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A ready-to-use system for protecting your time, scope, and clinical boundaries—before intake begins.
Starting a private practice means navigating inquiries, fit questions, and availability long before a client ever enters your office. This Prospective Client Screening Form is a plug-and-play system designed to help clinicians gather essential information, assess clinical fit, and set clear expectations before scheduling an intake.
This is not a diagnostic assessment or intake paperwork. It is an ethical, pre-intake tool that supports informed decision-making for both the clinician and the prospective client.
This system helps you:
Screen for scope, fit, and availability prior to scheduling
Reduce back-and-forth emails and phone calls
Set professional boundaries early in the process
Support ethical referral decisions
Create a more organized and confident start to your practice
Designed for clinicians who want:
Clear, structured systems without starting from scratch
A client-friendly process that still protects clinical capacity
Tools built for real-world private practice—not corporate clinics
This form is ready to use, customizable for your practice, and integrates seamlessly with your broader intake and onboarding systems.
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.
A ready-to-use system for protecting your time, scope, and clinical boundaries—before intake begins.
Starting a private practice means navigating inquiries, fit questions, and availability long before a client ever enters your office. This Prospective Client Screening Form is a plug-and-play system designed to help clinicians gather essential information, assess clinical fit, and set clear expectations before scheduling an intake.
This is not a diagnostic assessment or intake paperwork. It is an ethical, pre-intake tool that supports informed decision-making for both the clinician and the prospective client.
This system helps you:
Screen for scope, fit, and availability prior to scheduling
Reduce back-and-forth emails and phone calls
Set professional boundaries early in the process
Support ethical referral decisions
Create a more organized and confident start to your practice
Designed for clinicians who want:
Clear, structured systems without starting from scratch
A client-friendly process that still protects clinical capacity
Tools built for real-world private practice—not corporate clinics
This form is ready to use, customizable for your practice, and integrates seamlessly with your broader intake and onboarding systems.
*This resource is provided for administrative and educational support only and does not constitute legal, HR, or accounting advice. Please review state and organizational requirements to ensure compliance.