3-STEP TREATMENT PROCESS
Pre-Visit Checklist
Complete Patient Intake Forms*
Submit Payment/Insurance Info**
Provide name contact info of ALL current and recent providers/therapist/primary care doc
List ALL current & past medications with dosages (to discuss during visit)
** Sent via text/email. Contact Us if you have not received it.
**Must be submitted 48 hours before appointment to verify coverage. Or you may have to pay out of pocket
1st VISIT
Initial Evaluation (Required)
40-60 min
In-Person/Telehealth
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Symptoms
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Medical & Psychiatric History
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Family, Work, Social history
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Experience and thoughts about treatment
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Therapy
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Routines (diet, sleep, exercise, etc.)
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Anything else relevant to your care & treatment
1
Your Provider may:
-Reach out to your therapist OR refer you to one
-Order recent labs, EKG, etc. (as needed/ no recent ones available)
--Reach out to friends/family for background info (only if needed & only with your permission)
-Develop a treatment plan
2nd VISIT
Treatment Planning (Required)
40-60 min
In-Person/Telehealth
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Medication options
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Lab results
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Schedule follow-up appointments
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Any referrals (if needed)
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Discuss any financial/insurance concerns
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Anything else relevant to your care & treatment
2
Follow Up Visits
20-30 min
In-Person/Telehealth
Weekly, Bi-weekly or Monthly
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Dosage adjustments
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Any side effects
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Lifestyle changes/updates
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Assess symptoms & treatment plan
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Anything else relevant to your care & treatment
Your Provider may:
-Continue working with your therapists (as needed)
-Reach out to friends/family for background info (only if needed & only with your permission)
-Change/Update your treatment plan
-Order labs as needed
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3