New Clients

Client information form

Client Information form

This section of The Lighter Heart is for clients who have scheduled a first appointment with me or for returning clients who have been away for some time. Under the ‘forms’ section below, you will find an editable Client Information form to complete before we meet. The form is in pdf format and should open easily with Adobe Acrobat Reader.

Forms are designed to print double-sided; this means that if you print them single-sided there will be a blank page or two. Please bring the completed forms with you to our first appointment. All of these forms are can be completed using Adobe Reader or Adobe Acrobat. If you have Adobe Reader, you may fill out the form online and then print the completed form. Please bring the form with you at our first appointment. (NoteAfter opening the form, from the File menu, you can ‘Save As…’ a PDF to your computer, then open and complete the form using Adobe Acrobat.)

Please read through the ‘Privacy Policies’ too. You also might find the ‘Using Insurance’ and the ‘Insurance Jargon’ links helpful.



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