Successfully onboarding a client requires several factors we do not often consider. Important skills such as connecting with a prospective client in the initial phone call, screening to ensure were a good fit, setting boundaries on several factors in the therapeutic relationship, due diligence in reviewing intake forms, and more!
Training Objectives:
Discuss what to cover in consultation call
List necessary documents to gather prior to intake
Identify ways to screen for CPS, custody evaluations, legal involvement etc.
Review ethics regarding what is required in client file pertaining to intake
List necessary components for intake session
Learn ways to reinforce your roles and boundaries pertaining to legal involvement