Adult Initial Client Information Form

Document Sample
scope of work template
							Margaret A. MacDevitt, Ph.D., P.C.                                            123 East Arch Street
Licensed Psychologist                                                        Marquette, MI 49855
                                                                             Phone: (906) 226-9584
                                                                             Fax: (906) 228-8057




                               Adult Initial Client Information Form
Client’s name:                                                                 Date:
Gender:      F          M                  Date of birth:             Age:
Form completed by (if someone other than client):
Address:                                      City:                   State:          Zip:
Phone (home):                                       (work):                          ext:
If you need any more space for any of the questions please use the back of the sheet.
Primary reason(s) for seeking services:
     Anger management               Anxiety                   Coping                   Depression
     Eating disorder                Fear/phobias              Mental confusion         Sexual concerns
     Sleeping problems              Addictive behaviors       Alcohol/drugs
     Other mental health concerns (specify):
                                             Family Information

                                                                              Living        Living with you
Relationship                        Name                        Age         Yes      No        Yes       No
Mother
Father
Spouse
Children




Significant others (brothers, sisters, grandparents, step-relatives, half-relatives. Please specify relationship.)
                                                                                Living       Living with you
Relationship                         Name                       Age          Yes       No       Yes       No




Marital Status (more than one answer may apply)




                                                                                                                 1
     Single                                 Divorce in process                Unmarried, living together
                                       Length of time:                   Length of time:
      Legally married                       Separated                         Divorced
Length of time:                        Length of time:                   Length of time:
      Widowed                               Annulment
Length of time:                        Length of time:                   Total number of marriages:
Assessment of current relationship (if applicable):      Good           Fair       Poor
Parental Information
      Parents legally married                                Mother remarried: Number of times:
      Parents have even been separated                       Father remarried: Number of times:
      Parents ever divorced
Special circumstances (e.g., raised by person other than parents, information about spouse/children not living
with you, etc.):
                                                 Development
Are there special, unusual, or traumatic circumstances that affected your development?      Yes      No
If Yes, please describe:
Has there been history of child abuse?         Yes         No
If Yes, which type(s)?         Sexual          Physical          Verbal
If Yes, the abuse was as a:        Victim           Perpetrator
Other childhood issues:          Neglect       Inadequate nutrition       Other (please specify):
Comments re: childhood development:

                                              Social Relationships
Check how you generally get along with other people: (check all that apply)
     Affectionate            Aggressive            Avoidant          Fight/argue often           Follower
     Friendly                Leader                Outgoing          Shy/withdrawn              Submissive
     Other (specify):
Sexual orientation:                            Comments:
Sexual dysfunctions?          Yes          No
If Yes, describe:
Any current or history of being as sexual perpetrator?         Yes       No
If Yes, describe:
                                                 Cultural/Ethnic
To which cultural or ethnic group, if any, do you belong?
Are you experiencing any problems due to cultural or ethnic issues?          Yes       No
If Yes, describe:
Other cultural/ethnic information:




 2
                                                  Spiritual/Religious
How important to you are spiritual matters?             Not      Little     Moderate     Much
Are you affiliated with a spiritual or religious group?        Yes       No
If Yes, describe:
Were you raised within a spiritual or religious group?             Yes      No
If Yes, describe:
Would you like your spiritual/religious beliefs incorporated into the counseling?    Yes      No
If Yes, describe:
                                                         Legal
Current Status
Are you involved in any active cases (traffic, civil, criminal)?         Yes      No
If Yes, please describe and indicate the court and hearing/trial dates and charges:

Are you presently on probation or parole?     Yes            No
If Yes, please describe:
Past History
Traffic violations:            Yes        No                      DWI, DUI, etc.:        Yes         No
Criminal involvement:          Yes        No                      Civil involvement:     Yes         No
If you responded Yes to any of the above, please fill in the following information.
              Charges               Date               Where (city)                    Results




                                                    Education
Fill in all that apply:      Years of education:             Currently enrolled in school?   Yes        No
       High school grad/GED
       Vocational: Number of years:           Graduated:        Yes       No Major:
       College:         Number of years:      Graduated:        Yes       No Major:
       Graduate:        Number of years:      Graduated:        Yes       No Major:
Other training:
Special circumstances (e.g., learning disabilities, gifted):
                                                   Employment
Begin with most recent job, list job history:
          Employer                 Dates           Title        Reason left the job     How often miss work?




