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Entrepreneurial Mindset: Streamline Your Intake Process

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Join Ryan Buchmann, MFT, in this Entrepreneurial Mindset, where he discusses the best ways to streamline your intake process, and the dos and don’ts for onboarding new clients

In this wide-range discussion, you’ll learn about how to establish boundaries with clients during the intake process, and best practices for displaying your private practice policies. He also shares advice on what should be included on the intake questionnaire and assessment, and how to streamline your clients intakes within their portal. Whether you’re just getting started or have been in private practice for awhile, this webinar has everything you need to successfully grow your client list efficiently. 

Start My Free Trial

Free 30-day trial, access all this & more:

List Checkmark Telehealth
List Checkmark Unlimited Clients
List Checkmark Client Portal
List Checkmark Paperless Intakes
List Checkmark Free Reminders
List Checkmark Online Appointment Requests
List Checkmark Automated Billing

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