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For current clients

How to fill out your consent and intake forms

Brett's forms live inside his secure Carepatron client portal, not on this website. They reach your record only when you complete them signed in to the portal, with the email address Brett has for you.

Use the same email address everywhere

Carepatron matches you to Brett's records by email. If you booked with one address and create your portal account with another, Carepatron treats them as two different people and your forms never reach Brett. Not sure which one you used? It is the address your booking confirmation went to.

Find your situation

I booked online

  1. You are already in Brett's client list, under the email address you booked with.
  2. Carepatron emails you an invitation to the client portal. Open it and create your account with that same email address.
  3. In the portal, open Documentation. Forms waiting for you sit at the top. Complete each one and submit.

I talked with Brett by phone

  1. Brett adds you as a client with the email address you give him, then sends the invitation from Carepatron.
  2. Watch for an email from Carepatron. Open it and create your portal account with that email address.
  3. In the portal, open Documentation and complete the forms at the top.

I already have a portal account

  1. Sign in to the client portal with the email address you used before.
  2. Open Documentation. Anything new from Brett appears at the top, marked as waiting.

Not a client yet? Start with the free 10-minute call. Carepatron adds you to Brett's client list when you book, and your forms follow.

If something gets in the way

I can't find the invitation email.

Search your inbox, spam, and promotions folders for "Carepatron". Portal invitations don't expire, and Brett can resend one any time.

The form link says it has expired.

Form links sent by email last 30 days. Ask Brett to send a new one. Signing in to the portal also shows every form still waiting.

I see an error when I open the link.

Sign out of any other Carepatron account first, or open the link in a private or incognito window.

I signed in but there are no forms.

You may have created the account with a different email from the one Brett has. Call or text Brett and he will check which address is on file.

I need a release of information form.

Brett sends release forms through the same portal when one is needed. Ask him on your next call.

Please do not email your answers or send health details through this website's contact form. The portal is the secure place for them. If you are in crisis or thinking about harming yourself, call or text 988 (Suicide and Crisis Lifeline) or call 911.