                                                                                                               3
Currently:              FT      PT           Temp       Laid-off      Disabled     Retired
     Social Security      Student             Other (describe):
                                                     Military
Military experience?       Yes         No               Combat experience?     Yes       No
Where:
Branch:                                                    Discharge date:
Date drafted:                                              Type of discharge:
Date enlisted:                                             Rank at discharge:
                                                Leisure/Recreational
Describe special areas of interest or hobbies (e.g., art, books, crafts, physical fitness, sports, outdoor
activities, church activities, walking, exercising, diet/health, hunting, fishing, bowling, traveling, etc.)
                    Activity                          How often now?                 How often in the past?




                                           Medical/Physical Health
      AIDS                             Dizziness                                 Nose bleeds
      Alcoholism                       Drug abuse                                Pneumonia
      Abdominal pain                   Epilepsy                                  Rheumatic Fever
      Abortion                         Ear infections                            Sexually transmitted diseases
      Allergies                        Eating problems                           Sleeping disorders
      Anemia                           Fainting                                  Sore throat
      Appendicitis                     Fatigue                                   Scarlet Fever
      Arthritis                        Frequent urination                        Sinusitis
      Asthma                           Headaches                                 Small Pox
      Bronchitis                       Hearing problems                          Stroke
      Bed wetting                      Hepatitis                                 Sexual problems
      Cancer                           High blood pressure                       Tonsillitis
      Chest pain                       Kidney problems                           Tuberculosis
      Chronic pain                     Measles                                   Toothache
      Colds/Coughs                     Mononucleosis                             Thyroid problems
      Constipation                     Mumps                                     Vision problems
      Chicken Pox                      Menstrual pain                            Vomiting
      Dental problems                  Miscarriages                              Whooping cough
      Diabetes                         Neurological disorders                    Other (describe):
      Diarrhea                         Nausea
List any current health concerns:
List any recent health or physical changes:




 4
Nutrition

   Meal          How often            Typical foods eaten                Typical amount eaten
             (times per week)
Breakfast            / week                                         No      Low        Med        High
Lunch                / week                                         No      Low        Med        High
Dinner               / week                                         No      Low        Med        High
Snacks               / week                                         No      Low        Med        High
Comments:
Current prescribed medications        Dose         Dates          Purpose               Side effects




Current over-the-counter meds         Dose         Dates          Purpose               Side effects




Are you allergic to any medications or drugs?        Yes       No
If Yes, describe:

                                  Date                Reason                         Results
Last physical exam
Last doctor’s visit
Last dental exam
Most recent surgery
Other surgery
Upcoming surgery



Name of Physician(s): __________________________________________________________
Family history of medical problems:

Pleases check if there have been any recent changes in the following:
     Sleep patterns                   Eating patterns               Behavior          Energy level
     Physical activity level          General disposition           Weight            Nervousness/tension
Describe changes in areas in which you checked above:




                                                                                                         5
                                             Chemical Use History

                          Method of        Frequency      Age of      Age of    Used in last   Used in last
                        use and amount       of use      first use   last use    48 hours        30 days
                                                                                 Yes No         Yes No
Alcohol
Barbiturates
Valium/Librium
Cocaine/Crack
Heroin/Opiates
Marijuana
PCP/LSD/Mescaline
Inhalants
Caffeine
Nicotine
Over the counter
Prescription drugs
Other drugs

Substance of preference
  1.                                                   3.
  2.                                                   4.
Substance Abuse Questions
Describe when and where you typically uses substances:

Describe any changes in your use patterns:

Describe how your use has affected your family or friends (include their perceptions of your use):

Reason(s) for use:
     Addicted                  Build confidence               Escape                   Self-medication
     Socialization             Taste                          Other (specify):
How do you believe your substance use affects your life?
Who or what has helped you in stopping or limiting your use?
Does/Has someone in your family present/past have/had a problem with drugs or alcohol?
     Yes          No      If Yes, describe:
Have you had withdrawal symptoms when trying to stop using drugs or alcohol?         Yes         No
If Yes, describe:
Have you had adverse reactions or overdose to drugs or alcohol? (describe):




