Frontdesk
Intake fact sheet

Screening clients for fit

Therapists screen for fit by checking the presenting concern against their specialties, confirming insurance and logistics, and assessing whether they can ethically and effectively help. Good screening at intake prevents mismatched first sessions.

Matching the right client to the right therapist.

By the numbers

specialty

primary fit criterion

logistics

insurance and availability

intake

where fit is determined

Screen before the session

Identifying fit at intake, specialty match, insurance, and logistics, avoids wasted first sessions and referral churn. AI collects these details on first contact and flags fit so therapists see only suitable clients.

Never miss another client inquiry

Frontdesk answers every call, text, and web inquiry 24/7. It runs new-client intake, answers insurance and cost questions, books sessions, and routes clinical matters to you. Built for therapists and group practices.

FAQ

More on screening clients for fit

Common follow-up questions operators ask.

Contact support

Yes. It captures presenting concern, insurance, and preferences so the practice can match or refer appropriately.

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