Forms
Before Your Appointment
Patient forms and practice documents
Completing your paperwork ahead of time helps us understand your needs and begin care without delay. You can complete forms securely online, or download a copy to review at your own pace.
Complete your forms
Fill in the forms below before your first visit so your provider has an accurate picture of your history and goals.
Review and sign
Read each document carefully, then sign electronically. Ask our team if any section is unclear before you sign.
Arrive prepared
With paperwork done in advance, your appointment time stays focused on your care rather than admin.
Patient Documents
Required and applicable forms
Review each form carefully before entering your information and signing electronically. Contact our team if you need clarification or assistance at any point.
Required / Primary Patient Documents
Informed Consent for Psychiatric Treatment
Reviews psychiatric treatment, medication benefits and risks, alternatives, and your right to participate in decisions.
Review and completeInformed Consent for Telehealth Services
Explains telehealth services, benefits and limitations, privacy, recording and documentation technology, emergencies, and your rights.
Review and completeNotice of Privacy Practices
Your information, your rights, and our responsibilities — how health information may be used and disclosed.
Review and completeAcknowledgment of Receipt of Notice of Privacy Practices
Documents that you received the Notice of Privacy Practices; it does not waive your privacy rights.
Review and completeFinancial & Practice Policies / Patient Agreement
Insurance, payment, scheduling, refills, controlled substances, communication, and conduct expectations.
Review and completeCommunication Consent & Preferences
Records how the practice may contact you and the privacy limitations of each communication method.
Review and completeForms Used When Applicable
Authorization for Release of Health Information
Authorizes specific health information to be obtained, disclosed, or exchanged with a named person or organization.
Review and completeClient Safety Plan
A collaborative plan completed with your clinician when clinically indicated.
Complete When Clinically IndicatedReview and completeControlled-Substance Treatment Agreement
Reviews safe-use, monitoring, refill, and coordination expectations when controlled medication is prescribed.
Review and completeMinor/Parent/Guardian Consent & Custody Information
Documents legal authority, custody information, consent, and communication arrangements for a minor patient.
Review and completeClinical consent and safety-document language must receive final provider approval before it is treated as official patient-facing language.
Document Library
Forms & practice policies
View a document in your browser or download a copy to complete and keep for your records.
Patient Forms & Practice Policies
Printable packet with the Notice of Privacy Practices, acknowledgment of receipt, financial and practice policies, and communication consent and preferences.
PDF document
Client Safety Plan
Printable collaborative safety plan to complete with your provider when clinically indicated, including 988 and emergency guidance.
PDF document
If you use assistive technology and need help with a document, please contact our team and we will provide it in an accessible format.