Simplify your client onboarding process with the Complete Client Intake Packet! This fully customizable, ready-to-use resource is designed to help clinicians save time, stay organized, and maintain compliance with legal and ethical standards. Whether you’re setting up your practice or refining your documentation, this packet ensures a seamless and professional intake experience.
What’s Included:
✅ Informed Consent for Psychotherapy – Clearly defines client rights, therapist responsibilities, and treatment expectations.
✅ Demographics Form – Collects essential client details in an organized format.
✅ Notice of Privacy Practices – Ensures HIPAA compliance and informs clients of their privacy rights.
✅ Practice Policies – Provides a structured overview of office policies and expectations.
✅ Confidentiality Agreement – Outlines the scope and limitations of confidentiality.
✅ Consent for Telehealth – Covers legal requirements for secure virtual sessions.
✅ In Case of Emergency Form – Gathers important crisis contact information.
✅ Release of Information (ROI) – Authorizes communication with third parties as needed.
✅ Financial Responsibility Form & Credit Card Authorization – Establishes clear financial agreements.
✅ Good Faith Estimate – Supports compliance with No Surprises Act regulations.
Ideal For:
✔ Clinicians who want to streamline client onboarding and reduce administrative burdens.
✔ Mental health professionals focused on maintaining thorough, compliant, and legally sound documentation.
✔ Therapists looking for professionally crafted templates to ensure smooth and structured practice management.
📩 Download now and take the stress out of client intake!
Recommended For:
This packet is a valuable supplement for those who have completed the Mindemics Clinical Documentation Course, Clear & Compliant: Navigating Clinical Documentation. It offers practical, ready-to-use forms to complement the skills and knowledge gained from the course.
Refund Policy:
All purchases are final sale. Customers are encouraged to review Mindemics’ Terms and Conditions and Privacy Policy before making a purchase or participating in any courses or downloads.
Access Information:
The packet is available for immediate download upon purchase.
Privacy Notice:
Your information will remain confidential and used solely for the purpose of processing your purchase. Please review our full privacy policy for additional details.
Technology Requirements: A stable internet connection and a compatible device are required to access content on Kajabi (the learner platform).
If you have any questions, feel free to contact us or reach out to our team at [email protected]—we’re here to help!