Client Forms

Your clinical team may ask you to complete the below form(s)

Client Forms available for download and/or printing

Consent for Treatment Form

  • 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).

Download Form

Release of Information Form (ROI)

  • 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.

Download Form

How to Sign Forms Electronically

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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