Where should you locate information about a patient's health plan during an appointment?

The correct choice is to locate information about a patient's health plan in both the patient's information form and the insurance card.

The patient's information form typically contains essential details such as the patient’s full name, date of birth, and contact information, as well as specifics about their insurance coverage, including the provider and policy number. This form provides a comprehensive view of the patient's demographic data, which is vital for billing and compliance purposes.

The insurance card is also crucial because it not only confirms the patient's eligibility for coverage but also provides direct information about the health plan, including the plan type, the patient’s member ID, and the contact details for the insurance company. Together, these two sources provide a complete picture of the patient’s insurance benefits, which is essential for accurate billing and ensuring that services are covered.

The other options, while they may include relevant information, do not provide the comprehensive data needed for billing related to the patient's health plan. The insurance card alone misses broader personal details, and the acknowledgment of privacy practices does not include specific insurance details. Similarly, the health survey may focus more on medical history rather than insurance coverage.