Please print this form. Complete the form and bring it with you to your initial visit with Ms. Gleason, at
Boerne Counseling and Consultant Service. Directions to the facility are found in section: Driving Directions
CLIENT INFORMATION-REGISTRATION
PATIENT NAME ___________________________ DATE _____________________, 20____
DATE OF BIRTH ____/____/________ AGE ____ yrs. TEL (____) _____-________ message __
SOCIAL SECURITY NUMBER ______-_____-_______ DL & ST __________________- _______
HOME ADDRESS ________________________________________ ZIP CODE ____________
EMPLOYER & ADDRESS ______________________________________ HOW LONG _______
SCHOOL & CITY _____________________________TEL (____) _____-________Grade _____
CURRENT MEDICATION*
Name: ____________________ Dose: _________ Name: _________________Dose: ________
Name: ____________________ Dose: _________ Name: _________________Dose: ________
Name: ____________________ Dose: _________ Name: _________________Dose: ________
PRIMARY CARE PHYSICIAN* ________________________________T (___) _____-_________
LIST CHRONIC HEALTH ISSUES*__________________________________________________
CURRENT MENTAL HEALTH DIAGNOSES*___________________________________________
CURRENT STRESSORS _________________________________________________________
GOALS FOR THERAPY* _________________________________________________________
___________________________________________________________________________
PREVIOUS THERAPY ~ NAME of THERAPIST _________________________________ Helpful Y N
WHO MAY WE THANK FOR THE REFERRAL __________________________________________
RESPONSIBLE PARTY (if different from above)
NAME _____________________________ GENDER __ M __ F RELATIONSHIP ______________
DATE OF BIRTH ___/___/_______ AGE _____ EMPLOYER ______________________________
HOME ADDRESS _______________________________________________________________
Number and Street City & State Zip Code
TEL H (____) _____-________ CELL (____) _____-________ TEL W (____) _____-________
- - - -
IN CASE OF EMERGENCY NOTIFY (if other than above)
NAME _______________________________ RELATIONSHIP ________________ Gender _ M _ F
DOB ____/____/_______ TEL (____)_____-_______ ADDRESS _______________________________
PRIMARY INSURANCE Have you pre-certified any visits? __ Y __ N __ Unsure
Insured’s Name ____________________________ Date of Birth ___/___/______ Gender __ M __ F
Social Security No. _____-____-______ ID Number ____________________Group Number ____________
Insured’s Employer ________________________ Employer Address _____________________________
Carrier ___________________Tel (___) ____-______ Claims Address: ___________________________
SECONDARY INSURANCE (IF ANY)
Insured’s Name _____________________________ Date of Birth _____/_____/_________ Gender M F
Social Security # ______-_____-________ ID Number ___________________Group Number _____________
Insured’s Employer __________________________ Employer Address ______________________________
Carrier ___________________Tel (___) _____-________ Claims Address: ___________________________
PAYMENT AGREEMENT
I AGREE TO THE FOLLOWING PAYMENT PLAN TO COVER MY PORTION OF THE CHARGES:
_________ I do not have insurance and will pay in full at the time of service.
_________ I will file my own insurance and will pay in full at the time of service.
_________ Please conduct a courtesy billing to my insurance. The reimbursement for services will be directed to me.
I understand that if problems arise in obtaining payments to practitioner/ therapist from my insurance company,
I will be responsible to pay the balance of the bill and settle with my insurance carrier unless the practitioner/ therapist
has otherwise contracted with my insurance company. Furthermore, I agree to pay off any balance on my account
within 30 days unless I have made other arrangements with practitioner/ therapist. I understand that my account
may be sent to a collection agency if I do not pay my bill according to this document. If use of a collection agency is
necessary I will be charged a 10 % Interest Fee on the balance of my account in addition to a $25 collections fee.
