DEMOGRAPHIC INFORMATION Full Name: Date of Birth: Race

ADULT FORM_Pg. 1/11
DEMOGRAPHIC INFORMATION
Full Name: _____________________________________________ Date of Birth: ________________
Race/Ethnicity: ____________________ Age: __________ Sex: Male/Female/Other
Preferred Phone: _________________________ Home/Cell/ Work (circle one)
Alternative Phone: _______________________ Home/Cell/ Work (circle one)
Marital Status: □ Never Married □ Married/Committed Relationship □ Divorced □ Separated □ Widowed
I am presently living: □Alone □With others (please specify):_________________________________
Home Address: ___________________________________________________________________________
________________________________________________________________________________________
________________________________________________________________________________________
Primary Care Physician: ___________________________________________________________________
Referred by (if different that PCP): ___________________________________________________________
INSURANCE INFORMATION
Primary Insurance Company: ___________________________
Group #: _________________________
Subscriber #: ________________________
Sponsor SS# (Tricare Only) ______________________________
Secondary Insurance Company: _________________________
Subscriber #: ________________________
Group#:__________________________
Signature: __________________________________________
Date: _________________________
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 2/11
ARE YOU COVERED FOR THIS VISIT?
Generally speaking, you're covered for psychotherapy if you have the following insurances: HMSA, HMSA
HMO, HMSA PPO, HMSA Quest, University Health Alliance (UHA), Hawaiian Medical Assuance
Association (HMAA), and Tricare. If you don't have the following insurances, please make sure you have the
proper referrals/documents that indicate your insurance company will cover your visit; otherwise, you'll be
responsbile for payment before services are rendered.
Please note: Insurance companies don't cover psychological testing/assessment for ADD/ADHD assessment,
personality assessments, disability assessments, intelligence assessment, behavioral assessments etc. Please ask
us if you have any questions about this. Please see below for psychologcal testing/assessment fees.
PROFESSIONAL FEES



PSYCHOTHERAPY - $225.00 + tax per hour
PSYCHOLOGICAL TESTING/ASSESSMENT - $250.00 + tax per hour
LEGAL INVOLVEMENT - $500.00 + tax per hour. If the patient becomes involved in legal
proceedings that require the provider's participation. The patient will be expected to cover for all of the
provider's professional time, including preparation and transportation costs, including testifying in court.
My hourly rate is $225.00 + tax per hour (except for testing and assessment and legal involvement). However,
this rate will be adjusted for services less than an hour. Examples include: report writing, any type of letter(s)
you may need, telephone consults lasting 15 minutes or more, preparation of records and treatment summaries,
and other time used to perform services required of your provider, etc. If you cannot afford these fees, please
discuss it with me and we will figure it out together.
Please note: Insurance companies don't cover for these services. Therefore, you're financially responsible for
payment.
CO-PAYMENTS
Co-payments will be collected at time service is rendered. Copays are usually $20.00.
LATE CANCELLATION AND "NO SHOW" POLICY
I really enjoy my work as a psychologist; however, ACA, LLC is a small business that relies on patients making
their appointments. If a patient doesn't show-up for his/her appointments, it'll be a huge financial loss for me,
and I won't be able to sustain this business. Therefore, you'll be held responsible for full payment of services if
you don't cancel your appointment 24 hours in advance or don't show up for your appointment. You can call
228-4165 or email [email protected] to cancel. It's primarily your responsibility for remembering your
appointments but as a courtesy, we'll try to give you a call to remind you of your appointment.
Please note: You won't be charged if your cancellation or no show is due to an emergency or an unforeseeable
circumstance.
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 3/11
RELEASE OF INFORMATION
Patient Name: _____________________________________________________
Patient Date of Birth: ________________________________________________
Person Authorized to give permission: __________________________________
Relationship to patient: ______________________________________________
I give permission for the staff at Aloha Counseling Associates, LLC to communicate with
_______________________________________________________ (name of primary care provider) and
exchange information, if necessary, regarding medical and psychological information.
This information will be used for evaluation, treatment, or psychological consultation regarding the patient
listed above. The above permission includes oral communication and exchange of relevant patient
information, including but not limited to, summaries of treatment, copies of records, and diagnosis, when
necessary.
______________________________________________
Authorized Person Granting Permission
Signature
__________
Date
______________________________________________
Clinician Signature
__________
Date
ACKNOWLEDGEMENT OF HIPAA
I was offered a copy of the HIPAA form concerning privacy protection by a representative of Aloha Counseling
Associates, LLC or have downloaded the HIPPA form from the ACA, LCC website.
__________________________________________
Signature
___________________
Date
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 4/11
TREATMENT GUIDELINES
Emergency Contact:
Unfortunatley, I'm not available on an emergency or “on-call” basis. If you're requiring immediate assistance,
please call the Mental Health Crisis Hotline at (808) 832-3100, call 911, or go to the nearest emergency room.
Limits of Treatment:
There are some circumstances in which I may make the decision to end therapy. In such cases, I'll discuss why
I'm ending treatment and will attempt to find a suitable referral. However, I cannot be responsible as to whether
your referral is accepted.
Confidentiality:
In general, the privacy of all communications between a patient and a psychologist is protected by law, and I as
your provider can only release information about our work to others with your written permission. But there
are a few exceptions.

