1. Unit of treatment
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*Referring Clinician/Friend
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2. How did you hear about us?
• • •
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3. What brings you in for therapy now?
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*Explanation
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4. Have you ever been suicidal?
• • •
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*Explanation
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5. Has your PARTNER ever been suicidal?
• • •
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*Explanation
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6. Have YOU ever intentionally harmed yourself?
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*Explanation
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7. Has PARTNER ever intentionally harmed self?
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*Explanation
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8. Felt physically unsafe in a relationship?
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*Explanation
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9. History of violence?
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*Explanation
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10. Experienced hallucinations?
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*Name, duration, explanation
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11. Hospitalizations for psych reason?
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For PARTNER, how many drinks per week?
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12. How many drinks per week?
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Pot, how much PARTNER smokes per month?
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13. Smoking pot, how often per month?
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*PARTNER Alcohol/drug use description
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*Alcohol/drug use description
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*Explanation (providers' name + duration)
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14. Previous therapy?
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*Explanation (providers' name + duration)
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15. Previous Psychiatric care?
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Name of medication(s), duration, dosage
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16. Psychiatric or other medications?
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name of medical condition
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17. Previous or current medical condition(s)?
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*Explanation
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19. Occupation
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20. Anything special we need to know?
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22. Availability for sessions
• • •
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Inform patient of fee
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23. Availability specifics
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If intern what is their combined yearly income?
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Inform patient of CX policy (2 Business Days)
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Name on credit card
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Fee quoted
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Credit card number
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Credit card expiration date
/
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Credit card type
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Can you send us past mental health records?
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Credit card security code
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Would you like to receive Well updates via emai?
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Credit Card Billing zip code
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Do you use online scheduling?
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Would you like access to our patient portal?
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permission to record and store CC information
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email address:
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informed communication via email is not secure
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