Therapy Intake Pro

Train your intake coordinator to turn more callers into clients.

The gold-standard intake training in mental health, Therapy Intake Pro is a comprehensive, self-guided training that covers:

- Creating an effective call script

- How to pitch private pay

- Clinical matching

- Referral tracking

- Billing basics

- Time management

- EHR training, including SimplePractice, TherapyNotes, TheraNest, IntakeQ, Jane & more

- Example intake calls; hear how an expert intake coordinator handles common challenges on an intake call

- How to handle common intake- and practice-related challenges

Lifetime access to Therapy Intake Pro is included with your purchase, so you can easily train a new intake coordinator!

We Also Offer

Work with one of our specialist intake coordinators to increase your conversion rates, grow your practice, and love your life again! Our warm, ...

Easily take your clients from first call to first session with this short course. Learn how to help more dream clients, boost your conversion rat...

Since 2020, this popular podcast has been answering practice owners' most burning questions about running and growing a therapy practice. Learn f...