Skip to main content
Text Size Default Font Size Medium Font Size Large Font Size Extra Large Font Size
Para el idioma Español
(866) 231-7201 711 - TTY
8 a.m. - 8 p.m. local time- 7 days a week
Call Us

How to Fill Out Medical Forms Correctly

Filling out medical forms can be done one of two ways. They can be filled out manually when you have your first visit. In many cases, physicians also make medical forms available online so patients can fill them out prior to their first visit. Whatever method you choose, this task will require you to have a good bit of information at hand about your past medical care and health history.

Today, many providers have adopted strategies to enhance their patients' health literacy. This is particularly true regarding medical forms. In many cases, office staff is available to assist patients fill out their paperwork so that the physician can have as much information as possible. By having correct and accurate information, your physician will be able to provide you with the best care possible.

Tips on how to fill out medical forms.

  1. Read through the medical forms. Then gather all of the information you will need before you begin to fill out the forms.

  2. If you cannot fill out your medical forms on the internet before your visit, be prepared to fill out forms at your physician's office or the hospital. Keep your insurance card with you so you can transfer information to your forms accurately.

  3. When filling out medical forms for insurance purposes, you will need to know your physician's full name and the name and address of his or her practice. You will also need to know if your physician is a network provider within your insurance company's network. You should be able to find this out by visiting your insurance company's website or calling their member services department.

  4. Gather a list of all medications you are currently taking - including names, dosages and how many times a day you take each medication. This includes prescription and over-the-counter medication, nutritional supplements or herbal supplements. Bring this list with you if you are filling out your medical forms at your physician's office.

  5. Know your health history and any allergies you have to medications. This includes conditions that you have been diagnosed with and what tests you've recently had. You will also need to share your family health history with your physician so he or she can be aware of any hereditary issues.

  6. After you've filled out your form, review it carefully. Then sign it. By signing it, you verify that the information is true and accurate to the best of your knowledge.

  7. Consider a Keep It With You (KIWY) Personal Medical Information Form. In an emergency situation, you may not be able to access your medical records. The KIWY Form is a temporary record that lists medical care and other health information for people who may need care during a hurricane or other emergency situation. To find out more about the KIWY Form, or to download the Form, visit The Centers for Disease Control and Prevention website at : http://www.bt.cdc.gov/disasters/kiwy.asp

    1. You are now leaving the Preferred Care Partners website.