Patient Agreement
PATIENT AGREEMENT
This PATIENT AGREEMENT (this “Agreement”) is made by and between Personal Endocrine P.C., a California professional corporation company doing business at 12231 Newport Ave., North Tustin, CA 92705 (“Personal Endocrine”) and an individual (Patient).
Personal Endocrine provides professional medical services in endocrinology, diabetes, and metabolism (“Services”).
Patient desires that Personal Endocrine provides, and Personal Endocrine desires to provide, such Services in accordance with the terms and conditions set forth herein.
NOW, THEREFORE, in exchange for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:
No Medicare Reimbursement. If you are a Medicare or Medicaid beneficiary, it is important for you to understand that the items and services provided by Personal Endocrine will not be covered by Medicare or Medicaid and that neither you nor Personal Endocrine may submit a claim to Medicare or Medicaid for any items or services you receive.
Service Defined. The meaning of the term “Services” shall include any physician-delivered medical care rendered at a scheduled consultation or follow-up visit. Such consultation or visit may be in person or by video-and-audio or audio-only call. Services do not include in-patient care, and Personal Endocrine will not admit, treat, or follow Patient at any hospital should Patient need the services of a hospital.
Fee-for-Service. You agree to be treated on a ‘fee-for-service’ basis. You agree to pay in advance for any Service performed at the start of each visit.
Other Fees. You agree to pay for any itemized charges not addressed by those fees outlined under Exhibit C, which is incorporated herein. You will be made aware of the fees for these services in advance of the services being performed. Payment for these services is due at the time services are rendered.
Membership. Personal Endocrine offers its patients enrollment in a membership program. You may enroll in our membership program by executing the Membership Agreement, attached to this agreement as Exhibit A and incorporated herein, the terms of which supersede, govern, and control all terms of this Agreement. It is not necessary for you to enroll in the membership program to be a patient of Personal Endocrine.
Medication. Personal Endocrine has certain routine medications in stock and may dispense those medications to patient as a matter of convenience if Patient chooses to receive them directly from Personal Endocrine. Any medications dispensed by Personal Endocrine are not covered by the fees due under this Agreement. Patient acknowledges and agrees that Patient is responsible for the cost of any medications dispensed directly to patient and that the costs of said medications are not included as part of the Services and, thus, not covered by the fees due by Patient under this Agreement. Personal Endocrine will inform Patient of the cost of any medication prior to dispensing so that Patient may make an informed decision as to whether to pay for those medications or to have Patient’s prescription filled at a pharmacy of his or her choice.
Limitations on Prescriptions for Controlled Substances. Personal Endocrine may prescribe certain controlled substances to patient from time to time as it deems medically appropriate. However, Personal Endocrine does not provide long-term chronic pain management and Personal Endocrine will not prescribe controlled substances on an on-going basis. Should Patient need long-term chronic pain management, Personal Endocrine can recommend another provider to assist Patient in the care and treatment of his or her pain management issues.
E-mail. Members may communicate with Personal Endocrine physicians by e-mail for the purpose of medical care. To use e-mail, Patient must execute a consent form, set forth as Exhibit D. Such communications carry additional charges. Current rates for such communications are set forth in Exhibit C. These rates may be adjusted by Personal Endocrine at its sole discretion from time to time. Personal Endocrine will not provide you with notice of such change unless the change in rate is an increase of 20 percent or more from the prior rate, in which case Personal Endocrine will provide notice following the notice requirements of a change in fee amounts set forth under Section 16 below. If Patient desires to use e-mail, he or she shall provide such e-mail address beside his or her signature on Exhibit D. It is Patient’s responsibility to keep such information current and up-to-date, and to provide notice to Personal Endocrine of any change. Patient understands that there is always a possibility that a third party may gain unauthorized access to e-mail. Patient agrees that if he or she desires to use e-mail, he or she must execute an E-Mail and Text Message Consent form, located at Exhibit D. E-mail is not an appropriate means of communication for an emergency or a time-sensitive issue. During an emergency, or if a situation is reasonably expected to develop into an emergency, Patient should call 9-1-1 or go to the nearest emergency care facility.
Term. The “Term” of this Agreement shall commence on the date of your signature provided below. The Term shall continue until terminated by either party.
Termination. Personal Endocrine may terminate this Agreement for any reason (including no reason at all) and at any time, with or without notice. You may terminate this Agreement for any reason only upon 30-days’ written notice to Personal Endocrine.
