Adult Pre-Appt Packet
By filling out this information prior to your appointment, you will allow the clinician to spend your appointment time better getting to understand your specific concerns.
Name
*
Phone number
*
Date of Birth
*
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Month
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Day
Year
Date Picker Icon
Gender
*
Male
Female
Nonbinary
Pronouns
*
He/Him
She/Her
They/Them
Email
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What are your primary concerns in terms of seeking testing ?
ADHD
Autism
Generalized Anxiety Disorder
Major Depression
Bipolar Disorder
Personality Disorders: Narcissistic PD, Borderline PD, Obsessive Compulsive PD, etc.
Learning Disability: Dyslexia, Dysgraphia, Dyscalculia (this is a non-covered expense by most insurance plans bc they don't deem it medically necessary, but we do provide this testing)
PTSD
Cognitive Impairment
Social impairment
Behavioral issues/defiance
anger/irritability
Other
If you are concerned about ADHD, please check what is specific to your concerns:
lack of motivation
procrastination
impulsivity
fidgeting
hyperactivity
interrupting others
difficulty staying with one train of thought
difficulty completing tasks
forgetting multi step instructions
occupational or relational impairment
Other
Beyond what you checked above, what other things would you like testing to address? (what to focus on in therapy, what type of therapy to engage in, issues with occupational impairment, social impairment, motivation, etc.)
Do you have any history of trauma (early neglect, physical or sexual abuse, violence, etc)? Does this come up in the form of nightmares? flashbacks? avoidance in present day?
Please elaborate on any mood concerns you have (can't get out of bed, isolating, mood swings, paranoia, psychosis, grandiosity, no remorse, tantrums, poor social skills, irritability, excessively tearful, worried, etc.)
Have you ever incurred any head injuries? Concussions? Loss of Consciousness? MRI's performed? Bleeding or abnormalities found?
Any disordered eating concerns? Picky eater, binge eating, purging, orthorexia, over-compensatory exercise, over-restriction?
Anorexia Nervosa
Bulimia
Picky eater
Orthorexia (disordered eating under the guise of "healthy or clean eating"
Binge eating
Purging
Chew and spit
Over-compensatory exercise
Emotional over eating
How is your sleep? Do you require anything to fall asleep (melatonin, white noise, sleeping medication) Is it hard to stay asleep? fall asleep?
What have you tried already ? (self help books, therapy, OTC supplements, exercise, meditation, yoga, church, etc.) Was there anything that seemed particularly effective?
Are you currently, or have you ever seen a therapist or psychiatrist?, If so, please include their names and how long ago.
Have you tried or are currently taking any psychotropic medications (zoloft, prozac, ambien, abilify, depakote, wellbutrin, propanolol, alprazolam, etc)? If so were there any ones that were particularly effective or caused adverse side effects? If you can recall here the names and dosages, this would be extremely helpful. Otherwise, your clinician will ask you this during intake.
Any issues with psychosis? Paranoia? ideas of reference? grandiosity? mania? seeing or hearing things that aren't there?
Any severe symptoms in terms of self-harming behavior or suicidal ideation?
Any issues with recreational drug use now or in the past? Any issues where you would say you used substances to self medicate (like used something to sleep, to feel less anxious, more social, less depressed, more energetic, etc). If you did endorse experiencing symptoms of psychosis, did these seem to only occur after using substances or was this something that was occurring even prior to drug use?
Have you ever been diagnosed with any medical conditions and if so, what medications do you take?
Any history on maternal or paternal side for mental health issues (bipolar disorder, adhd, depression, suicide, ocd, etc.)
Pregnancy and Delivery: Any complications during pregnancy or delivery (NICU, substance exposure in utero, pre-eclampsia, etc), that you recall for yourself? (n/a if don't recall)
Do you recall if you met all developmental milestones on time (walking, talking, potty training, etc.)
Are you involved in any extracurricular activities, sports, hobbies, community groups?
Have you ever worked with an allied health therapist (speech therapist, occupational therapist, physical therapist)?
Family & Social History
Please describe your living situation? Is there anyone in the home besides you ? siblings? step brothers/sisters? grandparents? roommates? spouse? kids?
Any major changes in the family? Loss of a job? Moving homes or schools? divorce? separation? passing of a close family member? etc?
Please describe anything notable about your family of origin. Was there a lot of volatility? change? maybe you moved a lot? maybe you felt alone alot? did your parents seem to involved in your life? did your parents seem to have their own mental health issues? Were there known diagnosis in your family of origin (schizophrenia, bipolar disorder, etc.). Maybe there weren't formal diagnoses but you know of several different people on the paternal side of your lineage that committed suicided, struggled with drugs, etc.
