Ninety minutes.
One honest map of where you actually are.

Complete Your Onboarding

Intake, coaching agreement, and secure payment — all in one place. Once complete, you'll receive scheduling access and your Compass Clarity Scale.

1. Health Coaching. The Health shall provide the Client Health coaching, which will involve direct and personal conversations conducted via scheduled face-to-face, video, or phone appointments. This may include, but is not limited to, one or more of the following: creation/ development of personal, professional, emotional, spiritual, mental, physical, and lifestyle goals and to design and carry out a strategy/plan for achieving those goals; identifying and addressing specific personal struggles, professional issues, or general physiological conditions; value clarification, brainstorming, identifying plans of action, examining modes of operation in life, asking clarifying questions, and making empowering requests or suggestions for action (collectively, “Health Coaching”). 
2. Client Obligations. Health Coaching is a collaborative process. In order for it to be successful, the Client acknowledges that they:
   1. Must be punctual, present, and undistracted during the coaching sessions;
   2. Must invest time and energy in the Health Coaching sessions;
   3. Must independently complete reflections and assignments and provide their full attention and energy to these assignments, as they are a valuable part of the Health Coaching process; and
   4. May choose to disclose details of their past or present psychological, psychiatric, and/or medical history or treatment.
3. Session Scheduling. The Health Coaching sessions will be scheduled in advance at mutually agreed upon dates and times. To cancel a scheduled Health Coaching session, the Client must provide the Health at least 48-hours’ written notice (via e-mail or text) in order to be eligible for a reschedule. Missed appointments or cancellations within the 48-hour window will results in forfeiture of the coaching session. A particular session can only be rescheduled once. Of course, life happens, and emergencies do come up. In these cases, exceptions may be considered at the Health’s discretion. The Health reserves the right to cancel and reschedule coaching sessions as needed, and will provide as much notice to the Client as possible. 
4. Fees and Expenses. 
   1. Fees. Client shall pay the Health the fees as provided herein and as set out in the attached “Statement of Work.” Unless otherwise provided, fees will be payable upon receipt of invoice and in no event more than three (3) days thereafter. 
   2. Late Payments. Payments more than three (3) days overdue late. The Health may suspend the Health Coaching when a payment is late.
   3. Refund Policy. All fees paid by Client to Health under the Agreement are non-refundable. The Client is responsible for communicating any dissatisfaction with Health Coaching with the Health as soon as possible.  Prompt communication will allow the Health to restructure the Health Coaching strategy accordingly.
5. NO WARRANTY. THE CLIENT ACKNOWLEDGES THAT HE OR SHE IS UNIQUE AND THAT THE Health CANNOT AND DOES NOT PROMISE OR GUARANTEE ANY RESULT. THE Health PLAYS THE ROLE OF A FACILITATOR OF CHANGE, BUT IT IS THE CLIENT'S RESPONSIBILITY TO ENACT OR BRING ABOUT THE CHANGE. AS SUCH, THE Health MAKES NO REPRESENTATIONS OR WARRANTIES AND THE Health COACHING IS PROVIDED AS-IS. ALL WARRANTIES, EXPRESS AND IMPLIED, ARE EXPRESSLY DISCLAIMED.
6. Intellectual Property. All intellectual property rights, including copyrights, patents, trademarks, service marks, trade secrets, know-how and other confidential information, trade dress, trade names, logos shall be owned by the Health. The Health grants Client a limited, non-exclusive, personal license to use all such intellectual property free of additional charge for personal purposes only. Such license is subject to revocation by the Health at will.  The Client may not share the Health’s intellectual property. 
7. Confidentiality. The Parties agree to the attached Confidentiality and HIPAA Disclosure Consent, attached hereto and incorporated herein.
8. Release of Liability. The Client acknowledges that the Health Coaching services are not provided in lieu of other professional medical services.  Client hereby releases and holds harmless the Health from any and all liability, damages, claims, causes of action whatsoever resulting from the Health Coaching in accordance with the Liability Release, attached hereto and incorporated herein.
