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Confidential EAP Intake Form

First Name (of person filling out form)

Last Name (of person filling out form)

Is the Client a minor child(under age 18)

Client First Name

Name of Guardian(s) (if child is under 18)

Client Last Name

Client Address

Client City/Town

Client State/Province

Client ZIP/Postal Code

Preferred Phone Type

Preferred Phone Number (with area code)

Permission to leave message at number listed?

Client Gender

Preferred Email Address

Client Date of Birth

Permission to call number listed?

Permission to text number listed?

Permission to email, email listed?

EAP Preferences

Is there a counselor preference?

What is the preferred counseling delivery method?

Appointment time preference

No Preference

Monday-Friday (9am - 5pm)

Monday-Friday (after 5 pm)

Monday-Friday (before 9 am)

Weekends

EAP Information

What is the name of the company offering the Northstar EAP benefit?

Does the client work for the company that offers the EAP benefit?

If no, please list the employee name that works for the company with the EAP benefit

How is the client related to that employee?

Is this a mandatory referral from the employer?

How did you hear about Northstar EAP

Information at workplace

Coworker

Manager or supervisor

Email shared through work

Employee portal

Family member

Training Session

Social Media

Other

Client Health Screening Questionnaire (All questions below, in the next 3 sections, refer to the client seeking services, to be completed by a parent or guardian if under 18 years of age)

Please select why you reached out to Northstar EAP

Have these issues been addressed in any prior counseling? Please explain

Is counseling or treatment being provided by any other service provider at this time?

If yes, Type(s)

Are you currently under the care of a physician?

If yes, what is the name of your physician?

Please list the medications you are currently on, dosages and what condition they treat

Any communicable diseases?

If yes, please indicate

Physical disabilities/limitations?

If yes, please indicate

Please list any past or present medical problems (i.e head injury, heart disease, diabetes)

Have you ever felt the need to bet more and more money?

Have you ever had to lie to people about how much you gamble?

Do you use/abuse drugs (legal/illegal)?

If yes, please specify

Have you ever felt you should cut down on your drinking?

Have people annoyed you by criticizing your drinking?

Have you ever felt bad or guilty about your drinking?

Have you ever had a drink first thing in the morning to steady your nerves or get rid of a hangover?

Over the past 2 weeks, how many days did you drink any alcoholic beverages?

Over the past 2 weeks, on the days you drank an alcoholic beverage, how many drinks did you have per day on average?

PHQ-9 - Over the last 2 weeks, how often have you been bothered by any of the following problems?

Little interest or pleasure in doing things?

Feeling down, depressed, or hopeless?

Trouble falling or staying asleep, or sleeping too much?

Feeling tired or having little energy?

Poor appetite or overeating?

Feeling bad about yourself - or that you are a failure or have let yourself or your family down?

Trouble concentrating on things, such as reading the newspaper or watching television?

Moving or speaking so slowly that other people could have noticed? Or so fidgety or restless that you have been moving a lot more than usual?

Thoughts that you would be better off dead, or thoughts of hurting yourself in some way?

GAD-7 - Over the last 2 weeks, how often have you been bothered by any of the following problems?

Feeling nervous, anxious, or on edge

Not being able to stop or control worrying

Worrying too much about different things

Trouble relaxing

Being so restless that it's hard to sit still

Becoming easily annoyed or irritable

Feeling afraid as if something awful might happen

Submit

EAP STATEMENT OF UNDERSTANDING AND AGREEMENT ON CONFIDENTIALITY AND CONSENT TO ELECTRONIC BASED SERVICES:
Information you provide to an Employee Assistance Program (EAP) Coordinator during a counseling session is confidential. EAP will not disclose the information without your written consent except as set forth below:

EAP may disclose confidential information if it concerns abuse or neglect of a child, dependent adult, or disabled person.
EAP may disclose confidential information if it concerns the infliction of bodily harm or the intent to inflict bodily harm on a person.
EAP may disclose confidential information if served with a subpoena compelling disclosure.
EAP may disclose confidential information if disclosure is reasonably necessary for YOUR Employer, its departments, divisions, agencies, and employees to defend against any charges or claims by the employee, related to the employee’s EAP counseling session(s).
EAP may disclose confidential information if EAP determines that disclosure is reasonably necessary to prevent a direct threat to the health or safety of yourself or others during the performance of your job.
If your department has directed you to meet with an EAP Coordinator for any reason, including the department’s concern about your use of alcohol and drugs, EAP may disclose:

whether you have kept mandatory appointments;
whether you are compliant with EAP recommendations and other treatment recommendations;
whether EAP recommends your return to duty; and
whether there are any known restrictions in the performance of your job.

All communication with Northstar EAP, including telephone, email, messaging, text and webcam platforms are considered private and confidential. Northstar follows all HIPPA regulations in order to safeguard your Protected Health Information (PHI). PHI will never be forwarded to a third party without your written request and agreement. The use of technology to assist in counseling makes it possible for clients to access expert care anytime, anywhere. However, clients must be aware of the risks. Please take steps to safeguard the information on your device; understand that it may be breached by those that have access to your device or passwords, and protect your privacy during therapist-client interactions.

EAP will not disclose other confidential information unless it falls within exceptions 1 - 6 above or you give your written permission to EAP to disclose it. If you believe that you have a medical condition that requires a reasonable accommodation, or if you wish to report discrimination or retaliation in the workplace, EAP will not disclose these facts unless you give EAP written permission to do so.

Northstar EAP holds all client records from Northstar EAP Sessions. EAP Providers submit notes and cannot provide information to a client. Northstar EAP must be point of contact for all matters concerning EAP sessions and release of records and information pertaining to EAP sessions.

NorthStar EAP is the official record holder for all client information and session records. This designation emphasizes our commitment to maintaining the confidentiality, security, and integrity of your personal information and session data in accordance with HIPAA. Any requests for access to or copies of your records should be directed to NorthStar EAP.

Cancellation Policy: By signing below, the client agrees to adhere to our cancellation policy by contacting us at least 24 hours in advance to reschedule or cancel their appointment. If a client fails to do so, the scheduled session will count toward clients' total allowable sessions assigned for the calendar year.

By accepting below I acknowledge that I have read and understand the above statement and that I agree to proceed pursuant to the terms set forth above.

Consent Full Name*

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Northstar Employee Assistance Program

Online Request for Services Form

If you are a returning client and the calendar year has changed since your last intake, or appointment, or your employer has changed, we request you complete the intake form below.

This form is required to be completed before clients can access counseling through their EAP benefit.

If you are experiencing suicidal thoughts, a life-threatening situation, homicidal thoughts, or domestic violence, DO NOT complete this form, please call 911 or 988 or immediately go to an emergency room.