Telehealth Pre-Assessment Forms

After completing a request for services with our Access Department, the next series of forms can be found here.

Consent for Treatment Form

Can be signed by:

  • Adults age 18 and older, unless declared incapacitated by a court of law (i.e. have a legally appointed guardian).
  • Minors age 13-17
  • Parents of a minor child (age 17 or younger) – adolescents should sign their own pre-assessment paperwork forms
  • Legal guardians
  • Kinship Caregivers – family members of a child under the age of 13 who are providing care for the child in the absence of a parent or legal guardian. Parent/guardian is not available.

If the client is unable to sign for themselves (i.e. under 13, or an adult with a legal guardian) someone who can sign consent must attend the assessment with the client, or must sign the Consent for Treatment in advance).

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Release of Information Form (ROI)

If you are not intending to release, exchange, or disclose your medical records to another individual, then do not complete the ROI at this time.

Who can sign an ROI? If the client is 13 or above, they must sign the ROI; if the client is 12 or younger, a parent/guardian must sign the ROI.

In order to best assist your treatment, it is strongly encouraged to complete the following ROIs:

  • PCP
  • If a minor client is age 13 or above, we strongly encourage an ROI for the parent or guardian.
  • Other typical ROIs that we request from new clients include requests from School Counselors, Social Workers, other Medical Providers including recent hospitalizations, etc.

If this is a standalone request for information unrelated to submitting pre-assessment forms, please go to our Health Integration Management page.

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Client Form Submission

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  • Drop files here or
    Max. file size: 50 MB.
      *We cannot accept picture uploads (png or jpeg files)

    How to Sign In and Submit Telehealth Pre-assessment forms

    Sign in on a PC

    Instructions for signing in and filling out your forms on a PC

    Download Instructions

    Sign in on your Android phone

    Instructions for signing in and filling out your forms on your mobile phone

    Download Instructions

    Sign in on a Mac

    Instructions for signing in and filling out your forms on a Mac

    Download Instructions

    Sign in on your Apple iPhone

    Instructions for signing in and filling out your forms on your mobile phone

    Download Instructions

    Other Client Forms

    Tips for filling out an ROI

    Need help filling out your ROI?

    Download Tip Sheet

    Example of ROI for emergency contacts

    Use this example to help you when filling out a ROI as an Emergency Contact.

    Download Example

    Client rights

    As a client, you’re our number-one priority.

    Download Client Rights

    Example ROI for PCPs

    Use this example to help you when filling out a ROI as a PCP.

    Download Example

    New client welcome packet

    New to Compass Health? Learn the ins and outs here.

    Download Welcome Packet

    Mental Health Advanced Directives

    Learn more about mental health advance directives (MHAD) and your care preferences.

    Download Toolkit

    Get In Touch

    Compass Health is here to help. Whether you have questions about our services, want to share your feedback or a success story, have a media inquiry, or are seeking more information on a training or job opportunity, contact us today for assistance and support.

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