Client Information Sheet

NAME (LAST) _______________________ (FIRST) ___________________(INITIAL) ______

(As Listed With Your Insurance)

PHONE (HOME) __________________________ (WORK) _________________________________

ADDRESS:

STREET: _____________________________ PO BOX/STREET ___________________________

CITY: ______________ _________________ CITY: __________________________________

STATE: _____________ZIP:______________ STATE: ____________ ZIP: _______________

Patient’s Date of Birth: ______________________ Subscriber’s Employer:___________

Subscriber’s Employer Address:___________________________________________________

Patient’s Occupation:______________________ ______________________________________

Patient’s Legal Status: (circle one) S • M • Sep • D • W

Emergency Contact: ______________________________ Phone: _________________________

Relationship to Patient:__________________________________________________________

Nearest of Kin: __________________________________ Phone: _________________________

(If under 18 years) Relationship to Patient:______________________________________

Person To Receive Bill: ___________________________ Phone:_________________________

Address ___________________________________________________________________________

(If different from above.)

Primary Care Physician: ____________________________________________________________

Signature: ______________________________________________ Date: ____________________


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What to Expect and The Limits of Coaching

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Fee Schedule and Financial Policy