The intake and screening process is one of the most important steps in connecting with potential clients and increasing your practice’s caseload. A strong initial phone call can help ensure that clients are the right fit for your practice while also providing them with key information upfront, such as whether you accept insurance or private pay.
An initial consult call should also include any pertinent information or questions to determine whether they are a good fit for your practice. Do you offer the services they are looking for? Do your modalities align with their needs? Does their availability match your current openings? Assessing these factors can prevent scheduling issues and ensure a smoother onboarding experience.
Having a structured script for intake calls is essential to ensure nothing is left out of the conversation. A script provides consistency, keeps the call focused, and covers all necessary details, saving time and improving the client’s experience.
Whether you handle your own intake calls or have a dedicated admin or intake coordinator, using a clear and thorough approach can make a big difference. We’ve put together resources to help streamline this process so you can focus on what matters most—supporting your clients.