Courses
Therapy Intake Pro

Therapy Intake Pro

Therapy Intake Pro is the best training & support program for mental health intake coordinators!

It's designed to help your team level up their skills, increase their conversions & help you grow the practice.

Click below for all the details and pricing information.

Purchase Therapy Intake Pro

Training Topics

What A Practice Owner Needs

How To Create An Effective Call Script

How To Pitch Private Pay

How To Match Client To Clinician

How To Track Referrals

The Basics Of Billing

The Power Of Time Blocking

How To Set & Maintain Client Boundaries

How To Cope With Compassion Fatigue

EHR Overviews

Therapy Flow CRM

Example Intake Calls

Introduction to the training calls

Training Call #1 – Getting Credit Card Info

Training Call #2 – HIPAA Violation

Training Call #3 – Calling For Another Adult

Training Call #4 – Private Pay Pitch

Training Call #5 – Private Pay Referral

Training Call #6 – Selling A More Expensive Therapist

Training Call #7 – Selling A Pre-licensed Therapist

Training Call #8 – Emotion

Training Call #9 – Non-Binary Minor

Training Call #10 – Suicidal Caller

Solutions For Common Intake Challenges

How To Pitch Private Pay

How To Optimize An Online Form

How To Optimize Google Ads

How To Use Client Surveys

How To Ask For Reviews

How To Stay Invested In Each Caller

How To Keep Up With Schedule Changes

How To Use Videos On The Practice Website

How To Create A Referral Email

How To Make Smooth Software Transitions

How To Streamline Intakes In A Large Practice

How To Respond: "Your Fee Is Too Expensive"

Roadblock: Practice is out of network

Roadblock: Offering an intern

Roadblock: Limited availability

Roadblock: Preferences in clinical matching

Roadblock: Calling for someone else

Roadblock: Not ready to commit

Bonus Resources

Magic Call Script

Counseling 101 Topics

Mental Health Terminology

Online Scheduling Tools

Virtual Phone Systems

Live Coaching & Support

Submit a Question

About the Teacher

Uriah Guilford, MFT

Uriah is a group practice owner and the creator of Productive Therapist. He is a technology nerd, a minimalist travel packer, a rock drummer and business development enthusiast.

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