Legal Proceedings: If, for some reason, your provider is court ordered to testify or release information
regarding your mental health or where your emotional condition is an important issue.

Abuse: If you tell your provider that you or some other identifiable person is abusing a child, elderly, or
disabled person, your provider is legally mandated to file a report with the appropriate state agency.

Danger To Self or Others: If you tell your provider that you are threatening serious bodily harm to
either yourself or another. These actions may include notifying the potential victim, contacting the
police, seeking hospitalization for the patient, or contacting family members or others who can help
provide protection.
Please note: These situations occur quite rarely. But, if this situation occurs, I will make every effort to fully
discuss it with you before taking any action.
Minors: If you are a minor, under the age of 18, please be aware that the law may provide your parents the right
to information about your treatment. For teenagers, it is the policy at ACA, LLC to request an agreement from
your parents that they be provided with only general information about our work together, unless there is a high
risk that you will seriously harm yourself or someone else. Before giving them any information, your provider
will discuss the matter with you, if possible, and do their best to address any objections you may have.
Office Sharing: Please note ACA, LLC shares an office space with West Shore Neurological Services, LLC.
These are two separate entities; however, we consult with each other if you are a patient at both clinics.
PROFESSIONAL RECORDS
ACA, LLC is required to keep records of its professional services, your treatment, or your work together. Our
general policy is that patients may not review them; however, we can provide a treatment summary unless it's
believed that doing so would be emotionally damaging. If that's the case, I'll be happy to send the summary to
another mental health professional who's working with you.
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 5/11
DISPUTES
Litigation Limitation: Due to the nature of the therapeutic process and the fact that it often involves making a
full disclosure with regard to many matters which may be of a confidential nature, it's agreed that should there
be legal proceedings (such as, but not limited to divorce and custody disputes, injuries, lawsuits, etc.) neither
you nor your attorney(s) nor anyone else acting on your behalf will call on ACA, LLC provider (Dr. Jay D.
Valdez) to testify in court or at any other proceeding, nor will a disclosure of psychotherapy records be
requested.
CONSENT FOR TREATMENT
I authorize Dr. Jay D. Valdez, Psychologist at Aloha Counseling Associates, LLC, to provide psychological
evaluation and treatment to me. I've read and understood the forms in this packet and agree to all its conditions.
__________________________________________
Signature
___________________
Date
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 6/11
PATIENT INFORMATION FORM
Please complete to the best of your knowledge. Leave blank to those you do not know answer to.
Thank You!
ADULT HISTORY
Patient Name: ________________________________ Today’s Date: ___________________________________
Form Completed by: ___________________________ Relationship: ____________________________________
Date of Birth: _________________________________ Race/Ethnicity: __________________________________
Referred by: __________________________________ Reason for Referral: ______________________________
Emergency Contact: ____________________________ Emergency Phone: _______________________________
PRESENTING PROBLEM
Briefly describe your struggles and when they first began:
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Please indicate if you have had any history of the following medical problems:
Asthma
Diabetes
Headaches
Head Injuries
Hearing/Ear Problems
Loss of Consciousness
Nightmares
Nutrition Concerns
Problems with Pain
Serious Accidents
Sleep Apnea/Snoring
Thyroid Difficulties
Tics/Twitching
Alcohol Use/Abuse
Illicit Drug Use/Abuse
Risky Behaviors
Circle One
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Ages
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
_____
Describe
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
_______________________________________________
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 7/11
MENTAL HEALTH
Please check any of the following stresses that apply to you or your family and describe:
□ Major Relocations:___________________________________________________________________________
□ Job Change:________________________________________________________________________________
□ Deaths:____________________________________________________________________________________
□ Marital/RelationalProblems:___________________________________________________________________
□ Someone Significant Moving Out of the Area:_____________________________________________________
□ Experiencing a Traumatic Event:________________________________________________________________
□ Witnessing a Traumatic Event: _________________________________________________________________
□ Child Protective Services (CPS) or Adult Protective Services (APS) Involvement: ________________________
____________________________________________________________________________________________
Circle One
Past Psychiatric Evaluation
Prior Diagnosis of a Mental Health Disorder
Prior Use of Psychiatric Medication
History of Harm to Self/Others
History of Suicide in Your Family
Past Psychiatric Hospitalization
