What to Expect from Your Intake Paperwork

Before meeting with your therapist for the first time, you’ll receive a set of emails with links to a series of intake forms for you to fill out. These documents provide both Alma and your therapist with the important information we need to get you set up to start receiving care. 

Insurance Information 

Email subject: [Provider Name] has requested your insurance information

Alma needs to collect your insurance details to verify your eligibility and payment responsibility. This form asks for specific information about your insurance plan, like your name, address, and the insurance policy holder. You’ll also be asked to upload a photo of the front and back of your insurance card.  

The information you share here will be accessible by your provider and the Alma team for billing purposes. If you choose to see another Alma provider, they will not have access to your information.


Auto Pay 

Email subject: [Provider Name] has invited you to enroll in Auto Pay

Auto Pay is a simple, hassle-free way to manage your payments by allowing Alma to automatically charge the card on file for sessions with your provider. Insurance clients have the option to enroll in Auto Pay by default. 

If you’re paying for sessions out of pocket, this form will be included in your intake paperwork if your therapist chooses to use Auto Pay. If you don’t receive this form, but wish to enroll in Auto Pay, please speak to your therapist directly about enabling Auto Pay.


Consent Forms and Assessments 

Email subject: [Provider Name] has sent you documents to complete

Consent forms are legal documents that allow you to make well-informed decisions about your care. They notify you of your rights to receive information and ask questions about your treatment, and help to ensure ongoing communication between you and your therapist. The consent forms your therapist sends you depends on their practice, but these are the one’s Alma recommend and that you can likely expect to receive: 

  • Email/Text Consent: Signing this form authorizes your therapist to send you email and text communications.
  • Informed Consent for Assessment and Treatment: Signing this form confirms that you are voluntarily entering into treatment for mental and behavioral health.
  • Notice of Privacy Practices: This form explains how medical information about you may be used and disclosed as part of your treatment. It also describes how you can get access to your medical information.
  • Telehealth Consent: Signing this form gives your therapist permission to see you over video calls as part of your treatment. 

Your therapist may also include the following self-assessments in your intake paperwork depending on their own policies and your reason for seeking therapy. 

  • Depression Assessment: This is a questionnaire your therapist may use to identify, diagnose, and monitor depression. 
  • Anxiety Assessment: This is a questionnaire your therapist may use to identify, diagnose, and monitor anxiety. 


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