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ADULT MEDICAL QUESTIONNAIRE Our ability to draw effective conclusions about your present state of health and how to improve it depends, to a significant extent, on your ability to respond thoughtfully and accurately to both these written questions and those posed by the clinician during your consultations. Health issues are usually influenced by many factors. Accurately assessing all the factors and comprehensively managing them is the best way to deal with these health challenges. Your careful consideration of each of the following questions will enhance our efficiency and will provide for more effective use of your scheduled consultation time. These questions will help to identify underlying causes of illness and will also assist us to formulate a treatment plan. First Name: Address: Middle Name: Last Name: . City.. State: ZIP: Home Phone: ( Birth Date: month day year Work Phone: (_ Occupation: Place of Birth: Referred by: Today's Date City or town & country if not US Height: ' " Weight:. Sex: 1. Please check appropriate box(es): D African American D Hispanic D Mediterranean D Native American D Caucasian D Northern European 2. Please rank current and ongoing problems by priority and fill in the other boxes as completely as possible: D Asian D Other DESCRIBE PROBLEM Example: Post Nasal Drip a. b. c. d. e. f. g- MILD/ MODERATE/ SEVERE Moderate TREATMENT APPROACH Elimination Diet SUCCESS Moderate ©Copyright The Institute for Functional Medicine

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  • ADULT MEDICAL QUESTIONNAIRE

    Our ability to draw effective conclusions about your present state of health and how to improve it depends, to asignificant extent, on your ability to respond thoughtfully and accurately to both these written questions and thoseposed by the clinician during your consultations. Health issues are usually influenced by many factors. Accuratelyassessing all the factors and comprehensively managing them is the best way to deal with these health challenges.Your careful consideration of each of the following questions will enhance our efficiency and will provide for moreeffective use of your scheduled consultation time. These questions will help to identify underlying causes of illnessand will also assist us to formulate a treatment plan.

    First Name:

    Address:

    Middle Name: Last Name:

    . City.. State: ZIP:

    Home Phone: ( Birth Date:month day year

    Work Phone: (_

    Occupation:

    Place of Birth:

    Referred by:

    Today's Date

    City or town & country if not US

    Height: ' " Weight:. Sex:

    1. Please check appropriate box(es):

    D African American D Hispanic D MediterraneanD Native American D Caucasian D Northern European

    2. Please rank current and ongoing problems by priority and fill in the other boxes as completely as possible:

    D AsianD Other

    DESCRIBE PROBLEM

    Example: Post Nasal Dripa.b.c.d.e.f.

    g-

    MILD/MODERATE/

    SEVEREModerate

    TREATMENTAPPROACH

    Elimination DietSUCCESS

    Moderate

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    3. With whom do you live? (Include children, parents, relatives, and/or friends. Please include ages.)Example: Wendy, age 7, sister

    4. Do you have any pets or farm animals? Yes No_If yes, where do they live? 1. indoors 2. outdoors 3. both indoors and outdoors

    5. Have you lived or traveled outside of the United States? Yes NoIf so, when and where?

    6. Have you or your family recently experienced any major life changes? Yes No_If yes, please comment:

    7. Have you experienced any major losses in life? Yes No_If so, please comment:

    8. How important is religion (or spirituality) for you and your family's life?a. not at all importantb. somewhat importantc. extremely important

    9. How much time have you lost from work or school in the past year?a. 0-2 daysb. 3 -14 daysc. > 15 days

    10. Previous jobs:

    11. Unfortunately, abuse and violence of all kinds, verbal, emotional, physical, and sexual are leading contributors tochronic stress, illness, and immune system dysfunction; witnessing violence and abuse can also be verytraumatic. If you have experienced or witnessed any kind of abuse in the past, or if abuse is now an issue in yourlife, it is very important that you feel safe telling us about it, so that we can support you and optimize yourtreatment outcomes.

    Please do your best to answer the following questions:a. Did you feel safe growing up?

