# Client Terms & Agreements (Coaching Services Only)
The following outlines the terms and conditions of our **non-medical coaching services** (referred to herein as “coaching and counsel”), which may include single sessions and structured coaching programs.
**Important:** This agreement applies to the **coaching and education portion** of Connection Docs programs and services provided by WeHeal, Inc. DBA Connection Docs (“Connection Docs”). Most Clients begin with coaching and structured program support.
In some cases, and when appropriate, a Client’s overall program support may also include **medical care** provided by Connection Docs clinicians. If medical care is requested and agreed upon, **additional medical forms, consents, and documentation are required** for compliance and record-keeping (including, as applicable, **Consent to Treat, Telehealth Consent, and HIPAA forms**).
**This coaching agreement is the first step to get started.** Additional medical documentation will only be required **if and when medical services are added**.
**Signing this agreement does not create a doctor–patient relationship and does not authorize medical care.**
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## Medical Care (If Requested) — Additional Documentation Required
Some Clients may benefit from having **medical care included as part of their overall program support** (such as medical evaluation, diagnosis, prescriptions, lab interpretation for treatment purposes, or other clinical care).
If medical care is requested and agreed upon, the Client understands that **additional medical forms, consents, and documentation are required** for legal, clinical, and privacy compliance (including, as applicable, **Consent to Treat, Telehealth Consent, and HIPAA forms**).
Medical services (if requested and agreed upon) are subject to **state licensing requirements**. The Client understands that medical care may only be provided when the Connection Docs clinician is **appropriately licensed and/or authorized** to provide medical services in the **state where the Client is physically located at the time of the visit**. The Client agrees to truthfully provide their location upon request.
Medical care may be included when appropriate, but **cannot begin until all required medical consents and documentation are completed and signed.** The purpose of these additional forms is **documentation, consent, and proper medical record-keeping.**
Until those medical forms are completed and signed, **all services remain coaching-only**, and **no doctor–patient relationship exists.**
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## Services (Coaching & Counsel)
WeHeal, Inc. DBA Connection Docs (“Connection Docs”) will provide client coaching and counsel, which involves direct and personal conversations conducted via scheduled face-to-face, video, or phone appointments.
Coaching and counsel may include, but are not limited to:
- Supporting clients’ efforts in building healthier patterns in their relationships with themselves and others
- Education and guidance in adopting healthy behaviors and communication strategies
- Creation and development of personal, professional, emotional, spiritual, mental, physical, and lifestyle goals
- Strategies and methods for achieving these goals
- Identifying and addressing specific personal struggles, relational challenges, and life transitions
- Value clarification, brainstorming, and planning
- Identifying action steps and practicing new skills
- Providing feedback, asking clarifying questions, and making empowering requests or suggestions for action
As examples, Coaches may provide **non-clinical** support and education related to Nonviolent Communication (NVC), parenting and family relationships, nervous system regulation skills, behavior change, habit support, nutrition education, lifestyle education, and goal-setting.
Our coaching and counsel are designed to provide education, support, and practical tools. While results vary by individual, clients may experience greater clarity, improved communication, and increased confidence in pursuing their goals.
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## Program Format (Structured Coaching Programs)
If the Client enrolls in a structured coaching program (for example, a 1-month, 2-month, or 3-month program), the program may include:
- **One comprehensive intake session** at the start of the program
- **Weekly coaching sessions** during the program term
- **Personalized action steps and homework** between sessions
- **Between-session support** via email and/or text for guidance, accountability, and questions related to program goals and homework
- Optional worksheets, resources, and tools selected by the Coach
Clients understand the purpose of a program is to support **progress and implementation over time**, not to provide unlimited access or on-demand care.
Some Clients may also request medical care when appropriate. Any medical services require **separate medical documentation and consents** and are not covered under this coaching agreement.
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## Between-Session Support (Email/Text)
Between-session support is intended for brief guidance, accountability, and clarification related to your coaching goals and program homework.
- Support may occur via **email and/or text** during the program term
- The Coach will respond within **1–2 business days**, when possible
- Between-session messaging is **not intended for urgent situations**, crisis support, or immediate responses
- Longer topics may be addressed in the next scheduled session
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## Boundaries of Service (Coaching Only)
Connection Docs coaching services are **not medical services**.
- **This coaching agreement does not include medical services.**
- **Medical care may only begin after completion of required medical forms and consents.**
- If medical services are added, medical care may only be provided when the clinician is **licensed and/or authorized** in the **state where the Client is physically located at the time of the visit**, and the Client agrees to provide their location upon request.
- Connection Docs coaches, regardless of professional credentials, will not and do not provide medical advice, mental health counseling, diagnosis, or treatment recommendations through coaching and counsel.
