Client Intake Bundle

Client Intake (6).png
Client Intake (6).png

Client Intake Bundle

97.00

The ultimate client intake bundle for private practice therapists, with registers to track your referrals, procedures to help you clarify how you work, and ready-made communications and information sheets to provide a professional and efficient intake process.

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The ultimate client intake bundle for private practice therapists, with registers to track your referrals, procedures to help you clarify how you work, and ready-made communications and information sheets to provide a professional and efficient intake process.

The bundle includes:

  1. Client Referral Register
  2. Client Intake Standard Operating Procedure (SOP)
  3. Business Information Sheet (For Your Admin Team)
  4. Client Details Form
  5. 'What to Expect at Your First Appointment' Client Information Sheet
  6. Email Template: Initial Appointment