Ozmer Counseling, PLLC Courtney Ozmer, Med, LPC 1333 Mcdermott Drive, Suite 200 Allen

Ozmer Counseling, PLLC ~Courtney Ozmer, MEd, LPC 1333 McDermott Drive, Suite 200 Allen, TX 75013 (972) 984-6392

ADULT CLIENT INTAKE

Name of Client

Date of Birth Age Sex Race Religion

Street Address City Zip Code

May we contact you by mail at this address? YesNo

Email May we contact you by email? YesNo

Home PhoneMay we contact you and leave messages at home? Yes No

Cell Phone May we contact you on and leave messages on your cell? YesNo

Employer Work Phone

Job Title Education (years completed)

May we contact you and leave messages at work? YesNo

Marital Status (Circle): Single / Engaged / Married / Separated / Divorced / Widowed / Cohabitating

Date of current marriage/separation

Previously married? YesNoIf yes, when? How long?

Spouse Information (if applicable)

Name of Spouse Number of years married

Date of Birth Age Sex Race Religion

Child(ren)’s Name(s) Date of Birth Male Female

Date of Birth Male Female

Date of Birth Male Female

Date of Birth Male Female

Who is currently living in your household?

REASONS FOR SEEKING COUNSELING

What brought you to counseling? Please list your concerns in order of importance

When did your present concerns begin to be a problem for you?

What do you hope to gain from counseling?

Please indicate which of the following areas are currently problems for you. Check all that apply:

_____ Feeling inferior to others _____ Not being able to say what you really think or feel

_____ Under too much pressure and feeling stressed_____ Angry outbursts

_____ Feeling down or unhappy/depressed mood_____ Excessive fear of specific places or objects

_____ Work stressors_____ Difficulty making or keeping friends

_____ Loneliness _____ Concerns about finances

_____ Suspicious feelings toward others_____ Feeling as if you’d be better off dead

_____ Angry feelings_____ Difficulty making decisions

_____ Feeling “numb” or cut off from emotions_____ Loss of interest in sexual relationships

_____ Concerns about physical health_____ Concerns about emotional health/stability

_____ Hallucinations_____ Insomnia/difficulty sleeping

_____ Hypersomnia (sleeping all the time)_____Crying Spells

_____ Change in appetite (increase or decrease)_____ Uncontrollable anxiety or worry

_____ Loss of interest in usual activities/lack of motivation_____Lacking self-confidence

_____ Inability to control thoughts_____ Obsessions or compulsions with specific activities

_____ Hearing voices_____ Eating disorder

_____ Relationship difficulties_____ Excessive use of alcohol

_____ Drug abuse_____ Difficulty concentrating

_____ Nightmares_____ Mood shifts

_____ Elevated mood_____ Blackouts/temporary loss of memory

_____ Tremors_____ Delusion

_____ Cutting or other self-harming behaviors_____ Dizziness

_____ History of physical/emotional/sexual abuse_____ Concerns regarding family of origin

_____ Other (Please specify)

Who referred you to counseling? Referral Date

How did you find me?

COUNSELING AND PSYCHIATRIC HISTORY

Have you had previous counseling? Yes No

If yes, where and with regard to what concerns?

Have you ever been diagnosed with or treated for any type of mental illness? Yes No

If yes, which one?

Has anyone in your family ever been diagnosed or treated for any type of mental illness? Yes No

If yes, which one?

MEDICAL HISTORY

Physician’s Name Phone Number:

Address CityState Zip

How would you rate your current physical health? (circle one) Excellent Good Fair Poor

Are you currently experiencing any physical problems (headaches, body aches, stomach problems, etc.)Yes No

If yes, please explain:

Please list any medical conditions or disabilities:

MEDICATION(S)
over-the-counter or prescription / DOSAGE / PRESCRIBING PHYSICIAN

EMERGENCY CONTACT (NEXT OF KIN – OTHER THAN SPOUSE)

Name Relationship

Home Phone Work Phone Cell Phone

Address City, State, Zip

Client SignatureDate

PROFESSIONAL DISCLOSURE STATEMENT

Therapy Policies and Services

Welcome! I am committed to providing you with quality mental health care. This information packet is intended to acquaint you with what you can expect in therapy and to address some of the typical areas of concern, especially for the first-time client.

Qualifications: Courtney earned a Bachelor of Science at Southern Methodist University where she majored in psychology. She then continued her education at the University of North Texas where she earned a Master’s degree in counselor education. Courtney is qualified to counsel according to the Texas Department of Health.

INFORMED CONSENT

Counseling Relationship: While working together, our sessions may be very intimate psychologically, but our relationship is professional, not social. Please do not invite me to social gatherings, offer me gifts, ask me to write a reference for you, or ask us to relate to you in any way other than the professional context of our counseling sessions. You will be best served if our sessions concentrate exclusively on your concerns. Our in-person contact will be limited to counseling sessions you arrange with me. You may leave a voicemail for me at (972) 984-6392 and I will return your call as soon as possible. If you experience a mental health emergency, obtain crisis services by calling 911 and/or by going to a nearby hospital emergency room.

Effects of Counseling: At any time, you may initiate a discussion of possible positive or negative effects of entering, not entering, continuing, or discontinuing counseling. While benefits are expected from counseling, specific results are not guaranteed. Counseling is a personal exploration and may lead to major changes in your life perspectives and decisions. These changes may affect significant relationships, your job, and/or your understanding of self. Some of these changes could be temporarily distressing. The exact nature of these changes cannot be predicted. Together we will work to achieve the best possible results for you.

