Mental Health Intake Form

Mental Health Intake Form
Please complete all information on this form prior to scheduling your first visit. It may seem long, but most of the questions require only a check, so it will go quickly. You may need to ask family members about the family history. Thank you!
Name*

First NameMiddle NameLast Name
Date of Birth*

MonthDayYear
Date
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Gender*

MaleFemaleOther
Preferred Pronouns*

He/Him/HisHer/She/HersThey/Them/TheirsOther
Phone Number*

Area CodePhone Number
Email*
example@example.com
Social Security Number*
Emergency Contact Information
Name*

First NameLast Name
Relationship*
Phone Number*

Area CodePhone Number
Insurance Information
Insurance #1*
Policy #*
Group #*
Policy Holder*
Policy Holder Date of Birth

MonthDayYear
Date
Insurance #2
Policy #2
Group #
Policy Holder
Policy Holder Date of Birth

MonthDayYear
Date
Primary Cary Physician*
Primary Caregiver Office Phone Number*

Area CodePhone Number
Current Psychiatrist*
Psychiatrist Office Name*
Psychiatrist Office Phone Number*

Area CodePhone Number
Current Therapist/Counselor*
Therapist/Counselor Office Name*
Therapist/Counselor Office Phone Number*

Area CodePhone Number
What are the problem(s) for which you are seeking help? (Please specify if you are looking for Psychiatric medication management or talk Therapy here)*
What are your treatment goals?*

	Which family member?
Thyroid Disease
Anemia
Liver Disease
Chronic Fatigue
Kidney Disease
Diabetes
Asthma/Respiratory Problems
Stomach or Intestinal Problems
Cancer (list type)
Fibromyalgia
Heart Disease
Epilepsy or Seizures
Chronic Pain
High Cholesterol
High Blood Pressure
Head Trauma
Liver Problems

	Which family member?
Bipolar disorder
Schizophrenia
Depression
Post-Traumatic Stress
Anxiety
Alcohol Abuse
Anger
Other Substance Abuse
Suicide
Violence

	Number of drinks consumed daily
Coffee
Sodas
Tea
Energy Drinks

Consent for Psychiatric Service Treatment
I have chosen to receive mental health services in the form of Psychiatric/Therapy sessions for myself from Michigan Psychiatric Primary Care Clinic. My decision is voluntary, and I understand that I may terminate these services at any time, unless my participation has been mandated by a court of law.

Nature of Mental Health Services

I understand that during my treatment I may need to discuss material of any upsetting or uncomfortable nature in order to resolve my problems. I also understand it cannot be guaranteed that I will feel better after completion of treatment.

Compliance with treatment plan

I agree to participate in the development of an individualized treatment plan. I understand that consistent attendance is essential to the success of my treatment. Frequent "no shows" and/or late cancellations (less than 24hr notice), which there is a $100 fee for every time, may be grounds for termination of services, as well as failure to follow my treatment plan in any form.

Client Rights
- The right to be treated with dignity and respect by all staff
- The right to be involved in the planning and/or revision of my treatment plan
- The right to know about my treatment progress or lack thereof
- The right to reject the use of any therapeutic technique, and to ask questions at any time about the methods used
- The right to be spoken to in a language that is fully understood
- The right to a clean and safe environment
- The right to refuse to be video taped, audio recorded, or photographed
- The right to end treatment at any time unless court ordered
- The right to file a complaint or grievance about the agency or staff
- The right to confidentiality of clinical records and personal information according to federal and state law
Emergencies

I understand I may reach Michigan Psychiatric and Primary Care Clinic at 517-332-5342. If not available, I can leave a message and my call will be returned as soon as possible. If I have a life-threatening emergency, I am to call 911 or go to my nearest Emergency Room.
I have read, discussed and understood all the above information.*

Clear
Date*

MonthDayYear
Date

Statement of Patient Responsibilities
To the extent possible, Michigan Psychiatric & Primary Care Clinic requests that you, as our patient will:

1.    Provide accurate and complete information about your past illnesses, hospitalizations, medications, and other matter relating to your health, and answer any questions concerning these matters.

2.    Participate in your health care planning by talking openly and honestly about your concerns with your provider and other health care professionals.

3.    Understand your health problems, treatment course and care decisions to your own satisfaction and ask questions if you do not understand.

4.    Cooperate with your provider and other health professionals in carrying out your health care plan as a patient (including communicating by returning emails and calls from the staff and providers).