Responsible Party Signature ____________________________ Date ___________________, 20___
MEDICAL RELEASE OF INFORMATION
I authorize release of information to Kathleen Gleason LPC-S ~ Boerne Counseling and Consultant Service,
to share my information with referral sources for the purpose of diagnosis, treatment, consultation,
and professional communication. I release information to the following peron(s) or agency/business:
1. ________________________ 2. ________________________ 3. _______________________
If I am an insured client, I further authorize the release of information for claims, certification, case management,
quality improvement benefit administration and other purposes related to my health plan.
I understand that this medical release of information is valid from one year of the signature date.
Signature __________________________ Signed on the ___ day of ____________________, 20 ___
- - - -
FINANCIAL TERMS/ FEES
INSURANCE COVERAGE □ N/A
You are responsible for obtaining prior authorization for treatment from your insurance carrier. We can conduct a
courtesy billing upon request. Thus, reimbursement for services will be directed to you. If your insurance accepts
us as an in-network or out-of-network provider you are responsible for co-payment amounts, deductibles and full
payment fees. Initial here: _____
FEES
Additional costs incurred for additional time
Initial Visit: $160/ 60 minutes
Individual Therapy: $145/ 50 minutes; $175.00/ 60 minutes
Two or more Individuals: $175/ 50 minutes
Family Therapy: $200/ 50 minutes
Drug and alcohol classes: $200.00-Initial Evaluation; $135 per class-6 week series with Certificate
Letter or Report Preparation: $450.00
Texts/ Emails: $ 15.00 (message via text or e-mail unauthorized by therapist)
Legal Testimony: $1100.00 ½ day, PLUS per diem, travel and mileage expenses
The retainer of $1100.00 must be paid in cash, one week in advance
Court: $ 375.00 per hour with a minimum of (3) hours. Payment must be made within one week of the slated
court date Initial here _____
SAME DAY CANCELLATION/ MISSED APPOINTMENTS $135.00
Scheduled appointment times are reserved especially for you. Late day and evening appointments are in high demand.
If an appointment is missed or canceled with less than 24 hours notice, you will be billed according to the scheduled fee.
Missed appointments are not covered by your insurance and the charges associated with them are your responsibility.
Repeated "no-show" appointments or “same day” cancellation could result in referring you to another practitioner.
I acknowledge and agree with the above fees. Initial here: ______
RETURNED CHECK POLICY
A $50.00 fee will be assessed in addition to the bank charge, the amount of check and other incurred fees. It is the
responsibility of the patient to pay this fee. Non-payment of returned checks will result in filing with the Kendall
County Prosecutor's Office and sanctions may apply. Initial here: ______
EMERGENCY ACCESS
After-hour calls are to handle emergencies ONLY. A $25.00 fee for the first 5-minutes and an additional $5 charge
for every 5 minute increment for telephone consult. This is the patient's responsibility. Initial here: ______
I have read and agree to the Financial Terms and Fees as indicated above.
Initial here: ______
- - - -
MENTAL HEALTH DISCLOSURE FORM
LIMITS OF CONFIDENTIALITY In accordance to Texas State Law….
All information between the practitioner/ therapist and the patient is held strictly confidential. There are legal
exceptions to this:
- The patient authorizes a release of information with a signature.
- The patient's mental condition becomes an issue in a lawsuit.
- The patient presents as a physical danger to self (Johnson v County of Los Angeles, 1983).
- The patient presents as a danger to others (Tarasoff v Regents of University of California, 1967).
- Child or Elder abuse and/or neglect are suspected (Welfare and Institution and/or Penal Codes
In the latter two cases, the practitioner is required by law to inform potential victims and legal authorities
so that protective measures can be taken. All written and spoken material from any and all sessions is confidential
unless written permission is granted to release all or part of the information to a specified person, persons, agency.
or institution. If group therapy is utilized as part of the treatment, details of the group discussion are not to be
discussed outside of the group counseling sessions. Initial here: _____
CONSENT FOR TREATMENT
I authorize and request my practitioner, Kathleen Gleason LPC-S ~ Boerne Counseling and Consultant Service,
to carry out psychotherapy treatment and/or diagnostic procedures, which now, or during the course of my treatment
become advisable. I understand the purpose of these procedures will be explained to me upon my request and that they
are subject to my agreement. I also understand that while the course of my treatment is designed to be helpful, my
practitioner can make no guarantees about the outcome of my treatment.
