Refer Someone to Heart and Solutions

Thank you for referring to Heart and Solutions, LLC! We recognize that making a referral to mental and behavioral health care comes with careful consideration for all clients involved. Your confidence in our services means a great deal to us, and we’re committed to providing the best care possible.

The trust you place in our team at Heart and Solutions, LLC is truly appreciated. We’re grateful for the opportunity to support you and the clients you refer. We look forward to working together to make a positive impact on those in need of mental health counseling and/or behavioral health care services.

Thank you for your cooperation and commitment to our intake process. We’re confident that these updates will lead to a more streamlined and effective experience for all, ultimately allowing us to better serve your needs. Should you have any questions or require assistance, please don’t hesitate to reach out to our dedicated team. We’re here to support you every step of the way.

Upon completing this form an email will be sent to the person that you are referring guiding them through the intake process. Please be sure to let them know to look for that email.

Referral FAQ

How does my referral complete the intake paperwork?
  • New clients and guardians of new clients complete the intake paperwork online at https://heartandsolutions.net/client-forms/referral-form/
  • Completing the outside referral form below sends and automated email to the client you are referring and let’s us know to keep an eye out for their paperwork. 
Can my referral complete the intake paperwork if they do not have a computer?
  • Yes!  Our referral form is mobile, tablet and computer friendly.  New clients can complete the intake form on a smartphone, tablet, or computer.
  • Our HIPAA compliant format allows new clients to complete the intake paperwork at a public library, a public computer, or the phone of a friend or family member without saving the information to the device.
Can my referral complete the intake paperwork if they do not have a computer?
  • We highly encourage referrals to independently complete the intake paperwork for both HIPAA compliance and to ensure they are fully prepared for our services. The individual completing the intake packet must be legally authorized to sign informed consent and releases of information on behalf of themselves or a client they have legal guardianship of.
How can I help my referral to complete the intake paperwork?
  • Complete the Referral Form on this page to send them a link to the intake packet.
  • Open the Get Started link on your device with the client or guardian present and let them complete the intake form on your device.
  • Text the intake form link to the client’s phone so that they can complete the intake paperwork from their phone.