New Client Service Agreement
Client, responsible party, insurance, and treatment authorization
Client Name
Social Security Number
Address
City/State/Zip
Date
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Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Employer
EMERGENCY CONTACT NAME
*
EMERGENCY CONTACT PHONE
*
Type a question
Male
Female
Single
Divorced
Widowed
Divorced
RESPONSIBLE PARTY
PERSON RESPONSIBLE FOR ACCOUNT
RELATIONSHIP TO CLIENT
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
PRIMARY INSURANCE AND OTHER PAYMENT SOURCES
SUBSCRIBER NAME
RELATIONSHIP TO CLIENT
INSURANCE COMPANY
MEMBER / ID NUMBER
PLAN / GROUP NUMBER
INSURANCE PHONE
EMPLOYEE ASSISTANCE PROGRAM (EAP)
EAP AUTHORIZATION NUMBER
RESPONSIBLE PARTY SIGNATURE
Date
-
Month
-
Day
Year
Date
TREATMENT AUTHORIZATION SIGNATURE
Date
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Month
-
Day
Year
Date
Signature
Date
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Month
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Day
Year
Date
JORDAN WEST FAMILY COUNSELING
Notice of Client Rights and Grievance Policy
Thank you for choosing Jordan West Family Counseling (JWFC). We are committed to providing you with high-quality, respectful care.
Your Rights
High-Quality Care - Receive respectful, dignified, and safe services.
Privacy and Safety - Receive services in a private and protective environment.
Independence - Receive care that respects your freedom and is least intrusive.
Informed Consent - Consent voluntarily to services (except as legally permitted).
Participation - Be involved in your service planning and include others of your choice.
Refusal - Refuse services or procedures without punitive consequences.
Notice of Termination - Not be involuntarily terminated without prior notice or information on alternative services.
Communication - Communicate privately with rights protection programs.
Declaration of Treatment - Execute a mental health treatment declaration.
Fee Transparency - Be informed in writing of any fees.
Non-Discrimination - Receive services free of discrimination.
Grievance Process - File a grievance if your rights are violated.
Your Responsibilities
Treat staff and others with courtesy and respect.
Notify us 24 hours in advance if you cannot attend an appointment.
Grievance Process
If you have concerns about your care or feel your rights have been violated, you may submit a grievance. Step 1: Submit the grievance in writing to your therapist. They will respond within 10 days. Step 2: If unsatisfied, submit a written request for review by the Clinical Director within 30 days of the incident. The Clinical Director will respond within 10 days.
For grievance assistance, contact the Clinical Director at 801-566-0749.
External Escalation
You can also contact the Utah Office of Licensing (OL) by:
Calling: 801-538-4242- Emailing: dlbc@utah.gov
Submitting an online form through their website.
Name
Signature
Date
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Month
-
Day
Year
Date
Updated 02/5/2025-JWFC
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Patient Financial and Fee Agreement
Your insurance will be billed standard rates based upon the CPT (current procedural terminology) code. You will be responsible for co-pays, co-insurance, late cancelation, missed appointment fees or deductibles as directed by your insurance company at the time of service.
An appointment is a reservation for time with a counselor. Out of courtesy and respect for your counselor please contact Jordan West Family Counseling if you need to cancel an appointment. If an appointment is missed, without notifying Jordan West Family Counseling, a fee of $50.00 will be assessed. If an appointment is cancelled less than 24 hours prior to the appointment a fee of $50.00 will be assessed.
Due to insurance carriers' tardiness regarding service claims submitted by providers, please read the following information:
If your insurance company does not respond in a timely fashion a "Statement" will be released to you. Upon receipt of the "Statement" we suggest that you contact your insurance carrier and request that they process your claim.
Should you receive any correspondence from your insurance company in regard to your services in this office, you must respond to that correspondence immediately, in order to have the claim processed and paid.
Please remember that insurance is considered a method of reimbursing the patient for fees paid to the doctor and is not a substitute for payment. Some companies pay a fixed allowance for certain procedures, and others pay a percentage of the charge. It is your responsibility to pay any deductible amount, co-insurance, or any other balance not paid by your insurance at the time of service.
Jordan West Family Counseling will only bill the Primary Insurance. You will need to bill your Secondary Insurance. Documentation can be provided if it is required. You will be required to pay any co-payment or co-insurance at the time of service. Secondary insurance is not a substitute for co-payments/co-insurance.
