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HIPAA & Privacy Standard

What intake involves, and why it stays secure.

Your health history deserves medical-grade security. We explain every intake section here so you know what to gather, while keeping all sensitive forms inside our verified clinical portal.

07

Security by design

Why we don't offer downloadable PDFs on the web

Paper health forms downloaded online encourage patients to email unencrypted medical records. At Palmer, intake is completed through our encrypted clinical system or right in our office.

The 7 Sections in Your Digital Intake

Each section gives Dr. Palmer the context needed to make your first conversation more useful.

  1. Section 01

    Identity & Demographics

    Legal name, date of birth, contact details, and emergency contact.

  2. Section 02

    Guardian Authorization for Minors

    Parent/guardian relationship and signed legal consent for pediatric visits.

  3. Section 03

    Presenting Concern in Your Words

    Where you feel discomfort, when it started, and what everyday motions it limits.

  4. Section 04

    Medical & Musculoskeletal History

    Past surgeries, chronic conditions, prescription medications, allergies, and prior imaging.

  5. Section 05

    Insurance or Self-Pay Agreement

    Payer information for benefit verification, or self-pay Good Faith Estimate election.

  6. Section 06

    Access & Sensory Accommodations

    Mobility assistance, interpreter needs, or sensory accommodations you request.

  7. Section 07

    Legal & Privacy Acknowledgments

    Notice of Privacy Practices, HIPAA consent, and transparent financial policy.

Helpful items to gather beforehand: Medication list, insurance card, and any recent imaging reports.
What to Bring Checklist →

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Ready to begin?

Call our Jackson office at (517) 750-7790 to schedule, or log in directly to your patient portal.