
Welcome Letter
Welcome to James Fitzgerald Therapy, PLLC and Strengthening Your Conscious Self. I am glad you are considering beginning services with me. Starting therapy is an important decision, and I want you to have a clear understanding of what to expect before we begin. This welcome letter is adapted from the PDF in the welcome packet. This page is intended to serve as the foundation for the client handbook and the beginning of your informed consent process. More detailed information will be provided in the handbook, in the electronic forms, and during our early sessions together.
Therapy is not only a weekly conversation. It is a structured, ethical, clinical, and collaborative process. It includes talking, reflection, emotional processing, education, skill development, assessment, documentation, treatment planning, and ongoing review of your progress. My goal is to help you understand the process before you agree to participate in it, so you can make an informed decision about whether my practice, my style of therapy, and my clinical program are right for you.
The client handbook is an important and necessary part of this process. It is not simply extra reading or optional background material. The handbook explains how therapy works in this practice, what your rights and responsibilities are, what my responsibilities are, what policies apply to your care, what technology is used, how documentation is handled, how treatment planning works, and what you can expect during the early phase of therapy. The handbook is broken into chapters and sections for a reason. The amount of information may still feel like a lot, but the structure is intended to make the material less overwhelming, more organized, and easier to review over time.
If you choose to proceed after reading this page, the next step is to register an account on the portal, schedule an appointment for a consultation, attend the consultation session, complete the first required electronic forms in your TherapyPortal client account, and watch for the client handbook to arrive in your documents folder in the portal. If, after reading this letter, you decide that you do not wish to proceed, you may decide not to attend the consultation session.
Choosing not to proceed is allowed. Therapy works best when you understand the process and choose to participate willingly.
During the first six sessions, we will move through a structured beginning phase of therapy. The first meeting is the consultation session. The second meeting is the formal intake session. The third meeting is the formal assessment session. The fourth meeting is the diagnostic interview. The fifth meeting is the treatment plan development session. The sixth meeting is the treatment plan review session. This sequence may be adjusted if there is a clinical, ethical, safety, insurance, regulatory, or practical reason to do so, but this is the general structure I use when beginning therapy with a new client.
The consultation session is the first formal conversation about whether we should begin working together. During this session, I will ask about your reasons for seeking therapy, your current concerns, your goals, your safety, your needs, and your expectations. I will also begin reviewing informed consent with you. Informed consent means that you have the right to understand what therapy is, what it is not, what the benefits and risks may be, what alternatives may exist, what policies apply, and what responsibilities both of us have. During the consultation, I will also consider whether your needs appear to be within my scope of practice and whether my services appear clinically appropriate for you. If your needs require a higher level of care, a different specialty, emergency support, or services I do not provide, I will discuss that with you.
The intake session is the next step. During the intake session, I will gather more complete information about your history, your symptoms, your strengths, your needs, your relationships, your medical and mental health background, your current functioning, your safety, your substance use history if relevant, and other areas that may affect treatment. During this session, I will also review or conduct outcome measures with you. Outcome measures are questionnaires or structured tools that help us better understand your symptoms, distress, functioning, progress, and treatment needs. These tools do not replace clinical judgment, but they help create a more complete picture of what is happening and how therapy can be organized.
The formal assessment session allows us to look more deeply at the concerns that brought you to therapy. Assessment may include discussion of biological, psychological, social, cultural, developmental, relational, environmental, spiritual, behavioral, and practical factors that influence your life. This process helps me understand you as a whole person rather than reducing you to symptoms alone. Assessment also helps identify patterns, strengths, barriers, risks, protective factors, and areas where you may need support.
The diagnostic interview is the session where we focus more directly on diagnosis. My policy is that diagnosis is a clinical responsibility that must be handled carefully, ethically, and based on adequate information. I do not view diagnosis as a label that defines your identity. I view diagnosis as a clinical tool used for treatment planning, communication, documentation, medical necessity, insurance requirements when applicable, and ethical continuity of care. A diagnosis may be provisional at first, especially when more information is needed. A diagnosis may also be revised as new information emerges. I will explain diagnostic impressions to you in plain language and discuss how they relate to your symptoms, experiences, treatment needs, and goals.
The treatment plan development session is where we begin turning assessment and diagnostic information into a structured plan for therapy. My policy is that therapy requires a treatment plan. A treatment plan helps clarify what we are working on, why we are working on it, what goals we are pursuing, what methods may be used, and how progress may be reviewed. Your treatment plan may include goals related to symptoms, emotional regulation, relationships, trauma recovery, self-awareness, mindfulness, executive functioning, behavioral change, values, coping skills, or other areas relevant to your care. Treatment planning is collaborative, but it is also a clinical and documentation requirement. You may participate actively in developing your plan, and you may also let me take more responsibility for organizing it if that feels more manageable. Either way, the treatment plan remains an important part of ethical and effective therapy.
The treatment plan review session gives us an opportunity to make sure the plan makes sense, reflects your needs, and gives us a useful direction. We may review your goals, discuss your preferences, clarify the methods we will use, and decide how we will measure progress. Treatment plans are not fixed forever. They are reviewed and revised over time. As therapy progresses, your needs may change, your goals may become clearer, and your treatment plan may be updated.
Before therapy begins, there are several important policies you need to understand. The electronic forms in TherapyPortal are necessary and are not optional. These forms are part of the legal, ethical, regulatory, clinical, administrative, and financial foundation of therapy. They may include consent forms, privacy documents, payment forms, emergency contact information, telehealth agreements, releases of information when needed, and other practice documents. If required forms are not completed, therapy may be delayed, paused, or unable to begin.