Patient's or authorized person's signature: I authorize the release of any medical, behavioral health or other information necessary to process my insurance claim.
Insured's or authorized person's signature: I authorize payment of medical, behavioral health benefits to the provider for services. I fully understand that, regardless of insurance coverage, I am legally responsible for all fees due. I further understand Jordan West Family Counseling's missed appointment and late cancellation policy
Patient's authorized person's signature: I acknowledge if an appointment is cancelled less than 24 hours prior to the appointment or the appointment is missed a fee $50.00 will be assessed.
Patient Name
Authorized Person
Signature
Relationship to Patient
Date
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Month
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Day
Year
Date
Returned checks will be assessed a $30.00 fee. Please note that unless your appointment is cancelled with a 24-hour notice, late cancellation fees will apply. Delinquent accounts are subject to referral to collection agencies. If your account is referred to a collection agency the balancewill be charged 35% collection fee. Interest will be assessed at a rate of 18% per annum will apply for balances over 60 days old. Any questions regarding financial issues may be directed to the Office Manager.
Jordan West Family Counseling 11-2021
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Cancellations & Missed Appointments
All appointment cancellations require a 24-hour notice or in the case of illness, a message prior to 8 a.rn. on the appointment day. Failure to not show at all or less than 24-hour notice on cancellations will result in a $50.00 charge which must be paid prior to scheduling another appointment. Continued non-compliance in keeping your appointments can result in dismissal from the practice.
* Note to Parents - if you are financially responsible for your child, it is your responsibility to make sure you know when your child's appointments are and it is your responsibility to pay this fee if the appointment is missed. I have discussed this policy with my client and have offered a copy to my client. The client understands and agrees to the terms contained in it.
CLIENT NAME:
Therapist Signature
Date:
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Month
-
Day
Year
Date
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Chart Number:
Name:
Credit Card Authorization Form
Please complete all fields. You may cancel this authorization at any time by contacting us. This authorization will remain in effect until canceled.
Credit Card Information
Card Type:
MasterCard
VISA
Cardholder Name (as shown on card):
Expiration Date (mm/yy):
I authorized Jordan West Family Counseling to initiate electronic withdrawals, in the preauthorized amounts and timing, from my card account ending in ____________, of which I am the authorized signer.
I understand a receipt will be emailed to me confirming this StoredPay activation and for each subsequent StoredPay transaction.
I understand that I can cancel StorePay at anytime at HTTPS://myproviderlink.com or by contacting Jordan Family Counseling.
EMAIL:
example@example.com
Customer Signature
Date
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Month
-
Day
Year
Date
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Release of Confidential Mental Health Information
Client Name
SS#
DOB
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Disclosure of Mental Health Information:
Your mental health information and communication of that information is essential to your treatment. We prefer to speak directly with each patient but we understand that other individuals of family members may have knowledge of and be assisting in your treatment and progress. Please, list the individual(s) who we are authorized to discuss your treatment/progress with. (NOTE: We cannot discuss your treatment/progress with others, including parents, spouse, other family members, caseworkers, attorney general, Guardian Ad Litem, Judge, or court clerks unless they are listed below.)
Rows
PHONE
EMAIL
FAX
Name: Relation:
Name: Relation:
Name: Relation:
Name: Relation:
Name: Relation:
Permissions:
Children over the age of 12 will be given consent for a counselor / Jordan West Family Counseling to communicate with parent(s) regarding their progress. In cases of an "in custody" client, permission will be given to communicate with foster parent(s), caseworker(s), Guardian Ad Litem, Attorney General or Judge. In addition, clients who are court referred into treatment will give consent to communicate with probation officers, Judge(s) and court clerks in order to send updates, treatment progress, treatment summaries, and treatment termination.
Signature
I hereby authorize the use or disclosure of my personal mental health information as described above . If patient is under the age of 18 a parent or guardian may sign that consent to disclose information
Patient Name
Signature
Relationship to Patient Date
Note: This restriction applies only to mental health treatment provided by Jordan West Family Counseling. Other providers involved in your treatment may require you to complete a separate request for restriction. Either you, or Jordan West Family Counseling to may terminate this restriction by completing the following.
