New Client Process
All clients go through the same 7-Step process when becoming a client, regardless what service they are getting. Take a look at the process below.
The very first step is a screening call. We recognize that not all clients will be a great fit with our services, modalities, and process. During the screening call, you will be provided with information for the type of service that you are requesting, you will provide information about your unique situation, and we will mutually decide if we are a good fit for each other.
2. Contact Form
During your screening call, we will get some basic information and complete the contact form. You are also welcomed to fill out the contact form ahead of time if you’d like
Therapy Contact Form | Tutoring Contact Form | Coaching Contact Form
3. Intake Documents / Consents
After you have completed the contact form, you will be sent intake documents / consent forms for the specific services you are requesting. This must be complete before you begin sessions.
4. Portal Access
After the intake documents are completed and processed, you will be provided access to the Client Portal. We use the same client portal for all clients, regardless what services you are getting. Though the portal has the word “Therapy” in its name, it is important to realize that you are only getting the services that you signed consent forms for.
The first session or 2 will be considered an assessment. After the assessment Here is where your professional will decide exactly what you need.
6. Goal Plan
Once your assessment s complete, your professional will draft a Goal Plan with specific goals based on your the service that you are receiving. You will have the opportunity to review the Goal Plan and suggest changes, additions and omissions. Once we agree you will be asked to sign your Goal Plan to acknowledge that you agree and consent to the goals. You will not be scheduled for another session until this is signed.
7. Begin Sessions
After steps 1-6 are complete, you can begin scheduling regular sessions. You will be asked to review your goal plan and sign an updated one every 3-Months.