What would you say are your best strengths and qualities?
Do you have any difficulties initiating or maintaining friendships with others? volatility or "drama" in relationships? lack of desire to initiate relationships?
Anything that feels relevant in terms of your dating, romantic relationship history? Are there certain issues that keep coming up for you in terms of trust, intimacy, sex, emotional regulation, violence, volatility, codependence, etc.?
Social Media: How many hours would you say you are using social media per day right now and which type? linked in? instagram? tik tok? youtube?
Educational History
Any upcoming or prior testing anywhere else? It is important for us to know this because certain tests can't be repeated in terms of administration within one year of each other or it can render the results invalid.
If you are in school, please provide the name and year you are below or put n/a:
Name of School
Please provide any relevant information related to your concerns regarding your academics (teacher concerns, 504, IEP, behaviorconcerns, defiance, homework, held back a grade in school, dropped out, etc.) How far did you go in school (GED, Associate's, Masters, etc.)
Thank you so much for taking the time to complete this questionnaire! Please use the space below to tell me anything else that is important for me toknow about you.
Medical Records & Office Hours
We are required by law, to keep complete medical records. Most of our medical records will be electronic, encrypted. Any written records including the initial consent forms, letters, outside medical records, will be kept locked. You are entitled to review your medical record at any time, unless we feel that by viewing your records, your emotional or physical well-being will be jeopardized. If you wish to view your records, we recommend that we review them together to minimize any confusion or misinterpretation of medical terms. Time spent collecting, printing, copying, and summarizing the medical record will be charged the appropriate fee. We understand that at times, various forms or letters may be required to assist you with your healthcare needs. Clarity staff can complete forms and write letters as necessary upon request, assuming they do not put the clinician in dual roles or challenge ethical guidelines. Please allow 3-5 business days for completion of requested forms/letters. There may be an additional fee assessed for completion of forms as most insurance carriers do not cover this additional service. Our office is available Monday-Friday 9:00 am - 5:00 pm and may be reached at 617-982-2129 or by email at support@ClarityPsychologicalTesting.com. Our providers are NOT available after hours and some providers may have an alternate working schedule. If you need any further information before your appointment or have questions regarding an appointment, please use our secure portal to message our practice or call during regular business hours.INSURANCE POLICIES – If you did not fill out your health insurance info above, please send a picture of the front and back of your card to support@claritypsychologicaltesting.com or upload to your patient portal (an invitation will be sent after we receive these forms). We are contracted with most insurance companies and have a contracted rate we accept. However, it is your responsibility to verify coverage and deductibles with your insurance company prior to consenting to services.
No Surprises Act
An Important Update on Testing Materials Fees
Due to the rising costs of our essential test materials and the fact that insurers do not cover these expenses nor provide rate adjustments to offset the continual increases, we are unable to absorb these costs without jeopardizing our ability to continue offering these services in-network. Under the No Surprises Act, we are committed to being transparent about any costs that may not be covered by your insurance.Please be advised that test material fees are considered a non-covered expense by most insurers, including yours. As a result, we must apply a flat fee of $150 to help cover the rising costs of materials essential to your testing and assessment. While the actual costs of materials for a full test battery are significantly higher, we are charging only a small percentage to ensure affordability while maintaining service quality.Upon receipt of the required form, this $150 fee will be assessed. If the payment method on file is valid and the charge is successfully collected, you will be added to our scheduler's contact list to arrange your intake appointment.However, if the payment method on file is invalid or cannot be processed, you will receive one additional reminder to update your payment information and process the charge. If the payment is still not resolved after this reminder, you will not be contacted to schedule your intake appointment until funds are successfully collected. This policy ensures that we can provide continuity of care and avoid unnecessary delays due to payment issues throughout your patient journey.Thank you for your understanding and support in helping us provide quality care while responsibly managing rising costs.