9. Term, Termination, and Survival.
   1. Term. This Agreement shall commence as of the date the Agreement has been signed by all parties, (the “Effective Date”) and shall continue for the Initial Term specified in the Statements of Work, unless sooner terminated pursuant to Section 9.2 – 9.4.
   2. Default. Either Party may terminate this Agreement, effective upon sending written notice to the other Party (the “Defaulting Party”).   With respect to a material breach capable of cure, the Defaulting Party  may cure such breach to the satisfaction of the other Party within ten (10) days after receipt of notice.
   3. Early Termination by Health.  Notwithstanding any language above to the contrary, the Health may terminate this Agreement before the end of the Initial Term on written notice if either (a) the Client fails to pay or (b) the Health, in its sole discretion, feels the relationship will not lead to a positive outcome for the Client. If the Health terminates this Agreement before the expiration of the Initial Terms, the Health will refund the Client a proportional amount of money under the circumstances, as determined in the Health’s sole and absolute discretion.
   4. Early Termination by Client. Notwithstanding any language above to the contrary, the Client may terminate this Agreement  prior to the expiration of the Initial Term; provided, however, such termination shall be effective upon receipt by the Health of an early termination fee equal to two (2) times the monthly fee.  
   5. Survival. The rights and obligations of the parties set forth in Sections 6 - 9, and any right or obligation of the parties in this Agreement will survive any such termination or expiration of this Agreement.
10. Entire Agreement. This Agreement, including and together with any related Statements of Work, Confidentiality and HIPAA Consent, Liability Release, exhibits, schedules, attachments and appendices, constitutes the sole and entire agreement of the Parties with respect to the subject matter contained herein, and supersedes all prior and contemporaneous understandings, agreements, representations and warranties, both written and oral, regarding such subject matter. 
11. Severability. If any term or provision of this Agreement is found by a court of competent jurisdiction to be invalid, illegal or unenforceable in any jurisdiction, such invalidity, illegality or unenforceability shall not affect any other term or provision of this Agreement or invalidate or render unenforceable such term or provision in any other jurisdiction, is invalid, illegal or unenforceable, the remainder of this Agreement shall be unenforceable.
12. Amendments. No amendment to or modification of this Agreement is effective unless it is in writing, identified as an amendment to this Agreement and signed by each Party. 
13. Waiver. Except as otherwise set forth in this Agreement, no failure to exercise, or delay in exercising, any right, remedy, power or privilege arising from this Agreement shall operate or be construed as a waiver thereof.
14. Relationship of the Parties. The Health is a self-employed independent contractor.
15. Choice of Law. This Agreement and all related documents, and all matters arising out of or relating to this Agreement, whether sounding in contract, tort, or statute are governed by, and construed in accordance with, the laws of the state of Massachusetts.
16. WAIVER OF JURY TRIAL. EACH PARTY ACKNOWLEDGES THAT ANY CONTROVERSY THAT MAY ARISE UNDER THIS AGREEMENT IS LIKELY TO INVOLVE COMPLICATED AND DIFFICULT ISSUES AND, THEREFORE, EACH SUCH PARTY IRREVOCABLY AND UNCONDITIONALLY WAIVES ANY RIGHT IT MAY HAVE TO A TRIAL BY JURY IN RESPECT OF ANY LEGAL ACTION ARISING OUT OF OR RELATING TO THIS AGREEMENT, INCLUDING ANY EXHIBITS, SCHEDULES, ATTACHMENTS OR APPENDICES ATTACHED TO THIS AGREEMENT, OR THE TRANSACTIONS CONTEMPLATED HEREBY.
17. Counterparts. This Agreement may be executed in counterparts, each of which is deemed an original, but all of which together are deemed to be one and the same agreement. 

1. Confidentiality. Any information the Client discloses to the Health in connection with the Health Coaching (as defined in the Agreement) will be kept strictly confidential in accordance with professional nursing requirements, subject to the following terms and conditions. 
