Client Intake Form 
Indigo Sun Acupuncture    631 Birch Street, Unit D, Windsor, CO 80550     (970) 213-6331


Date: __________________

Name: _______________________________________________________________________________________
​                    First​                                Middle                                          Last

Address: _____________________________________________________________________________________
​                            Street                                                    City                                      State                                Zip

Home Ph #: _____________  Business/Cell #: _____________  Email: ____________________________________

Age: ______    Date of Birth: _____ /_____ /______     Gender:  M   F              Height: ______   Weight: _______
                                                 MM      DD       YY

Marital Status: S  M  D  W       Number of Children: _____     Occupation: _________________________________

Employer:____________________________________________________________________________________

Primary Care Physician: ________________________________________________________________________

Physician's Ph #: ____________________________   Last Physical Exam Date: ____________________________

Emergency Contact: ____________________________________________________________________________
NameRelationPhone #

Referred by: __________________________________________________________________________________


Heath Insurance (complete ONLY if you are covered for acupuncture services through Blue Cross Blue Shield)
Insurance Company: ______________________________________________  Provider #: ___________________
Member ID #: ______________________   Group #: _____________________
Primary Cardholder's Name:  _____________________________________  Date of Birth:  ___________________

Person Medical History (surgeries, hospitalizations, illness, diseases, accidents and dates):
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________

Contagious diseases:
_____ None    _____ HPV     _____ Herpes​       _____MRSA    ​   _____AIDS         _____ Hepatitis (A,B,C,D)
_____ STDs    _____Other __________________________________________________________________

Allergies: ___________________________________________________________________________________
____________________________________________________________________________________________

Medications & Supplements (herbs & vitamins) you are taking or have taken in recent past:
____________________________________________________________________________________________
____________________________________________________________________________________________
____________________________________________________________________________________________

Family Medical History (parents, grandparents, sibilings, children):
____ alcoholism              _____ allergies               _____ arthritis                   _____ asthma                 _____stroke
____ drug abuse             _____ epilepsy               _____ eye disease           _____ heart disease        _____TB 
____ kidney disease       _____ liver disease        _____ mental health         _____ sinus problems
____ spine problems      _____ diabetes               _____ high/low blood pressure 

Age Parents Died:    _____ Mother        _____ Father


Present Illness:
What is your chief complaint?____________________________________________________________________
____________________________________________________________________________________________
Date this condition began?  _________________
How did this condition begin?______________________________________________________________
____________________________________________________________________________________________

What treatment have you received for this condition?__________________________________________________
____________________________________________________________________________________________

Effectiveness of treatment received?_______________________________________________________________
____________________________________________________________________________________________
What makes it better?__________________________________________________________________________
What makes it worse?__________________________________________________________________________

Lifestyle Habits:
____black tea     ____coffee       ____chewing tobacco      ____ alcohol          ____soft drinks
____cigarettes    ____sugar       ____ recreational drugs   ____ salt                ____other ______________

Exercise:
____ never              ____occasional                  ____ moderate                  ____ heavy
Type of Exercise: ______________________________________________________________________________

Emotions:
____happy (excess/deficient)       ____worry             ____anxious/restless        ____controlling           ____fear
____over thinking                      ____stubborn        ____sadness/grief            ____cry easily            ____aloof  
____poor willpower                    ____reckless        ____angry/irritable            ____depression         ____other ________

Energy:
____normal                          ____low           ____excess            ____low after eating             ____low in afternoon
____more energy at night    ____variable    ____other___________________________________________________

Weight: 
____normal           ____underweight​              ____overweight
____recent gain (how much?____ )               ____recent loss (how much?____ )

Appetite:
____variable          ____poor        ____good      ____excessive          ____hungers rapidly         ____loss of taste
____other ____________________________________________________________________________________

Diet (describe a typical meal):
breakfast: _____________________________________________________________________________________
lunch: ________________________________________________________________________________________
dinner: _______________________________________________________________________________________
cravings? _____________________________________________________________________________________
Do you eat 3 meals a day?______    Do you eat a regular hours?______     Do you eat late at night?______

Digestion:
____normal                  ____heartburn                 ____belching/burping     ____gas                              ____bitter taste
____nausea/vomit        ____nervous stomach     ____bloating                   ____bad breath                  ____gallstones
____stomach noises    ____hiccups                     ____indigestion              ____full feeling or distention
____abdominal pain/cramps   ____difficulty digesting fatty/oily foods         ____food doesn't descend       
____other ____________________________________________________________________________________

Bowels:
____ normal                ____loose stool                  ____ black stool              ____ burning anus                ____ diarrhea
____ constipation        ____hemorrhoids               ____colon problems        ____ hard stool                     ____ anus itch
____ blood in stool      ____stool w bad smell       ____ pain/cramps            ____ small stool amount
____laxative use         ____mucous in stool          ____intestinal worms       ____ undigested food in stool
____alternating constipation & diarrhea/loose stool                                       ____other___________________________



