New Counseling Client Documents

• Client Information – Youth (Required)
• Client Information – Adults (Required)
• Consent to Treatment (Required)
• Consent to Telehealth (Required for Telehealth Services)
• Consent to In-Person Services During COVID19 (Required for in-person services)
• Consent to Audio-Video Recording (Optional)
• Trainee Acknowledgment (Required for LMSW Services)
• Trainee Acknowledgment (Required for LAC Services)
• Trainee Acknowledgment (Required for  Psychology Extern Services)
• Services & Programs Fee Schedule (For Review)
• Privacy Practices Notice (For Review)
• Release of Information (Optional)
• Credit Card Authorization (Recommended)
• Guide to Kids Counseling
• Disclosure Notice Regarding Patient Protections Against Surprise Billing (For review)
• Good Faith Estimate-Counseling (Required/Self-pay clients only)

New Naturopathic Medicine Client Documents

• Client Information – Youth (Required)
• Client Information – Adult (Required)
• Intake – Youth (Required Only for New Naturopathic Patients)
• Intake – Adult (Required Only for New Naturopathic Patients)
• Consent to Naturopathic Medicine (Required)
• Consent to Telehealth (Required for Telehealth Services)
• Consent to In-Person Services During COVID19 (Required for in-person services)
• Services & Programs Fee Schedule (For Review)
• Privacy Practices Notice (For Review)
• Release of Information (Optional)
• Credit Card Authorization (Recommended)
• Disclosure Notice Regarding Patient Protections Against Surprise Billing (For review)
• Good Faith Estimate-Naturopathic Medicine (Required)

New Occupational Therapy Client Documents

• Client Information – Youth (Required)
• Client Information – Adults (Required)
• Consent to Treatment (Required)
• Consent to Telehealth (Required for Telehealth Services)
• Consent to In-Person Services During COVID19 (Required for in-person services)
• Pediatric OT Referral Checklist (Required)
• Services & Programs Fee Schedule (For Review)
• Privacy Practices Notice (For Review)
• Release of Information (Optional)
• Credit Card Authorization (Recommended)
• Disclosure Notice Regarding Patient Protections Against Surprise Billing (For review)
• Good Faith Estimate Occupational Therapy Services (Required)

New Assessment Client Documents

*Psychological Evaluations require in-person services and have been suspended at this time until further notice due to the COVID-19 Public Health Crisis.

• Client Information for Youth Clients (Required)
• Client Information for Adult Clients (Required)
• Consent to Evaluation (Required)
• Privacy Practices Notice (Required)
• Fee Schedule (Required)
• Release of Information (Optional)
• Credit Card Authorization (Recommended)
• Disclosure Notice Regarding Patient Protections Against Surprise Billing (For review)

Professional Consultation Documents

• One-on-One Business Consultation Agreement
• Agency Clinical Consultation Agreement

Wellness Handouts

• Mindfulness Meditation: 10 Easy Steps
• 8 Breathing Techniques
• Sleep Hygiene Tips for Kids
• Tips for Creating Successful Behavioral Charts
• Tips for Stopping Rumination
• Soles of Feet Meditation For Kids
• Caregiver Tools: Talking to Children About Tragedy
• Slowing Down Activities
• Family Visioning