Client Intake Packet

Two Options to Complete our Client Intake Packet

Online Client Intake Form

There are 12 different sections and you must complete each section before moving on to the next. Make sure to complete the form, sign it, and submit it all in one sitting. It's very difficult to complete on a phone. We highly recommend using the Chrome Browser on a computer. (The Safari browser does not work well.)   If you do not use Chrome, you may want to download the PDF version.

Printable PDF Client Intake Packet

Uncomfortable completing this packet online? You may use our downloadable PDF packet instead. Go to our Packet Download page and select the correct form for your insurance company. Print, and fax your completed packet to 724-532-0701, along with required documentation. Completed materials may also be mailed to us.