Holistic Allies, LLC
Referral Form
Information about Person Completing Referral
Name
First Name
Last Name
AGENCY
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Fax Number of Person Making Referral
Please enter a valid phone number.
Format: (000) 000-0000.
Is Individual aware of this Referral?
*
Yes
No
Individual (Client Information)
Name
First Name
Last Name
Individual Gender
*
Male
Female
Other
Date of Birth
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Language
*
Spanish
English
Portuguese
Other
Specify service Individual is considering (Adult)
*
Individual Therapy
Family Therapy
Group Therapy
Psychiatric Treatment & Counseling
Psychological Evaluation
Parent/Guardian Name (If minor)
First Name
Last Name
Relationship
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Is the patient open to receiving services via telehealth (video or phone)?
*
Yes
No
Prefer in-person
Unsure
Hybrid (Telehealth and in-person)
Insurance Information
Insurance Information -Policy Holder (Name and DOB)
*
Insurance Carrier
*
Insurance Number
*
Needs authorization?
Please Select
YES
NO
Authorization #
Units approved
Diagnosis
Diagnosis
Reason for Referral
*
Current Medications
*
None if does not take any medications
Select all applicable challenges below for the Individual referred (check all that apply)
Ability to avoid dangers/hazards
Anger
Anxiety
Community Linkage of Services
Daily living skills
Depression
Grief
Housing
Hygiene
Impulsive Behaviors
Juvenile Justice/Court Involved
Life Skills
Maintaining personal affairs
Medication Education
Nutritional
Phobia/s
PRTF/Hospital Discharge
Safe living situation
School behavior
Self-Advocacy Skills
Self Harm
Separation Issues
Social Skills
Substance Use
Trauma
Truancy
Whole Health/Wellness
Youth to Young Adult Transition
Other
Contact us at Phone numbers: 413- 459-8655 or 860-698-0782
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