5.    Participate and cooperate with our health care professionals in creating a treatment plan that meets your psychiatric, medical, and social needs.

6.    Inform the clinic or any of its professionals of the existence of any advanced directive (proxy, DNR, living will) you have created.

7.    Take responsibility for the consequences and outcomes if you do not follow the care, service, or treatment plan.

8.    Provide accurate information related to insurance or other sources of payment. You are responsible for ensuring payment of your bills and you may be responsible for charges not covered by your insurance. Requests or risk to commit insurance fraud will not be tolerated.

9.    Treat other patients, visitors, and staff with respect and consideration. Support mutual consideration and respect by maintaining civil language and conduct in interactions with staff and providers. Abusive or threatening language or behavior directed at other patients, visitors or staff will not be tolerated.

10. Keep scheduled appointments and/or give appropriate notice of the need to cancel or reschedule your appointments.

11. Take medications as prescribed and follow dosage and transporting/care instructions.

12. It is not acceptable to try to alter or falsify official clinic documents, e.g. school notes, physical forms.

13. Follow instructions, policies, rules and regulations in place to support quality care for patients and a safe environment for all individuals at the clinic.

Michigan Psychiatric & Primary Care Clinic’s goal is to make the office a warm and welcoming place where patients receive holistic care. We put a lot of thought and care into establishing policies for patient and financial obligations. Failure to comply with one or more of the obligations listed on the Statement of Patient Responsibilities Policy and/or the Financial Agreement (signed during intake paperwork completion) are the primary reasons for patients being discharged from the clinic. It is important to read and understand these.

Patients who are discharged are determined with great consideration and the clinic does not make these decisions lightly. Our office will notify you via mail that you have been discharged by the clinic and will provide a 30-day window to find another provider (from the date of this letter). Acute care and support will be provided in that 30-day window following discharge, inclusive of medication if needed.

policies.
I have read and understood all the above information.*

Clear
Date*

MonthDayYear
Date

Notice of Privacy Practices – Patient Acknowledgment
BY SIGNING THIS, I AGREE I HAVE RECEIVED THIS PRACTICE'S NOTICE OF PRIVACY PRACTICES written in plain language. The Notice provides in detail the uses and disclosures of protected health information that may be made by this practice, individual rights and the practices' legal duties with respect to protect health information. The Notice includes:
- A statement that this practice is required by law to maintain the privacy of protected health information.
- A statement that this practice is required to abide by the terms of the notice currently in effect.
- Types of uses and disclosures that this practice is permitted to make for each of the following purposes: treatment, payment, and health care operations.
- A description of each of the other purposes for which this practice is permitted or required to use or disclosure protected health information without my written consent or authorization.
- A description of uses and disclosures that are prohibited or materially limited by law.
- A description of other uses and disclosures that will be made only with my written authorization and that I may revoke such authorization.
- Individual rights with respect to protected health information and a brief description of how I may exercise these rights in relation to:
  - The right to complain to this practice and to the Secretary of HHS if I believe privacy rights have been violated, and that no retaliatory actions will be used against me in the event of such a complaint.
  - The right to request restrictions on certain uses and disclosures of protect health information, and that this practice is not required to agree to a requested restriction.
  - The right to receive confidential communications of protected health information.
  - The right to inspect and copy protected health information with reasonable charges.
  - The right to amend protected health information by adding notes.
  - The right to receive an accounting of disclosures of protected health information.
  - The right to obtain a paper copy of the Notice of Privacy Practices from this practice upon request.
This practice reserves the right to change the terms of its Notice of Privacy Practices and to make new provisions effective for all protected health information that it maintains. I understand that I can obtain this practice's current Notice of Privacy Practices on request.
Signature*

Clear
Date*

MonthDayYear
Date
Relationship to patient (if signed by personal representative of patient)