Client Rights: Some clients achieve their goals in only a few counseling sessions; others may require months or even years of counseling. As a client, you are in complete control and may end our counseling relationship at any time, though I do ask you participate in a termination session. You also have the right to refuse or discuss modification of any of my counseling techniques or suggestions you believe might be harmful.

I assure you my services will be rendered in a professional manner consistent with accepted legal and ethical standards. If at any time for any reason you are dissatisfied with my services, please let me know. If I am not able to resolve your concerns, you may report your complaints to the Texas Department of Health, (512) 834-6658.

Conditions of Ongoing Counseling: If you have been in counseling or psychotherapy during the past seven years, I may request for you to sign a release so I may communicate with and/or receive copies of records from the professional(s) from whom you received mental health services. While you are in counseling with me, you agree not to establish or maintain a professional relationship with another mental health professional unless you first discuss it with me and sign a release permitting me to communicate with the other mental health professional(s). If you decide to establish or maintain a professional relationship with another mental health professional against my advice, I may consider this your decision to change counselors and reserve the right to terminate your counseling.

I also reserve the right to postpone and/or terminate counseling of clients who come to session under the influence of alcohol or drugs. In addition, I reserve the right to terminate counseling of clients who do not comply with the medication recommendations of their psychiatrist or physician.

Referrals: I recognize not all conditions presented by clients are appropriate for the treatment I provide. For this reason, you and/or I may believe a referral is necessary. In that case, I will provide some alternatives including programs and/or people who may be available to assist you. A verbal exploration of alternatives to counseling will also be made available upon request. You will be responsible for contacting and evaluating these referrals and/or alternatives. Certain aspects of treatment may require evaluation through psychological testing or medication. In such cases, a referral to a psychiatrist/medical doctor may be made. Ongoing dialogue with these professionals would be maintained to effectively manage the counseling process.

Fees: In return for a standard fee of $100 per 50-minute session, I agree to provide counseling services for you; however, other payment options are available upon request. Cash, personal checks made out to “Ozmer Counseling, PLLC,” or credit cards are acceptable forms of payment which is due at the beginning of each session. There is a $25 returned check fee. By consenting to treatment, you agree to pay counseling fees at the time of service.

Some insurance companies may cover part of this cost. You will be given a receipt at the end of your session for use in filing insurance claims. Please contact your insurance company to determine whether your insurance will reimburse you and what schedule of reimbursement will be used. I will provide you with a form containing questions which may be helpful in obtaining this information from your insurance company.

Health insurance companies often require that I diagnose your mental health and indicate that you have an “illness” before they will agree to reimburse you. In the event that a diagnosis is required, I will inform you of the diagnosis I plan to render before I submit it to your insurance company. Any diagnosis made may become a part of your permanent insurance records.

If you become involved in litigation that requires my participation (even if a subpoena is sent from the opposing counsel), and due to the complexity and difficulties involved with legal involvement, I will charge $250 per hour for preparation for and/or attendance at any legal proceedings.

CANCELLATION: If you need to cancel an appointment, 24 hours notice is required. If you miss an appointment without providing 24 hours notice, you WILL BE CHARGED $50. Missed appointments CANNOT be filed with insurance.

Records and Confidentiality: All of your communication becomes part of the clinical record. Adult client records are disposed of seven years after the file is closed. Most of our communication is confidential, however; I reserve the right to disclose confidential information if: a) I determine you are a danger to yourself or someone else; b)You disclose abuse, neglect, or exploitation of a child, an elderly, or disabled person; c) You disclose sexual contact with another mental health professional; d) I am ordered by a court to disclose information; e) You consent for me to release your records; or f) I am otherwise required by law to disclose information. If I see you in public, I will protect your confidentiality by acknowledging you only if you approach me first.

Client SignatureDate

Counselor SignatureDate

HIPAA NOTICE OF PRIVACY PRACTICES

THIS NOTICE DESCRIBES HOW MEDICAL/MENTAL HEALTH INFORMATION ABOUT YOU MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE READ AND REVIEW IT CAREFULLY.

Effective August 1, 2010

Use and disclosure of protected health information for the purposes of providing professional counseling services is sometimes required. Providing treatment services, collecting payment, and conducting healthcare operations are necessary activities for quality care. State and federal laws allow me to use and disclose your health information for these purposes. Please read and initial each statement below:

Treatment: Use and disclose health information to:

Provide, manage, or coordinate care to consultants, referral sources, or physicians

Consult with other mental health professional(s) using client’s first name only to ensure confidentiality and provide client with the best care possible

As patient gives permission via “Informed Consent” form

Healthcare Operations: Use and disclose health information for:

Review of treatment procedures

Review of business activities

Staff training and care within our practice

Compliance and licensing activities

Other Uses and Disclosures without Your Consent

Mandated reporting

Emergencies

Criminal damage

Appointment scheduling

Treatment alternatives

As required by law

Right to request where we contact you:

• Homeyes no
• Workyesno
• Cell yesno
• Emailyes no
• Street Address yesno
• If none of the above, how may we contact you

(Initial here) I have read and signed the professional disclosure statement. I agree to pay counseling fees at the time of service and understand the cancellation policy.

By signing below, you attest that you have read and been made aware of your rights to confidentiality as a mental health consumer. Full HIPAA Compliance Rules and Regulations are posted in the counselor’s office at all times and may be read by the consumer or copied for the consumer upon request.

Client Printed NameClient SignatureDate Signed

Counselor SignatureDate