 6
Does your body temperature change when you drink?           Yes       No
If Yes, describe:
Have drugs or alcohol created a problem for your job?     Yes       No
If Yes, describe:
                                     Counseling/Prior Treatment History
Information about client (past and present):
                                                                                      Your reaction
                               Yes    No           When           Where           to overall experience
Counseling/Psychiatric
treatment
Suicidal thoughts/attempts
Drug/alcohol treatment
Hospitalizations
Involvement with self-help
groups (e.g., AA, Al-Anon,
NA, Overeaters Anonymous)
Information about family/significant others (past and present):
                                                                                      Your reaction
                            Yes   No             When           Where             to overall experience
Counseling/Psychiatric
treatment
Suicidal thoughts/attempts
Drug/alcohol treatment
Hospitalizations
Involvement with self-help
groups (e.g., AA, Al-Anon,
NA, Overeaters Anonymous)
Please check behaviors and symptoms that occur to you more often than you would like them to take place:
     Aggression                       Elevated mood                        Phobias/fears
     Alcohol dependence               Fatigue                              Recurring thoughts
     Anger                            Gambling                             Sexual addiction
     Antisocial behavior              Hallucinations                       Sexual difficulties
     Anxiety                          Heart palpitations                   Sick often
     Avoiding people                  High blood pressure                  Sleeping problems
     Chest pain                       Hopelessness                         Speech problems
     Cyber addiction                  Impulsivity                          Suicidal thoughts
     Depression                       Irritability                         Thoughts disorganized
     Disorientation                   Judgment errors                      Trembling
     Distractibility                  Loneliness                           Withdrawing
     Dizziness                        Memory impairment                    Worrying
     Drug dependence                  Mood shifts                          Other (specify):
     Eating disorder                  Panic attacks




                                                                                                          7
Briefly discuss how the above symptoms impair your ability to function effectively:




Any additional information that would assist us in understanding your concerns or problems:




What are your goals for therapy?




Do you feel suicidal at this time?    Yes         No
If Yes, explain:




 8
                                                                       Diag: ________________
                                                                    (To be completed by Dr. MacDevitt)

                                    PATIENT INSURANCE INFORMATION

Full Name:_________________________________________Today’sDate:_____________________

Address___________________________________________________________________________
              Street                         City          State              Zip
Phone number:________________Work phone:________________ Date of Birth:_____/____/______

Gender: M F      Age: _________Source of referral:________________________________________

Employer: ___________________________________Social Security #: ________________________

PrimaryInsuranceCompany:___________________________________________________________

 Insur CoAddress:__________________________________________________________________
                      Street                          City        State        Zip
 Insur Co. Telephone:________________________________________

 Policy holder:__________________________________ Policy#:_____________________________

 Employer/Group #_______________________________SS #:________________________________

 Patient’s relationship to Policy Holder:_______________ Policy Holder Date of Birth: ___/____/____
   If there is other (Secondary Insurance) please complete the following:
Secondary Insurance Company:________________________________________________________

 Address:___________________________________________________________________________
             Street                          City          State            Zip
 Telephone: ______________________________________________

 Policy Holder:_______________________________Policy #:________________________________

 Employer/Group #:___________________________ SS#:___________________________________

 Patient’s relationship to Policy Holder:____________Policy Holder Date of Birth:_____/____/______
***********************************************************************************
      IMPORTANT THAT YOU SIGN BELOW IF YOU WANT US TO BILL YOUR
                             INSURANCE
RELEASE
I certify the information given by me regarding my insurance plans is correct to the best of my knowledge. I
authorize release of all records required and request payment of authorized benefits be made in my behalf to Dr.
MacDevitt. I understand that in the case of payment made at the time of service, insurance payments will be made
directly to me or to the responsible party as appropriate.