2. HIPAA Notice of Privacy Practices. HIPAA requires the Health to safeguard the Client’s protected health information (PHI) which includes any information that could reasonably identify the Client, including data about health conditions, the Coaching Services and payment for those services. Under HIPAA, the Health may use and disclose Client’s PHI for the following reasons:
   1. Treatment. To coordinate care, the Health may disclose the Client’s PHI to physicians, psychiatrists, psychologists and other licensed health care providers who are involved with the Client’s care.
   2. Business Operation. For efficient business operations, the Health may disclose the Client’s PHI; for example, to evaluate the Health’s performance, to ensure the Health is in compliance with applicable laws, for appointment reminders and health related benefits or services. 
   3. Payment. To bill and collect payment for the Health Coaching, the Health may use or disclose the Client’s PHI. 
3. Obligatory Disclosures. Generally, Healths are listed in most, if not all, mandatory reporting statutes.  Mandatory reporting statutes include child abuse and neglect reporting statutes, medical neglect of children and the elderly, elder abuse in the community or in nursing homes reporting laws, and domestic violence. The Health may disclose PHI in the following circumstances, and as required by law:
   1. Danger. Disclosure is compelled or permitted by the fact that the Client are in such a mental or emotional condition as to be dangerous to the Client or the person or property of others, and the Health determines that disclosure is necessary to prevent the threatened danger.
   2. Abuse. Disclosure is mandated by the child abuse/neglect reporting laws or the elder/dependent adult abuse reporting laws. If the Health has a reasonable suspicion that abuse or neglect has occurred, the Health must report. 
   3. Public Health. To prevent and control disease, including communicable disease, the Health may be obligated to share your PHI. 
   4. Lawsuit. If a lawsuit is filed against the Health or other legal proceeding, the Health may be required to disclose PHI by court of law, arbitration panel, taxing authority, and as part of the Health’s defense in court, or if an arbitrator or arbitration panel compels disclosure when arbitration is lawfully requested.
   5. Oversight. Disclosure may be made when required or permitted to a health oversight agency for oversight activities authorized by law. 
4. Disclosures to family, friends, or others. The Health may provide the Client’s PHI to a family member, friend or other individuals with the Client’s consent. The Client has the right to object in whole or part and the Health must reasonably comply.  Retroactive consent may be obtained in emergency situations. 
5. Additional, Optional Disclosures. By signing this Confidentiality and HIPAA Disclosure Agreement, the Client consent to the following disclosures: 
   1. Business Associates. The Health may disclose the Client’s PHI to its business associates. The Health will have contracted with entities (defined as “business associates” under HIPAA) to help us administer the Coaching Services. The Health will enter into contracts with these entities requiring them to only use and disclose the Client’s health information as we are permitted to do so under HIPAA.
   2. Marketing Purposes. For marketing purposes, the Health may use and publish any testimonials, reviews, quotes, or other communications regarding the Services made by you. The Health will not share any details related to your health.  
6. Client Rights. 
   1. Revocation of Written Authorization. By signing below, the Client agrees to the above authorizations. The Client’s signed authorization to disclose the Client’s PHI, may later be revoked in writing to stop future disclosures.
   2. Copies. The Client has the right to inspect and request copies of the Client’s PHI.  The Client may request the Client’s information in writing and the Health will respond within 30 days.  If the Health must deny the Client’s request, the Health will give the Client reasons for the denial in writing. The Client is entitled to a list of the disclosures of the Client’s PHI that the Health has made upon 60 days’ notice. This will not include disclosures that the Client has authorized.
   3. Amendments.  If the Client believes there is an error in the Client’s PHI, the Client has the right to request that the Health correct information or add missing information.  Client’s request for this amendment just be made in writing and the Health must respond within 60 days. The Health may deny the Client’s request if the Health find that the PHI is complete and correct or may not be disclosed. The Health’s written denial must explain the reasons for the denial and the Client’s right to file a written objection. If the Client does not file a written objection, the Client will still have the right to ask that the Client’s request and the Health’s denial be attached to any future disclosures.  If the Health agrees to make changes to the Client’s PHI, the Health will also advise all others who need to know that the changes have been made. 
