Client Forms

Please review and download the forms below before your first appointment. Completing these in advance helps us make the most of your session time.

All forms in one file

Download the Full Packet

Prefer to download everything at once? Get all 18 intake forms bundled into a single PDF.

Or download individually

Client Rights

Your rights as a client in therapy, including confidentiality, informed consent, and how to file a complaint.

Communication & Availability

Guidelines for how to reach Sogol between sessions, response times, and emergency contact procedures.

Fees & Financial Policy

Session fees, payment methods, cancellation policy, and information about sliding scale options.

HIPAA Privacy Notice

How your personal health information is collected, used, and protected under federal HIPAA regulations.

Mandated Reporting

Information about the legal obligations to report certain situations involving harm to self or others.

New Client Questionnaire

Background information about your history, current concerns, and goals for therapy.

Release of Information

Authorization to share your health information with other providers, family members, or third parties.

Telehealth Consent

Consent and guidelines for participating in therapy sessions via video or phone.

Informed Consent for Psychotherapy

Your agreement to participate in therapy, including the nature of the therapeutic process and your rights.

Good Faith Estimate

A written estimate of expected costs for therapy services as required under the No Surprises Act.

Telehealth Emergency Plan

A safety plan outlining steps to take in case of a mental health emergency during a telehealth session.

Payment Card Authorization

Authorization to keep a credit or debit card on file for session fees and applicable charges.

Cancellation & No-Show Policy

Details about the cancellation window, late cancellation fees, and no-show policy.

Electronic Communication Consent

Consent for communicating via email, text, or other electronic means, including privacy considerations.

Couples Therapy Policy

Policies specific to couples therapy, including confidentiality between partners and session structure.

Coordination of Care

Authorization and guidelines for coordinating care with other healthcare providers involved in your treatment.

Termination & Referral

Information about the process for ending therapy and receiving referrals to other providers when needed.

CA BBS Notice to Clients

Required notice from the California Board of Behavioral Sciences outlining your rights as a therapy client.

If you have any questions before your first session, please don't hesitate to reach out. We're happy to walk you through anything that feels unclear.