What Information Will You Need When I Schedule My First Appointment?

When you call to schedule your first appointment our Business Office staff will ask you for the following information:

• Demographic Information: name of caller, name of possible client, date of birth, home address, and telephone number.
• Education Information: grade, school
• Referral Source: How did you hear about CCOEA?
• Counselor preference: Male or Female LPC-Intern, LPC, LMFT
• Reason for seeking counseling
• Insurance phone number (MH/Customer Service)
• Appointment Availability: day and time best suited for you

If the client is a child (ages 2-18) our staff will ask you for the following information:

• Are parents divorced?
• Who has custody?
• Copy of most recent divorce decree (custody explanations) is required
• Insurance Information:
• Sponsor’s name
• Sponsor’s ID No.
• Sponsor’s date of birth