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DeLuca Family Wellness Center, Inc.
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Therapists
Matt
Molly
Jaime
Ashley
Christina
Lisa
Forms
Services
About Us
Contact Us
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DeLuca Family Wellness Center Inc Initial Intake
Date
MM slash DD slash YYYY
CLIENT INFORMATION AND INSURANCE:
Name
First
Last
Birth Date
MM slash DD slash YYYY
Sex:
M
F
Address
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Relationship to Policy Holder
Self
Spouse
Child
Other
Home Phone
Cell
Social Secuirty Number
Client Status
Single
Married
Employed
Student
Full Time
Part Time
Email
PRIMARY HEALTH INSURANCE INFORMATION:
Name of Policy Holder
Date of Birth
MM slash DD slash YYYY
Address of Policy Holder
Sex
M
F
Relationship to Policy Holder
Self
Spouse
Child
Other
Phone number of Policy Holder
Primary Insurance Company Name
Member ID #
Employer
Is there other health insurance coverage?
Yes
No
If yes, please see below:
SECONDARY HEALTH INSURANCE INFORMATION (IF APPLICABLE):
Name of Policy Holder
Birth Date
MM slash DD slash YYYY
Address of Policy Holder
Sex
M
F
Relationship to Policy Holder
Self
Spouse
Child
Other
Phone number of Policy Holder
Secondary Insurance Company Name
Secondary Insurance Company Member ID#
Employer
Adult Questionaire
Name
Birth Gender
M
F
Preferred Pronouns
Please describe the reason for today’s visit (Include current concerns and stressors as well as any past concerns that you feel may be relevant).
Symptom Checklist
Please select all items below that you have experienced in a significant way relevant to seeking services:
Symptoms:
Nightmares
Feeling Numb
Anxiety
Anger Outbursts
Depressed Mood
Irritability
Compulsive Overeating
Fatigue
Boredom
Difficulty Concentrating
Feeling Overwhelmed
Guilt/Regret
Tearfulness
Irrational Thoughts
Apathy
Symptoms:
Appetite Changes
Mood Swings
Restlessness
Confusion
Agitation
Sleep Problems
Hoplessness
Social Isolation
Self-Harm
School/Work Problems
Reckless Behavior
Weight Change
Hallucinations
Impulsivity
Loneliness
Symptoms:
Family Conflict
Constant Worrying
Obsessive Thoughts
Muscle Aches/Tension
Headaches
Pessimism
Loss of Pleasure
Indecisiveness
Suicidal Thoughts
Overuse of Alcohol
Sexual Difficulties
Aggression Towards Others
Panic Attacks
Memory Problems
Self-Consciousness
Contact Information Permissions
I authorize DeLuca Family Wellness Center Inc. to: (Please indicate YES or NO for each option)
Leave a message on my home telephone voicemail
Yes
No
Leave a message on my work telephone voicemail
Yes
No
Leave a message on my cell telephone voicemail
Yes
No
Leave a message with a family member/friend at my home
Yes
No
Permission to receive a reminder telephone call/text of future appointments
Yes
No
Current Health Conditions:
Please list known health issues and medications you are currently taking along with the condition being treated:
MENTAL HEALTH HISTORY:
Have you been treated for a mental health condition in the past?
Yes
No
Have you been in couples or family therapy in the past?
Yes
No
Have you made any suicide attempts in the past?
Yes
No
If you responded “yes” to any of the questions above, please provide brief details:
SUBSTANCE USE HISTORY:
How often do you consume alcohol?
None
Monthly
Weekly
Daily
Do you consider your alcohol consumption to be problematic?
Yes
No
Do others consider your alcohol consumption to be problematic?
Yes
No
Do you use marijuana?
Yes
No
Have you ever been in treatment for alcohol or drug abuse?
Yes
No
EMPLOYMENT
Are you currently employed?
Yes
No
Occupation:
How long have you been at this job?
If you are not employed are you...
Student
Retired
Seeking employment
Volunteering
Stay at home parent
Caring for sick/elderly
Other
EDUCATIONAL BACKGROUND
What is the highest degree you have completed to date?
