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Patient Intake Checklist

Patient Intake Checklist

Getting Started with Your Equipment Request

To help us process your order as quickly and efficiently as possible, please have the following information available when contacting Your Way Health.

Patient Information

  • Full legal name
  • Date of birth
  • Phone number
  • Email address (if applicable)
  • Current home address
  • Emergency contact information

Insurance Information

Please have a copy of your insurance card(s) available.

  • Primary insurance card
  • Secondary insurance card (if applicable)
  • Insurance policy/member ID number
  • Group number (if applicable)
  • Policyholder information
  • Medicare or Medicaid information (if applicable)

Physician Information

  • Referring physician’s name
  • Physician practice or clinic name
  • Office phone number
  • Office fax number (if available)
  • Recent visit date related to your medical need

Prescription & Medical Documentation

Some equipment requires documentation to establish medical necessity.

Please be prepared to provide:

  • Physician prescription or order
  • Supporting medical records (if requested)
  • Recent clinical notes
  • Diagnosis information
  • Prior authorization documentation (if applicable)

Equipment Request Information

To ensure we provide the most appropriate solution, please tell us:

  • Type of equipment requested
  • Medical condition or diagnosis related to the request
  • Previous equipment currently being used
  • Preferred delivery location
  • Any special accommodation needs

Caregiver Information (If Applicable)

If a caregiver or family member will assist with your care, please provide:

  • Caregiver’s full name
  • Relationship to patient
  • Contact phone number
  • Preferred method of communication

Home & Delivery Information

To ensure safe delivery and setup, please let us know:

  • Home, apartment, or facility address
  • Best delivery contact
  • Accessibility concerns (stairs, elevators, gated communities, etc.)
  • Preferred delivery times
  • Special setup requirements