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Liz Rhea, LCSW, LICSW

chill therapist, creator talking all things therapy, big fan of iced lattes

the inquiry to intake blueprint

the inquiry to intake blueprint

$33$50

This is a a practical guide to phone consults, client onboarding, & intake sessions. It includes my exact scripts, breakdowns of typical paperwork you might send, example intake questions, & more. This guide gives you the exact framework I use from the client inquiry to the end of the intake session.

topics covered:

  • responding to new client inquiries

  • what a phone consult is

  • things to cover during phone consults

  • my exact phone consult script

  • what to do if a client wants to move forward with booking vs. take time to think about it

  • setting up a client in your EHR

  • tips for onboarding new clients

  • structuring your intake sessions

  • template intake policy review script

  • example intake questions

get started creating your inquiry to intake system

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NOTICE: I ACKNOWLEDGE THAT THE FEEDBACK AND RECOMMENDATIONS PROVIDED ARE BASED ON PEER INPUT AND ARE NOT A SUBSTITUTE FOR FORMAL SUPERVISION, LEGAL ADVICE, OR FINANCIAL ADVICE. I RECOGNIZE THAT THE FEEDBACK FORM IS PROVIDING PEER INPUT AND SUGGESTIONS, NONE OF WHICH CAN BE TAKEN AS GUARANTEED OUTCOMES OR REPRESENTATIVE OF THE OPINION OF OTHER THERAPISTS. I UNDERSTAND THAT MY PARTICIPATION IN THIS OFFERING IS ENTIRELY VOLUNTARY, AND I MAY CHOOSE TO WITHDRAW AT ANY TIME WITHOUT ANY NEGATIVE IMPACT ON MY PROFESSIONAL STANDING OR RELATIONSHIPS. I ACKNOWLEDGE THAT RHEA THERAPY, LLC IS NOT PROVIDING LEGAL, TAX, OR MEDICAL ADVICE. I AGREE TO TAKE FULL RESPONSIBILITY FOR MY CLINICAL DECISIONS AND ALL ACTIONS FOLLOWING ENGAGING WITH THE FEEDBACK FORM. I UNDERSTAND THAT PAYMENT IS REQUIRED IN FULL AND THAT ALL PAYMENTS ARE FINAL AND NON-REFUNDABLE, REGARDLESS OF WHETHER I UTILIZE THE FEEDBACK SERVICES.
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