Info & Forms
intake & assessment
New Clients
Each new client registers online or in our office and is scheduled for an initial intake and assessment. This initial intake appointment allows the therapist to review information, explain the process, ask and answer questions, and determine a treatment plan that meets your individual needs. If you have questions or concerns, this is a great time to ask your therapist. We recommend making a list of your questions and concerns to bring to your intake appointment.
Prior to the intake appointment:
Please email a copy of the following documents to register@regaloakcounseling.com
For Adults:
drivers license
insurance card (front and back)
For Minors (Under 18 years of age):
drivers license of parent or legal guardian
insurance card (front and back)
full copy of divorce decree AND custody documents, if applicable (Texas State Requirement)
Please provide all documents at least 24 hours prior to your initial visit. We use Docusign for intake paperwork.
You may also need to provide a list of any current medications and supplements,
name and contact information of healthcare providers (primary doctor, psychiatrist, specialists, etc.), discharge paperwork,
psychological testing and assessment reports you would like to share with your counselor
Important:
For in person sessions, we require your arrival 30 minutes prior to your scheduled intake appointment to allow time to complete intake paperwork
Please note: The online registration does NOT replace intake paperwork/consent for treatment required by the State.
We use Docusign for intake paperwork for online/virtual sessions.
Minors must be accompanied by their parent or legal guardian for the initial appointment.
The person completing paperwork for a minor MUST BE LEGALLY AUTHORIZED to sign for their psychological care
Minors may NOT be left on the premises without an adult (18+ years old) at any time while attending a counseling session.
For in person visits, minor children under the age of 13 years old may not be left in the waiting room unattended, no exceptions, and the accompanying adult must remain on premises for the duration of the minor's session.
If you have scheduled a telehealth/online appointment:
Your intake paperwork/consent for treatment will be sent to you via Docusign.
Please email the documents listed above to register@regaloakcounseling.com
Once we receive your intake paperwork and documents, we will text or email you a link to connect with your counselor via a secure HIPAA compliant platform for your session. Be sure to keep/bookmark your counselor's session link. It will remain the same unless you change counselors.
Your appointment will be rescheduled if the appropriate paperwork is not provided prior to the date of your appointment
For all sessions following your initial appointment:
Please present your drivers license and insurane card at time of check in for each appointment
Late Arrival:
For in person session, if you arrive less than 20 minutes prior to an initial appointment your appointment will be rescheduled.
If you arrive more than 10 minutes late for any subsequent appointment, please expect to be rescheduled.
Good Faith Estimate
You have the right to receive a “Good Faith Estimate” explaining how much your medical care will cost Under the law, health care providers need to give patients who don’t have insurance or who are not using insurance an estimate of the bill for medical items and services. You have the right to receive a Good Faith Estimate for the total expected cost of any non-emergency items or services. This includes related costs like medical tests, prescription drugs, equipment, and hospital fees. Make sure your health care provider gives you a Good Faith Estimate in writing at least 1 business day before your medical service or item. You can also ask your health care provider, and any other provider you choose, for a Good Faith Estimate before you schedule an item or service. If you receive a bill that is at least $400 more than your Good Faith Estimate, you can dispute the bill. Make sure to save a copy or picture of your Good Faith Estimate. For questions or more information about your right to a Good Faith Estimate, visit www.cms.gov/nosurprises or call 817-281-6822.
Important Information