New EAP Client Process

EAP (Employee Assistance Program) services are for brief psychotherapy, usually limited to about five appointments. This typically involves clarifying problems, developing a plan to resolve them, working toward problem resolution, and if needed, referring you to additional services with me or another professional—EAP services do not involve making a diagnosis. You need to provide an EAP Authorization Code from your insurance or EAP to use EAP benefits, which cover the full cost of services.


New Client Request

Complete the online New Client Request form to provide some basic information.

Note that my office is considered a healthcare setting, and the Oregon Health Authority still requires masks in all healthcare settings. In-office appointments require 1) a discussion to decide together about meeting in the office and 2) a signed COVID-19 Agreement.


Brief Phone Call

I will contact you to schedule an appointment for a free 10 minute phone call, so we can briefly discuss followup questions to help us both decide if your needs and my services might be a good fit.


To-Do List to Schedule First Appointment

The first appointment is scheduled after you complete the To-Do List items. Online questionnaires can be completed easily using a phone, tablet, or computer. The fillable PDF can be completed on your device and submitted along with any other documents through my online file uploader or by email. If you submit copies of printed documents, please properly scan them to a PDF with a scanner device or app of your choice (e.g., Microsoft Lens on iOS or Android, or Adobe Scan on iOS or Android) No photos of documents please. 😊

  • Records or Reports from other providers (if you have any to share).
  • Developmental History (PDF)
    It’s fine for only one parent to complete the Developmental History.
  • Online Parent Questionnaire
    One or more parents can complete this questionnaire.
  • Child or Youth Questionnaire (Optional)
    If anything is too hard, too long, too much, or whatever, please skip some or all of it.
    • Online Child Questionnaire
      (for ages 8‑10 years old)
    • Online Youth Questionnaire
      (for ages 11 years old and older)
      includes a few questions about sex, drugs, suicide, and self-harm (similar to questions pediatricians ask during well-check appointments for youth 11 years old or older). Youth with thoughts of suicide or self-harm are encouraged to talk to a parent or trusted adult, or call the youth crisis line at 877‑968‑8491. Additional crisis line information is available on my Crisis Care & Lifelines page. In an emergency, call 9‑1‑1.

Agreement Forms

After I receive the items listed above, I’ll send the agreement form(s) and arrange to schedule the first appointment—look for an email with a link to sign online.

  • Agreement
  • COVID-19 Agreement (for in-office appointments)


Appointments are offered in-office or by telehealth video call, as appropriate. In the beginning, meeting weekly is usually needed to get started with our work together, and then we’ll decide how frequently we need to meet.

  • Microsoft Teams (for video call appointments): Install an up-to-date version of the Microsoft Edge or Google Chrome browser on a computer, or the Microsoft Teams app on a computer, tablet, or phone for the best video call experience.
First Appointment

The first appointment is 45 minutes and for meeting only with parents—children do not come to the first appointment.

Second Appointment

The second appointment is 45 minutes and primarily for meeting your child.

Subsequent Appointments

Subsequent appointments are 45 minutes and for meeting with parents, your child, or both, based on your child’s needs.

My online forms and questionnaires, file uploader, email, and video calls are powered by special accounts for healthcare with HIPAA security and a Business Associate Agreement to protect the privacy of your health information. My email is stored with these privacy protections, but email may not be a private way to communicate—I cannot guarantee privacy for email as it travels through the Internet to me or you.