YOU MAY PRINT THESE TWO FORMS, COMPLETE THEM, AND BRING THEM TO THE OFFICE AT YOUR FIRST VISIT

NEW CLIENT FORM 1

Date:_____/______/______

CLIENT INFORMATION SHEET

 

Name  _______________________________________________                 Birthdate  _____/_____/_____  Age_____________

 

Marital Status:                 Single                      Married                   Separated                Divorced

 

Address  ____________________________________________________________________________________________

 

City/State/Zip  _________________________________________   Home Phone  _________________________________

 

Email Address__________________________________________  Cell/Work Phone  ____________________________

 

Education  _________________________________________________

 

Occupation _______________________________________________________________________________________

 

Employer’s Name  _________________________________________________________________________________

 

Name of your Primary Care Physician  ____________________________________________________________________

 

Referred By:                Physician ______________________________                Therapist _________________________________

(please circle)

Yellow Pages                   Friend                      Internet                    Other____________________________

 

Other people living in the home:

Name                                                                                                                               Age                   Relationship to Client                           

___________________________________________________________________________________________________

___________________________________________________________________________________________________

___________________________________________________________________________________________________

 

SPOUSE OR PARENT INFORMATION

 

Name  ___________________________________________   Birthdate    ______/______/______    Age  _______________

 

Address  ____________________________________________________________________________________________

 

City/State/Zip  _________________________________________________    Home Phone  _________________________

 

Occupation  __________________________________________________     Cell/Work Phone  ____________________

 

Employer’s Name __________________________________________________________________________________

 

Education  _____________________________________

 

Nearest Relative or Close Friend Not Living With You:

 

Name  ________________________________________    Address  ____________________________________________

 

Home Phone  __________________________________    Cell/Work Phone  ___________________________________

 

08/04

 

 

 

NEW CLIENT FORM 2

Business Policy

This statement contains information regarding my office policies.  Please read them and if you have any questions, discuss them with me.  Your signature at the bottom of this sheet signifies that you have read, understand and agree to abide by these policies.

Appointments

Each session is approximately 45-50 minutes in length and the rate is $150.00.  Extended telephone calls or sessions are prorated according to the per session fee.  Fees are to be paid at the time of service.  A statement can be provided upon request for your records or to submit to receive insurance reimbursement.

Your appointment time is reserved for you.  If you must cancel, please notify the office as soon as possible.  You will be charged in full for the appointment if you do not give 24 hours notice.  If you are filing claims for your visits with your insurance company, it is important that you know that insurance benefits do not extend to missed appointment charges.

Insurance

If you choose to file insurance claims for services, your insurance company may require information from the office records; please speak to me if you have concerns about this possibility. 

Financial Arrangements

Visa and MasterCard payments are accepted for amounts over $50.00.  There is a $10 charge for checks drawn on insufficient funds.

Termination

Termination (ending therapy) is an important part of the treatment process.  It is best this be a joint decision so progress can be reviewed and expectations for the future can be discussed.  If I cannot provide appropriate therapy for your treatment needs, if treatment goals that are mutually agreeable cannot be developed, if financial commitments are not honored, if you are not benefiting from therapy or if the therapy environment becomes unsafe, the therapeutic relationship will be terminated.  Any nonvoluntary termination will be accompanied by an appropriate referral for mental health services.  A case will be identified as voluntarily closed after mutual discussion between therapist and client(s) or if there has been no contact for 60 days.

Availability

I am available to return routine and urgent calls within 24 hours.  If emergency mental health services are needed and I am not available to contact you immediately, call the emergency mental health number in your county,  go directly to the closest emergency room or call 911. I will arrange for coverage by another licensed clinician in the event I am unavailable for an extended period of time during business hours or after hours.  There is always a 24-hour voicemail and answering service seven days a week, so messages can be left at any time.

Confidentiality and the Release of Information

Your participation in treatment and all information about you is confidential and will not be disclosed to anyone without your written consent.  The only exceptions are: 1) Cases of suspected abuse or neglect of a child or elder and 2) Cases where the client presents a clear and imminent danger to him/herself or to another person. Other common circumstances in which you may waive your right to confidentiality include a) releasing information to another professional (e.g. physician, agency), b) legal proceedings which involve information about your mental health, and c) the use of health insurance.

My signature indicates that I have read and understand these policies.

 

______________________________________________________

Signature of Client (or Guardian)                             Date

(08/04)

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