Insurance; Reimbursement. PATIENT UNDERSTANDS AND ACKNOWLEDGES THAT PERSONAL ENDOCRINE DOES NOT PARTICIPATE IN ANY INSURANCE PROGRAM, PAYOR, OR REIMBURSEMENT SYSTEM, SUCH AS HMO PLANS WITH THE EXCEPTION OF MEDICARE. NO FEES, CHARGES, OR ANY OTHER AMOUNTS OWED OR PAID BY YOU SHALL BE REIMBURSABLE THROUGH A SYSTEM OR COVERABLE UNDER A POLICY. THIS AGREEMENT IS NOT INTENDED TO REPLACE ANY HEALTH INSURANCE PLAN OR COVERAGE PATIENT MAY CARRY. PATIENT UNDERSTANDS AND ACKNOWLEDGES THAT PERSONAL ENDOCRINE DOES NOT ACCEPT HEALTH INSURANCE OR MEDICARE AND WILL NOT BILL OR SUBMIT ANY CLAIM FOR SERVICES RENDERED UNDER THIS AGREEMENT. PATIENT UNDERSTANDS AND ACKNOWLEDGES THAT THE FEES PAID UNDER THIS AGREEMENT ARE NOT COVERED BY ANY HEALTH INSURANCE PLAN OR COVERAGE, INCLUDING MEDICARE, PATIENT MAY CARRY. MEDICARE CANNOT BE BILLED FOR ANY SERVICES PERFORMED FOR PATIENT BY BRIGHT ENDOCRINOLOGY. PATIENT AGREES NOT TO BILL MEDICARE OR ATTEMPT REIMBURSEMENT FOR ANY SUCH SERVICES.
Technical Failure; Force Majeure.
Neither Personal Endocrine nor any of its members, employees, or contractors shall be liable for any loss, injury, or expense arising from, or related to, any delay in responding to patient if such delay is caused by a technical failure. To remove any possible doubt, examples of technical failure include, without limitation: (a) Failure caused by an internet or cell phone issue; (b) Power outages; (c) Failure of an electronic messaging software or e-mail service; (d) Interception of communications by an unauthorized third party; (e) Issues caused by ransomware or malware; or (f) Failure by Patient to comply with any term or condition of this Agreement or any other agreement between Personal Endocrine, its affiliates, its vendors, or its contractors and Patient.
Whenever a day is appointed herein on which, or a period of time is appointed within which, either party is required to do or complete any act, matter, or thing, the time for doing or completion thereof shall be extended by a period of time equal to the number of days on or during which such party is prevented from, or is interfered with, the doing or completion of such act, matter, or thing because of strikes, lock-outs, embargoes, epidemic, and/or pandemic proportions (including, without limitation, Covid-19) or other causes affecting the areas where Personal Endocrine does business, the imposition of federal, state, or local governmental authorities of “shelter in place” or quarantine restrictions, unavailability of labor or materials, wars, insurrections, rebellions, civil disorder, declaration of national emergencies, acts of god, or other causes beyond such party’s reasonable control. Notwithstanding the foregoing, Patient shall be responsible, notwithstanding any force majeure event, to pay all amounts owed to Personal Endocrine timely.
Physician Absence. Patient understands that Personal Endocrine physicians or other staff may be unavailable from time to time. To remove any possible doubt, examples of reasons for absence of a physician include, without limitation: (a) Vacation; (b) Illness; (c) Childbirth or maternity leave; or (d) Personal emergency. In the event an absence is unexpected, Personal Endocrine shall make an effort, if possible, to notify Patient so Patient may re-schedule. If Patient experiences an acute medical issue requiring immediate attention, Patient should proceed to a facility which provides emergency medical care or urgent care. Notwithstanding any of the foregoing, Personal Endocrine in no way shall be liable to patient for a physician absence or for failure to timely notify Patient of such absence if the reason for the failure to notify Patient was outside Personal Endocrine’s reasonable control. Neither shall Personal Endocrine be responsible for, or liable to patient for, any amounts arising out of treatment provided by an emergency medical care or urgent care facility.
Compliance with Laws. The parties enter into this Agreement with the intent of conducting their relationship in full compliance with applicable federal, state, and local laws, including, without limitation, the Health Insurance Portability and Accountability Act, the Anti-Kickback Statute, and the Stark Law. Both parties agree and certify that neither party shall violate the Anti-Kickback Statute in performing under this Agreement. Notwithstanding any unanticipated effect of any provisions of this Agreement, neither party will intentionally conduct itself under the terms of this Agreement in a manner that would violate any such law. Nothing in this Agreement, nor any other written or oral agreement, nor any consideration in connection with this Agreement, contemplates or requires or is intended to induce or influence the admission or referral of any patient to or the generation of any business between Personal Endocrine and any other person or entity. This Agreement is not intended to influence any physician’s professional judgment in choosing the appropriate care and treatment of patients.
