What to Expect from Your Intake Paperwork

Before your first session, you complete intake forms and assessments so Alma and your therapist can prepare for your care.

Receive Your Intake Paperwork

Most clients complete intake forms directly in the Alma Client Portal. If you do not have portal access yet, your provider sends these documents through a secure link by email. If you need a new link at any point, reach out to your provider directly.

Know What Forms to Expect

Your intake paperwork may include some or all of the following:

  • Clinical Intake Questionnaire and Clinical Assessments, such as a Depression Assessment or Anxiety Assessment. These forms help your provider understand your goals and needs before you start treatment.
  • Consent Forms, including Email and Text Consent, Informed Consent for Assessment and Treatment, Notice of Privacy Practices, and Telehealth Consent. These forms help you make informed decisions about your care and keep communication open between you and your therapist. 
  • Insurance and Payment Forms, including Insurance Information and Autopay. These forms allow Alma to confirm your coverage and allow you to set up how you pay for sessions.

Complete Your Forms

See: How to Complete Intake Forms and Assessments in the Alma Client Portal for step-by-step instructions.

Schedule Your First Appointment

You connect with your provider directly to schedule sessions. Alma Member Support cannot schedule, reschedule, or cancel sessions on your behalf, so we recommend getting your provider's contact information during your initial consultation.

Once your provider schedules a session, Alma sends you reminders by email and text. You can opt out of either reminder type if you prefer.

Still Need Help?

Contact us by selecting the Help button in the bottom right of the page.

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