Comprehensive Geriatric Medical History Form

Patient Assessment and Documentation Template

Geriatrics

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Last updated: Mar 24, 2025

Patient Information

  • Full Name: _________________ Date: _________________
  • Date of Birth: ______________ Age: __________________
  • Medicare/Insurance #: ______________________________

Primary Concerns

  • Main reason for visit: _____________________________
  • Duration of symptoms: ____________________________
  • Previous treatment attempts: ______________________

Medical History

Chronic Conditions

  • Hypertension
  • Diabetes
  • Heart Disease
  • Arthritis
  • COPD
  • Other: _______________________________________

Previous Surgeries

  1. Type: _________________ Date: _________________
  2. Type: _________________ Date: _________________
  3. Type: _________________ Date: _________________

Functional Assessment

Activities of Daily Living (ADL)

  • Bathing: □ Independent □ Needs Help □ Dependent
  • Dressing: □ Independent □ Needs Help □ Dependent
  • Toileting: □ Independent □ Needs Help □ Dependent
  • Mobility: □ Independent □ Uses Device □ Dependent

Cognitive Assessment

  • Memory concerns: □ Yes □ No
  • Confusion episodes: □ Yes □ No
  • Previous cognitive testing: □ Yes □ No

Medication Review

Current Medications

  1. Name: _________________ Dose: ________________
  2. Name: _________________ Dose: ________________
  3. Name: _________________ Dose: ________________

Allergies

  • Medications: ___________________________________
  • Other: _______________________________________

Social History

  • Living Situation: □ Alone □ With Family □ Facility
  • Primary Caregiver: _____________________________
  • Fall History (past year): _________________________

Preventive Care

  • Last Flu Shot: ________________________________
  • Last Pneumonia Vaccine: _______________________
  • Last Colonoscopy: ____________________________

Provider Notes



Authorization

Signature: _________________ Date: _____________

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