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Getting started

If you are seeking an assessment or aren’t sure but would like to discuss it, the first step is to complete a request for services referral form. You do not need a referral from your therapist or doctor’s office, you may self-refer.

To get started, fill out and submit your information via our secure referral link below. You may contact our office to have this emailed to you as well. If you are a provider interested in referring current or future patients, you may copy this link and re-use it an unlimited number of times.  The more thorough you are in completing the form, the more helpful we can be. We will follow up no later than one week after we receive your form, though we will try to respond the next day if possible.

Next steps

Once you are contacted, you will be given an intake packet that includes a billing information form and a release of information form for your primary care doctor. You will become and active intake once you complete and return these with copies of your insurance card and identification.

When we receive your completed paperwork, we will create a patient portal for you that includes consent and privacy documents. We will also schedule a 90-minute telehealth appointment for an intake interview. Some information will need to be completed before we can schedule your appointment. Other information may be obtained after scheduling but must be received 48 hours before your intake interview or your appointment must be cancelled, and you will be rescheduled where there is current availability. This may result in you having to wait longer to begin your assessment.

Initial intake forms to be completed prior to scheduling

  • Signed consent forms for services
  • Notice of Privacy Practices
  • Billing information form with your completed insurance or payment information
  • Copies of the front and back of your insurance card
  • Copies of the front and back of your ID
  • Emergency contact information
  • Completion of demographic information and preferences for contact and scheduling in your patient portal

 Forms that must be received 48 hours before your intake interview

  • Background and History forms
  • Measures of mood and functioning sent through your patient portal

After your intake appointment

If, after your intake appointment you decide to proceed with the assessment you will be provided with a list of items to complete as part of your assessment and scheduled for an appointment to complete psychological testing.

The items to complete typically include:

Objective measures of symptoms and functioning

  • Some of these will be completed by you. Other objective measures may be sent to others to complete including parents, spouse, teachers or college professors, or friends who know you well

Release of information forms for

  • Primary care doctor
  • Past or current academic institutions
  • One or more friends or relatives who know you and can provide information for the assessment
  • Past or current treatment providers 
  • Often objective measures are sent remotely through the test developers’ website via a secure link. In other cases, they may be sent via mail or completed in person. Please include email contact information on release of information forms whenever possible.


  • Unofficial transcripts
  • Previous results of testing or assessment from academic institutions or treatment providers
  • Medical records including PCP records for the past two years and any other relevant records including medical or psychiatric hospitalizations

Cost and timeliness

It is important to have information from a variety of different sources to complete an assessment. A lack of information may limit the provider’s ability to answer the assessment question and provide evidence-based recommendations for the most appropriate treatment or services. It may also result in increasing the cost of the assessment in terms of both time and money because the provider or clinic will be required to spend more time attempting to obtain the information. Completing all requested information in your intake documentation is important.

Testing appointment

Many diagnostic evaluations require one in person testing appointment at the New Insights Psychology outpatient clinic downtown. Measures are in place to adhere to the CDC recommendations for social distancing to mitigate risk associated with contracting COVID-19. These are detailed in the COVID consent form and include but are not limited to wearing a mask, maintaining 6 feet of distance whenever possible, sanitation procedures, and limiting in person appointments to no more than one patient per day.

You may be asked not to take certain medications and abstain from the use of stimulants such as caffeine or nicotine prior to testing on the day of your appointment. If you use cannabis, you will be asked to abstain for one week prior to testing if possible. Abstaining the day before at a minimum is necessary. In some cases, testing will need to be cancelled and rescheduled if you forget. The length of your testing appointment may vary from two to five hours. In some cases, this may be scheduled on two different days.

Other remote testing may be completed with video proctoring. This means you will complete the testing from home and the provider will join via telehealth to administer the testing remotely. This will be discussed with you and scheduled during your intake appointment. It may also be scheduled following your testing appointment based on other information. The provider will discuss all decisions and suggestions for testing, records, or other relevant concerns throughout the assessment process. We strive to be as transparent as possible.

Ways to help the process be faster and more efficient

  • Contact providers to obtain their fax numbers and include it in ROI forms
  • Follow up with collaterals including relatives, teachers, and healthcare professionals to ensure they complete and return objective measures and forward requested records
  • Provide unofficial copies of your academic transcripts
  • Provide copies of any previous testing or assessment records
  • Provide as much detail as possible when completing your intake documentation

Collateral interviews

Collateral interviews with friends, family, and/or professional relationships, like teachers or treatment providers, are often completed via telephone. In some cases, collaterals participate in semi-structured interviews with the patient being assessed, though many processes may be adjusted based on your preference. The provider will discuss what if any information about the assessment you are willing to share with the collateral and no information will be disclosed without your consent.

During the assessment process the provider will

  • Gather information from others in your life via phone interview and/or objective measures  
  • Request and review any records
  • Score and interpret test results and objective measures
  • Write your assessment report


Once your assessment is complete you will be scheduled for a 60-minute feedback session via telehealth. This may also occur in person at your request. You will be provided with information about test results, diagnostic conclusions, and recommendations. You will also be given the opportunity to ask questions. Feedback sessions may be attended alone, and you may also bring a friend or family member. If you prefer to have feedback privately and would like an additional feedback and psychoeducation session to attend with a loved one you may schedule an additional session.

Report and Records

You will be provided with a copy of your written assessment report, and it will remain in your chart at New Insights Psychology. A copy of the report can be forwarded at your request to other medical or mental health treatment providers, your school, and anyone else you designate if you sign a ROI. We will also mail a hardcopy to you if desired.

Letters of Accommodation or Schedule A Letters

A letter of accommodation is a document that can be provided for anyone who meets the diagnostic criteria for a federally protected disability including ADHD or Autism Spectrum Disorders. These letters may be used to request accommodations from your school or employer at your discretion. If you would like a letter of accommodation, you will be scheduled for a 60-minute session to receive education and information about risks and benefits when requesting accommodations and to work with the provider to write a letter tailored to suit your diagnosis and needs. You will be presented with the letter at the end of the appointment. It will remain on file at the clinic and can be forwarded at your request in the future with a signed ROI.