Intake Forms

For Potential Clients

All new client forms will be made available through an online portal link that I send you via email after your initial free phone consultation and before your first appointment.

You will be invited to complete the intake forms online and sign them with an electronic signature.

We are saving time and trees by having no paper forms to manage. Your data is always protected with HIPAA-compliant software and security.

Reach out if you have any issues with the online portal or the forms.

To get started, click on the Appointment Request or call me directly. I look forward to connecting with you.

For Current Clients

For established clients, you can access information and documents through my secure online portal: https://lisareid.clientsecure.me/