Dispute Resolution. In the event a dispute arises between or among the parties, the claimant party shall provide notice of dispute to the other party. Such notice shall set forth with reasonable particularity the factual basis and legal theory underlying the dispute, as well as a proposed remedy. The parties shall enter a 30-day dispute resolution period, where they shall make a good-faith effort to resolve such dispute. If the parties are unable to resolve their dispute, then, after the 30-day period ends, the claimant party may file its claim in a court of competent jurisdiction. Notwithstanding any of the foregoing, this section shall not apply to claims for amounts due and owing to Personal Endocrine which Patient has failed to pay in breach of this Agreement or any other agreement between Personal Endocrine and Patient. For such claims, Personal Endocrine may file its claims in court at any time, with or without attempting dispute resolution.
Fee Amounts. Fee-for-service fees are listed in Exhibit C, which is incorporated herein. Personal Endocrine reserves the right, at its sole discretion, to change those fees, provided Personal Endocrine provides Patient with 30 days’ notice of such change. During that 30-day notice period, Patient may provide notice to Personal Endocrine that he or she does not consent to such changes, upon which this Agreement shall automatically terminate at the last day of the month Patient provides such notice of non-consent. If Patient does not provide notice of non-consent within the 30-day period, such changes shall be deemed irrevocably accepted by Patient and binding upon the parties.
Change of Law. If any change in law, regulation, or rule (such as a change in an applicable healthcare law or reimbursement system) affects the legality of any material term of this Agreement (including any exhibits herein, such as, without limitation, the Membership Agreement set forth as Exhibit A, if that Membership Agreement is executed by the parties), this Agreement does not automatically terminate. Personal Endocrine may, at its sole discretion, either terminate this Agreement or modify this Agreement so that the transactions contemplated hereby be consummated.
Severability. If any term or provision of this Agreement is invalid, illegal, or unenforceable in any jurisdiction, such invalidity, illegality, or unenforceability shall not affect any other term or provision of this Agreement or invalidate or render unenforceable such term or provision in any other jurisdiction. Upon a determination that any term or provision is invalid, illegal, or unenforceable, a court may modify this Agreement to give effect to the original intent of the parties as closely as possible in order that the transactions contemplated hereby be consummated as originally contemplated to the greatest extent possible.
No Oral Amendments. No amendment to or rescission, termination, cancellation, or discharge of this Agreement is effective unless it is in writing, identified as an amendment to or rescission, termination, cancellation, or discharge of this Agreement and signed by both parties.
Notice. Each party shall deliver all communications in writing either in person, by certified or registered mail, return receipt requested, by recognized overnight courier service, or by e-mail, addressed to the other party. The address of Personal Endocrine is: 12231 Newport Ave., North Tustin, CA 92705. Email: admin@personalendocrine.com. The address of patient is such address and/or e-mail address set forth below the Patient’s signature.
Governing Law; Jurisdiction. This Agreement, and all matters arising out of this Agreement, including tort and statutory claims, are governed by, and construed in accordance with the laws of the State of California, including its statute of limitations and choice-of-law statutes, without giving effect to any conflict-of-laws provisions thereof that would result in the application of the laws of a different jurisdiction. Either party shall institute any legal suit, action, or proceeding arising out of, or relating to, this Agreement in the federal or state courts.
Integration. This Agreement contains the entire understanding of the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous written or oral understandings, agreements, representations, and warranties with respect to such subject matter.
Assignment. Patient may not directly or indirectly assign, transfer, or delegate any of its rights or obligations under this Agreement, voluntarily or involuntarily, without the prior written consent of Personal Endocrine. Any purported assignment by Patient in violation of this section shall be null and void. Personal Endocrine may assign, transfer, or delegate any of its rights or obligations under this Agreement at any time, with or without notice to patient.
Inurement; Third-Party Beneficiaries. This Agreement is binding upon and inures to the benefit of the parties and their respective successors and permitted assigns. Except for the parties, their successors and permitted assigns, there are no third-party beneficiaries under this Agreement
Survival. Any section of this Agreement which, in order to give proper effect to its intent, should survive the expiration or termination of this Agreement, will survive such expiration or termination.
Counterparts. This Agreement may be executed in counterparts.
