Intake Forms & Paperwork
We have made the intake process as simple and painless as possible. All forms can be completed online through our secure patient portal before your first visit, so you can spend your session time focusing on what truly matters — you.
Forms Will Be Sent via Our Secure Patient Portal
After you schedule your first appointment, you will receive an email with a link to our HIPAA-compliant patient portal. All intake forms can be completed electronically from any device. Your information is encrypted and stored securely.
Access Patient PortalWhat You Will Need to Complete
The following forms are required for all new patients. Each form plays an important role in helping us provide you with the best possible care.
New Patient Intake Form
Basic demographic information, emergency contacts, and reason for seeking therapy. This helps us understand who you are and how to best support you.
Mental Health History Questionnaire
A brief overview of your mental health history, including any previous therapy or counseling, current symptoms, and relevant medical history.
Consent for Treatment
Informed consent explaining the nature of therapy, your rights as a client, confidentiality policies, and the therapeutic relationship.
HIPAA Notice of Privacy Practices
An acknowledgment that you have received and reviewed our Notice of Privacy Practices, which explains how your protected health information is used and safeguarded.
Release of Information (if applicable)
Optional authorization allowing us to communicate with other providers, such as your primary care physician or a previous therapist, to coordinate your care.
Payment & Insurance Information
Insurance details, payment preferences, and financial responsibility acknowledgment. This ensures a smooth billing process from day one.
How to Complete Your Forms
Follow these simple steps to ensure a smooth experience before your first visit.
Complete Forms Online
All forms are available through our secure, HIPAA-compliant patient portal. You will receive a link to the portal via email after scheduling your first appointment.
Submit Before Your Visit
Please complete all required forms at least 24 hours before your scheduled appointment. This allows your therapist to review your information in advance and make the most of your session time.
Take Your Time
There is no need to rush. The forms are designed to be straightforward, and most clients complete them in about 15 to 20 minutes. If you have questions about any form, our team is just a phone call away.
Your Privacy Is Our Priority
All information you provide is protected under HIPAA (the Health Insurance Portability and Accountability Act). Your data is encrypted, stored securely, and only accessible to your care team. We will never share your information without your explicit written consent, except where required by law.
For more details, please review our HIPAA Notice of Privacy Practices and Privacy Policy.
Need Help With Your Forms?
Our team is happy to walk you through the intake process. Give us a call or send an email and we will guide you every step of the way.