Quick Reference for Getting Started with Telehealth

Here is what’s needed to set up a telehealth appointment

1.) Be sure I have your correct email. You will have my email address for sending the following required information.

2.) Fill out BOTH forms “New Client Packet for Counseling Services,” and “Telehealth Informed Consent.” Forms can be found at the Downloads tab.  You must download the forms to fill out electronically or forms can be printed, completed by hand, and scanned.

3.) Send a picture of the front and back of your insurance card if you’d like for me to bill claims to insurance or make sure I have an authorization number if using an EAP.  Be sure photos are clear enough to read.

4.) We will discuss scheduling the first session once you send forms and payment information.

5.) Once a time is scheduled (or placement on a waitlist is arranged) a link to Google Meet will be sent to your email unless we are using a different platform required by your insurance or EAP company.  You may need to be signed into a Google account if you are using a mobile device. Test the program on your device well before the first appt. Invoices for any payment will be sent to your email to be paid before the beginning of the session.

6) Read Preparing For Telehealth Sessions for helpful tips for getting ready for sessions.

*Please return completed forms and any insurance information ASAP as it takes a few business days to be processed. You can use additional encryption or password protection to help protect personal information but everything stays secure on my end. This should be the only time personal information should need to be exchanged electronically between us.

Go to More About Common Approaches for more information about telehealth services

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