Urination: (4-6x per day is normal)
____normal           ____burning            ____dribbling after urination     ____bladder infections         ____urgency
____frequent         ____blood               ____bladder infections             ____pus/infections                ____profuse
____cloudy            ____strong smell    ____abnormal color                  ____night time                      ____painful
____scanty            ____kidney stones                                                   ____other_________________________

Body Temperature:
____normal                  ____warm natured            ____feel warmer in late afternoon & night
____cold natured         ____warm palms               ____cold hands & feet                    ____warm soles
____cold lower body    ____warm upper body       ____flushed face                            ____alternating chills & fever
____other ____________________________________________________________________________________

Perspiration:
____normal             ____profuse       ____small amounts       ____head              ____chest         ____palms       ____feet   
____bad smell         ____oily             ____night sweats          ____hot flashes     ____without exercise
____other____________________________________________________________________________________

Thirst:
____normal____less than normal        ____excessive           ____prefer hot drink          ____prefer cold drink
____increased thirst at night    ____thirsty but do not drink           ____other __________________________________

Sleep:
____normal         ____vivid dreams          ____difficulty falling asleep         ____difficulty going back to sleep       
____restless        ____sleep too much      ____awake tired in morning       ____wakes easily             ___nightmares
____other_____________________________________________________________________________________

Headaches/Dizziness:
____headaches      ____dizziness     ____poor balance      ____motion sickness       ____heavy headed feeling    
____migraines        ____vertigo         ____poor memory      ____fainting                     ____dizzy w changes in position
____other _____________________________________________________________________________________

Skin:
____normal       ____eczema              ____boils          ____body odor       ____oily        ____slow to heal       ____ulcers
____moles        ____clammy              ____dry             ____itching            ____warts      ____bruise easily     ____hives     
____acne          ____yellow skin         ____rashes       ____other _________________________________________

Hair:
____normal      ____oily        ____dandruff   ____falling out        ____dry/brittle        ____prematurely grey 
____other______________________________________________________________________________________

Nails:
_____normal       ____spots       ____grow slowly      ____grow rapidly      ____brittle/break easily
_____purple        ____soft          ____pale           ____ridged/lines       ____other______________________________

Eyes:
_____normal          _____eyelids swollen         _____blurry vision          ____red           _____need glasses/contacts
_____tearing          _____inflammation             _____glaucoma             ____dry            _____spot/lines in vision
_____itching           _____poor night vision       _____failing vision         ____pain         _____pale under eyelids
_____twitching       _____stymy history             _____cataracts              ____strain       _____macular degeneration
_____blinking         _____color blindness          _____light sensitivity     ____other ______________________________

Ears:
____normal        _____discharges        ____poor hearing                ____ear aches/pain       _____ringing (high/low pitch)  
____itching         _____infections          ____whooshing sound        ____other_________________________________

Nose:
____normal        ____allergies          ____sneezing         ____environmental          ____congestion          ____overly dry
____rhinitis        ____sinusitis           ____bleeding          ____post nasal drip        ____nasal sores         ____nasal polyps
____mucous      ____loss of smell sensitivity                   ____structural issues       ____other ______________________

Mouth & Throat:
____normal       ____difficulty swallowing           ____grind teeth         ____mouth/tongue sores       ____dry/cracked lips
____drooling     ____lump in throat feeling         ____tonsillitis            ____teeth problems                ____gum problems
_____TMJ         ____thyroid problems                ____hoarseness       ____frequent sore throat        ____swollen glands
_____dry   ____other________________________________________________________________________

Respiratory:
____normal           ____difficult inhalation         ____difficult exhalation          ____dry cough         ____frequent sighing     
____asthma          ____excess coughing          ____shortness of breath        ____chest pain        ____cough with phlegm  
____bronchitis      ____frequent colds              ____cough with blood            ____lung cancer       ____emphysema/COPD
____on oxygen     ____tightness in chest         ____difficult breathing when lying down                 ____other___________

Cardiovascular / Circulation:
____normal         ____palpitations        ____high cholesterol       ____low cholesterol             ____numb/tingling limbs
____murmur        ____bleed easily       ____bleeding disorder     ___varicose veins               ____diagnosed heart problem
____anemia        ____blood clots         ____slow heart beat        ____high blood pressure     ____low blood pressure
____chest pain    ____bruise easily       ____purple hands/feet      ____irregular heart beat   
____swelling (ankles, hands, face)           ____other_______________________________________________________

Pain:
Where are you feeling pain in your body:  _______________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________

What makes the pain worse? _________________________________________________________________________
_________________________________________________________________________________________________

What makes the pain better? _________________________________________________________________________
_________________________________________________________________________________________________

Any other problems you would like to discuss? ___________________________________________________________
_________________________________________________________________________________________________


FOR MALES ONLY:
____reduced sex drive          _____impotence          ____genital pain                          ____dribbling after urination             
____sperm problems             _____hernia                ____prostate problems                ____pain/burning with urination
____seminal emissions         _____discharges          ____premature ejaculation          ____other___________________


Men, you have completed this form. Thank you!


























