How to Set Up an Effective Intake Series

In this episode of the Sit and Stay podcast, we dive into the essential steps of setting up an intake series for your mental health practice. Parker Anderson and Dr. Tom Tarshis discuss the ideal intake process, covering everything from meeting with caregivers and patients to the logistical differences between intake assessments for minors and adults. They also share insights on how to address common concerns patients may have about the time commitment and highlight best practices for both clinicians and office staff. 0:00 Introductions 3:40 What is the ideal order for an intake series? 9:25 Do you usually make a formal diagnosis after intake assessments? 10:49 Do patients often do an intake series expecting one diagnosis but exhibit another? 12:22 What conditions must be met in order to acquire information from other parties? 14:23 Are there benefits to taking time on the intake series to develop a care plan? 16:52 What strategies can be used to help concerned parents trust in the intake process? 19:29 Do new patients often assume their first visit will be enough to resolve their issues? 22:26 What are some best practices and challenges to intake series billing? 30:23 The Mental Health Business Moment of the Week 33:09 Conclusions