Forms · New clients
New client form
For Medicare and under-65 health plans alike. Take as long as you need — you’ll get a chance to check it all before anything is sent.
About you
We ask for your birthday and ZIP so Barb can tell whether we’ve helped you before.
3.) List your primary care doctor and any doctors that you would not be willing to give up
Doctor 1
Doctor 2
Doctor 3
Doctor 4
Doctor 5
4.) Complete the list of medications
People usually remember to tell me all their prescription tablets and capsules but often forget to include things like their insulin, nasal sprays, asthma inhalers, creams, and ointments. Please include all.
DON'T include medications that are otc (over the counter) or you get at the VA or that Worker's Comp pays for.
Medicine 1
Medicine 2
Medicine 3
Medicine 4
Medicine 5
Medicine 6
Medicine 7
Medicine 8
Medicine 9
Stuck? Call Barb on (216) 287-8832.