Patient Forms
The paperwork for a first rheumatology visit is longer than most people expect, because the history it captures genuinely shapes the appointment. This page explains what each form is for and how to complete it well.

Meet Dr. Syed Alam, MD, FACR
Double Board-Certified, Fellowship-Trained Rheumatologist · Musculoskeletal Ultrasound Trained · 10+ Years of Experience
Dr. Alam completed his rheumatology fellowship at Temple University Hospital after an internal medicine residency at John H. Stroger, Jr. Hospital. His clinical interests include rheumatoid arthritis, lupus, psoriatic arthritis, gout, Sjögren’s disease, osteoporosis and other rheumatic conditions.
Read the full profile →
Downloading the forms
PLACEHOLDER: the practice packet has not yet been finalised, so no forms are available to download from this page. Once the documents exist they should be uploaded as tagged, accessible PDFs and linked here individually with their file size, so that patients on a phone know what they are opening.
PLACEHOLDER: state whether a patient portal will be used, and if so, whether forms are completed within the portal instead of on paper.
In the meantime, our office can send the paperwork to you before your appointment. Ask when you book.
Twenty minutes on the forms buys you time with the rheumatologist.
Arrange Your AppointmentWhat the packet contains
Most rheumatology new-patient packets contain the same six components, and each exists for a reason worth knowing.
Registration and demographics
Name, date of birth, address, contact details, emergency contact, employer and insurance information. This is the part that goes to billing, and errors here are the most common cause of a rejected claim months later.
Medical history
The longest section, and the one that does the most work. It asks about current and past illnesses, surgery, hospital admissions, allergies and family history. In rheumatology the family history questions matter more than people assume, because psoriasis, inflammatory bowel disease, thyroid disease and inflammatory arthritis cluster in families.
Medication list
Every prescription with its dose, plus everything taken without one. Supplements belong here too.
Symptom review
A checklist covering the whole body rather than only the joints, because rheumatic diseases affect skin, eyes, bowel, lungs and blood vessels. Ticking a box about dry eyes or a rash frequently changes the direction of a first appointment.
Consent and privacy
Consent to treatment, acknowledgement of privacy practices under federal law, and financial responsibility. Read these rather than signing blind; they set out what happens to your information and who is responsible for the bill.
Records release
The authorisation that lets us request your notes and results from other practices. Completing this early is what makes prior records arrive before your appointment rather than after it.
The history form is not bureaucracy. It shapes what the appointment can cover.
Book Your Visit
Photograph for illustration only. No patient of this practice appears in it.
Completing the forms well
The difference between a form filled in properly and one filled in hurriedly is measured in appointment minutes, and those minutes come out of the time available to examine you and explain what is happening.
- Fill them in at home, where your medication boxes and old letters are to hand
- Give doses as well as drug names, since the dose often matters more
- Include medicines you stopped, and say why you stopped them
- Give approximate dates rather than leaving a date blank; a rough year beats nothing
- Answer the symptom checklist honestly even where an item seems unrelated to your joints
- Leave anything you genuinely do not know blank rather than guessing
That last point matters. A guessed date or a half-remembered drug name is worse than an empty box, because it gets recorded as fact and can quietly misdirect the assessment for years.
Leave anything you are unsure about blank and ask at the desk.
Call With QuestionsPrivacy and your records
Everything on these forms is protected health information under the federal Health Insurance Portability and Accountability Act. In practice that means it can be used to provide your care, to bill for it and to run the practice, and beyond that it is not disclosed without your authorisation, apart from a narrow set of legally required exceptions.
You have rights over this information that are worth knowing: to see and obtain a copy of your record, to ask for corrections, to be told who your information has been disclosed to, and to request that we communicate with you in a particular way, such as only by mobile phone.
The records release form works in the other direction, authorising us to request information from practices that have treated you. It is specific rather than open-ended, and you can limit what it covers.
