Entrepreneurial Mindset: Streamline Your Intake Process

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.