Access required intake forms, releases of information, and administrative paperwork prior to your appointment.
Prefer to Complete Forms Online?
Established and new patients can complete most registration documents securely through our Patient Portal. If you do not have portal credentials, please download the appropriate PDF forms below.
New Patient Registration Forms
Adult Intake Packet
Comprehensive registration paperwork for new adult patients (ages 18+), including medical history, consents, and practice policies.
Child / Adolescent Packet
Intake documentation for minor patients (under 18), requiring parent or legal guardian consent and developmental history.
Authorization & Specialty Forms
Release of Information (ROI)
Authorizes In Step Behavioral Health to share or request medical records from primary care physicians, therapists, or family members.
Notice of Privacy Practices
This Notice describes how medical information about you may be used or disclosed and how you can get access to this information. Please read it carefully
How to Submit Completed Forms
Upload via Portal
Upload completed PDFs directly into your secure patient portal account.
Email or Fax
Email forms to our administrative team or fax them to (888) 409-5576.
Bring to Appointment
Print and hand completed physical copies to the front desk at your scheduled visit.