Before Your First Appointment: Required Forms and Documents

1. Please complete all intake paperwork and consent forms before your first appointment. Forms will be sent to the email address on file and will also be available through the SimplePractice Client Portal or Client Portal app.

2. Please submit the following, as applicable:

3. Insurance Card: Upload clear pictures of the front and back of the client’s current insurance card through the secure Client Portal.

4. ADHD or Autism Documentation: If the client has previously been diagnosed with ADHD or autism, upload a copy of the applicable evaluation or diagnostic documentation through the Client Portal.

5. IEP or 504 Plan: If applicable, upload the client’s most recent IEP or 504 Plan through the Client Portal.

6. Card on File: Clients using self-pay or private insurance are required to maintain a valid debit or credit card on file. Payment information can be entered securely through the Client Portal.

7. Ongoing Forms and Signatures: Throughout the client’s course of treatment, the Client Portal will be used to send treatment plans, consent forms, screening questionnaires, and other required documents for the client and/or caregiver to review and electronically sign. Please check the Client Portal before each scheduled appointment and complete all requested documents.

8. Incomplete paperwork or missing required documentation may delay the initial assessment, insurance verification, prior authorization, scheduling, or continued services. If you experience difficulty accessing the Client Portal or uploading documents, please contact your therapist during normal business hours for assistance.

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For clients

Using a computer or laptop:

• No app is required.

• Open the appointment link in an updated browser, such as Chrome, Safari, Firefox, or Microsoft Edge.

• Allow access to the camera and microphone.

Using a phone or tablet:

• Download Telehealth by SimplePractice from the Apple App Store or Google Play Store.

• The SimplePractice Client Portal app is optional. It can be used for scheduling, paperwork, payments, secure messages, and accessing appointment information.