EXHIBIT A
MEMBERSHIP AGREEEMENT
THIS EXHIBIT A – MEMBERSHIP AGREEMENT (the “Membership Agreement”) is made by and between Personal Endocrine P.C. and that individual identified in that certain Agreement as Patient. THIS MEMBERSHIP AGREEMENT IS EXECUTED ONLY UPON THE SIGNATURE OF PATIENT.
MEMBERSHIPS (SELECT ONE)
General Membership
Personalized Diabetes & Weight-loss Membership
NOW, THEREFORE, in exchange for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledges, the parties agree as follows:
Relation to Agreement. This Membership Agreement supplements the terms and conditions of the Agreement. All terms and conditions of the Agreement, including all other attachments and exhibits therein, remain alive and enforceable. Notwithstanding the foregoing, the terms and conditions of this Membership Agreement shall govern and control any conflicting term or condition of the Agreement.
Text Messages.
Members have the option to receive appointment reminders via text message (SMS). If Patient desires to use text messages to receive appointment reminders, he or she shall provide such phone number (capable of receiving SMS) at Exhibit D and execute the consent form attached therein.
Text messages are not an appropriate means of communication for an emergency or a time-sensitive issue. Text messages are never appropriate means of communication to discuss Patient’s health information or other sensitive information. During an emergency, or if a situation is reasonably expected to develop into an emergency, Patient should call 9-1-1 or go to the nearest emergency care facility.
Term. The “Term” of this Membership Agreement shall commence on the Effective Date and last for one year. The “Effective Date” of this Membership Agreement shall mean the later date of: (a) Patient’s signature below and (b) payment of the applicable membership fee. The Term shall automatically renew on the day immediately after the Term for successive periods of one year (each, a “Renewal Term”) until terminated herein.
Termination.
This Membership Agreement and/or the Agreement may be terminated by Personal Endocrine for any reason (including for no reason at all) and at any time, with or without notice. Notwithstanding the foregoing, in the event Personal Endocrine terminates this Membership Agreement without cause prior to the Renewal Term, Personal Endocrine shall return Patient’s membership fee for the current month (if Patient has paid), pro-rated by the number of days remaining in that month. As used in this Section, “cause” shall mean: (1) whether by act or omission, Patient (A) breaches any term or condition of the Agreement or this Membership Agreement; (B) violates any law, regulation, or rule; (C) negligently or recklessly damages Personal Endocrine or its property, vendors, partners, employees, agents, clients, or customers; or (D) interferes with the ability of other Personal Endocrine personnel or agents to work or perform Services; or (2) any fraud or dishonesty by Patient which materially affects Personal Endocrine’s ability to perform any term or condition of the Agreement, this Membership Agreement, or (in Personal Endocrine’s sole judgment) negatively affects or jeopardizes Personal Endocrine’s relationships with any other patients, potential patients, partners, vendors, third-party payors, reimbursement programs, clients, customers, agents, assigns, contractors, employees, members, managers, affiliates, or subsidiaries. Patient may terminate this Membership Agreement only upon written notice to Personal Endocrine, sent at least 30 days before the start of the Renewal Term.
If Patient terminates this Membership Agreement prior to the conclusion of Term for which Patient has paid, Personal Endocrine shall be entitled to keep all amounts it has received from Patient and Patient shall not be entitled to any refund of any amounts paid.
Termination of the Agreement automatically terminates this Membership Agreement.
Payment. Patient shall pay Personal Endocrine on the first day of each month unless otherwise agreed to in writing by the parties. Patient shall pay all amounts by debit card, or credit card. Patient understands that any such payment method may be subject to third-party fees to facilitate the transaction, and Patient agrees to pay such fees.
Communication. Use of any electronic means of communication is not a requirement or condition of membership. Patient understands and acknowledges that the security of confidential information sent via e-mail, video, or text message can never be absolutely guaranteed and such content is inherently vulnerable to data breaches or leaks, whether malicious or unintentional. Further, Personal Endocrine will send only appointment reminders via text messages. Patient understands and covenants that he or she shall never send information pertaining to his or her health via text message, and that Personal Endocrine will not respond to such messages unless it is to direct Patient to use a more secure method. Patient understands and agrees that by choosing to use an electronic communication method such as e-mail, video, or text message, Patient assumes the risk of a data breach or leak and waives any claim for damages against Personal Endocrine, its members, its managers, or its employees in the event of a data breach or leak. You have the option to decline to use any particular means of electronic communication.
