I want to thank you for scheduling an intake or consultation appointment to discuss your goals for therapy. I look forward to learning about you and what you would like to get out of therapy.  After listening and asking a variety of questions, I will share my impressions of how I may provide this help, or Iíll give you the names of other providers or resources in the area that may better meet your needs.

Ideally, prior to coming to your first appointment, I would like for you to read over and sign my Office Policies and Service Agreement.  Being familiar with these policies when you arrive will save time at the beginning of our meeting.  I will e-mail forms to you, to complete at your leisure. I would be happy to send them to you by mail.  Alternatively, I can provide these forms on a clipboard in the waiting room for you to fill out and review before your appointment.  Again, I prefer for you to review and complete the forms prior to coming in as you will be less rushed before we meet, so if you decide to review them in the waiting room, please arrive 20-25 minutes ahead of time.  Please fill out all client information, read the details of each policy, and bring them into the office.  If you wish, you may wait until we meet in person to sign the forms so that we may discuss them and answer any questions you have.

Please bring copies of as many of the following documents as possible.  Some may not apply, and thatís fine.  If you are not able to make a copy in advance, I can do so in my office.  Psychological, Neurological, or other relevant Testing Reports. List of Current Medications or Prescriptions (including dosages). Names/Contact Information of current and former therapists and psychiatrists/physicians who prescribed psychotropic medications. Dates, Places, and Discharge Summaries of any psychiatric hospitalizations. 

A copy of your Insurance card (front and back) or information.

Also, please printout and complete the following forms to expedite your visit.

Adult Mental Health Questionaire

Treatment Agreement

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If you are the parent of a child or adolescent that you wish for me to evaluate or treat, please bring the following:  Educational Cumulative File, including IEP evaluations and Educational testing reports (request this from your childís school). Divorce/Custody Decree (if childís parents are divorced). Names/Contact Information of current social workers, case managers, probation officers, etc. (if applicable).

There is always a great deal to discuss during a first meeting, and the more information youíre able to provide, the more Iíll be able to factor into my initial impressions.  If you have any questions prior to our appointment, please contact me.  Iíll be happy to talk with you to answer any questions you may have.

Thank you again for setting a time to come into the office.  I look forward to meeting you in person!



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1633 East 4th Street
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Santa Ana, California 92701
 (714) 309-9035 Office / (714) 558-6199 Fax

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