PLACEHOLDER: link the practice notice of privacy practices once written, and name the privacy officer and their contact details.
Forms are easier to complete unhurried at home than in a waiting room.
Request an AppointmentRequesting a copy of your own records
You have a legal right to a copy of your medical record, and in rheumatology there are several good reasons to exercise it: moving away, seeking a second opinion, applying for insurance or disability, or simply wanting the results in your own hands before the next appointment.
The request has to be in writing, and it helps to be specific about what you want. Asking for everything produces a large file in which the useful parts are hard to find. Asking for laboratory reports from a stated period, imaging reports and clinic letters usually produces what is actually needed.
What to expect
- A written authorisation, signed and dated, naming what is to be released and to whom
- A response within the period federal law allows, usually thirty days
- A reasonable, cost-based fee for copying, which cannot be a charge for retrieving or searching
- Electronic delivery where the record is held electronically and you ask for it that way
If you are moving your care elsewhere, having your own copy in addition to the transfer is worth the small effort. Practices close, systems change, and the copy in your possession is the one that does not depend on anyone else's filing.
PLACEHOLDER: confirm the records request process, the fee, the turnaround time and whether records can be released electronically or through a patient portal.
Forms you may be asked to complete later
The new-patient packet is not the only paperwork in rheumatology. Several documents appear later in the course of treatment, and knowing they exist prevents them arriving as a surprise.
- Disease activity questionnaires, short scored forms completed at intervals to track whether treatment is working
- Function and quality-of-life questionnaires, which measure what you can actually do rather than how you feel
- Treatment consent forms for specific medicines, particularly biologics and immunosuppressants
- Prior authorization documentation, most of which our office completes rather than you
- Disability, insurance or employer forms, which usually require a fee and a lead time
The disease activity questionnaires deserve a word. They look like bureaucracy but they are how treatment decisions get made objectively rather than impressionistically. A score that has not improved after three months is what justifies changing a medicine, and increasingly it is what an insurer requires before approving the next one.
PLACEHOLDER: confirm the fee and turnaround time for completing disability, employer or insurance paperwork.
Our office can send the paperwork before your visit.
Ask for the PacketPLACEHOLDER: this page describes the forms in general terms because the practice has not yet finalised its packet. Before launch, upload the actual forms as accessible PDFs, link them here, and replace every description below with the real document. Confirm how patients return completed forms and whether a patient portal will be used.
Frequently asked questions
Patient Forms: common questions
Where do I download the forms?
PLACEHOLDER: the packet is being finalised and no downloads are available yet. Once uploaded, each form should be linked here individually as an accessible PDF with its file size shown.
Can I complete the forms at the clinic instead?
Yes, but arrive earlier and expect the paperwork to take longer than you would like. Completing it at home, with your medication boxes nearby, produces a far more accurate history.
How early should I arrive if I have not completed them?
PLACEHOLDER: state the recommended arrival time for patients completing paperwork on site.
What if I do not know a date or a drug name?
Leave it blank and mention it at the appointment. A guess gets recorded as fact and can misdirect your care later, whereas a blank simply gets filled in during the conversation.
Do I have to complete the whole symptom checklist?
Please do, even the parts that seem unrelated to your joints. Rheumatic diseases affect skin, eyes, bowel and lungs, and a ticked box about dryness or a rash regularly changes what a first appointment concentrates on.
Who can see the information on these forms?
It is protected health information under federal law. It is used to provide your care, to bill for it and to operate the practice, and is not otherwise disclosed without your authorisation apart from narrow legal exceptions.
Will you request my records from other doctors?
Yes, once you have signed the records release. Completing that early is what allows previous results to arrive before your appointment rather than after it.
Can you complete disability or employer paperwork for me?
PLACEHOLDER: confirm whether the practice completes these forms, the fee and the turnaround time. Most practices require a lead time of one to two weeks.

Still have a question?
Our office is happy to answer questions before you book. Call us or send a request and we will call you back.
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