Services
PSYCHOLOGICAL TESTING:Overview of Process:Our testing occurs in three easy appointments: 1) the intake appointment where you provide info to the clinician first. Intake appointments can be quick and to the point if there are only a few concerns or they can span a full 45 minutes. 2) the testing appointment (in person) this can be a 4-6 hour day when you come to our office for testing with our psychometrist. 3) the feedback appt.: this is where the clinician goes over the results of your testing with you, what was ruled in, what was ruled out, and treatment recommendations. Around 2 weeks after this appt, the full report will be sent to you via our secure portal. General info: The pre-screening form will be used as initial history. A provider at Clarity will ask for additional information during your initial intake. Please send to support@claritypsychologicaltesting.com or upload any previous neuropsychological test results, school testing results, and/or pertinent records to the patient portal before your initial appointment. We reserve the right to decline a testing case for any reason if we feel it is not a good fit for our practice. At this time, Clarity does not administer the ADOS-2, which is often a requirement of many programs to recognize an Autism diagnosis. However, we are able to screen for Autism in conjunction with testing for other diagnoses such anxiety, depression, ADHD, if you are just questioning it. Misrepresentation:We do not perform evaluations that would be considered falling outside of "medical necessity," as deemed by your insurance carrier. These often include evaluations that are court ordered, forensic, adoption, surrogacy, disability, custody, capacity, competency. You also may be waiving your right to testing by a forensic psychologist (specialist) once you’ve had testing done in our office. We are not specialized or trained to testify in a forensic setting, therefore, this could possibly hinder your chances of winning your case or obtaining disability benefits. You are signing below that if you misrepresent your reasons for wanting testing or are not clear that you are needing testing for reasons outside of pure diagnostic clarification; you will be responsible for the entirety of our fee at the standard rate (not the contracted insurance rate) as well as any travel and/or legal consultation fees incurred as a result of your case. Final Report:Once your full out-of-pocket responsibility has been met, we continue processing your finalized report. Therefore, please make sure your payment is up to date and complete for the quickest turnaround and efficiency of your results. Psychotherapy, or talk-therapy, is a powerful treatment for many mental complaints. It offers benefits of improved interpersonal relationships, stress reduction, and a deeper insight into one’s own life, values, goals, and development. It requires a great deal of motivation, discipline and work on both parties for a therapeutic relationship to be an effective one. Clients will have varying success depending on the severity of their complaints, their capacity for introspection, and their motivation to apply what is learned outside of sessions. Clients should be aware that the process of psychotherapy may bring about unpleasant memories, feelings, and sensations such as guilt, anxiety, anger, or sadness, especially in its initial phases. It is not uncommon for these feelings to have an impact on current relationships you may have. If this occurs, it is very important to address these issues in session. Usually, these unpleasant sensations are short lived. At your initial visit, your provider will conduct a thorough review of your current complaints and of your background. One of the most important curative aspects of a therapeutic relationship is the goodness-of-fit between therapist and client, so, the initial visit is also your opportunity to determine for yourself if the therapist you’ve been matched with is the right provider for you. If you feel that the therapist is not well matched to your needs, we would be happy to provide you referrals to other mental health professionals.Frequency and Durations of Psychotherapy Visits:Your initial consultation visit will decide together the structure of your therapy. If you are to undertake psychotherapy, we find that weekly 45-60-minute sessions will provide the best results. We may discuss an alternate treatment structure depending on your circumstances.
Confidentiality
The security of your sensitive information is of utmost importance to us, and we are bound by law to protect your confidentiality. Any disclosure of your treatment to others will require your explicit written consent. As described above, basic information about your treatment may be disclosed to your insurance company for purposes of prior authorization or claims payment if necessary.There are exceptions to this confidentiality, where disclosure is mandatory. These include the following:• If there is a threat to the safety of others, we will be required by law to take protective measures including reporting the threat to the potential victim, notifying police, and seeking hospitalization.• When there is a threat of harm to yourself, we are required to seek immediate hospitalization, and will likely seek the aid of family members or friends to ensure your safety.• If a mental illness prevents you from providing for your own basic needs such as food, water, shelter, we will be required to disclose information to seek hospitalization.These situations rarely occur in an outpatient setting. If they do arise, we will make our best effort to discuss any action plan with you. However, some instances may require action without prior notification. In rare circumstances we may find it helpful to consult with other professionals specialized in such situations (without disclosing your identity). If you are a minor, your parents may be legally entitled to some information about your therapy or testing. We will discuss with you and your parents’ what information is appropriate for them to receive and which issues are more appropriately kept confidential.
Teaching Facility
Our practice is a teaching facility and as such implements the use of psychometrists, trainees, and graduate level interns who often require supervision and feedback. We employ various technologies to be able to periodically monitor our employee and Independent Contractors (IC’s) performance to ensure quality control and standardization of test administration protocols. In this vein, some or all of your session may be electronically recorded for training and educational purposes. All employees and IC’s of Clarity have signed a Business Associate Agreement, which prohibits them from releasing or sharing any PHI pertaining to our clients with outside parties unless required to by law.
