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New Patient Forms & Things to Know

Facing heart or lung surgery is stressful. To make your first visit as smooth as possible and give you plenty of time with your surgeon, please complete your paperwork at home before you arrive. This helps your appointment time be focused on your care, rather than processing forms.

Download and Print Your Forms

Click the button below to download the form. Please print these pages and fill them out completely using dark blue or black ink.

New Patient Forms

Download New Patient Forms (PDF)

Viewing this on a smartphone? Enter your email address below to send this packet to yourself so you can easily print it from a computer later.

Post-Op Patient Forms

If you have already had surgery, but have not yet been into the office, you will need to complete these forms.

Download New Patient Forms (PDF)

Viewing this on a smartphone? Enter your email address below to send this packet to yourself so you can easily print it from a computer later.

Complete Your Medication List

Your surgical team requires a strictly accurate, up-to-date list of your medications to ensure your safety. Please pay special attention to the Medication List in the New Patient Forms. You must include the exact name and dosage of every prescription, over-the-counter medication, and supplement you take.

What to Bring to Your Visit

Please bring the following items to your appointment:

  • Your Completed New Patient Forms
  • Valid Photo ID (Driver’s license or state ID)
  • Current Insurance Cards (Primary and secondary)
  • Medical Records & Imaging: Any physical CDs of scans, lab work, or cardiology reports provided by your referring doctor.
  • FMLA/Disability Forms (If applicable): If you need our office to complete FMLA or short-term disability paperwork, bring the physical forms with you. Please note: You must fill out your portion of the form first. Our office charges a $35 processing fee to complete these documents.

Important: Scheduling Your Surgery

Please be aware that you may not receive a surgery date at your first visit.

Your initial appointment is used to review your case and determine if you need additional pre-operative testing (such as a heart catheterization or lab work). Once all tests are complete and you are officially cleared for surgery, our scheduling team will call you to schedule your surgery. Surgeries are scheduled in chronological order.

Finding Our Phoenix Office

GPS systems occasionally misdirect patients trying to find our main office.

We are located at 3131 E. Clarendon Ave., Suite 102. (Please ensure your GPS says Clarendon Avenue, not Street). Parking: The entrance to our parking lot is from 32nd Street (do not turn onto Clarendon).

Phoenix  Flagstaff

Questions? If you need help with your forms or getting directions to the clinic, please call our team at (602) 253-9168.