Client Intake & Assessment

A new client screened over a phone call is an assessment that's easy to miss a detail on. We build the intake system that captures every referral and assessment correctly.

What we build

• Digital intake forms: New client information, insurance details, and history collected online.
• Structured assessments: Standardized assessment tools built directly into the intake flow.
• Insurance verification: Coverage and authorization checked before treatment begins.
• Clinician assignment: New clients matched to the right clinician based on need and availability.

Implementation scope

Intake connects to treatment planning, so an assessed client's initial goals are set up automatically.