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Medical Second Opinion Request Form

3 pages14 fieldsHIPAA-ready

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formisoft.com/f/second-opinion-request
Patient Full Name
Date of Birth
Phone Number
Email Address
Current Diagnosis
Current Treating Physician
Proposed Treatment Plan
Specific Questions & Concerns
Medical Records & Reports Upload
Upload file
Current Medications
Insurance Information
Insurance carrier & policy
Schedule Consultation
Select date & time
Choose a date...
9:00 AM
10:00 AM
11:00 AM
1:00 PM
2:00 PM
3:00 PM
Records Release Consent
I agree to the terms above
Sign here
Patient Signature
Sign here
Submit

The Medical Second Opinion Request Form is designed for specialist practices, academic medical centers, and telemedicine platforms that offer independent diagnostic and treatment plan reviews for patients seeking a second opinion. This second opinion request form streamlines the intake process for what is often a complex, document-heavy consultation by collecting the patient's current diagnosis, treating physician information, proposed or ongoing treatment plan, and the specific questions or concerns driving the request for an additional medical perspective.

This medical second opinion form includes a robust medical records upload section where patients can attach pathology reports, imaging studies (MRI, CT, X-ray), lab results, operative notes, biopsy reports, genetic test results, and treatment summaries from their current provider. The structured format ensures the reviewing physician receives all relevant clinical documentation before the consultation, enabling a thorough and efficient review. The insurance information field supports verification of second opinion coverage, which many insurance plans include as a benefit, particularly for surgical recommendations, cancer diagnoses, and other serious conditions.

The integrated appointment booking field allows patients to schedule their second opinion consultation directly through the form, whether in-person or via telehealth, reducing administrative back-and-forth. A consent agreement authorizes the release and review of medical records and establishes the scope of the second opinion engagement. This form is invaluable for oncology practices, neurosurgery centers, orthopedic surgery groups, and any specialist office that regularly receives patients seeking confirmation or alternative perspectives on significant medical decisions.

What's included

  • Patient demographics and contact information
  • Current diagnosis and treating physician details
  • Proposed treatment plan documentation
  • Patient questions and specific concerns for the reviewing physician
  • Medical records, imaging, and lab results upload
  • Current medication list for interaction and treatment context
  • Insurance verification for second opinion coverage
  • Appointment booking for in-person or telehealth consultation
  • Records release consent agreement with e-signature
  • Insurance information collection with carrier and policy details

Who uses this template

  • Specialist practices and academic medical centers offering second opinion consultations
  • Oncology centers providing independent cancer diagnosis and treatment plan reviews
  • Telemedicine platforms offering remote second opinion services
  • Surgical practices reviewing cases for patients considering major operations

All form fields

14 fields across 3 pages. Customize any field after signing up.

Patient Full NameText
Date of BirthDate
Phone NumberPhone
Email AddressEmail
Current DiagnosisLong Text
Current Treating PhysicianText
Proposed Treatment PlanLong Text
Specific Questions & ConcernsLong Text
Medical Records & Reports UploadFile Upload
Current MedicationsMedications
Insurance InformationInsurance Info
Schedule ConsultationAppointment Booking
Records Release ConsentConsent Agreement
Patient SignatureE-Signature

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