Some high school
High school degree
Some college
College graduate
Technical training
Graduate/Prof school
Have you ever been diagnosed with an attention deficit disorder?
Yes
No
Have you ever been diagnosed with a learning disability?
Yes
No
FAMILY BACKGROUND
Marital Status?
Single
Living with partner
Married
Separated
Divorced
Widowed
How many years have you been married or living with your current partner?
If you have been married before, list previous spouses, number of years married and year of divorce.
Do you have children?
Yes
No
If "yes", how many?
Do any of your children have special needs?
Yes
No
If “yes”, please describe.
Please list those currently living in your household by name, age and relationship.
Has there been any violence in your household or in your close relationships?
Yes
No
Do you worry about your safety in your current living situation?
Yes
No
Is anyone in your household or in your close relationships abusing alcohol or drugs?
Yes
No
Is anyone in your household or in your close relationships suffering from emotional problems?
Yes
No
If you responded “yes” to any of the questions above, please describe.
FAMILY HISTORY
Did anyone in your family suffer from mental health or substance abuse problems?
Yes
No
Did you experience severe stressors or traumatic events in your childhood?
Yes
No
If you responded “yes” to either question above, please describe.
Share any comments that you feel are pertinent about your cultural, religious and ethnic background here.
Payment Responsibility
Name of Client
First
Last
Date
MM slash DD slash YYYY
Person responsible for payment (if other than client) and relationship:
Birthdate and Social Security Number of person responsible for payment (if other than client) and relationship:
In signing, I agree to be responsible for all charges incurred during my time in counseling. I understand that it is my responsibility to educate myself and know the extent and limits of my insurance benefits. If my insurance does not pay these charges or any part thereof, I agree to be responsible and will pay the incurred fees in a timely fashion. I understand that a third party billing agency, in addition to collections agency services if necessary, may be processing my payments and these agencies are bound by a confidentiality agreement and will only have access to billing information. I agree to the assignment of benefits directly to the provider. Attached is a form for your credit/debit card information should you choose to set up an arrangement to have your payment automatically deducted monthly. Should you choose not to set up automatic payment, you will be responsible for payment in full, either by cash or check, prior to each visit. Visit fees are as follows: Initial session - $225.00; Individual session - $195.00; Family session - $200.00.
Futhermore, I also understand that in the event I have to miss a scheduled appointment, 24-hour notice must be given or I may be charged a $75.00 cancellation for my missed appointment.
I understand the DeLuca Family Wellness Center, Inc. makes every effort to assist in improving appointment attendance including reminder texts 24-hours prior to each appointment, however, it is my responsibility to manage my appointment times and dates. The 24-hour notice of cancellation can be achieved through telephone, fax or email. I also understand the DeLuca Family Wellness Center, Inc. may use a collection agency and credit bureau to both report and collect any balance outstanding beyond 30 days.
Please choose one of the following:
Bill my credit/debit card
Cash/Check in advance of session
Agreed upon monthly payment plan amount (if necessary FOR OFFICE USE ONLY):
Signature
Date
MM slash DD slash YYYY
Credit/Debit Card Charge Form
Date
MM slash DD slash YYYY
Client's Name
Cardholder's Name
Type of Card
Visa
MasterCard
Am Express
Discover
Card Number
Expiration Date (Month/Year)
Three / Four Digit Security Code:
Cardholder’s Address:
Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Cardholder’s Phone Number Associated with card
Cardholder’s Email
Printed Name
Signature
Date
MM slash DD slash YYYY
Informed Consent to Use and Disclose Your Health Information
This form is an agreement between you,
and the DeLuca Family Wellness Center, Inc. When the word “you” appears below, it can mean you, your child, a relative or other persons if you have written his or her name below:
When this practice examines, tests, diagnoses, treats or refers you, it will be collecting what the law calls Protected Health Information (PHI) about you. This practice needs to use this information to decide what treatment is best for you and to provide any treatment to you. This practice may also share this information with others who provide treatment to you or need it to arrange payment for your treatment or for other business or government functions not limited to but including court or legal purposes. This practice may use or disclose PHI for purposes outside of treatment, payment, and health care operations when appropriate authorization is obtained. An “authorization” is written permission above and beyond the general consent that permits only specific disclosures. In those instances when asked for information for purposes outside of treatment, payment and healthcare operations, an authorization will be obtained from you before releasing this information. An authorization will also need to be obtained before releasing your psychotherapy notes. “Psychotherapy notes” are notes that have been made about your conversations during private, group, joint or family counseling sessions, which have been kept separate from the rest of your medical record. These notes are given a greater degree of protection than PHI.
