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Date
Legal Name
Legal Address
Primary email address?
Are you legally Married
Do you have State insurance
New Yes / No
Case Manager Name
Case Manager NPI #
Is American English your first language?
Do you have a Primary Care Physican
Who is your Primary Care Physician
Have you have blood work done recently
Have you had a yearly physical
Where is your Pirmary Care Physicians Office
What is your Primary Car Physician's Office number
May your CM contact your PCP
Any other Medical Providers
Other Medical Providers information
Do you have a Dentist
What is your Dentist Name?
Denist Phone Number
Dentist Business Address
Last Dental Visit?
What are your immediate dental needs
Do you use Donated Dental
Do you use Dental Connections
Do you have a Counselor?
Are you interested Positive Psychology
Have you had your hearing tested within the last 2 yrs
When was your last eye exam?
Do you use street drugs?
Are the use of street drug a problem
Do you need detox?
Do you take Dr. preseribed perscriptions
Do you take perscriptions as perscribed
Do you have prescription drug coverage?
Are you legally working?
Have you ever legally worked before
Do you need help finding employment
How many years have you legally worked?
Have you filed for unemployment, if so, when?
Have you applied for Social Security
Do you have a rep payee
Do you have any financial needs or burdens such as debt or outstanding utility bills
Do you have a legal residence where you stay year round and recieve mail?
Do you lease or rent a room?
Do you lease or rent an apartment
Have you filed for section 8 housing
Are you facing any evictions
Are you able to pay rent on time every month?
If nunable to pay rent on time, why?
Do you have any pending legal cases currently?
Do you have any pasted unsealed involment with the legal system?
Do you have a pubilc or private legally barred attorney?
Do you have a legal guardian?
Do you have a Durable Power of Attorney for Healthcare?
Do you want The Case Manager Kaitlyn R Reed to be your Durrable Power of Attorney for Healthcare
Do you currently hold a valid NH State Drivers License
Do you currently haveyour own form of reliable transportation? i.e car, van or truck
If unable to hold a valid Drivers License are you able to afford safe local transportation? i.e bus, uber or lyft?
Does your unmet transportaion needs interfere with work, going to the doctor or grocery store?
Did you graduate from High School?
If so what year?
Have you completed any college?
If so what year(s)?
If not, would you like to attain a higher degree of education??
Are your current educational goals being met?
Do you currently volunteer?
Would you rather learn a trade? Electrician, black smith or carpenter?
Are you currently on Medicaid for Employed Adults with Disabilities?
Do you have a local library card?
New Short Text Field
How do you structure your free time? adult recreational leauges, gym or AA?
Is spirituality important to you?
Do you participate in activies related to spirituality?
Are your spritual needs being met
If not where can they improve?
Do you have young children?
Do you have sole custody of your children?
If not, what type of custody do you share with the other parent?
Do you require supervised visits with your children?
Are you current childcare arrangments being met?
How would you rate your social supports currently?
• • •
What are your goals related to creating and maintaing postive social supports?
Do you need legal asistance reducing or removing negative peer influence?

Case Management Mandatory Monthly Direct Initial Medical Form

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Monthly Mandatory Document for Case Management

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Published: Aug. 2, 2026, 9:44 p.m.
Provider: Dr. History Physical
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328 Gibraltar Dr
Sunnyvale, CA 94089

Call us: (844) 569-8628

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