How to begin
Initial inquiry
Share a high-level description of the referral question, setting, and timeline, and identify who is requesting the work. Do not send protected records through a general website form.
Fit review
The practice considers scope, conflicts, qualifications, legal or administrative authority, anticipated records, and current capacity.
Written engagement
If the referral is accepted, the work is documented in writing, including deliverables, timing, the records process, fees, and communication expectations.
Information helpful for initial screening
- Referral question and intended use of the work product.
- Identity of the referral source and decision maker.
- Jurisdiction, matter type, and relevant authority or order.
- Known dates, service deadlines, and whether testimony may be requested.
- Accessibility, language, safety, or scheduling considerations.
Pre-employment evaluation inquiries
Employers and authorized agencies should identify the position, applicable hiring or certification standard, required forms, decision maker, and deadline. Pennsylvania public-safety candidates may also inquire directly when their specific pathway permits them to select the evaluating psychologist. Please do not send medical, personnel, or background records until secure instructions are provided.
Privacy and secure records handling
Please wait for confirmation of fit and secure transfer instructions before providing clinical records, protected health information, or sensitive case materials. General website communications should be limited to the minimum information needed for an initial inquiry.