Fee Schedule. Monthly fees are listed in Exhibit C, which is incorporated herein. Personal Endocrine reserves the right, at its sole discretion, to change those fees, provided Personal Endocrine provides Patient with 30 days’ notice of such change. During that 30-day notice period, Patient may provide notice to Personal Endocrine that he or she does not consent to such changes, upon which this Membership Agreement shall automatically terminate at the last day of the month Patient provides such notice of non-consent. If Patient does not provide notice of non-consent within the 30-day period, such changes shall be deemed irrevocably accepted by patient and binding upon the parties.
Other Fees. To remove any possible doubt, you are obligated to pay for any itemized charges not addressed by those membership fees outlined under Exhibit C, due in advance at the time the service is to be performed.
Re-Enrollment. If you choose to discontinue your membership and you later wish to re-enroll, Personal Endocrine reserves the right to decline re-enrollment.
IN WITNESS WHEREOF, Personal Endocrine and Patient have caused this Membership Agreement, which is an exhibit of an Agreement executed by the parties, to be executed as of the date of the last signature set forth below.
EXHIBIT B
INSURANCE
Patient acknowledges and agrees that neither the Agreement nor the Membership Agreement is not an insurance plan and not a substitute for health insurance or other health plan coverage (such as membership in an HMO). Neither the Agreement nor the Membership Agreement fulfills the requirements of any federal health coverage mandate. They will not cover hospital services, emergency room treatment, or any other service not otherwise provided by Personal Endocrine (or its agents) under the Agreement and/or Membership Agreement. Neither the Agreement nor the Membership Agreement is a contract which provides health insurance, and they are not intended to replace any existing or future health insurance or health coverage Patient may carry. Personal Endocrine advises Patient to obtain, or to keep in full force and effect, a health insurance policy or plan that will cover his or her general healthcare costs.
Patient acknowledges and covenants that it shall not submit any claim for reimbursement to Medicare, Medicaid, or a state reimbursement program.
EXHIBIT C
FEE SCHEDULE
New Patient Consultation* (up to 60-minute new patient consultation) $400
*Includes CGM/Pump download if necessary and one 10-minute follow-up phone call
(Non-refundable $75 booking deposit is credited towards the cost of the New Patient Consultation)
Follow-Up Visit (up to 30 min in-person or telehealth) $200
Telephone Visit (up to 15 minutes) $60
Prior authorizations, Appeals, Peer-to-Peer requests, Forms $50
No-show Rescheduling Fee (at the discretion of Personal Endocrine) $50
Monthly Membership Fees:
General Membership** $250/month
**Includes: (a) 1 follow-up visit per month; (b) telephone visits, as determined to be medically necessary by Personal Endocrine; (c) glucose log or CGM reviews; (d) direct doctor portal messages; and (e) prior auths, appeals, forms.
Personalized Diabetes and Weight-loss (PDW) Membership*** $360/month, or $2000 (6 months)
***Includes: (a) follow-up visits every 2 weeks, or as determined to be medically necessary by Personal Endocrine; (b) telephone visits; (c) glucose log or CGM reviews; (d) direct doctor portal messages; and (e) prior auths, appeals, forms.
{If you cancel your membership and later desire to re-enroll, you will be charged a re-enrollment fee of $300.}
EXHIBIT D
ELECTRONIC COMMUNICATION CONSENT FORM
E-mail and text messaging allows healthcare providers such as Personal Endocrine to exchange information efficiently for the benefit of their patients. At the same time, it is important that you understand that e-mail and text messaging are not a completely secure means of communication because these messages can be addressed to the wrong person or accessed improperly while in storage or during transmission.
If you would like Personal Endocrine to send you e-mails which contain your health information and/or text messages which contain appointment reminders, please sign this consent form below. You are not required to authorize the use of e-mail or text messages, and a decision not to sign this authorization will not affect your health care in any way. If you prefer not to authorize the use of e-mail and/or text messaging, we will continue to use U.S. mail and/or telephone to contact you.
Text Messaging
By signing the “Authorization to Share Patient Information” and “Acknowledgment of Receipt of Patient Agreement,” I agree to receive appointment reminders sent to me via text message (SMS) to the phone number set forth below. By using text messages, I agree to pay any charges or fees set forth in Exhibit C, which may be modified by Personal Endocrine from time to time.
By signing the “Authorization to Share Patient Information” and “Acknowledgment of Receipt of Patient Agreement,” I agree to receive e-mails from Personal Endocrine. I understand that e-mails may contain my health information and the security risks posed by the use of e-mail. By using e-mail, I agree to pay any charges or fees set forth in Exhibit B and Exhibit C, which may be modified by Personal Endocrine from time to time.