Initial Visit Forms and Documents

Preparation for Initial Visit

Completing the necessary paperwork prior to arrival for your initial visit saves valuable time, and permits us to be much more productive during your first session.

  1. Read the Practice Policy and Procedures Document
  2. Complete the Client Questionnaire. If you will be participating in couples or family therapy, a questionnaire should be completed by each individual participating. If the client is a minor child (17 years of age or under), a parent should complete the Client Questionnaire Minor Form on the child’s behalf. Print the questionnaire(s) and bring to the visit with you.
  3. Complete the Financial Responsibility Form. Print the Form and bring to the visit with you.
  4. I will need to make a copy of your insurance card for my files, so make sure you bring it with you for your initial session.