    D Yes D No

    b. Have you been involved in abusive relationships in your life?D Yes D No

    c. Was alcoholism or substance abuse present in your childhood home, or is it present now in yourrelationships?D Yes D No

    d. Do you currently feel safe in your home?DYes DNo

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    e. Do you feel safe, respected and valued in your current relationship?D Yes D No

    f. Have you had any violent or otherwise traumatic life experiences, or have you witnessed any violenceor abuse?D Yes D No

    g. Would you feel safer discussing any of these issues privately?D Yes D No

    12. Past Medical and Surgical History:

    ILLNESSESa. Anemiab. Arthritisc. Asthmad. Bronchitise. Cancerf. Chronic Fatigue Syndromeg. Crohn's Disease or Ulcerative Colitish. Diabetesi. Emphysemaj. Epilepsy, convulsions, or seizuresk. Gallstones1. Gout

    ILLNESSESm. Heart attack/ Anginan. Heart failureo. Hepatitisp. High blood fats (cholesterol, triglycerides)q. High blood pressure (hypertension)r. Irritable bowels. Kidney stonest. Mononucleosisu. Pneumoniav. Rheumatic feverw. Sinusitisx. Sleep apneay. Strokez. Thyroid diseaseaa. Other (describe)

    INJURIES

    ab. Back injuryac. Broken (describe)

    WHEN

    WHEN

    WHEN

    COMMENTS

    COMMENTS

    COMMENTS

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    ad. Head injury

    ae. Neck injury

    af. Other (describe)DIAGNOSTIC STUDIES

    ag. Barium Enemaah. Bone Scanai. CAT Scan of Abdomenaj. CAT Scan of Brainak. CAT Scan of Spineal. Chest X-rayam. Colonoscopyan. EKGao. Liver scanap. Neck X-rayaq. NMR/MRIar. Sigmoidoscopyas. Upper GI Seriesat Other (describe)

    WHEN COMMENTS

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    OPERATIONSau. Appendectomyav. Dental Surgeryaw. Gall Bladderax. Herniaay. Hysterectomyaz. Tonsillectomyba. Other (describe)bb. Other (describe)

    WHEN COMMENTS

    13. Hospitalizations:

    WHERE HOSPITALIZEDa.b.c.d.e.

    WHEN FOR WHAT REASON

    14. How often have you have taken antibiotics?< 5 times > 5 times

    Infancy/ ChildhoodTeenAdulthood

    15. How often have you have taken oral steroids (e.g., Cortisone, Prednisone, etc.)?< 5 rimes > 5 rimes

    Infancy/ ChildhoodTeenAdulthood

    16. What medications are you taking now? Include non-prescription drugs.Medication Name

    1.2.3.4.5.6.7.8.

    Date started Dosage

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    17. Are you allergic to any medications?If yes, please list:

    Yes No

    18. List all vitamins, minerals, and other nutritional supplements that you are taking now. Indicate whether mg orIU and the form (e.g., calcium carbonate vs. calcium lactate), when possible.

    Vitamin/Mineral/Supplement Name1.2.3.4.5.6.7.8.

    Date started Dosage

    19. Childhood:Question

    1. Were you a full term baby?a. A preemie?b. Breast fed?c. Bottle fed?

    2. As a child did you eat a lot of sugar and/or candy?

    Yes No Don'tEnow

    Comment

    20. As a child, were there any foods that you had to avoid because they gave you symptoms?Yes No_

    If yes, please: name the food and symptom (Example: milk — gas and diarrhea)

    21. Pkce a check mark next to the food/drink that applies to your current diet. (List continues on next page.)

    a.b.c.d.e.f.frh.i.

    j-k.1.m.n.

    Usual BreakfastNoneBacon/ SausageBagelButterCerealCoffeeDonutEggsFruitJuiceMargarineMilkOat branSugar

    Va.b.c.d.e.£g-h.i.)•k.1.m.n.

    Usual LunchNoneButterCoffeeEat in a cafeteriaEat in restaurantFish sandwichJuiceLeftoversLettuceMargarineMayoMeat sandwichMilkSakd

    Va.b.c.d.e.f.g-h.i.)•k.1.m.n.

    Usual DinnerNoneBeans (legumes)Brown riceButterCarrotsCoffeeFishGreen vegetablesJuiceMargarineMilkPastaPotatoPoultry

    V

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    o.p-q-r.s.tu.V.

    Usual BreakfastSweet rollSweetenerTeaToastWaterWheat branYogurtOther: (List below)

    V0.

    P-q-r.s.tu.V.

    w.X.

    Usual LunchSalad dressingSodaSoupSugarSweetenerTeaTomatoWaterYogurtOther: (List below)

    V0.

    P-q-r.s.tu.V.

    w.X.

    y-

    Usual DinnerRed meatRiceSakdSalad dressingSodaSugarSweetenerTeaWaterYellow vegetablesOther: (list below)

    V

    22. How much of the following do you consume each week?

    a.b.c.d.e.£

    g-h.i.

    j-k.1.m.

