functional Medicine is concerned with identifying the underlying factors that may be contributing to your health issues. Once identified these factors may be addressed with, but are not limited to, diet and nutritional supplementation, chiropractic, acupuncture, meditation, lifestyle recommendations, stress management, biofeedback and neurofeedback, habit change and homeopathic stimulation of natural healing. Regarding Treatment and Care I hereby request nutritional consultations and functional medicine treatment. I understand that in the practice of functional medicine the conventional medical community considers some treatments alternative and that there are some risks to treatment. I do not expect the Doctor to be able to anticipate and explain all the risks and complications and I wish to rely on the Doctor to exercise judgment during the course of treatment based upon the facts then known and in my best interest. Regarding Diet Recommendations and Nutritional/Herbal Supplements We may make diet recommendations and recommendations regarding use of nutritional and herbal supplements in order to supply nutrition to support the physiological and biomechanical processes of the human body. Although these foods and products may also be suggested with a specific therapeutic purpose in mind, their use is chiefly designed to support given aspects of metabolic function. Use of nutritional supplements may be safely recommended for patients already using pharmaceutical medications (drugs), but some potentially harmful interactions may occur. For this reason, it is important to keep all of your healthcare providers fully informed about all medications and nutritional supplements, herbs, or hormones you may be taking. As a service to you, we make nutritional supplements available in our office. We purchase only top quality products and only from manufacturers who have gained our confidence through considerable research and experience. You are under no obligation to purchase these in our office but we cannot guarantee a similar quality from an outside source. Refunds will be given to any supplement that is unopened and returned within 4 days of purchase. Regarding Privacy Practices and Correspondence The Health Insurance Portability and Accountability Act (HIPAA) requires us to let you know how your Patient Health Information (PHI) is going to be used and your rights concerning those records. I agree to allow this office to use my PHI for the purpose of treatment and coordination of care. I have the right to examine and obtain a copy of my health records and request corrections. I can request to know what disclosures have been made and submit any future restrictions. All staff will take precautions to assure my records are not available to those who do not need them. I also authorize correspondence deemed appropriate by the doctor to be sent to me by . I have read and understand the Treatment and Care Consent, the Diet Recommendations and Nutritional/ Herbal Supplements Consent, and the Privacy Practices and Correspondence. X Signature Date

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