New Client Intake Instructions
Thank you for your interest in ABC Counseling, we look forward to working with you! To begin the intake process so you can schedule your first appointment, please read the instructions below before beginning, so you may collect the necessary information to complete your intake form.
Our intake process can be done entirely online, without the need to come into the office early for your first appointment to complete your intake paperwork.
Step 1: Collect Any
Required Information
This helps save you time and allows us to process your information quickly.
*Have your email address ready to register for the client portal.
*If using any insurance or EAP (Employee Assistance Program) you will need the client’s insurance policy/ID number and group number (found on your insurance card). If you are using an EAP, please provide the authorization number and the name of the EAP
Please Contact your insurance provider concerning information regarding your (a) annual deductible, (b) co-pay/coinsurance, and (c) annual out-of-pocket amounts. You may be able to check this online through your insurance portal.
Step 2: Create Registration Form
Click on the button below
You must know your therapists name or go back to home page
Once the page opens, click on the button labeled “Register as a new client”.
Step 3: Connect to the Client Portal
First step: Check your email for a link from TherapyAppointment.
Second step: Continue to the next page where you will need to create your username and password for your account. After that, you will be taken to the Terms of Service agreement page. Please read this page and check the box “By using this software, I agree to the terms and conditions set forth in this agreement”. Then click Continue.
Third step: You will be taken to the main client portal where you will be asked to complete a biography and intake documents prior to your first session. PLEASE check that you have completed all forms. (If you are unsure, please call the office).
Fourth step: Please call and make sure to tell reception that you have registered and would like to schedule an appointment.
Fifth step: If you are self-registering, please call our office to schedule an appointment as the system does not allow you to self-schedule.
Please be advised concerning the following: You can complete the following functions from the comfort of your computer.
Complete any future forms or assessments required by your therapist
Pay any balance on your account, without having to call the office
Securely communicate with your therapist and the front office staff
Upload any files you wish to send to your provider
Update your insurance information, if any changes occur