    CandyCheeseChocokteCups of coffee containing caffeineCups of decaffeinated coffee or teaCups of hot chocolateCups of tea containing caffeineDiet sodasIce creamSalty foodsSlices of white bread (rolls/bagels)Sodas with caffeineSodas without caffeine

    23. Are you on a special diet?ovo-lactodiabeticdairy restricted

    . vegetarian

    .vegan

    . blood type diet

    Yes No. other (describe):

    24. Is there anything special about your diet that we should know?If yes, please explain:

    Yes No

    25. a. Do you have symptoms immediately after eating, such as belching, bloating, sneezing, hives, etc.?Yes No

    b. If yes, are these symptoms associated with any particular food or supplement(s)?Yes No

    c. Please name the food or supplement and symptom(s). Example: Milk — gas and diarrhea.

    26. Do you feel you have delayed symptoms after eating certain foods (symptoms may not be evidentfor 24 hours or more), such as fatigue, muscle aches, sinus congestion, etc.? Yes No

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    27. Do you feel much worse when you eat a lot of:Jiigh fat foodsJiigh protein foodsJiigh carbohydrate foods(breads, pastas, potatoes)

    28. Do you feel much better when you eat a lot of:high fat foodshigh protein foodshigh carbohydrate foods(breads, pastas, potatoes)

    29, Does skipping a meal greatly affect your symptoms?

    _refined sugar (junk food)_fcied foods_1 or 2 alcoholic drinks..other

    .refined sugar (junk food)_fried foods_1 or 2 alcoholic drinksother

    Yes

    30. Have you ever had a food that you craved or really "binged" on over a period of time?Food craving may be an indicator that you may be allergic to that food. YesIf yes, what food(s)?

    No

    No

    31. Do you have an aversion to certain foods?If yes, what foods?

    Yes No

    32. Please fill in the chart below with information about your bowel movements:

    a. FrequencyMore than 3x/dayl-3x/day4-6x/week2-3x/week1 or fewer x/week

    b. ConsistencySoft and well formedOften floatDifficult to passDiarrheaThin, long or narrowSmall and hardLoose but not wateryAlternating between hard

    and loose/watery

    V b. ColorMedium brown consistentlyVery dark or blackGreenish colorBlood is visible.Varies a lot.Dark brown consistentlyYellow, light brownGreasy, shiny appearance

    V

    33. Intestinal gas: .Daily^OccasionallyExcessive

    34. a. Have you ever used alcohol?b. If yes, how often do you now drink alcohol?

    Present with painFoul smellingLittle odor

    Yes NoNo longer drinking alcoholAverage 1-3 drinks per weekAverage 4-6 drinks per weekAverage 7-10 drinks per weekAverage >10 drinks per week

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    c. Have you ever had a problem with alcohol? Yes_If yes, please indicate time period (month/year): from to

    35. Have you ever used recreational drugs? Yes_

    36. Have you ever used tobacco? Yes_If yes, number of years as a nicotine user . Amount per day . Year quitIf yes, what type of nicotine have you used? Cigarette

    Cigar

    37. Are you exposed to second hand smoke regularly?

    38. Do you have mercury amalgam fillings?

    39. Do you have any artificial joints or implants?

    No

    No

    No

    40. Do you feel worse at certain times of the year?If yes, when? spring

    summer

    Year quitSmokeless

    Pipe

    Yes No

    Patch/Gum

    Yes No

    Yes No

    Yes NoJailwinter

    41. Have you, to your knowledge, been exposed to toxic metals in your job or at home? Yes No_If yes, which one(s)? lead cadmium

    arsenic mercuryaluminum

    42. Do odors affect you?

    43. How well have things been going for you?

    Yes No

    a. At schoolb. In your jobc. In your social lifed. With close friendse. With sexf. With your attitudeg. With your boyfriend/girlfriendh. With your childreni. With your parentsj. With your spouse

    Very Well Fair Poorly VeryPoorly

    Does notapply

    44. Have you ever had psychotherapy or counseling?Currently? Previously? If previously, from toWhat kind?Comments:

    Yes No

    45. Are you currently, or have you ever been, married?If so, when were you married? Spousefs occupation.When were you separated? NeverWhen were you divorced? Never

    Yes No

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    When were you remarried?Comments:

    Never Spouse's occupation.

