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Nurturing Minds, Strengthening Families

Getting Started at
Well Family® Psychology

We know you have many choices when it comes to mental wellness providers. It can feel challenging to call a mental health provider for the first time. Becoming a new client at Well Family Psychology is easier than you might think.

To get started as a new client, we’ll guide you along three simple steps:

Step 1. Provider and Services Matching

Step 2. Intake

Step 3. Getting To Know Your Provider

Step 1: Provider and Services Match

Call our office at 714.730.9355, email info@wellfamilypsychology.com, or use this form to schedule a call from us.

You’ll connect with one of our Intake Coordinators. If you reach us after business hours, you’ll hear back from us within 24 business hours.

We’ll walk you through becoming a new client by reviewing relevant practice information, answering your questions, and scheduling your initial appointment. This phone discussion can take between 10 and 20 minutes, depending on your questions and concerns. During this call, we will work with you to identify the most suitable provider and service(s) that aligns with your clinical and individual needs.

Step 2: Intake

Once you’ve scheduled your intake appointment, you’ll receive an email invitation to your secure client portal.

Your confidential client portal allows you to complete intake paperwork (required before your first appointment), manage your forms of payment, and view your upcoming sessions.

Informed Consent for Psychological and Support Services

This is a long form (we know, sorry!) that explains various important issues, such as the philosophy behind our therapy services, your rights as a patient, our rights as providers, confidentiality, and other helpful information.

Consent for Psychological Services for Minor Child

This form must be signed by all legal guardians of a client under the age of 18 before starting services. If the custodial parents/legal guardians are currently separated or divorced, both parties are required to sign a Consent for Psychological Services for Minor Child. If one of the custodial parents/legal guardians has full legal custody, a copy of the most recent custody decree would need to be faxed to 714-455-9568 before treatment starts.

HIPAA Notice Form

This form goes over the limits of confidentiality and HIPAA.

Fees, Payments, Cancellation, Insurance Policies

This form goes over the fees for services, payments, our 48-hour cancellation policy, out-of-network provider status, and what you may need to get reimbursement from your insurance provider.

Biopsychosocial History Form

This form collects basic information about you, your background, and health history.

Credit Card Information

You must include a credit card on your secure client portal before your first appointment. We accept all major credit cards, HSA, or FSA. You will have access and control of your credit card through the client portal and can change your card at any time. Payments will be charged to this credit card within 24-hours of the rendered service. You may also sign into your secure client portal to make payments.

Baseline Mental Wellness Screening (Heads Up Checkup)

As a new client, you’ll receive a baseline mental wellness screen to inform your provider of how best to meet your needs. This initial screen helps our providers quickly target problem areas, and develop treatment plans.

Arbitration Agreement

This form reviews policies regarding arbitration should a dispute arise.

Telehealth Consent Form

This form reviews the pros and cons of telehealth treatment and ensures your understanding before beginning this type of treatment.

Release of Authorization or Information (ROI) Form (Optional)

The law requires licensed mental health professionals to keep your information confidential. Completing this form is the only way our providers can discuss your care with anyone else (your partner, doctor, former therapist, child’s teacher or school). Although this form is optional, we encourage you to complete it with the name of the referring medical provider to ensure continuity of care. If you were not referred to our practice by a medical provider, please feel free to complete this form with the name of anyone else you may want to be involved in your care.

World Health Organization Disability Assessment Schedule (Optional)

The “WHODAS” questionnaire asks about difficulties due to health/mental health conditions.

Step 3: Initial Session with Your Provider

What to expect at your first therapy session:

When you visit our office, have a seat in the waiting room. Your therapist will greet you in the waiting room and walk you back to their private office.

Our clients often share positive remarks on the soothing atmosphere from thoughtful artwork, airy and light-filled rooms, and comfortable seating.

If your first session is via telehealth (virtual), you will receive an email reminder with your telehealth portal information.

You’ll attend your first session and get to know your therapist. During your first appointment, your provider will ask you many questions and answer any of yours. From there, your first 2-4 sessions are a mutual evaluation to ensure your provider is the right clinical and personality fit for your needs. You’ll evaluate your therapist to ensure you feel comfortable with them. They will complete their evaluation to understand your therapy preferences, define the problem (diagnoses), and build an individualized treatment plan in which you’re confident.

After that, you’ll work through the treatment plan, and you will understand what therapy will “feel like on an ongoing basis.”