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Date(s): _________________________________
Diagnoses: _______________________________
Name(s): ________________________________
Who/When: ______________________________
Who/When: ______________________________
Dates(s): _________________________________
List of Current Medications:
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
______________________________________________________________________________________________
HISTORY OF ABUSE
Emotional Abuse
Verbal Abuse
Physical Abuse
Sexual Abuse
Yes/No
Yes/No
Yes/No
Yes/No
IMMEDIATE FAMILY HISTORY
Mental Health Illness
Substance Abuse
Yes/No
Yes/No
Diagnoses: _____________________________________
Type(s): _______________________________________
JOB HISTORY
Place of Employment:
_________________________________________
_________________________________________
_________________________________________
Position
____________________________
____________________________
____________________________
Dates
__________
__________
__________
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 8/11
LEGAL HISTORY
Past Trouble with the Law
Gone to Court
Been Arrested
Yes/No
Yes/No
Yes/No
When/Why: ___________________________________________
When/Why: ___________________________________________
When/Why: ___________________________________________
SUBSTANCE USE HISTORY
Past Use of Drugs or Alcohol
Use of Drugs or Alcohol Within Past Month
Past Treatment for Drugs/Alcohol
Addicted to Eating
Addicted to Gambling
Addicted to Spending Money
Addicted to Sex
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
What/When: _____________________________
What/When: _____________________________
What/When: _____________________________
When: __________________________________
When: __________________________________
When: __________________________________
When: __________________________________
SOCIAL RELATIONSHIPS
People are Supportive of You
You have People You Can Tell Personal Information
You have People to Do Things With
Yes/No
Yes/No
Yes/No
Who: _____________________________
Who: _____________________________
Who: _____________________________
GOALS FOR THERAPY
1. __________________________________________________________________________________________
2. __________________________________________________________________________________________
3. __________________________________________________________________________________________
4. __________________________________________________________________________________________
5. __________________________________________________________________________________________
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 9/11
GAD - 7
Over the last 2 weeks, how often have you
been bothered by the following problems?
(Use “✔” to indicate your answer)
Not at
Several
All
Days
More than
Half the
Days
Nearly
Every
Day_____
1. Feeling nervous, anxious or on edge
0
1
2
3
2. Not being able to stop or control worrying
0
1
2
3
3. Worrying too much about different things
0
1
2
3
4. Trouble relaxing
0
1
2
3
5. Being so restless that it is hard to sit still
0
1
2
3
6. Becoming easily annoyed or irritable
0
1
2
3
7. Feeling afraid as if something awful
might happen
0
1
2
3
_______________________________________________________________________________________
(For Office Coding: Total Score T ____ = ____ + ____ + ____ )
Developed by Drs. Robert L. Spitzer, Janet B.W. Williams, Kurt Kroenke and colleagues, with an educational grant from Pfizer Inc. No permission
required to reproduce, translate, display or distribute.
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 10/11
Patient Health Questionnaire – 9 (PHQ-9)
Over the last 2 weeks, how often have you
been bothered by any of the following
problems?
(Use “✔” to indicate your answer)
Not at all
Several
More than
Half the
Days
Days
Nearly
Every
Day_____
1. Little interest or pleasure in doing things
0
1
2
3
2. Feeling down, depressed, or hopeless
0
1
2
3
3. Trouble falling or staying asleep, or
sleeping too much
0
1
2
3
4. Feeling tired or having little energy
0
1
2
3
5. Poor appetite or overeating
0
1
2
3
6. Feeling bad about yourself — or that you
are a failure or have let yourself or your
family down
0
1
2
3
7. Trouble concentrating on things, such as
reading the newspaper or watching television
0
1
2
3
0
1
2
3
8. Moving or speaking so slowly that other
people could have noticed? Or the
opposite — being so fidgety or restless
that you have been moving around a lot
more than usual
9. Thoughts that you would be better off dead
or of hurting yourself in some way
0
1
2
3
________________________________________________________________________________________________
FOR OFFICE CODING___0___ + ______ + ______ + ______
= Total Score: ______
________________________________________________________________________________________________
If you checked off any problems, how difficult have these problems made it for you to do your work, take care of things at home, or
get along with other people?
Not difficult
at All
☐
Somewhat
Difficult
☐
Very
Difficult
☐
Extremely
Difficult
☐
__________________________________________________________________________________________________________________________________
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]
ADULT FORM_Pg. 11/11
Developed by Drs. Robert L. Spitzer, Janet B.W. Williams, Kurt Kroenke and colleagues, with an educational grant from Pfizer Inc.
No permission required to reproduce, translate, display or distribute.
Aloha Counseling Associates, LLC
94-216 Farrington Highway, Suite A-203 Waipahu, HI 96797
Phone: (808)680-0558 Fax: (808)680-0500 E-Mail: [email protected]