Client Forms
What you need to know before your first appointment — and what to bring.
New Patient Paperwork
When you come for your first appointment at Capstone, you will be asked to complete intake paperwork. This includes information about your health history, current concerns, insurance, and consent for treatment. Please plan to arrive 15–20 minutes early to allow time to complete these forms.
What to Bring
- A valid photo ID (driver’s license, state ID, or passport)
- Your insurance card(s)
- A list of all current medications and dosages
- Names and contact information for any other healthcare providers
- Any prior psychiatric or medical records, if available and relevant
- Emergency contact information
Forms You May Complete
- Patient intake and registration form
- Consent for treatment
- HIPAA Notice of Privacy Practices acknowledgment
- Insurance authorization and assignment of benefits
- Release of information forms (if coordinating with other providers)
- Financial agreement and sliding fee scale application (if applicable)
Telehealth Patients
If you are scheduled for a telehealth appointment, our staff will send you any necessary forms electronically prior to your visit. Please complete and return them before your scheduled appointment time so your session can begin on time.
Learn more about our telehealth services on our Telehealth page.
Questions About Forms?
If you have questions about paperwork or what to bring, our front desk staff are happy to help. Contact us before your appointment.
Privacy & Confidentiality
Capstone Behavioral Healthcare is committed to protecting your privacy. All information you share with us is confidential and protected under HIPAA (the Health Insurance Portability and Accountability Act). Information is only shared with your written consent, except as required by law.
You have the right to receive a copy of our Notice of Privacy Practices at any time. Please ask at the front desk or contact us if you have questions about how your information is used or protected.