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10 Things Patients Should Bring


Patients play an important role when it comes to their healthcare.  One part of that role is making sure to bring important information to facilitate the registration process when they present for treatment.  

It is your role as the provider to inform the patient by keeping your staff informed or creating documents that inform the patient.  There are 10 things including documents or pieces of information that patients potentially need to bring to each visit.

1. Insurance Information

Verify insurance information each and every visit for verification and eligibility.
  • Insurance Cards
  • Medicare Cards
  • Medicaid Cards
  • Tricare/Champus Cards

2. Photo ID

Prevents identity theft by verifying the identity of the person presenting.

  • Drivers License
  • Military ID
  • Government Issued ID
  • Passport

3. Responsible Party

Responsible party is the person responsible for paying the bill.

  • Mother
  • Father
  • Guardian
  • Court Order (Divorce or Custody)
  • Spouse or Children (Incompetent)

4. Other Demographic Information

  • Phone numbers
  • Physical Address
  • Mailing Address

5. Payments

  • Copayments
  • Deductibles
  • Coinsurance
  • Payment plan deposit
  • Payment in full (Self-pay or uninsured)

6. Clinical Information

  • List of allergies
  • List of past surgeries 
  • List of past hospitalizations
  • List of current medication
  • Date of LMP

7. Emergency Contacts

Family Members or friends can be contacted in case of an emergency.

  • Names
  • Addresses
  • Phone numbers

8. Accident Information

In cases of a work-related or automobile accident, accident information is necessary to bill claims.

  • Date of Accident
  • Type of Accident
  • Auto Insurance Information
  • Worker's Compensation Information

9. Advance Directives

  • Living Will
  • Power of Attorney for Health Care

10. Pre-authorizations/Referrals

  • Referrals to visit a specialist (HMO insurances)
  • Veterans Affairs require authorization to see a non-VA physician
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