This agreement is terminated as of
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Jordan West Family CounselingCommunication Preferences, Appointment Reminders, and SMSConsent
9263 Redwood Road, Building 8, Suite B, West Jordan, Utah 84088
Phone:
801-566-0749
Fax:
801-566-7108
Email:
info@jordanwest.org
Client Name
Date of Birth
-
Month
-
Day
Year
Date
Appointment Reminder Service
Jordan West Family Counseling uses an automated reminder service to improve communication with clients. The service may communicate electronically through mobile phones, landline phones, and email accounts. You remain in control of your participation and may change or stop reminder messages at any time.
There is no fee charged by Jordan West Family Counseling to participate. Standard message, calling, and data rates may apply according to your phone or internet plan.
Privacy and Confidentiality
By choosing voice calls, text messages, or email reminders, you understand that these methods may involve privacy risks. Messages may be seen or heard by other people who have access to your phone, voicemail, email account, or shared devices. Jordan West Family Counseling will use reasonable care, but cannot guarantee the privacy or security of communications sent through these methods.
Reminder Timing and Cancellation Notice
Reminder calls or messages are generally sent between approximately 6:00 p.m. and 8:00 p.m. on the day before your appointment. If you need to cancel or reschedule, please contact the office at least 24 hours in advance to avoid a late-cancellation or no-show fee of $50.00.
Example reminder: "John/Mary, this is an important reminder that it is time for your appointment with [therapist name]."
Preferred Reminder Method
Please select one primary reminder method:
Voice phone call
Phone number:
Format: (000) 000-0000.
Email message
Email address:
example@example.com
Text message (SMS)
Mobile number:
Format: (000) 000-0000.
No reminder calls or message
Client initials:
Clients who choose no reminders should request a written appointment card from their counselor. By initialing above, the client confirms that they understand they will not receive reminder calls, texts, or emails.
Jordan West Family Counseling | 801-566-0749 | Page 1
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SMS Text Messaging Consent and Authorization
This section applies when the client selects text message (SMS) reminders or other office text communications.
Purpose of SMS Communications
Jordan West Family Counseling may send SMS messages for the following purposes:
Appointment reminders and confirmations
Scheduling and rescheduling requests
Billing and payment-related communications
General office communications
Administrative updates regarding services
SMS messages are not intended for emergencies, crisis situations, urgent clinical matters, or the transmission of highly sensitive confidential information.
Consent to Receive SMS Messages
By signing this form and providing a mobile phone number, I expressly consent to receive SMS text messages from Jordan West Family Counseling at the number listed on this form. I understand and acknowledge the following:
Messages will be sent by Jordan West Family Counseling.
Message frequency varies depending on my interactions with the practice.
Message and data rates may apply according to my wireless carrier's plan.
Text messaging is not a fully secure method of communication and may involve privacy risks.
SMS communications should not be used for emergencies or urgent clinical concerns.
Consent to receive text messages is voluntary and is not a condition of receiving treatment or services.
I may opt out of future text messages at any time by replying STOP.
I may receive assistance by replying HELP or by calling Jordan West Family Counseling at 801-566-0749.
If I opt out, I may not receive appointment reminders, scheduling updates, or other office communications by text.
It is my responsibility to notify Jordan West Family Counseling if my mobile phone number changes.
Authorization
I agree to receive SMS text messages from Jordan West Family Counseling at the mobile phone number listed on this form.
Acknowledgment and Signatures
I have read and understand this Communication Preferences, Appointment Reminders, and SMS Consent form. I voluntarily choose the communication method indicated above and consent to communications under the terms described in this form.
Client Name (print)
Date
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Month
-
Day
Year
Date
Client or Guardian Signature
Date
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Month
-
Day
Year
Date
Parent/Guardian Name (if applicable)
Relationship
Staff Witness Signature / Date
Date
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Month
-
Day
Year
Date
Jordan West Family Counseling | 801-566-0749 | Page 2
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Mental Health History and Current Concerns
Please check the areas that apply to you now or have been important recently. Your therapist will review your answers with you.