The use of technology by the practitioner is also not optional. This is a modern private practice that uses electronic systems for scheduling, documentation, forms, secure communication, telehealth, clinical records, billing, payment, outcome measures, client education, and therapeutic activities. Technology may include TherapyNotes, TherapyPortal, telehealth software, secure electronic forms, electronic documents, outcome measurement tools, electronic journals, and other practice-approved platforms. These systems are used for legal, ethical, regulatory, documentation, financial, continuity-of-care, and clinical reasons. You do not need to personally enjoy technology to participate in therapy, but you do need to understand that technology is part of how this practice operates.
You may also be offered access to Quenza, a client engagement app used to support therapy between sessions. Quenza may be used for homework, psychoeducation, worksheets, videos, articles, books, workbooks, mindfulness practices, meditation exercises, skills practice, reflection prompts, and journaling. These activities are not meant to overwhelm you. They are meant to support the work you are already doing in therapy. Therapy is usually most effective when the work continues between sessions. One hour per week with a therapist can be helpful, but lasting, meaningful, and transformative change often requires practice, reflection, repetition, and action outside the therapy hour.
Homework in therapy is not punishment, busy work, or a test of whether you are a good client. Homework is a bridge between insight and change. It helps you practice new skills in your actual life, observe your patterns outside the therapy room, strengthen self-awareness, develop emotional regulation, track progress, and build new habits. Homework may include journaling, mindfulness practice, meditation, reading, watching educational material, completing worksheets, practicing communication skills, tracking symptoms, using coping skills, reflecting on parts of yourself, or experimenting with new behaviors. We will discuss what is realistic for you, and we can adjust assignments based on your needs, abilities, preferences, and circumstances.
Each therapy session may include several different kinds of work. There may be traditional talk therapy, where you discuss what is happening in your life and how you are feeling. There may be venting, where you have space to express frustration, grief, fear, anger, sadness, or confusion. There may be skills development, where we practice concrete tools for coping, communication, mindfulness, emotion regulation, distress tolerance, decision-making, or behavior change. There may be psychoeducational information, where I explain concepts from psychology, neuroscience, mindfulness, trauma treatment, attachment, behavior change, or other relevant areas. There may be parts-work, where we explore different aspects of your inner experience, such as protective parts, wounded parts, conflicted parts, avoidant parts, angry parts, fearful parts, or wise and compassionate parts. There may also be insight and self-awareness development, where we examine patterns in your thoughts, emotions, beliefs, relationships, behaviors, values, and choices. Mindfulness practice may also be included to help you develop greater awareness, presence, emotional regulation, and self-leadership.
Therapy also requires attention to privacy, confidentiality, safety, communication, payment, scheduling, cancellation policies, telehealth requirements, documentation, and emergency procedures. These policies are not arbitrary. They exist because therapy is a professional health care service governed by ethical codes, licensing requirements, privacy laws, documentation standards, insurance rules when applicable, financial responsibilities, clinical risk management, and standards of care. I will review these policies with you in more depth, and they will also be explained in the handbook and the electronic forms.
It is important to understand that I am not an emergency service or crisis response provider. If you are experiencing an immediate emergency, you should call 911, go to the nearest emergency department, contact your local crisis service, or use an appropriate emergency resource. Therapy can support safety planning, stabilization, coping, and long-term healing, but scheduled outpatient therapy is not a substitute for emergency intervention, inpatient care, crisis stabilization, detoxification, residential treatment, or other higher levels of care when those services are clinically necessary.
If you participate in telehealth, you will also need to follow telehealth policies. You must be physically located in a place where I am legally permitted to provide services to you, and you must be in a private and safe location for sessions. Telehealth requires appropriate technology, a stable enough internet connection when possible, and a plan for what to do if the connection fails or if a safety concern arises during session. These details will be explained in the relevant forms and handbook sections.
Communication outside of session also has limits. TherapyPortal and other approved systems are used for practice-related communication. Messages should not be used for emergencies. I may not respond immediately to messages, and electronic communication may become part of the clinical or administrative record when clinically or legally appropriate. We will discuss the best ways to communicate about scheduling, paperwork, homework, clinical concerns, and urgent but non-emergency matters.
The handbook will explain many topics in more depth, including informed consent, privacy practices, confidentiality and its limits, the consultation process, intake paperwork, assessment, diagnosis, treatment planning, outcome measures, documentation, technology, telehealth, client responsibilities, clinician responsibilities, optional and required materials, and the structure of therapy. The purpose of giving you this information is not to burden you. The purpose is to create clarity, transparency, consent, and shared expectations.
Beginning therapy with me means entering a structured clinical process. That process includes compassion, collaboration, emotional support, and human connection. It also includes policies, forms, documentation, assessment, diagnosis when clinically appropriate, treatment planning, technology, and accountability. Both parts matter. The supportive relationship matters, and the professional structure matters.
If you still want to proceed after reading this letter, please register for an account in the portal, schedule an appointment for a consultation, attend the consultation session, complete the required electronic forms in your TherapyPortal client account, and watch for the client handbook to be added to your documents folder in the portal. If you decide this process does not feel like the right fit for you, you may decide not to continue with the consultation. If we do meet, we will use the consultation to discuss your needs, review informed consent, answer appropriate questions, and determine whether beginning therapy together is clinically appropriate.
I look forward to helping you better understand yourself, clarify your goals, strengthen your skills, and move toward meaningful healing, growth, and change.
Sincerely,
James Fitzgerald, LCMHC, NCC, MS
