Intake family concerns and assess needs
How you could use an agent
Use an agent to organize intake notes, screening questions, and background information from your first meeting with a client or family. It can help you summarize reported concerns, list possible referral needs, and prepare a clear intake packet for your review.
Where you stay involved
You decide what the client’s concerns mean clinically, choose whether counseling is appropriate, and determine if a referral to another specialist is needed. You also handle any urgent safety issue yourself or through the proper response path.
