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> Intake procedures
Intake procedures
Client Information
Verify client's full name
Verify client's contact information
Obtain client's date of birth
Collect client's insurance information
Medical History
Ask about any medical conditions
Inquire about any medications currently being taken
Obtain information about any allergies
Ask about any previous surgeries or hospitalizations
Reason for Visit
Have client explain reason for seeking services
Record any symptoms or concerns
Determine if client has been referred by a healthcare provider
Consent Forms
Provide client with necessary consent forms
Explain purpose of each form
Ensure client signs all required forms
Payment Information
Discuss payment options with client
Collect any copays or fees due at time of intake
Provide client with information about insurance coverage
Confidentiality
Explain client's rights to confidentiality
Review limits to confidentiality
Obtain client's consent to disclose information if needed
Next Steps
Schedule follow-up appointments if necessary
Provide client with information about services offered
Offer any additional resources or support options
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