    46. Hobbies and leisure activities:

    47. Do you exercise regularly?If so, how many times a week?

    1. Ix2. 2x3. 3x4. 4x or more

    What type of exercise is it?jogging/ walkingbasketballhome aerobics

    Yes NoWhen you exercise, how long is each session?1. 45 min

    Jiennis_water sportsother

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    48. Any other family history we should know about? Yes No_If so, please comment:

    49. What is the attitude of those close to you about your illness?SupportiveNon-supportive

    FOR WOMEN ONLY (questions 50-58):

    50. Have you ever been pregnant? (If no, skip to question 53.) Yes No_

    Number of miscarriages Number of abortions Number of preemies

    Number of term births Birth weight of largest baby Smallest baby

    Did you develop toxemia (high blood pressure)? Yes No

    Have you had other problems with pregnancy? Yes No

    If so, please comment:

    51. Age at first period Date of kst Pap Smear Date of kst Mammogram_Pap Smear: Normal AbnormalMammogram: Normal Abnormal

    52. Have you ever used birth control pills? Yes No If yes, when

    53. Are you taking the pill now? Yes No

    54. Did taking the pill agree with you? Yes No Not applicable.

    55. Do you currently use contraception? Yes NoIf yes, what type of contraception do you use?

    56. Are you in menopause? No Yes If yes, age at kst period_Do you take: Estrogen? Ogen? Estrace? Premarin? Other (specify)..

    Progesterone? Provera? Other (specify)

    57. How long have you been on hormone repkcement therapy (if applicable)? —

    58. In the second half of your cycle, do you have symptoms of breast tenderness, water retention, or irritability(PMS)? Yes No Not applicable

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    59. Please check if these symptoms occurpresently or have occurred in the past 6 months.

    GENERAL:

    Cold hands & feetCold intoleranceDaytime sleepinessDifficulty felling asleepEarly wakingFatigueFeverFlushingHeat intoleranceNight wakingNightmaresNo dream recall

    Mild Mod-erate

    Severe

    HEAD, EYES & EARS:

    ConjunctivitisDistorted sense of smellDistorted tasteEar fullnessEar noisesEar painEar ringing/buzzingEye crustingEye painHeadacheHearing lossHearing problemslid margin rednessMigraineSensitivity to loud noisesVision problems

    MUSCULOSKELETAL:

    Back muscle spasmCalf crampsChest tightnessFoot crampsJoint deformityJoint painJoint rednessJoint stiffnessMuscle painMuscle spasmsMuscle stiffnessMuscle twitches:

    Around eyesArms or legs

    Muscle weaknessNeck muscle spasmTendonitisTension headacheTMJ problems

    Mild Mod-erate

    Severe

    MOOD/NERVES:

    AgoraphobiaAnxietyAuditory hallucinationsBlack-outDepressionDifficulty:

    ConcentratingWith balanceWith thinkingWith judgmentWith speechWith memory

    Dizziness (spinning)FaintingTearfulnessIrritabilityUght-headedness

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    MOOD/NERVES, Cont’d

    Mild Mod-erate

    Severe

    NumbnessOther PhobiasPanic attacksParanoiaSeizuresSuicidal thoughtsTinglingTremor/ tremblingVisual hallucinations

    EATING:

    Binge eatingBulimiaCan't gain weightCan't lose weightCarbohydrate cravingCarbohydrate intolerancePoor appetiteSalt craving

    DIGESTION:

    Anal spasmsBad teethBleeding gumsBloating of: Lower abdomen

    Whole abdomenBlood in stoolsBurpingCanker soresCold soresConstipationClacking at comer of hipsDentures w/poor chewingDiarrheaDifficulty swallowingDry mouthIntestinal gas

    DIGESTION, Cont’d- Mild Mod-erate Severe

    FissuresFoods “repeat” (reflux)HeartburnHemorrhoidsIntolerance to: Lactose

    All milk productsIntolerance to: Gluten (wheat)

    CornEggsFatty foodsYeast

    Liver disease/jaundice(yellow eyes or skin)

    Lower abdominal painMucus in stoolsNauseaPeriodontal diseaseSore tongueStrong stool odorUndigested food in stoolsUpper abdominal painVomiting

    SKIN PROBLEMS:

    Acne on backAcne on chestAcne on faceAcne on shouldersAthlete's footBumps on back of upper armsCelluliteDark circles under eyesEars get tedEasy bruising

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    SKIN PROBLEMS,Cont*d:

    EczemaHerpes - genitalHivesJock itchLackluster skinMoles w color/ size changeOily skinPale skinPatchy dullnessPsoriasisRashRed feceSensitive to bitesSensitive to poison ivy/oakShinglesSkin cancerSkin darkeningStrong body odorThick callusesVitiligo

    Mild Mod-erate

    Severe

    SKIN, ITCHING:

    AnusArmsEar canalsEyesFeetHandsLegsNipplesNosePenisRoof of mouthScalpSkin in generalThroat

    SKIN, DRYNESS OF:

    EyesFeet

    Any cracking?Any peeling?