Correspondence
Electronic communications, both telephone and Internet (including email), are not secure methods of communication, and there is some risk that one’s confidentiality could be compromised with their use. Clarity may communicate with clients using these mediums. If you would prefer to not be contacted by telephone, text, or email, please inform us and we will honor this request. For non-urgent matters, please use the patient portal as this is the most secure way of communication. Please allow 24 business hours for a response. Messages left late in the day, on weekends or holidays, may not be returned until the next business day. If you or someone close to you is in crisis or immediate danger, please call 9-1-1 or proceed to the nearest emergency room.
Consent to Treatment and Practice/Privacy Policies
I understand that I am responsible for keeping track of my appointment times and dates. I understand that I am responsible for contacting the practice 48 hours prior to my appointment if I need to cancel or change an appointment for any reason.I understand that although a reminder is sent, ultimately it is my responsibility to know when my appointments are scheduled. If you cancel the same day or do not show up to your appointment then you will be automatically charged a $100.00 fee for telehealth appointments and a $300.00 fee for in person testing appointments. If this fee is not paid or credit card on file is declined your appointment will not be rescheduled.When the office is closed there is a voicemail set up for you to leave a message.If an emergency happens that is outside of your control that prevents you from appearing at your appointment at the scheduled time you can request the fee to be waived.Excessive no shows or cancellations may result in termination of services. By signing this form, you agree to commit to your appointment or cancel with more than 48 hours' notice or otherwise be subject to a fee.NO SHOW/CANCELLATION FEES ARE NON-REFUNDABLE AND NOT BILLABLE TO INSURANCE
By signing below, you certify that you have read and understand the terms stated in this form. You indicate that you understand the scope of our services, session structure, fees, payment policy, insurance reimbursement, confidentiality, the nature of our practice, and contact information, and that you agree to abide by the terms stated above during the course of our relationship.If prior authorization is required Clarity may need to provide information about your diagnosis, history, and treatment plan to your insurance company. Once this information is provided, it will be subject to the privacy policies of the insurance provider and is out of our control. Any co-payments and/or outstanding balances are your contractual responsibility and payable to Clarity at the time of your visit for copays and immediately after your visit for any outstanding balance. It is your responsibility to inform Clarity of any changes to your insurance during your evaluation process. If you do not notify Clarity of any changes to your insurance in a timely manner, you understand that you are liable for any charges for services not covered by your insurance.
Please upload a copy of the front of the insurance card(s) you would like to use for your services.
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Please upload a copy of the back of the insurance card(s) you would like to use for your services.
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Do you have Mass Health or Medi-Cal coverage
Yes
No
Subscriber's Name
First Name
Last Name
Subscriber's Date of Birth
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Month
-
Day
Year
Date
Subscriber's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please check the boxes to select the permissions you grant to Clarity Psychological Testing in regards to transmission of information between your treatment team. You may select one or more as applicable.
Consent to Send: I consent for Clarity Psychological Testing to send assessments, input forms, and other relevant documents to the therapists, teachers, and allied health professionals I designate below:
Consent to Receive Information: I also consent to the above-named parties releasing information related to myself or the patient (if I am the guardian) to Clarity Psychological Testing.
Consent to Release Reports: I consent to allowing Clarity Psychological Testing to release my assessment reports and related documents to the individuals I designate:
Designated Recipients to Send:Name and Contact Information
Designated Recipients to Receive Information: Name and Contact Information:
Designated Recipients for Report Release:Name and Contact Information
Liability Release and HIPAA AuthorizationBy signing below, I release Clarity Psychological Testing from liability related to the authorized release and receipt of my protected health information as outlined above. I authorize Clarity Psychological Testing to transmit this information as necessary within the confines of Federal HIPAA regulations.
Please upload a copy of the front of the credit card you would like to keep on file. By uploading you are authorizing us to charge the card on file for any outstanding balances, deposits, and/or materials fees. You also have the option to upload your credit card later on our Insync patient portal (not mobile friendly, must have a desktop). However, this can delay the process of scheduling as our intake coordinators give priority scheduling to patients who have filled out their pre-screens form with accurate, complete, and current information.
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Please upload a copy of the back of the credit card you would like to keep on file. By uploading you are authorizing us to charge the card on file for any outstanding balances, deposits, and/or materials fees. You also have the option to upload your credit card later on our Insync patient portal (not mobile friendly, must have a desktop). However, this can delay the process of scheduling as our intake coordinators give priority scheduling to patients who have filled out their pre-screens form with accurate, complete, and current information.
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