Forms & Helpful Documents

Intake form all patients.

A simple overview of appointment requests, first-session preparation, and what to expect.

A practical checklist for privacy, technology, location, and backup planning before a video visit.

A worksheet with common questions about outpatient mental health benefits and telehealth coverage.

Information about the therapy relationship, confidentiality, emergencies, communication, and your consent to participate.

Acknowledgment of scheduling, communication, records, fees, cancellations, emergencies, and other practice policies.

Information about fees, insurance estimates, balances, cancellations, and payment responsibility.

Information and consent for telehealth, including technology, privacy, location, disruptions, and emergency planning.

Acknowledgment that the client received or was offered the practice's current Notice of Privacy Practices.

Use this form to authorize the practice to share or exchange specific information with a person or organization you choose.

Use this form to request access to or a copy of your records.

Consent for a parent or guardian authorizing services for a minor, with emergency and communication information.

Agreement for couples or family therapy covering privacy, records, communication, and participation expectations.

Agreement covering group participation, privacy expectations, respectful conduct, attendance, and communication.

Optional consent for a specifically described recording purpose, with scope and retention fields.

Information and consent regarding AI-assisted documentation or administrative tools used in connection with care.

Questions about your contact information, current concerns, health and treatment history, supports, and goals for therapy.

Questions for a parent or caregiver about the child or teen, family and school context, current concerns, history, supports, and goals.