    HairAnd unmanageable?

    HandsAny cracking?Any peeling?

    Mouth/throatScalp

    Any dandruff?Skin in general

    Mild Mod-erate

    Severe

    LYMPH NODES:

    Enlarged/neckTender/neckOther enlarged/tenderlymph nodes

    NAILS:

    BittenBritdeCurve upFrayedFungus - fingersFungus - toesPittingRagged cuticlesRidgesSoftThickening of:

    FingernailsToenails

    White spots/lines

    ©Copyright The Institute for Functional Medicine

  • Adult Medical Questionnaire

    RESPIRATORY:

    Bad breathBad odor in noseCough - dryCough - productiveHay fever : Spring

    SummerFallChange of season

    HoarsenessNasal stuffinessNose bleedsPost nasal dripSinus fullnessSinus infectionSnoringSore throatWheezingWinter stuffiness

    Mild Mod-erate

    Severe

    CARDIOVASCULAR:

    Angina/chest painBreathlessnessHeart attackHeart murmurHigh blood pressureIrregular pulseMitral valve prolapsePalpitationsPhlebitisSwollen ankles/feetVaricose veins

    URINARY:

    Bed wetting

    HesitancyInfection

    Kidney diseaseKidney stoneleaking/incontinencePain/burningProstate enlargementProstate infectionUrgency

    Mild Mod-erate

    Severe

    MALEREPRODUCTIVE:

    Discharge from penisEjaculation problemGenital painImpotenceInfectionLumps in testiclesPoor libido (sex drive)

    FEMALEREPRODUCTIVE:

    Breast cystsBreast lumpsBreast tendernessOvarian cystPoor libido (sex drive)EndometriosisFibroidsInfertilityVaginal dischargeVaginal odorVaginal itchVaginal pain

    ©Copyright The Institute for Functional Medicine

  • Name

    Medical Symptoms QuestionnaireDate

    Rate each of the following symptoms based upon your typical health profile for:D Past 30 days D Past 48 hours

    Point Scale

    HEAD

    0 • Never or almost never have the symptom1 - Occasionally have it, effect is not severe2 - Occasionally have it, effect is severe3 - Frequently have it, effect is not severe4 - Frequently have it, effect is severe

    HeadachesFaintnessDizzinessInsomnia

    EYES

    EARS

    NOSE

    MQUTHfFHROAT

    SKIN

    HEART

    Total.

    Watery or itchy eyesSwollen, reddened or sticky eyelidsBags or dark circles under eyesBlurred or tunnel vision(does not include near or far-sightedness) Total

    Itchy earsEaraches, ear infectionsDrainage from earRinging in ears, hearing loss

    Stuffy noseSinus problemsHay feverSneezing attacksExcessive mucus formation

    Total

    Total

    Chronic coughingGagging, frequent need to dear throatSore throat, hoarseness, loss of voiceSwollen or discolored tongue, gums, lipsCanker sores Total

    AcneHives, rashes, dry skinHair lossFlushing, hot flashesExcessive sweating

    Irregular or skipped heartbeatRapid or pounding heartbeatChest pain

    Total

    Total

    Applying Functional Medicine in Clinical Practice

  • Medical Symptoms Questionnaire Page 2

    LUNGS

    DIGESTIVE TRACT

    JOINTS/MUSCLE

    WEIGHT

    ENERGY/ACTIVITY

    MIND

    EMOTIONS

    OTHER

    GRAND TOTAL

    Chest congestionAsthma, bronchitisShortness of breathDifficulty breathing

    Nausea, vomitingDiarrheaConstipationBloated feelingBelching, passing gasHeartburnIntestinal/stomach pain

    Pain or aches in jointsArthritisStiffness or limitation of movementPain or aches in musclesFeeling of weakness or tiredness

    Binge eating/drinkingCraving certain foodsExcessive weightCompulsive eatingWater retentionUnderweight

    Fatigue, sluggishnessApathy, lethargyHyperactivityRestlessness

    Poor memoryConfusion, poor comprehensionPoor concentrationPoor physical coordinationDifficulty in making decisionsStuttering or stammeringSlurred speechLearning disabilities

    Mood swingsAnxiety, fear, nervousnessAnger, irritability, aggressivenessDepression

    Frequent illnessFrequent or urgent urinationGenital itch or discharge

    Total

    Total.

    Total

    Total

    Total

    Total

    Total

    Total.

    TOTAL

    Applying Functional Medicine in Clinical Practice