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Intake form / Policy Statement
WELCOME - It is important that you as a new client understand the guidelines of the professional services you have chosen to receive.   Therefore please review and sign this policy statement.  Please feel free to ask any questions at any time.  A copy of this statement will be given to you upon request.

I understand that:

1.  The counseling/consultation received will be conducted by a licensed Marriage and Family Therapist trained to diagnose and treat
emotional and relational difficulties through individual, couples, family or group therapy. 

2.  The therapist has up to three sessions to diagnose and determine type of treatment for the client.  Both therapist and client will arrive
at mutually determined treatment goals.  The therapist has the right to terminate during these three sessions with appropriate referrals if it
has been determined clinically necessary.

3.  The therapist is a consultant and resource professional whose interventions may be freely accepted or rejected by the client.

FEES
The customary fee is $150.00 per 50 minute session, and is due and payable at the time of service.  If you need to make other arrangements, please discuss these with your therapist at the beginning of your session.  Our fee policies will be reviewed and adjusted on an annual basis consistent with the standards of our profession.  Any changes in your fee agreement will be discussed with you at least three months in advance.

INSURANCE
Your insurance may cover a portion of your treatment, therefore you should understand that you will be responsible for any and all fees incurred that are not covered by your insurance carrier, including your deductible.  You may request a Superbill to submit to your insurance provider for possible reimbursement towards your therapy fees. 

SCHEDULING
Our sessions will be 50 minutes in length.  In that time, we will be handling business details, scheduling your next appointment and collecting fees. So to maximize your time, please have checks made out and know your schedule for the following week.  Telephone sessions over 10 minutes will be charged accordingly.  Appointments are made on a regular basis and your time will be held from session to session.  You are responsible for your scheduled appointment.  If you plan on missing an appointment, please call your therapist at least 48 hours in advanced to reschedule.  Note: the full fee is charged for last minute cancellations, no-shows, or missed appointments.

CONFIDENTIALITY
All information shared will be held in the strictest confidence with the following exceptions:  any information regarding suspected child abuse, elder abuse, dependent adult abuse or intent to harm yourself or another must be reported according to law.

EMERGENCY OR AFTER HOURS
My office hours are 10 a.m. to 9 p.m., Monday, Tuesday, and Thursday.  If you have a counseling emergency, please call (760) 669-8212 and I will return your call as soon as possible. In the event of a life-threatening emergency (including suicidal thoughts/feelings) please call 911, or Orange County E.T.S. at (714) 834-6900, in addition to calling my office.    

TERMINATION
The client can terminate treatment at any time and the therapist can terminate treatment if fees are not paid or if it is deemed clinically appropriate.  However, a mutually agreed upon termination upon completion of goals is clinically ideal and in the client’s best interest.

I hereby authorize and consent to treatment for myself and/or my minor for whom I am a legal guardian, and certify by my signature that I have read, understand and agree to the terms and conditions herein described.

____________________________________________                    ________________________

Signature of Client (or name of minor)                                             Date

 

____________________________________________                    ________________________

Signature of Client (or signature of parent or guardian)                   Date

 

____________________________________________                    ________________________

Signature of Client (or signature of parent or guardian)                   Date 


Client Information Form

Dear Prospective Client,                                                                                      Today’s Date _____________

Please complete the following information before your initial session.  The information you provide is confidential.

PERSONAL DATA

Client Name ______________________________________(M/F) _____Age _____    Birthdate________________

Spouse/Partner ____________________________________(M/F) _____Age _____    Birthdate________________

Home Address ___________________________________________  City ____________________  Zip ________

Home Phone _____________________________________                 Business Phone ________________________

Marital Status ______________  Length of marriage __________  Any previous marriages, specify _______________

Number of Children ____________  Names and Ages __________________________________________________

Referred by __________________________________

MEDICAL AND INSURANCE INFORMATION

Were you referred by a physician for therapy at this time?  ________    Name of Physician  ______________________

Are you presently under the care of a physician and/or psychiatrist? ________  If yes, please explain  _______________

____________________________________________________________________________________________

List current medications/treatments ________________________________________________________________

In an emergency, notify _______________________________________________________  Phone ____________


PRESENTING PROBLEM AND PREVIOUS THERAPY

Please state in your own words the nature of your current problem  _________________________________________

____________________________________________________________________________________________

Have you ever seen a therapist before ?  ______       Name of therapist/date ___________________________________

Briefly Explain the nature of previous therapy received __________________________________________________