Objective

This SOP outlines the steps to create an intake and consent form for client sessions, ensuring all necessary information is collected prior to therapy.

Key Steps

1. Accessing the Form Creation

• Begin by navigating to the session setup area.

• Note that intake forms cannot be added until after the session is saved.

2. Adding an Intake Form

• After saving a session, return to the session setup.

• Click on the option to add an intake form.

3. Selecting a Template or Creating a New Form

• Choose to use the default intake form or create a new one.

• If creating a new form, provide a title and instructions for clients.

4. Title and Instructions

• Enter a title for the form (e.g., 'Individual Intake Form').

• Add clear instructions for clients (e.g., 'Please fill this in so I can get a more perspective about you before the session.').

5. Adding Fields to the Form

• There are four types of fields to add:

  • Small text box

  • Large text box

  • Radio group

  • Checkbox

• Create one of each type to gather diverse information.

6. Creating a Small Text Box

• Add a small text box for client age.

• Include a placeholder to guide the client (e.g., 'Enter your age').

• Mark the field as required if necessary.

7. Creating a Large Text Box

• Add a large text box for therapy-related questions (e.g., 'What brings you to therapy?').

• Provide a placeholder and mark as required.

8. Creating a Radio Group

• Add a radio group to ask if the client has been to therapy in the last 6 months.

• Provide options (e.g., 'Yes', 'No') and mark as optional.

9. Creating a Checkbox for Consent

• Add a checkbox for consent (e.g., 'Consent to engage in individual therapy').

• Provide a single option (e.g., 'Yes') and mark as required.

10. Previewing the Form

• Preview the form to ensure all fields and descriptions are correct.

11. Saving the Form

• Save the form and ensure it is selected as the active intake form for sessions.

Cautionary Notes

• Ensure all required fields are clearly marked to avoid incomplete submissions.

• Double-check spelling and grammar in instructions and field descriptions to maintain professionalism.

Tips for Efficiency

• Use templates for common fields to save time on future forms.

• Regularly review and update forms based on client feedback to improve clarity and effectiveness.