Collect intake details and assess safety
How you could use an agent
Use an agent to organize intake forms, interview notes, and available records into a first-visit summary. It can help you draft the paperwork, highlight missing information, and prepare a preliminary treatment outline so you can spend more of the appointment listening and making sense of the client’s needs.
Where you stay involved
You review the client’s answers, decide what matters clinically, check safety concerns, and confirm the plan before anything is filed.
