Medical History Form

Download our Medical History Form to streamline patient care, ensuring all vital health information is accurate and easily accessible for effective treatment.

By Karina Jimenea on May 09, 2024.

Fact Checked by Nate Lacson.

Use Template

What is a Medical History Form?

Patient care can pose challenges, particularly during transitions between healthcare providers or when patients are referred to a new practitioner as part of their treatment journey.

While patients may offer pertinent details about their medical history, the process becomes significantly smoother and more effective when accompanied by a comprehensive medical history form from a prior healthcare provider like a doctor or a physician.

A medical history form is a document that contains a patient's medical details. It typically includes important information such as previous diagnoses, illnesses, medications, treatments, surgeries, allergies, visits, referrals, and other notes.

It should be comprehensive and cover any previous details that healthcare practitioners should know when evaluating patients and guiding their treatment. It's very easy to confuse the small details when working with multiple clients in one practice, so you must compile effective methods that eliminate misattributions and invalid treatments.

With the medical history form template, you can ensure you get the correct data whenever you cover all relevant healthcare information. You'll be able to treat patients, prioritize their needs, and consider a range of factors that could influence the efficacy of your services. It's a standardized practice that ensures you can elevate the quality of care.

Printable Medical History Form Template

Check out these Medical History Form Templates to improve your medical intake process and HIPAA compliance.

How to use this Medical History Form

It can sometimes be overwhelming to know how to incorporate medical history forms and all their information, which is why we're here to help. Following these simple steps is beneficial to effectively using the medical history form template. 

Step 1: Download the medical history template

The first thing you need to do is download the medical history template by clicking the download link. The template should open with your PDF reader software, and you can click to edit any section. You may also print it if you want to have a physical copy.

Step 2: Give to your patients to fill out

The next step is to give your clients the medical history form to fill out. Ideally, your template should be stored on the database or platform that is forwarded or handed to your patients, or you can print out the forms to have on file. Regardless, your patients need to complete all the sections. 

Step 3: Save the document securely 

Once your patients have completed the medical history form, you must store it in a safe place to protect the privacy of their information. This may involve scanning the file onto your work computer and uploading it to a private HIPAA-compliant database or straight input data from the document to the storage platform. Whatever you choose, you must have a secure way of keeping your client details.

Medical History Form example (sample)

You may check our medical history form example template. You can use this essential structure to guide your healthcare treatment by noting all relevant information about a client's health status. Additionally, if you want to see an example of this filled out, download our completed medical history form sample. 

Download this Medical History Form Example here: 

Medical History Form example

Who can use this printable Medical History Form (PDF)?

Medical history forms are helpful for healthcare providers who must outline a patient's health journey. They're a great way to keep track of all operations, check-ups, visits, referrals, and other important health information and ensure you can holistically evaluate clients.

As a result, health history forms aren't exclusive to one specific discipline and can be used by any practitioner who requires access to past medical interventions.

Various healthcare professionals can benefit from medical history forms, including the following:

  1. General practitioners
  2. Nurses
  3. Doctors
  4. Counselors
  5. Massage therapists
  6. Physical therapists
  7. Mental health therapists
  8. Occupational therapists 
  9. Speech-language therapists

Remember, using medical history forms also means you can safely prescribe the treatment based on the patient's past medical details without interference or complications of other healthcare matters.

Why are these medical forms helpful for clinicians?

Medical history forms are helpful for clinicians for various reasons, including the following.

Informed decisions

Having a patient's medical history available in one place gives you an overview of their entire healthcare journey in one glance. Recognizing a patient's history allows you to identify what worked and what didn't and make more informed decisions regarding their treatment. 

Simplified workflow

A ready-made medical history form allows you to get straight to the point. Healthcare is complicated enough as it is, so don't waste any more time. Integrate medical form templates to note all essential information without compromises. 

Greater organization

Using a structured medical history form template can elevate consistency across your operations. Treat each client with the same level of care, and increase standardization in your documentation processes. Improved organization means you can produce stronger client documentation and attend to their needs more precisely.

Why use Carepatron for clinical documentation?

Carepatron is one of the leading practice management software available. It can help manage your clinical information through a simplified approach. Used by over 10,000+ healthcare professionals worldwide, it allows you to create your medical history forms in seconds using ready-made templates and store them within HIPAA-compliant software. It will enable you to keep your client information safe and elevate the quality of your notes' content. 

Not only this, but with Carepatron, you can access many features, including appointment scheduling, booking, appointment reminders, medical billing and coding, video consultations, online payments, and many others. Additionally, patients can access their accounts and view their medical information with the patient portal.

Integrate sophisticated software to prioritize your patient needs, saving you time and money and allowing you to focus on treating patients. Healthcare can be tricky, but it doesn't have to be.

With Carepatron, you can streamline your health services and boost your desired growth. Sign up today!

Clinical Documentation Software
Who completes the patient's Medical History Form?
Who completes the patient's Medical History Form?

Commonly asked questions

Who completes the patient's Medical History Form?

A healthcare practitioner completes the medical history form. While the client should have access to the form, they should not have the authority to edit or create the document. Qualified medical professionals should be the only point of contact when developing and drafting medical history forms, and this is non-negotiable.

When should a Medical History Form be updated?

A medical history form should be regularly updated with any new health-related information from patient visits. Even a simple note of the date and time of the encounter is valuable. Maintaining a comprehensive record of prior appointments is crucial to avoid misinformation and ensure proper treatment. Completing an appointment without updating the medical history is a significant oversight in healthcare.

Who should review the patient's Medical History Form?

Only authorized users should have access to the medical history form. Clients who request to view the medical history form should have full access to it. However, medical professionals, such as doctors, nurses, and general practitioners, will review the medical history to guide treatment. Any clinician evaluating your client, whether in another provider or organization or otherwise, needs to have access to their medical history information for sufficient assessment.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work