• New Client Set-Up

    New Client Set-Up

  • Client Information

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  • Contact information MUST be for the CLIENT

    If the client is 13 years or younger, one parent's email address and phone number can be used for the client
  • Availability & Preferences

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  • Insurance Information

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  • Secondary Insurance Information

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  • Billing Information

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  • For clients aged 18 and older, the client will need to sign a set of Release of Information forms to include any other individual in the scheduling process!

    If these forms are not completed and signed, we will not be able to discuss the intake/scheduling process with anyone other than the client themself.
  • For clients aged 14 and older, the client will need to sign a set of Release of Information forms to allow any individual to have full access to the client's account.

    If Release Forms are not received, access will be REMOVED or LIMITED to Financial Only.
  • To help ensure confidentiality and placement with an appropriate provider...

  • Additional User #1

    NOTE: The purpose of an Additional User is to assist with the completion of the required forms and/or have access to client financial information (if applicable). If Release of Information Forms are required, they will be sent via the Patient Portal.
  • Relational Counseling: If you’re requesting Couple’s or Marital services and would like to include a partner in scheduling or portal access, list their name and access level below.

    Note: If the client is over 18, they must complete all forms themselves. Additional users will only have viewing access unless two Release of Information forms are signed.
  • Family Counseling: If you’re requesting Family Counseling and want to include additional family members in scheduling or portal access, list their name and access level below.

    Note: Access rules vary based on whether the client is under or over age 14. See the next section for specific requirements.
  • Client Under 14 Years Old: If the client is under 14 and a parent/guardian other than the listed Guarantor wants to be included in scheduling or portal access, list their name and access level below.

  • Client 14 Years or Older: If the client is 14 or older and wants a parent/guardian other than the listed Guarantor included in scheduling or portal access, list their name and access level below.

    Note: The client must sign two Release of Information forms to grant full portal access to others.
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  • Additional User #2

    NOTE: The purpose of an Additional User is to assist with the completion of the required forms and/or have access to client financial information (if applicable). If Release of Information Forms are required, they will be sent via the Patient Portal.
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  • Additional User #3

    NOTE: The purpose of an Additional User is to assist with the completion of the required forms and/or have access to client financial information (if applicable). If Release of Information Forms are required, they will be sent via the Patient Portal.
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  • To include more additional users to these services, please email our Intake Department at intake@therapyresourcesmc.com. Please include the requesting Client's name and Date of Birth to ensure the information is going to the correct client.

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