- Coaching and counsel are offered for educational and skill-building purposes only.
- If, in the opinion of the Coach, medical or licensed mental health services may be helpful, the Client may be encouraged to seek care from an appropriate professional.
- The Client acknowledges and understands that Connection Docs and its Coaches make no guarantees regarding the outcomes of the services provided.
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## Financial Terms (Programs & Sessions)
- Clients may purchase **individual coaching sessions** or **structured coaching programs**.
- **Structured coaching programs are priced as a package (not hourly billing)** and include the components described above for the length of the program.
- Payment is due **in full prior to scheduling**, unless a written payment plan has been offered and agreed to.
- Because coaching programs require advance planning, scheduling, and reserved capacity, **all payments are final and non-refundable.**
### Program Scheduling & Completion Window
Program start dates and session scheduling are coordinated after enrollment. Clients are responsible for scheduling and attending sessions within the program term.
Unless otherwise approved in writing by the Coach:
- **1-month programs** must be completed within **6 weeks** of the program start date
- **2-month programs** must be completed within **10 weeks** of the program start date
- **3-month programs** must be completed within **16 weeks** of the program start date
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## Agreements & Disclaimers
- The services received under this agreement are **not a substitute** for medical care, psychotherapy, or other licensed healthcare services.
- The Client understands that, under this coaching agreement, the Coach is **not acting as a physician, licensed mental health practitioner, or other healthcare provider**, and these services are **not medical care**.
- Nothing communicated by the Coach shall constitute the practice of medicine, psychotherapy, nutrition therapy, or any other licensed healthcare field.
- Coaching and counsel are for education, support, and skill-building purposes only.
- Any medical services (if offered and elected) require **separate intake, consents, and disclosures** prior to the start of medical care.
- By signing this form, the Client confirms that the email and/or phone listed in this form is acceptable for communication regarding scheduling, billing, and payment notifications.
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## Cancellation & Missed Appointments
- Clients must cancel or reschedule any session at least **two (2) business days** in advance.
- Sessions cancelled with less than **two (2) business days’** notice, or missed appointments, **count as used** and may not be rescheduled.
- Missed appointments or late cancellations cannot be refunded.
- Program sessions not used within the program completion window are forfeited.
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## Privacy & HIPAA
- This agreement covers **coaching services only**, which are **not medical services** and are generally **not subject to HIPAA**.
- If the Client later enrolls in **medical services**, those services will be documented separately and will include additional privacy notices and forms, as applicable.
- Connection Docs is committed to keeping your information private and secure to the best of our ability.
- Clients acknowledge that communications related to scheduling and billing may occur via email and/or text and may not be encrypted or fully secure. Clients consent to communicate with Connection Docs through these methods for administrative purposes, understanding the risks.
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## Payment Disputes & Refunds
- All payments are non-refundable.
- In the event of a payment dispute, Connection Docs reserves the right to suspend services until the matter is resolved.
- The Client is responsible for any fees incurred due to declined transactions or failed payments.
- Clients agree not to initiate chargebacks, payment reversals, or disputes for charges that comply with the terms of this agreement.
- Clients agree to address any billing concerns directly with Connection Docs before contacting their financial institution. Filing a chargeback or payment reversal without first contacting Connection Docs is considered a breach of this agreement and may result in the immediate termination of services and/or additional collection action if necessary.
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## Dispute Resolution
- **Mediation:** If a dispute arises under this Agreement, the parties agree to first attempt resolution with the help of a mutually agreed-upon mediator in **Mercer County, New Jersey**. Costs and fees, other than attorneys’ fees, will be shared equally.
- **Arbitration:** If mediation is unsuccessful, the parties agree to binding arbitration in **Mercer County, New Jersey**, under a mutually agreed-upon arbitrator. Arbitration will be governed by **New Jersey law**.
- **Payment Dispute Exception:** Any Client payment-related dispute may be brought in **New Jersey state court** and will be governed by **New Jersey law**.
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## Acknowledgment & Authorization
By signing this agreement, the Client acknowledges that:
- They understand the boundaries of coaching and counsel services.
- They understand this agreement covers the **coaching-only portion** of Connection Docs services, and that **medical services require separate enrollment and separate consent forms before they can begin**.
- They understand that structured coaching programs are **package-based coaching containers (not hourly billing)**.
- They accept the cancellation policy, financial terms, and dispute resolution terms.
- They understand that missed sessions and late cancellations **count as used** and do not result in refunds.
- They understand that unused sessions or unused program time do not roll over and do not result in refunds.
- They authorize Connection Docs to charge their payment method on file for any outstanding fees owed under this agreement.
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