Here’s how it works

Step 1 - You Contact Us

You contact us to set up an initial consultation - most people utilize the form on our website.

Step 2 - Initial Consultation

Dr. Katie will call you (usually on Tuesdays) for a brief conversation (20-30 minutes) to gain an understanding of your concerns and determine if an evaluation with us is the best next step for you/your family.

During the consultation call, Dr. Katie will also talk to you about our practice, and our approach to evaluations or EF coaching.

This call is also used to determine the plan to move forward.

We only evaluate a limited number of students each month in order to allow for the personalized service we believe provides for the best service. During this consultation call, we will let you know what month we are scheduling in, and if you wish to move forward, we will place you in one of these “spaces,” but will not schedule your dates until we receive your consent forms. We are also happy to give you a week to think about moving forward, but after that week, we release the “space” to another family.

Following our phone call, Dr. Katie will email you a brief summary of the call, including the fee (your good-faith estimate).

Step 3 - Scheduling and Completing Consent and Intake Forms

Once you confirm you would like to move forward with the evaluation by replying to the email, you will receive consent and intake forms and an invitation to the HIPAA patient portal.

When you return the consent forms, we will schedule your dates for the month we discussed during your call.

We MUST receive the consent forms a month prior to your test date (e.g., if we discussed testing in June, we must have the forms by May 1st). If we have not received them, we will have to reschedule you after we receive your consent forms. Additionally, we MUST receive your intake form 2 weeks prior to your appointment.

We will also send you rating forms, and will provide you a date we would like these returned.

Step 4 - Parent Interview

The parent interview can be conducted at the office (in person) or virtually with one or both parents; children should not be present. We will use the information provided on the intake form and, during this time, gather additional essential background information. We will also clarify what to expect on testing days and answer any additional questions.

Step 5 - Testing Sessions

You/ your child will work with us at the office to complete a series of tests specific to their referral question. The testing may take place over one or two days. There will be an hour lunch break, and breaks as needed. Please bring a drink and snack. Medications should be taken as prescribed unless otherwise discussed.

Payment is due at this time.

Step 6 - Collecting Collateral Information (As Needed)

If you have provided consent, we will attempt to contact and gather insights from other key people in your child’s life such as teachers or therapists. We will also review any relevant records that have been provided.

Step 7 - Feedback

Approximately one month after the testing sessions(s), a feedback session will be scheduled in-person or virtually to review the results of your child’s evaluation. I like to meet with the parents first and will happily meet with the youth in a second session. The goal is not only to understand better how your child’s unique brain works, but to discuss recommendations to best support your child. Following the feedback session, I will send a PDF copy of your child’s report. If your child was evaluated through an Independent Educational Evaluation (IEE), the report is sent simultaneously to the family and the school.