📂 The 3-Step Intake Process That Saves Me Hours Every Month

Want to feel more professional before a client ever walks through your door?

Here’s my exact (simple) intake process:

1. Send forms digitally—right after booking. Simple Practice is my recommended EMR.
   
   

2. Include a short email explaining why they matter.
   
   

3. Set a reminder to follow up before the eval.
   
   

That’s it. And it works.

✨ In the next email, we’ll talk about cancellations, no-shows, and how to protect your time and energy as a private practice owner. (This one’s gold.)

See you in your inbox!