Client Onboarding & Forms


Client Onboarding Process

The client onboarding process for River Trail Mental Health Clinic involves several steps to ensure a smooth and efficient experience for new clients. Here's an overview of the process:

  1. Initial Inquiry: When a prospective client contacts River Trail Mental Health Clinic, whether through a phone call, email, or in-person visit, the receptionist or intake coordinator gathers basic information such as the client's name, contact details, and reason for seeking mental health services. This information is used to initiate the onboarding process.

  2. Appointment Scheduling: The receptionist or intake coordinator works with the client to schedule an initial appointment with a mental health professional. They consider the client's preferred date, time, and provider availability to find a suitable appointment slot.

  3. Intake Forms: Before the initial appointment, the client is asked to complete intake forms. These forms typically include personal information, medical history, previous treatments, insurance details (if applicable), and consent for treatment. The forms can be provided physically or through an online portal to streamline the process.

  4. Insurance Verification: If the client intends to use insurance to cover the costs of therapy or counseling, the clinic's administrative staff verifies the insurance coverage and benefits. They communicate with the client about copayments, deductibles, and any out-of-pocket expenses.

  5. Initial Assessment: During the first appointment, a mental health professional (such as a therapist, psychologist, or psychiatrist) conducts an initial assessment to gather information about the client's mental health concerns, history, and goals. This assessment helps the professional determine the appropriate treatment approach.

  6. Treatment Plan: Based on the assessment, the mental health professional collaborates with the client to develop a personalized treatment plan. The plan outlines the goals, objectives, and potential interventions that will be employed during the course of therapy.

  7. Informed Consent: The client is provided with an informed consent document, which outlines the rights and responsibilities of both the client and the mental health professional. This document covers confidentiality, treatment approach, session fees, cancellation policies, and other relevant information. The client is encouraged to ask questions and clarify any concerns before signing the consent form.

  8. Ongoing Sessions: Once the onboarding process is complete, the client can begin regular therapy sessions or treatment as outlined in the treatment plan. The mental health professional and client work together to address the client's mental health concerns and make progress towards their goals.

Throughout the client onboarding process, the staff at River Trail Mental Health Clinic ensures confidentiality and respect for the client's privacy. They maintain clear communication with the client, addressing any questions or concerns promptly. The clinic aims to create a supportive and welcoming environment for all clients seeking mental health services.

Insurance Carriers we currently accept:
...if you do not see your insurence listed, please contact us to see if you qualify for coverage.

Downloadable Forms

These forms can be downloaded and filled out using Adobe, then printed out. Or you may just print the forms and fill them in by hand. Then be sure to bring the filled out forms with you when you come to your first session. Email is not a recommended way to return the forms to us as email is not HIPPA compliant.

Minor/Child Intake Form

Please use this form is the patient is under the age of 18 and is considered a minor.

Adult Intake Form

Please use this form is the patient is over the age of 18 and is NOT considered a minor or need a legal guardian.

Credit Card Update Form

Please use this form if you need to update your credit card information on file with us.

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