New Patient Screening & Onboarding Process

To ensure a seamless and personalized experience from the start, it's essential that we understand your unique needs and expectations. Before scheduling an initial consultation and intake, we kindly ask you to complete a brief screening questionnaire. This step is crucial for us to gather preliminary information that helps us tailor our services to your specific requirements.

You can begin this process by clicking the "Get Started" button located to the right. The screening form is straightforward and designed to be user-friendly, allowing you to submit your information quickly and securely. Upon receipt, our team will review your responses to ensure that our services are the perfect match for what you're seeking. This initial evaluation is a vital part of our commitment to delivering personalized and effective solutions.

In the event that our services may not be the best fit for your particular needs or situation, rest assured that we are dedicated to assisting you further. We will provide thoughtful recommendations and referrals to other professionals or organizations that specialize in addressing your specific concerns. Our goal is not only to meet your expectations but to ensure that you receive the support and guidance best suited to your circumstances.

Upon the successful submission of your screening questionnaire, we transition to the next crucial phase of our onboarding process: the evaluation of your submission by our expert team. This careful review is conducted with the utmost attention to detail, ensuring that we can align your needs with the expertise of our service providers. Our goal is to ensure a harmonious match that will foster a productive and supportive relationship throughout your journey with us.

Should our review conclude that there is a synergistic fit between your needs and our services, we will proceed to the next step of engaging with you directly. You will be contacted through your preferred method of communication—be it email, phone, or text. This outreach is designed to be both personal and informative, setting the stage for the next important milestones in our process.

During this communication, we will schedule your intake appointment, a key opportunity for us to delve deeper into understanding your situation and expectations. Additionally, we will guide you through completing more detailed onboarding paperwork. This documentation is crafted to ensure that we have all the necessary information to provide you with the highest quality of care and to tailor our services to your specific needs.

Rest assured, our team is committed to making this process as smooth and efficient as possible, minimizing any stress or inconvenience for you. We are here to support you every step of the way, ensuring that you feel welcomed, understood, and valued from the very beginning of our relationship.

As we advance to the Alignment phase, our team will carefully review your screening questionnaire to ensure the most effective match with our service providers. This meticulous process reflects our commitment to personalizing your journey with us. In the event we identify that our services may not be the ideal fit for your unique needs or situation, rest assured, our dedication to your well-being does not end there. You will be contacted via your preferred method of communication—email, phone, or text—as indicated in your screening form. During this communication, we will not only inform you of our findings but also provide you with thoughtful recommendations and referrals. These referrals will be to esteemed professionals or organizations that are better suited to address your specific concerns.

Our commitment is to guide you towards the best possible support and assistance for your circumstances. We believe in ensuring that every individual who reaches out to us is directed towards the path that best meets their needs, even if it leads to services beyond our own. Your well-being is our utmost priority, and we are here to support you every step of the way. 

Step 3 of our onboarding process marks a significant milestone in your journey with us—the Intake Appointment. This step is your initial face-to-face or telehealth meeting with one of our dedicated service providers. It signifies the beginning of our direct collaboration towards addressing your needs and setting the course for your personalized care plan.

Upon being selected to become a client, you will receive a warm welcome email from our team. This email serves as your invitation to join our client community through our exclusive client portal. The portal is designed with your convenience and accessibility in mind, providing a secure and user-friendly platform where you can engage with our services more effectively.

Here's what you can look forward to with your client portal access:

• Account Creation: Easily create your personal account to access a wide array of features tailored to enhance your experience with us.

• Appointment Management: Check the availability of our providers, request new appointments, or manage existing ones at the click of a button.

• Telehealth Sessions: Join your telehealth sessions seamlessly, ensuring you can connect with your provider from the comfort of your home or any preferred location.

• Paperwork Simplified: Complete necessary paperwork digitally, saving you time and making the process smoother and more efficient.
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The Intake Appointment, facilitated either in person or via telehealth, is designed to establish a strong foundation for our relationship. During this session, we will delve into understanding your goals, concerns, and the specific ways in which we can support you. It's an opportunity for us to get to know each other better and for you to ask any questions you might have about the process, our services, or anything else on your mind.

Step 4 in our journey together marks the commencement of your treatment phase, a pivotal moment where we put our collaborative plan into action. This phase is dedicated to your growth, healing, and the achievement of your personal goals through our therapeutic services.

As a valued client, you will continue to leverage the convenience and flexibility of our Client Portal for all your scheduling needs. The portal, accessible from any device, empowers you to take charge of your therapy sessions with ease:

• Scheduling Therapy Visits: The Client Portal simplifies the process of scheduling your future therapy visits. With real-time availability, you can select times that fit seamlessly into your life, ensuring your therapy sessions enhance your daily routine rather than complicating it.

• Flexibility and Control: Adjust your schedule as needed, with the ability to request changes or cancel appointments through the portal. We understand life can be unpredictable, and our system is designed to accommodate the ebb and flow of your personal and professional commitments.

• Continuous Support: Beyond scheduling, the Client Portal serves as a hub for ongoing support. Access resources, session summaries, and direct messages to your therapist, all designed to enrich your therapy experience and support your journey outside of sessions.
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The treatment phase is a deeply personal and transformative period, where you and your therapist will work closely to navigate the challenges and opportunities ahead. Using evidence-based practices and tailored strategies, your therapist will guide you towards achieving your therapeutic goals, fostering resilience, and promoting lasting change.