FOR FEMALES ONLY:
Are you pregnant?    ____Yes    ____No
If yes, what is the approximate date of conception? _________________________________________
What method of birth control do you currently use? _________________________________________
What method of birth control have you used in the past? _____________________________________

Do you have regular PAP tests?          ____Yes    ____No
Do you have regular breast exams?    ____Yes    ____No
Do you have breast implants?              ____Yes    ____No
Do you have excess facial/body hair?  ____Yes    ____No
Do you have a reduced sex drive?       ____Yes    ____No

Menstrual Cycle:
Age started? _______Days of flow? _______Age stopped? _______
How many days from the beginning of your peiod to the beginning of the next one? ________

Check all that apply:
____irregular             ____heavy flow                ____scanty flow                       ____dark flow color (dark red, purple)
____clotting               ____no menses               ____water retention                 ____ light flow color (light red, brownish)
____sighing               ____pain/cramps             ____skin eruptions                  ____lump in throat feeling
____backache          ____breast lumps             ____abdominal bloating          ____painful/tender breasts
____mood swings/changes            ____constipation or diarrhea                      ____other_______________________

Discharges:
____thick          ____white    ____ yellow               ____clear   ____ itching           ____yeast infections   
____blood        ____none     ____bad odor           ____ other____________________________________________

Pregnancies:
Total number?______                           Number of children?______  
Number of abortions?______              Number of miscarriages? ______
Any preganancy or childbirth complications? (explain) _________________________________________________
____________________________________________________________________________________________

Menopause:
____hot flashes         ____dizziness               ____night sweats           ____anxiety               ____memory problems
____fatigue                ____poor sleep            ____ palpitations            ____tinnitus               ____mental restlessnes
____backache           ____feel cold                ____cold feet                  ____irritable              ____frequent urination
____dry mouth           ____N/A                        ____ other _________________________________________________

Any other gynecological concerns? __________________________________________________________________


Women, you have completed this form. Thank you!












Informed Consent

I hereby request and consent (or provide consent for the patient named below for whom I am legally
responsible) to the performance of acupuncture and other procedures within the scope of practice of
Traditional Chinese Medicine by the acupuncturist named below and/or other licensed acupuncturists who
may in the future treat me while employed by, working or associated with, or serving as back-up for the
acupuncturist named below, including those working at the office/clinic listed below, whether signatories
to this form or not.

I have had an opportunity to discuss with the acupuncturist named below (and/or with other office/clinic
personnel) the nature and purpose of acupuncture and adjunct therapies (tui na, auriculotherapy,
moxibustion, cupping, bleeding, gwa sha, dietary and lifestyle instruction).

I understand that the therapies provided through Traditional Chinese Medicine are not to be considered a
substitute for Western Medicine nor are these therapies be construed by the client to be a diagnosis or
treatment of any disease or injury.

I understand and am informed that, as in the practice of medicine, in the practice of acupuncture and
adjunct therapies, there are some risks to treatment, including but not limited to nausea, light headedness,
fainting, bruising, hematoma, nerve damage, skin irritation or burn, a punctured lung or organ, and
infection. I do not expect the acupuncturist to be able to anticipate and explain all risks and complications,
and wish to rely on the acupuncturist to exercise judgment during the course of the procedure which the
acupuncturist feels at the time, based upon the facts then known, is in my best interests.

I HAVE READ OR HAVE HAD READ TO ME THE ABOVE CONSENT. I HAVE ALSO HAD AN OPPORTUNITY
TO ASK QUESTIONS ABOUT ITS CONTENT, AND BY SIGNING BELOW, I AGREE TO THE ABOVE NAMED
PROCEDURES. I INTEND THIS CONSENT FORM TO COVER THE ENTIRE COURSE OF TREATMENT OF
MY PRESENT CONDITION AND FOR ANY FUTURE CONDITION AND FOR ANY FUTURE CONDITION(S)
FOR WHICH I SEEK TREATMENT.


  To be completed by the patient or patient's representative
  (if patient is a minor or physically/legally incapacitated)
    
X______________________________________​________  
Patient's Name--PRINT
 
X_____________________________________________
Patient / Representative's Signature
 
X ________________________________​____________
Date Signed   


       


INDIGO SUN ACUPUNCTURE
Ellen B. Williams, L. Ac., Dipl. Ac. 
631 Birch Street, Unit D
Windsor, CO  80550   
(970) 213-6331    
Fax (970) 800-3480