Further, the psychotherapeutic process can bring up uncomfortable feelings and reactions such as anxiety, sadness,
and anger. I understand that this a normal response to working through unresolved life experiences and that these
reactions will be worked on between my practitioner and me. A potential side effect of psychotherapy and/or
psychological testing is that because of the above feelings that may arise, clients may experience a feeling that
they are getting worse before beginning to feel they are getting better. These thoughts and feelings are part of
therapeutic process. I hereby acknowledge this potential risk.
______________________________________ ___________________________ 20____
Patient Signature Date
CONSENT FOR CHILD DEPENDENT
I am the legal guardian or legal representative of the patient (write child’s name on the following space) ________________________________________ and on the patient's behalf legally authorize
the practitioner to deliver mental health care services to the patient. All policies described in this statement
apply to the patient that I represent.
________________________________________ ___________-_______-_____________
Print Patient Name Patient/ Parent Social Security Number
________________________________________ ___________________________20___
Signature of legal guardian/representative Date
Relationship to Patient ____________________
- - - -
CONSENT TO DISCLOSE HEALTH INFORMATION Notice of Privacy Practices (HIPPA)
This consent form is an agreement between you, and Kathleen Gleason LPC-S ~ Boerne Counseling and Consultant
Service. If you are giving your consent on behalf of a child or a dependent, write the first and last name. If you are
completing this form on yourself, print your first and last name _________________________________
When we examine, diagnose, treat or refer you we will be collecting what federal law calls Protected Health
Information (PHI), about you. We use this information to decide on what treatment is best for you that we
can provide. We may also share this information with others who provide treatment to you or need it to arrange
payment for your treatment or for other business or government functions.
By signing this form you are agreeing to let us use your information and to send it to others. Please initialize
one of the statements below following the explanation. The Notice of Privacy Practices (HIPPA) explains in
more details your rights and how we can use and share your information. Refer to the laminated forms included
in your paperwork before you sign this consent form.
In the future, we may change how we use and share your information and thus may change our Notice of Privacy
Practices. If we do change it, you can get a copy by request to our office. If you are concerned about some of your
information, you have the right to ask us not to use or share some of your information for treatment, payment, or
administrative purposes. You will have to tell us what you want in writing. Although we will try to respect your
wishes, we are not required to agree to these limitations. However, if we do agree, we promise to comply with
your wishes.
After you have signed this consent, you have the right to revoke it through written request that you no longer consent.
We will comply with your wishes about using or sharing information from that time on but we may have already used
or shared some of your information and cannot change what has already been processed.
____ I grant consent to share my information ____ I do not want my information shared.
____ I grant consent to share my information only with
those whom I have designated
________________________________________ ____________________________, 20___
Print name of patient or legal guardian Date
_________________________________________ __________________________________
Signature of patient or legal guardian Relationship to the patient
GRIEVANCE PROCEDURE
I acknowledge my rights as a client at the Office of Kathleen Gleason LPC-S ~ Boerne Counseling and Consultant
Service. I understand that in the event that I am dissatisfied with their service as a mental health provider, I may
submit a grievance to my therapist at any time to register a complaint. If I am dissatisfied with the outcome between
myself and the provider of services, without resolution of the matter, I may file a formal complaint to:Department of
State Health Services, Texas State Board of Examiners of Professional Counselors, PO Box 149347, Austin, TX. 78714
INITIAL _____
DISCLAIMER
I, ______________________________________, assume all responsibility for any injuries, losses, damages,
Printed Name of Patient
or other losses, that may result in physical, mental or emotional harm to myself or others who accompany me
during my on site visit with Kathleen Gleason LPC-S ~ Boerne Counseling and Consultant Services,
located at 110 Hilltop Drive, Boerne, Texas 78006. I shall incur all losses and expenses that may arise during anytime,
day or night, while at the office location cited above.
Signature (Patient/Parent) ________________________________ Date ___________________, 20__
Therapist Signature _____________________________________ Date___________________, 20__