By signing this form, you are agreeing to let this practice use your information here and send it to others. The Notice of Privacy Practices explains in more detail your rights and how this practice can use and share your information. Please read this before you sign the consent form.
If you are concerned about some of your information, you have the right to ask this practice to not use or share some of your information for treatment, payment, or administrative purposes. You will have to request what you want in writing. Although this practice will make every attempt to respect your wishes, it is not required to agree to requested limitations.
After you have signed this consent, you have the right to revoke it, in writing, and this practice will comply with your wishes about using or sharing your information from that time on considering it may already have used or shared some of your information that cannot be changed.
Signature of Client/Guardian:
Printed name of Client/Guardian:
Date
MM slash DD slash YYYY
Relationship to Client if not self:
Notice of Privacy Practices
This notice describes how medical information about you may be used and disclosed and how you can get access to this information. PLEASE REVIEW IT CAREFULLY.
This practice is dedicated to maintaining the privacy of your PHI as part of providing professional care. This practice is required by law to keep your information private. However, this notice cannot cover all possible situations so please talk to DeLuca Family Wellness Center, Inc. about any questions or concerns.
This practice will use the information about your health that is obtained from you or from others mainly to provide you with treatment, to arrange payment for these services, and for other business activities that are called, in law, health care operations. If this practice or you want to use or disclose your information for any other purposes, this will be discussed with you and a written authorization obtained.
While this practice will keep your health information private, there are circumstances where it may disclose PHI without your consent or authorization such as:
1.
Serious Threat to Health or Safety:
Confidential information may be released to protect against a serious threat to your health or safety or the health or safety of another individual or the public.
2.
Child Abuse:
If there is reasonable cause to suspect that a child is abused or neglected or if this practice observes a child being subjected to conditions that are likely to result in abuse or neglect, it is required by law to immediately report these circumstances to the West Virginia State Department of Human Services. If it is believed that a child has suffered serious physical abuse or sexual abuse, it must in addition , be reported to a law enforcement agency.
3.
Professional Health Oversight:
If the West Virginia Board of Examiners in Counseling, its president, or the ethics coordinator issues a subpoena requesting this practice to appear before them and bring documentation, compliance is required. This could include your confidential mental health information.
4.
Judicial or Administrative Proceedings:
If you are involved in a court proceeding and a request is made regarding your evaluation, diagnosis or treatment or the records thereof, such information may be privileged under state law, and therefore generally will not be released without your written consent or court order. The privilege would not apply when you are being evaluated for a third party or where evaluation is court ordered.
Inital
YOUR RIGHTS REGARDING YOUR HEALTH INFORMATION:
1. You can ask this practice to communicate with you about your health and related issues in a particular way or at a certain place that is more private for you. For example, you can request this practice to telephone you at home and not at work to schedule or cancel an appointment or to have your bill sent to alternate addresses.
2. You have the right to inspect or obtain a copy (or both) of PHI in your mental health and billing records used to make decisions about you for as long as the PHI is maintained in the record. Access to PHI may be denied under certain circumstances and in some cases you may have this decision reviewed. On your request, the details of the request and denial process will be discussed with you.
3. If you believe the information in your record is incorrect or missing important information, you can ask this practice to make some kinds of changes (called amending) to your health information. Upon request, this practice will discuss with you the details of the amendment process.
4. This practice is required by law to maintain the privacy of PHI and to provide you with a notice of legal duties and privacy practices with respect to PHI.
5. This practice reserves the right to change the privacy policies and practices described in this notice. Unless you are notified of such changes, however, this practice is required to abide by the terms and conditions currently in effect.
6. If these policies and procedures are revised, you will be furnished with a revised written notice by mail within two weeks of revision.
