Intake Appointment: What to Expect

• Paperwork and Administrative Details: Portal forms are completed prior to the intake appointment - if this is not completed before the intake appointment, the appointment will be terminated. Portal forms cover personal information, medical history, mental health history, and consent for treatment. This also includes insurance details and/or payment arrangements.

• Discussion of Goals and Concerns: The therapist will ask about the reasons for seeking therapy, current challenges, and what the client hopes to achieve through therapy.

• Personal and Mental Health History: The therapist may ask about the client’s background, including family, relationships, work, past mental health treatment, and any significant life events. They might also inquire about symptoms, such as anxiety, depression, or stress.

• Assessment and Screening: Some therapists use standardized questionnaires or assessments to better understand the client’s mental health and needs.

• Explaining the Process: The therapist will outline how therapy works, their approach or methods, confidentiality policies, and what the client can expect in future sessions.

• Building Rapport: This session is also about creating a safe and comfortable environment for the client to feel at ease sharing their thoughts and feelings.

• Next Steps: At the end of the session, the therapist and client may discuss a plan for moving forward, including scheduling future sessions and setting initial goals.

The intake appointment is a collaborative process, and it’s an opportunity for both the therapist and client to determine if they’re a good fit for working together.