yes please!

Say goodbye to onboarding headaches and hello to smooth client intake!!

This customizable resource is your ultimate sidekick for creating a seamless and professional process that’s as unique as your practice. Packed with everything you need to stay organized and compliant, this packet is here to save you time and help you focus on what you do best, changing lives!

Here’s what’s inside:
  • Checklist for Client Intake
  • Informed Consent for Psychotherapy
  • Demographics Form
  • Notice of Privacy Practices
  • Confidentiality Agreement
  • Notification for Supervision
  • Permission to Record
  • Consent for Telehealth
  • In Case of Emergency Form
  • Release of Information (ROI)
  • Financial Responsibility Form
  • Credit Card Authorization Form
  • Good Faith Estimate

Oh, and if you’ve completed our “Clear & Compliant: Navigating Clinical Documentation” course, this is the perfect companion to take your documentation game to the next level! 

price: $ 97

Client Intake Packet