7. If you are concerned that this practice has violated your privacy rights, or you disagree with a decision that has been made in regard to access to your records, you may contact Matthew J. DeLuca MS,LPC at 304-626-3541 for further information. You may also send a written complaint to the Secretary of the U.S. Department of Health and Human Services. The person listed above can provide you with the appropriate address upon request.
The effective date of this notice is: January 1st, 2016. Also, you may have other rights that are granted to you by the laws of our state and these may be the same or different from the rights described above. This practice will be happy to address these situations with you.
Signature
Date
MM slash DD slash YYYY
Once we obtain all the information regarding your insurance coverage, we will discuss what we can expect to accomplish with the benefits that are available and what will happen if they run out before you feel ready to end your treatment. It is important to remember that you always have the right to pay for services yourself to avoid the problems described above.
Your signature below indicates that you have read the information in this initial packet and agree to abide by its terms during our professional relationship. Your signature or the signature of your authorized person allows release of information necessary to process insurance claims and authorizes direct payment of health insurance benefits to DeLuca Family Wellness Center, Inc. THIS INFORMATION WILL INCLUDE DIAGNOSIS, DATES OF TREATMENT, AND AT TIMES, TREATMENT PLANS.
HIPAA PATIENT ACKNOWLEDGEMENT
Your signature below indicates:
1. that you have read this Counselor-Client Services Agreement;
2. that you have read the Notice of Privacy Practices and agree to its terms;
3. that you have received copies of the Notice of Privacy Practices form;
4. that you have the right to revoke this consent, in writing, at any time by sending such written notification to this office. Your revocation will not be effective to the extent that your counselor has taken action in reliance on the authorization.
Signature of Client
Date
MM slash DD slash YYYY
Signature of Client Guardian (if applicable)
Telehealth Mental Health Therapy Services Agreement
Client Name
Birthdate
MM slash DD slash YYYY
1. Telehealth mental health services are an alternative form of therapy with several limitations. There is a risk of misunderstanding one another resulting from the absence of visual or auditory cues as well as a risk of disruption to the service due to technical difficulties of the devices utilized. I understand these potential risks to using this technology and that my health care provider or I can discontinue the telehealth session if it is deemed that the conferencing connections are not adequate for the situation.
2. My health care provider has explained to me how the video conferencing technology will be used and it will not be the same as a direct client/provider visit due to the fact that I will not be in the same room as my health care provider. I have had the alternatives to a telehealth session explained to me.
3. I agree to inform my provider of my address/location at the beginning of each telehealth session. I understand that notifying my provider of my location is in my best interest in case of an emergency. This may include but is not limited to if I am having suicidal or homicidal ideations or plans, and/or intent to act out my plans; if I am in crisis that cannot be resolved remotely; or if my provider determines I need a higher level of care. I understand that in the event of an emergency, my provider may need to contact emergency services to further assess for safety.
4. There are limitations to confidentiality to be mindful of including that individuals near you may overhear your communications or have access to the platform that you are using. I understand that I am responsible for my surroundings and will make attempts to engage in telehealth sessions privately, in a quiet space and without distractions.
5. I agree to conduct myself in telehealth sessions as I would if in the office participating in a face-to-face session. This included wearing appropriate attire, refraining from substance use and not engaging in sessions while driving.
6. I understand that billing will occur from my provider and that the structure and cost of telehealth sessions are consistent with face-to-face sessions.
7. I agree that I will not record any telehealth sessions.
8. I have had a direct conversation with my provider during which I had the opportunity to ask questions in regard to telehealth sessions.
By signing this form, I certify:
***That I have read or had this form read and/or had this form explained to me.
***That I fully understand its contents as well as the risks and benefits of services
***That I have been given the opportunity to ask questions and that any questions have been answered to my satisfaction.
Client/Parent/Guardian Signature
Date
MM slash DD slash YYYY
Witness Signature
Date
MM slash DD slash YYYY
Verbal Consent Given
Verbal Consent Given
Date
MM slash DD slash YYYY
Time
Hours
:
Minutes
AM
PM
AM/PM
Verbal Consent Witness Printed Name
Signature
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