Clinical Interview

For Patients

This page provides information for both prospective and established patients.
Please review the section that applies to you.

Clinical information should never be submitted through general website forms or standard email. Secure communication occurs only through the patient portal after scheduling.

For Prospective Patients

We welcome adults seeking clarity about memory, attention, learning, executive functioning, or other cognitive concerns.

All new inquiries begin with a structured screening process to determine:

  • Whether neuropsychological evaluation is clinically appropriate

  • Whether a Consultation Evaluation or Comprehensive Evaluation is indicated

  • Whether the referral question aligns with the scope of the practice

Neuropsychological evaluation is most helpful when questions are complex or when multiple medical, neurological, developmental, or psychiatric factors may be contributing.

How to Begin

  1. Submit the screening request form on the Contact page.

  2. A brief screening call will be scheduled.

  3. If appropriate, next steps for intake, scheduling, and insurance verification will be provided.

We do not collect clinical details through website forms. Detailed history and records are gathered only through secure systems after scheduling.

If your concern is urgent or crisis-related, please seek emergency services. This practice does not provide emergency care.

Please review our Financial Policies & Common Questions to understand fees, insurance considerations, and the evaluation process before contacting us.

For Established Patients

If you are currently scheduled for services or have completed evaluation, the information below will help you access forms, billing information, and secure communication.


Patient Portal (Established patients only)

The patient portal is hosted through TherapyNotes, a secure, HIPAA-compliant platform used for documentation and communication.

Through the portal, you may:

  • Complete intake or follow-up questionnaires

  • Review and sign required forms

  • Receive appointment reminders

  • Send and receive secure clinical messages

  • Access invoices and payment options

Important:

  • The portal is available only after scheduling.

  • Do not send clinical information through regular email or website forms.

  • Messages are reviewed during normal business hours.

If you are unable to access the portal, please contact the office using the information on the Contact page.

What to Expect from an Evaluation

Neuropsychological services often include multiple components:

  • Clinical interview

  • Standardized testing (selected for your specific referral question)

  • Record review and data integration

  • Feedback session with explanation of findings

  • Written report with recommendations

Testing sessions are structured with attention to fatigue, medical needs, and pacing. Breaks are built in as needed.

Recommendations are designed to be specific, realistic, and practically useful.

Appointments & Scheduling

Scheduling details are discussed individually and confirmed through the patient portal.

Depending on the evaluation type, services may occur over one or more sessions.

Telehealth components may be incorporated when clinically appropriate.

Forms & Policies

Required clinical forms are typically completed through the patient portal ahead of your appointment.

Publicly available documents may include:

Additional forms or insurance-specific documents will be provided through the patient portal as needed.

Billing & Financial Information

We strive to provide clarity regarding anticipated costs before testing begins.

Insurance coverage and patient responsibility vary by plan. Benefits are verified prior to scheduling when insurance is used.

Advance Payments (When Applicable)

For certain comprehensive services, an advance payment may be required prior to testing. Advance payments:

  • Are collected in anticipation of deductibles, coinsurance, or non-covered services

  • Are applied toward your final balance once insurance processing is complete

  • Are refunded if an overpayment occurs

Medicare beneficiaries will not be asked to prepay more than their defined cost-sharing responsibility.

Detailed financial policies are reviewed during intake and available through the patient portal.

For billing questions, please use secure portal messaging or contact the office for administrative assistance.

Telehealth Information

Telehealth services are conducted using Google Meet through a HIPAA-compliant Google Workspace account under a Business Associate Agreement (BAA).

What to Expect

  • Secure video connections

  • A meeting link prior to your appointment

  • Private location and stable Internet connection recommended

Sessions are not recorded.
Telehealth suitability is determined on a case-by-case basis.

Privacy & Secure Information

To protect your privacy and comply with HIPAA:

  • Do not submit clinical information through website forms or standard email

  • Use the secure patient portal for all clinical communication

  • Records and documents are transmitted only through secure systems

Please review the Notice of Privacy Practices for additional information.

Need Assistance?

For screening or administrative questions: visit the Contact page

  • For clinical communication (established patients only): use the Patient Portal

If you are experiencing an emergency or crisis, contact 911 or 988.