7. Complaints. If the Client feels the Health has violated the Client’s privacy rights or if the Client objects to a decision the Health has made about access to the Client’s PHI, the Client is entitled to file a complaint with us directly at: It Is Well, LLC. The Client can also file a complaint with the U.S. Department of Health and Human Services Office for Civil Rights by sending a letter to 200 Independence Avenue, S.W., Washington, D.C. 20201, calling 1-877-696-6775. The Health will not retaliate against the Client for filing a complaint.

1. Risks and Potentially Harmful Activities. The Client acknowledges that the Health is not a medical doctor.  The Health may utilize alternative and unconventional forms of health management that are experimental and/or have not been scientifically tested, approved, or proven. By participating in Health Coaching, the Client acknowledges that, as a result, they may encounter adverse effects, including but not limited to: damage to health, weight gain, medical problems, side effects, stress, anxiety, depression and/ or other physical or mental ailments. Client acknowledges that there is no guarantee as to the outcome. 
2. Not Professional Advice. The Client understands that the Health Coaching is not to be used as a substitute for professional advice by legal, psychological, mental health, medical, nutritional, financial, business, spiritual or other qualified professionals. The Client agrees to seek independent professional guidance for such matters.  The Client agrees that he or she is solely responsible for seeking independent professional guidance and the Health has no responsibility to inform, direct, or assist the Client in doing so.
3. Third Party Materials. Periodically, the Health may provide links to other web sites or written print material which may be of value, interest and convenience to the Client. This does not constitute endorsement of material at those sites or any associated organization’s product or service. The Client agrees he or she is solely responsible for making his or her own informed decision about the accuracy of the information at those sites and print material.
4. Assumption of Risks. The Client agrees that utilizing Health Coaching is entirely at the Client’s own risk.  The Health is not responsible for any risk to the Client.  Any actions or lack of actions, taken by the Client of such Health Coaching, is done so solely by choice and responsibility of the Client and is neither the responsibility nor liability of the Health. The Client takes full responsibility in the decisions they make after being coached, as well as the consequences. The Client is fully responsible for his or her physical, mental, and emotional wellbeing during their Health Coaching sessions and the duration of the Health Coaching. The Client acknowledges that they are voluntarily participating in the Coaching Services despite their knowledge of the dangers and risks involved. THE CLIENT AGREES TO ACCEPT AND ASSUME ANY AND ALL RISKS OF INJURY, DEATH, OR PROPERTY DAMAGE, WHETHER CAUSED BY THE NEGLIGENCE OF THE Health OR OTHERWISE.
5. RELEASE OF LIABILITY. THE CLIENT EXPRESSLY WAIVES AND RELEASES ANY AND ALL CLAIMS, NOW OR LATER KNOWN, AGAINST THE Health AND ITS EMPLOYEES OR CONTRACTORS ARISING OUT OF OR ATTRIBUTABLE TO THE Health COACHING. THE CLIENT AGREES NOT TO MAKE OR BRING ANY CLAIM AGAINST THE Health AND FOREVER RELEASE AND DISCHARGE THE Health FROM LIABILITY UNDER SUCH CLAIMS.
6. Miscellaneous. This document will be interpreted in accordance with the laws of the state of Massachusetts.and is meant to be as broad and inclusive as the laws of allow. The Client submits to the jurisdiction of the federal and state courts located within this state. If any part of this document is found invalid, the remaining parts will still be enforceable. The Client expressly intends for this Release to bind all of their heirs and relatives, whether by blood, marriage, or adoption while they are alive and the Client’s heirs, assigns, and personal representative if they die. The Client understands this Release constitutes a waiver, release, discharge, and covenant not to sue the Health.  This Release  prevents the Client, their family, heirs, assigns, and personal representative from seeking medical reimbursement or making any claims or initiating legal proceedings against the Health, whether on their behalf or otherwise, even where the Company acted negligently.