How to Fill Out Medical Forms

Filling out medical forms usually requires you to have a good bit of information at your fingertips, some of which may not be easily remembered. At your doctor’s office, you may have to fill out yearly forms each January, as well as forms each time you visit the doctor that detail the reason for the visit. Insurance companies, of course, also require medical forms. Some of the information needed will vary depending on what you are filling out, but much will be the same.

Things You'll Need

• Insurance card
• Medication list

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Instructions

• 1

  Read through the medical forms and gather the information you will need before you begin filling out the forms. Sometimes this will be as simple as bringing your insurance card with you to the doctor’s office. Filling out medical forms for insurance companies may be more complicated, possibly requiring copies of billing statements or correspondence.

• 2

  Be prepared to fill out forms at your doctor’s office or the hospital. Keep your insurance card with you so you can transfer information to the medical form. Often, a doctor’s office will photocopy your card, and the next time you visit, the form may be pre-filled and will require only your perusal for any changes.

• 3

  Know your physician information when filling out medical forms for insurance purposes. You will likely need your doctor’s full name and the name and address of your doctor’s practice. Often, you will need to know whether or not the doctor is a provider with your particular insurance company.

• 4

  Know your medications, including names, dosages and how often you take them. This includes prescription and non-prescription medication, as well as any vitamins and herbal supplements. Keeping an updated list in your wallet or purse may be convenient when you need to fill out medical forms.

• 5

  Know your health history. Know your medication allergies. Know what conditions you are diagnosed with and what tests you’ve recently had. Your family health history is also often requested when you fill out medical forms.

• 6

  Review and sign the form. Your signature verifies that the information you have provided on the medical forms is true and correct to the best of your knowledge.

• 7

  Consider a Keep It With You (KIWY) form. Prepared by the Centers for Disease Control and Prevention to aid medical providers in emergency situations, it can also serve as a quick reference in the event of disaster. Alternatively, try the "Doctor Visit Form" at eHealth Forum as a way to keep your health information handy. See the links in References below.