Patient Forms.

New Patient Packet

Required for every new patient before the first visit. Save 15 minutes at check-in by completing these at home.

• New patient intake

  Demographics, contact info, pharmacy preference, and primary-care provider.

  Link to intake PDF

• Medical history questionnaire

  Prior surgeries, medications, allergies, and current medical conditions.

  Link to medical history PDF

• HIPAA notice of privacy practices

  Explains how we use and protect your health information. Signature required.

  Link to HIPAA PDF

• Financial policy & consent to treat

  Acknowledges payment responsibility and authorizes evaluation and treatment.

  Link to financial policy PDF

Records Release

Use these forms to move records between offices. Sign the one that matches the direction you need.

• Authorization to release records

  Allows us to send your OSI records to another provider, attorney, or insurer.

  Link to release-of-records PDF

• Authorization to request records

  Allows us to request records from an outside provider on your behalf before your visit.

  Link to request-of-records PDF

Fax signed forms to (830) 624-7505 or bring them to your visit. Records requests typically take 7–10 business days to fulfill.

Specialty & Condition-Specific

Ask the scheduling team if one of these is needed for your visit — not every patient fills these out.

• Pre-operative checklist

  For patients scheduled for surgery — labs, medications to hold, and fasting instructions.

  Link to pre-op checklist PDF

• Post-operative follow-up

  Symptom log for the first two weeks after surgery. Bring to your follow-up visit.

  Link to post-op log PDF

How to Complete Your Forms

1. Download and print.

   Open the PDF, print single-sided, and complete in blue or black ink. If you're completing through the portal, you won't need to print.

2. Sign every signature line.

   Any missing signature delays your check-in. HIPAA and financial policy forms require a signature even if you're a returning patient with updated information.

3. Bring or send ahead.

   Bring to your visit, or fax to (830) 624-7505 the day before so we can pre-register you.

Need Help?

If a form won't open, a PDF is too large to print, or you'd prefer a paper packet mailed to you, call the scheduling team. We can email a secure link or mail a printed packet to your address on file.

Confirm whether the practice mails paper packets and how far in advance to request one.