Forms and Documents

After we schedule a first appointment with you, we will provide you with our forms and documents online via our secure client portal.

At our first meeting we will review the forms and documents, which explain:

  • office policies
  • online services
  • the agreement we make when working together
  • billing policies
  • your rights as a client
  • the limitations of confidentiality
  • how to stay in touch
  • what to expect.