Financial Policy
BY SIGNING THIS POLICY YOU AGREE YOU UNDERSTAND AND AGREE TO BE BOUND BY THE FOLLOWING TERMS:
1. Payment is due at the time of service unless arrangements have been made in advance by your insurance carrier. We accept most debit, Discover, MasterCard and Visa credit cards.
2. You agree to disclose to Michigan Psychiatric & Primary Care Clinic all insurance coverage in effect at the time of service. We will also need to know policy numbers, group numbers, the policyholder information and the guarantor information. You understand you need to provide copies of all current insurance cards or other identifying insurance information, failure to do so may result in additional charges to you to cover costs incurred by us.
3. That your insurance policy is a contract between you and your insurance company. We cannot interfere with that contract. As a service to you, we will file your insurance claim and you assign the benefits to the doctor—in other words, you agree to have your insurance company pay the doctor directly.
4. We have made prior arrangements with many insurance companies and health plans to accept an assignment of benefits. If we have a contract with your insurance company, we will bill them for you, and you may be required to pay a copayment at the time of your visit or after the insurance company or health plan adjudicates your claim.
5. If a plan or insurance company with whom we do not have a prior arrangement insures you, we will prepare and send the claim for you on an unassigned basis. This means the insurer may send the payment directly to you. If this is the case, our charges for your care are due at the time of service.
6. If we contract with an insurance company or plan, we must follow their master charge list and charge you the amounts they determine should be charged for services rendered. We cannot guarantee your insurance will provide you with "in-network" benefits or any specific charges or payments. We will not "discount," "adjust" or "write off' amounts your insurance company determines are "allowed," "member liability" or should be paid by you.
7. Not all insurance companies or plans cover all services. In the event your insurance plan determines a service to be "not covered," you may be responsible for the entire charge. If you have an insurance plan with which we do not have a contract, you may be balance billed for any charges not covered by your plan. Payment is due upon receipt of an invoice from our office.
8. If your insurance company or health plan does not pay the practice within a reasonable period, or in full, we will expect you to pay any outstanding charges. If we later receive a check from your insurer, we will refund any overpayment to you.
9. If you or your child has Medicaid, you can waive their right to have Medicaid pay for services. THIS WAIVER IS NOT REVOCABLE, ONCE CHOSEN, NO SERVICES WILL BE BILLED TO MEDICAID; YOU WILL BE RESPONSIBLE FOR THE PAYMENT OF ALL SERVICES. If you chose to do this initial below:
1. If a check is returned or not honored by your bank, you will be required to pay a $35.00 fee.
2. If we have to invoice you for an outstanding amount beyond the first invoice, you will be required to pay a $1.00 fee per page for each additional page thereafter.
3. If the amount owed Michigan Psychiatric & Primary Care Clinic is not paid within 90 days of invoicing, the account will be sent to a collection agency. You will then be required to pay an additional fee equal to 50% of the original amount owed, in order to cover our costs and inconvenience involved with obtaining payment.
4. Failure to cancel or reschedule a scheduled appointment at least 24 hours before your scheduled appointment will result in a $100 fine. Patient or patient guardian will be required to pay the $100 fee before or at the time of your next scheduled visit.
I have read and understand the practice's financial policy and I agree to be bound by its terms. I also understand and agree that such terms may be amended by the practice from time to time without direct notice to me and agree to be bound by any amendments.
Signature of patient (or responsible party, if minor)*

Clear
Date*

MonthDayYear
Date
Patient Documents
Insurance Card (front and back)*

Browse Files

Cancelof
Drivers License or ID card (front and back)*

Browse Files

Cancelof
Should be Empty:

	Yes	No	For how long and when was last use?
Methamphetamine
Cocaine
Stimulants (pills)
Heroin
LSD or hallucinogens
Marijuana
Pain killers (not as prescribed)
Methadone
Tranquilizers/sleeping pills
Alcohol
Ecstasy
Other (specify what)

	Not at all	Several days	More than half the days	Nearly every day
1. Little interest or pleasure in doing things
2. Feeling down, depressed, or hopeless
3. Trouble falling or staying asleep, or sleeping too much
4. Feeling tired or having little energy
5. Poor appetite or overeating
6. Feeling bad about yourself or that you are a failure or have let yourself or your family down
7. Trouble concentrating on things, such as reading the newspaper or watching television
8. Moving or speaking so slowly that other people could have noticed. Or the opposite — being so figety or restless that you have been moving around a lot more than usual
9. Thoughts that you would be better off dead, or of hurting yourself

	Not at all	Several days	More than half the days	Nearly every day
1. Feeling nervous, anxious, or on edge
2. Not being able to stop or control worrying
3. Worrying too much about different things
4. Trouble relaxing
5. Being so restless that it's hard to sit still
6. Becoming easily annoyed or irritable
7. Feeling afraid as if something awful might happen

Mental Health Intake Form

Health History and Status

Social Information and History

Patient Health Questionnaire (PHQ-9)

Generalized Anxiety Disorder 7-item (GAD-7) scale

Consent for Psychiatric Service Treatment

Statement of Patient Responsibilities

Notice of Privacy Practices – Patient Acknowledgment

Financial Policy

Patient Documents