Authorized Signature:______________________________________________________

Relationship to patient:_____________________________________________________




                                                                                                             9
                                    Agreement Regarding Appointments and Fees

  I understand that I am requesting psychotherapy, counseling and related services from Margaret A. MacDevitt,
     Ph.D. and that such services will be provided under the terms of the following agreement. In particular, I
     acknowledge that all charges accruing from such services are to be paid my me according to this agreement.
  As used in the Agreement, “Psychologist” is Margaret A. MacDevitt, Ph.D.,P.C., as above and I am identified as
     the “Client”. My name, address, and telephone number are as listed below. Although I am identified as the
     “Client”, I may not be the person receiving services directly for the Psychologist; however, I agree that I am the
     person financially responsible for all charges for such services.
  APPOINTMENTS: normally an individual, couple, or family is seen for a 50 minute session at a time. These
     sessions are scheduled at a frequency (usually once per week) which is mutually determined by the Client and
     Psychologist with regard to their mutual needs and available time.
        FEES: Psychotherapy and counseling sessions are often partially covered by insurance (BlueCross,
     Champus, and many others). The fees for treatment are listed on the attached schedule, which is incorporated as
     part of this agreement. PERSONS FOR WHOM THE FEE REPRESENTS AN OBSTACLE TO
     TREATMENT ARE ENCOURAGED TO DISCUSS THIS WITH THE PSYCHOLOGIST.
        INSURANCE: The Psychologist contracts with a billing service to file Insurance claims for you, but
     assumes no liability or responsibility in doing so. Client understands that Client is responsible for all charges
     regardless of the actions of Client’s insurance carrier, and any assistance by the Psychologist to help the Client
     obtain benefits in no way constitutes a waiver by the Psychologist of any portion of the fees charged.
         If any action is brought to enforce this agreement, the Psychologist shall be entitled to its attorney’s fees and
     costs if it is the prevailing party; in addition, the Psychologist shall be entitled to reimbursement for its
     reasonable expenses in attempting to collect unpaid fees.
         PAYMENT PLAN: Fees are payable at time of service rendered unless otherwise arranged and may be
     paid by check or cash. Alternative payment arrangements should be discussed during your first visit.
          UNKEPT APPOINTMENTS: cancellation of appointment must be made 24 hours in advance of the time
     of the appointment. Failure to keep an appointment or cancellation of an appointment less than 24 hour in
     advance will result in the Client being charged unless the appointment time is used by another Client who could
     not otherwise have been accommodated.
          TERMINATION OF SERVICES: The Client may terminate the services of the Psychologist at any time,
     subject to the above requirement to cancel appointments. The Psychologist retains the right to terminate any
     obligation to the Client to provide continuing treatment by giving the Client (7) days notice of intent to do so.
     The Psychologist may also elect to refer the Client to such professionals as the Psychologist, in her discretion,
     sees fit.
  The Psychologist shall have no other obligations to the Client and the Psychologist’s professional liability shall be
     limited to any acts which depart from usual professional practices where acceptable standards are not followed
     and due care not exercised.
DATED:_________________________________                     __________________________________________
                                                                      Client Signature
BY:_____________________________________                     _________________________________________
   Psychologist                                                 Person Responsible for Payment
   Margaret A. MacDevitt, Ph.D.
                                                           _________________________________________
                                                                          Address

                                                         _________________________________________
                                                                      Telephone #




         10
A copy of “The Notice of Privacy Policies and Practices” for Margaret A. MacDevitt, Ph.D. is available on this web
     site and is also located on top of the waiting room bookcase (next to the coffee pot) for your review. If you
     would like to have a copy of that, please download one from this web site or ask Dr. MacDevitt during your
     session with her.

Please sign   below indicating that you have been given the opportunity to read the “Privacy Policy”:


Patient/Representative:__________________________________________________

Date:________________________________




                                                                                                              11
Margaret A. MacDevitt, Ph.D., P.C.___________________________________________
Licensed Psychologist                                              123 East Arch Street
                                                                    Marquette, Michigan 49855
                                                                 (906) 226-9584




                            Fees For Services Rendered


Initial Diagnostic Interview (50 minutes)………………………………………...$200.00

Psychotherapy, Individual (50 minutes)…………………………………………. $125.00

Psychotherapy, Couple/Family (50 minutes)…………………………………….. $150.00

Late Cancellation or No Show…………...………………………………………. $125.00




12

						
Related docs