Client name
Date of birth
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Month
-
Day
Year
Date
PAST TREATMENT OR IMPORTANT HISTORY
Past Treatment or Important History
Counseling or therapy
Psychiatric medication
Mental-health hospitalization
Suicide attempt
Alcohol or drug treatment
Legal problems or DUI/DWI
CURRENT CONCERNS - CHECK ALL THAT APPLY
Current Concerns
Mood: sadness, guilt, low self-worth, loss of interest
Anxiety: worry, panic, fear, physical anxiety symptoms
Sleep or energy changes
Attention, memory, confusion, or feeling disconnected
Trauma, abuse, grief, painful memories, or nightmares
Relationship, parenting, family, work, or major life stress
Anger, irritability, impulsivity, or difficulty slowing down
Obsessions, compulsions, repeated checking, or unwanted thoughts
Alcohol, drugs, gambling, sexual behavior, or another compulsive behavior
Eating, weight, body-image, vomiting, fasting, laxatives, or excessive exercise
Unusual perceptions or beliefs: hearing/seeing things, paranoia, or feeling controlled
Physical symptoms or health worries affecting emotional well-being
SAFETY - PLEASE ANSWER EACH ITEM
Safety Concerns
Thoughts of dying or suicide
Urges to harm myself
Urges to harm someone else
None of the above
I would like to speak with someone about safety today
If you are in immediate danger or cannot stay safe, call 911 or go to the nearest emergency department.
PRIMARY REASON FOR VISIT / OTHER INFORMATION
CLIENT ACKNOWLEDGMENT
I understand that this screening helps my therapist identify areas to discuss. It is not a diagnosis and does not replace a clinical assessment.
Client signature
Date
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Month
-
Day
Year
Date
For clinical use: Review positive safety responses promptly and document follow-up in the clinical record.
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Telehealth Consent Form
Please review each statement before signing. Telehealth may be provided by secure video or, when needed, by telephone.
CLIENT NAME
DATE OF BIRTH
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Month
-
Day
Year
Date
1. Consent to telehealth
I authorize Jordan West Family Counseling to use telehealth for evaluation, testing, diagnosis, and treatment related to my care.
2. Technology limitations
I understand that technical difficulties may occur before or during a session and may delay, interrupt, or end the appointment.
3. Video or telephone sessions
I understand that sessions may be conducted by video. If video cannot be used because of internet speed or other technical limitations, the session may be conducted by telephone.
4. Insurance and fees
I understand that my insurance may not cover all telehealth services and that I may be responsible for charges not paid by my insurance company.
5. Records and privacy
I understand that telehealth services will be documented in my health record for evaluation, analysis, and treatment purposes, and that Jordan West Family Counseling will keep my information private as required by law.
I have read and agree to the telehealth terms above.
CLIENT OR GUARDIAN SIGNATURE
DATE
-
Month
-
Day
Year
Date
PRINTED NAME
RELATIONSHIP TO CLIENT (IF APPLICABLE)
Jordan West Family Counseling | 9263 Redwood Road, Building 8, Suite B, West Jordan, Utah 84088 | 801-566-0749
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Notice of Privacy Practices for Protected Health Information
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 office is required to maintain the privacy of your health information and to provide you with notice of its legal duties and privacy practices. This office will not use or disclose your health information except as described in this Notice. If you consent, the office is permitted by federal privacy laws to make uses and disclosures of your health information for purposes of treatment, payment, and health care operations. Protected health information is the information we create and obtain in providing our services to you. Such information may include documenting your symptoms, medical history, examination and test results, diagnoses, treatment, and applying for future care or treatment. It also includes billing documents for those services.
Examples of uses of your health information for treatment purposes are:
A provider or assistant obtains treatment information about you and records it in a health record.
During the course of your treatment, the provider determines he/she will need to consult with another specialist in the area. He/she will obtain your signed authorization before sharing information with such specialists to obtain his/her input.
Referral information may be forwarded to Diagnostic Testing Labs for further treatment or testing where the provider will want results of such treatment or testing reported bock to him/her.
If the provider is a specialist, your health information and progress may be reported back to your primary care provider or referring provider, upon receipt of your written authorization.
Example of use of your health information for payment purposes:
We submit requests for payment to your health insurance company. The health insurance company requests health information from us regarding medical care given. We will provide information to them about you and the care given. For example, a bill sent to your health insurance company may include information that identifies your diagnosis, and the procedures and supplies used.
