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Before You Begin...
All Forms Can Be Completed and Signed Electronically Via a Secure Portal

To request a link to the secure portal, input your name and email below:

Thanks for submitting! Your forms will arrive via the email provided.

Service Intake Forms
 

​​Print and bring to medical appointment
 

  1. Doctor Referral Form​​ - Bring this form to your next appointment with your pediatrician and ask about whether your child might benefit from an occupational therapy evaluation.

  2. Release of Information - Complete this form so that Learning Coach can receive information about your child's medical and developmental history to create effective evaluation and treatment planning.

  3. Insurance Verification Form​​ - Submit this form so Learning Coach can contact your insurance carrier and send you an estimate of covered services.​

    Read, Sign, and Return
     

  4. Learning Coach LLC Practice Policies - Review and understand the policies that allow Learning Coach to deliver effective services.

  5. Informed Consent for Occupational Therapy - Review and understand what you need to know about occupational therapy, including its potential risks and benefits.

  6. Notice of Privacy Practices - Review how your protected health information (PHI) is used to create effective treatment, as well as your rights to have that information protected.

  7. Electronic Communications Policies - Review the most secure methods of exchanging information with Learning Coach, including when you should and should not use email.

  8. Credit Card Authorization Form - Ensure that your card used for paying copays or costs not covered by insurance is being used appropriately.​

    Complete, Sign, and Return

     

  9. Intake Questionnaire - Submit information that is extremely valuable to evaluation and treatment planning.

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