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Patient Forms

New patients will need to fill out forms before services can begin. To make the process as smooth and efficient as possible, Next Step Psychology provides access to forms via our online portal or on this website.

Please complete the appropriate intake form (child, college age, or adult), the Business Policy, No Surprises Act, HIPAA form, and consent to exchange information form. To complete the forms, select the appropriate download link, print the form, complete it by hand, and bring the forms in person to your first appointment. Alternatively, all forms may be completed and submitted electronically via the practice’s portal.

Business Policy
Please download, print, and bring the business policy to your first appointment.
Business Policy
Consent to Receive and Exchange Information
Authorization to exchange information with other sources.
Consent to Exchange Info
Child and Adolescent Intake Form
This form is for patients ages preschool through high school.
Child Intake
College Student Intake Form
This form is for patients who are college age.
College Intake
Adult Intake Form
This form is for adult patients.
Adult Intake
Financial Responsibility
This form is to be completed when the patient is not responsible for their therapy bills and a third party (e.g., parent of an adult patient, extended family member, etc.) will be paying for treatment
Financial Responsibility
Credit Card Authorization
Complete this form to put a credit card on file to facilitate payment for therapy. This is especially helpful when a teenage patient drives themselves to therapy but their parents pay for services.
Credit Card Authorization