Example of use of your health information for health care operations:
We obtain services from our insurers or other business associates (an individual or entity under contract with us to perform or assist us in a function or activity that necessitates the use or disclosure of health information) such as quality assessment, quality improvement, outcome evaluation, protocol and clinical guidelines development, training programs, credentialing, medical transcription, medical review, legal services, and insurance. We will share health information about you with our insurers or other business associates as necessary to obtain these services. We require our insurers and other business associates to protect the confidentiality of your health information.
YOUR HEALTH INFORMATION RIGHTS
The health and billing records we maintain are the physical property of the treating provider. The information in it, however, belongs to you. You have the right to:
Request a restriction on certain uses and disclosures of your health information by delivering the request in writing to our office. We are not required to grant the request, but we will comply with any request granted as required bylaw:
Obtain a paper copy of the Notice of Privacy Practices for Protected Health information ("Notice") by making a request at our office.
Request that you be allowed to inspect and copy your billing record - you may exercise this right by delivering the request in writing to our office;
Obtain an accounting of disclosures of your health information as required to be maintained by law, upon request. An accounting will not indude internal uses of information for treatment, payment, operations, or disclosures made to you; and
Revoke authorizations that you made previously to use or disclose information except to the extent information or action has already been taken by delivering a written revocation to our office.
You have the right to review this Notice before signing the consent authorizing use and disclosure ofyour protected health information for treatment, payment, and health care operations purposes.
Jordan West Family Counseling 11-2021
Notice of Privacy Practices for Protected Health Information, Continued
OUR RESPONSIBILITIES
This office is required to:
Maintain the privacy of your health information as required by law;
Provide you with a notice as to our duties and privacy practices as to the information we collect and maintain about you;
Abide by the terms of this Notice;
Notify you if we cannot accommodate a requested restriction or request; and
Accommodate your reasonable requests regarding methods to communicate health information with you.
We reserve the right to amend, change, or eliminate provisions in our privacy practices and access practices and to enact new provisions regarding the protected health information we maintain. If our information practices change, we will amend our Notice. You are entitled to receive a revised copy of the Notice by calling and requesting a copy or our "Notice" or by visiting our office and picking up a copy.
TO REQUEST INFORMATION OR FILE A COMPLAINT
If you have questions, would like additional information, or want to report a problem regarding the handling of your information, you may contact Betty Owen at 801-566-0749. Additionally, if you believe your privacy rights have been violated, you may file a written complaint at our office by delivering the written complaint to Betty Owen. You may also file a complaint by mailing it to the Department of Health and Human Services. We cannot, and will not, require you to waive the right to file a complaint with the Department of Health and Human Services (HHS) as a condition of receiving treatment from the office. Likewise, we cannot, and will not, retaliate against you for filing a complaint with the Secretary of Health and Human Services.
OTHER DISCLOSURES AND USES
Notification of Family/Friends: Our office does NOT disclose protected health information or any other information to family members.
Appointment Reminders and Treatment Information: We may contact you and/or leave a message on your telephone answering machine to provide you with appointment reminders, lab results, prescription information, or billing information.
Workers Compensation: If you are seeking compensation through Workers Compensation, we may disclose your health information to the extent necessary to comply with laws relating to Workers Compensation.
Abuse, Neglect & Domestic Violence: We may disclose your health information to public authorities as allowed by law to report abuse, neglect, or domestic violence.
Law Enforcement: We may disclose your health information for law enforcement purposes as required by law, such as when required by a court order; for identification of a victim of a crime if certain protective requirements are met; to report a crime in emergencies; and other appropriate situations as permitted by law.
Judicial/Administrative Proceedings: We may disclose your health information in the course of any judicial or administrative proceeding as allowed or required by law or as directed by a proper court order or in response to a subpoena, discovery request or other lawful process if certain specific requirements are met. To avert a serious threat to health or safely, we may disclose your health information consistent with applicable law to prevent or lessen a serious, imminent threat to the health or safety of a person or the public.
Other Uses: Any other uses and disclosures of your health information besides those identified in this Notice will be made only as otherwise authorized by law or with your written authorization and you may revoke the authorization as previously provided.
HIPAA requires that we make the Notice of Privacy Practices available to you. We ask that you sign and date this form. When you sign and date this form you are agreeing that you were given a copy of the Notice of Privacy Practices. You are not agreeing to what the notice says.
The undersigned has received the Privacy Policy of Jordan West Family Counseling
Patient Name
Signature
Date
-
Month
-
Day
Year
Date
Relationship to Patient
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