Overview of Alcohol and Substance Abuse
Evaluation Process
Background
1. Dr. David Lombard will be the only psychologist involved in your evaluation through our office.  Dr.
Lombard has been licensed in this state since 1999.  Being licensed requires passing a national
written examination and a written examination given by the Indiana State Psychology Examining
Board.  You may contact them with questions or concerns at 55 Monument Circle Suite 455,
Indianapolis, Indiana 46204.

2. In this information sheet we will try to cover issues which come up frequently in alcohol and
substance abuse evaluations.  Please take the time to read through it and then feel free to ask
questions of Dr. Lombard in your initial appointment.  

Purpose, Process, and Limitations of the Evaluation
1. It is important that you understand in advance that this is an independent evaluation.  There is a
possibility that Dr. Lombard’s impressions may be unfavorable to your position.  Dr. Lombard will be
making recommendations consistent with the clinical interview, document review and psychological
testing findings.  

2. The evaluation itself will consist of interviews and psychological testing.  The psychological testing
allows Dr. Lombard to collect a wide range of data and organize the issues while minimizing cost to
you.  At the end of the evaluation, a report and recommendation will be provided to the appropriate
parties depending on your case.  

3. Dr. Lombard recognizes that his impressions are very important to you.  However, please do not
ask him to give you an opinion until he had had an opportunity to hear all information, review the
psychological test results, and fully review the file.  At that time, feedback will be given either verbally
or in written form.

Confidentiality Issues
1. As Dr. Lombard begins the evaluation you will be asked to sign "Release of Information" forms.  
This allows Dr. Lombard to discuss this situation with anyone who he thinks would be helpful in
coming to a recommendation.  This also allows Dr. Lombard to talk to your attorney (if you have one)
and submit reports to the court (if required in your case).  The laws of confidentiality might otherwise
prevent him from doing so.

Evaluation Costs
1. The fee for a complete alcohol and substance abuse evaluation is $450 to be paid at the time of
service. Dr. Lombard will accept cash, check, or credit cards. Dr. Lombard does not bill insurance
companies for services rendered. However, Dr. Lombard will give you a detailed receipt for you to
submit for reimbursement. Dr. Lombard cannot offer any guarantee that your insurance carrier will
reimburse you for his services.

2. There will also be charges of $150 for any missed or canceled appointment where 72 hour notice
is not given.  Court time and depositions will be billed at $150 an hour and four hours must be paid
for in advance to reserve time.  If a court appearance or deposition runs more than four hours, you
will be billed for the balance.  Any unpaid bills will accrue interest at the rate of 18% per annum.  A
$20.00 surcharge will be assessed for any returned checks.

The Evaluation Process
The following describes the steps and the purposes of the procedures that are involved in this
evaluation process. The description is being given so that you know what to expect as you decide to
have an evaluation done and as you prepare for and go through this evaluation. This evaluation will
follow a structured pattern to maximize the fairness and the objectivity of the report. However, Dr.
Lombard may make changes in the process in a case by case basis due to the needs of each case.  


1.        At your appointment, you should bring any written documents that you might think would be
relevant to your case.  Please highlight the segments of the documents that you think are
noteworthy.  

2.        In the first part of your clinical interview you and Dr. Lombard will review the consent for
evaluation form, answer any questions you have, and have you sign that document.  

3.        Dr. Lombard will conduct a detailed clinical interview with you. The interview will have special
focus on your alcohol and substance use history

4.        After your clinical interview, you will complete the MMPI-2 and several other psychological tests
in my office.  These psychological tests are the most researched and standardized tests in use today.


5.        Following your structured interview and testing, releases of information will be signed so that
the relevant records may be obtained and so that third-party individuals can be contacted who may
be able to help with the evaluation.         

6.        Collaterals will be interviewed if appropriate.

7.        All of the documents will be reviewed.

8.        A follow-up interview will occur if needed in your case.

9.        The payment is due on the day of your evaluation.  

10.      If the evaluator is to serve as an expert witness during discovery or trial, then an additional
retainer will be required by the requesting party.  

11.      Changes may occur in the process due to the situation in each case.  The evaluator still
attempts to complete all the objectives of the evaluation.


If after reviewing this information you have questions, please be sure to discuss them with Dr.
Lombard at your initial interview when he will more fully explain the evaluation procedure you are
about to begin.
Downloadable Forms
Orientation and Consent
Mutual Release Form

Medical Release Form

Legalshrink.com

David Lombard, Ph.D
Licensed Clinical Psychologist
260-459-2900
Lombard@legalshrink.com