Forms for New Clients

Hi, welcome! Glad to have you here. Here are the forms you need to sign for us to work together.


For any work that we do together…

  1. Practice Policies Agreement allows us to work together with clear expectations.
  2. Financial Responsibility Agreement makes clear who pays for services.

If you want health insurance to cover services…

  1. Insurance Verification Form allows me to provide you an estimate of your insurance coverage for services.
  2. Release of Information allows me to send and receive information with a doctor or counselor.
  3. Occupational Therapy Consent informs you about using therapeutic activities to meet your goals.
  4. Telehealth Consent Form allows us to meet using video conferencing software.

Things you should know…

  1. Notice of Electronic Communication Policies lists the benefits, risks, and policies regarding communicating with email and text messaging.
  2. Notice of Privacy Practices lists the rights and laws regarding private health information.

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