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PETTIGRU COUNSELING ASSOCIATES, INC. 405 Pettigru Street Greenville, SC 29601 8642713549 Client Intake CLIENT: ADDRESS:SSN: LIST STREET ADDRESS AND MAILING ADDRESS, IF DIFFERENT TELEPHONE: HOME: CELL:.

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How to fill out the PCA Client Intake Form online

Completing the PCA Client Intake Form online is a crucial step in accessing mental health services. This guide will provide you with clear and supportive instructions for each section of the form, ensuring the process is simple and efficient.

Follow the steps to fill out the PCA Client Intake Form online effectively.

  1. Click ‘Get Form’ button to obtain the form and open it in your browser.
  2. Begin by entering your personal information in the 'Client' section. Fill in your name, address, and social security number as prompted. Ensure that you provide both your physical address and mailing address if they differ.
  3. Input your telephone numbers in the designated fields, including home, cell, and work. If you prefer, you can request that no calls be made to your home or work.
  4. In the ‘Emergency Contact’ section, provide the name, relationship, and contact details for someone who can be reached in case of an emergency.
  5. List the members of your current household, including their ages and relationships to you, in the respective section.
  6. Proceed to the 'Education' section and circle the highest grade level you have completed. Provide any degrees earned and the name of your current school if applicable.
  7. Fill in your employer's name and address in the appropriate fields. Also, include your occupation.
  8. Indicate how you were referred to Pettigru Counseling and whether you allow acknowledgment of the referral.
  9. Provide a brief description of your current situation and the reason you are seeking services from Pettigru Counseling.
  10. If you have previously received mental health services, clarify by selecting 'Yes' or 'No' and providing the necessary details for the previous services.
  11. Complete the health history sections, including current medications, health problems, family history of medical issues, and any relevant health concerns for children if applicable.
  12. Review the 'Assignment of Insurance and Release of Information Regarding Billing' section carefully. If you agree, sign and date it to grant authorization for Pettigru Counseling Associates to release necessary information to your insurance.
  13. Finally, ensure all fields are accurately filled, and when ready, save changes, download, print, or share the completed form as needed.

Fill out your PCA Client Intake Form online today to start your journey towards receiving support.

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Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)

Overview of the client intake process Attracting a new potential client. ... Capturing contact information. ... Pre-screening. ... Conflict checking. ... Scheduling and holding an initial consultation. ... Collecting key information via an intake questionnaire. ... Creating a fee agreement—and getting it signed. ... New client onboarding.

Structuring your intake The Introduction: Establish rapport and make a connection with your client. The Opening: Ask questions and elicit information from the client. The Body: Dive deeper into the clients' needs and establish a structure for progress through intervention and goal-setting.

An intake form helps service providers streamline the client onboarding process and easily gather information from new clients. This questionnaire is a way for you to get to know your clients in the early stages of your relationship with them.

Your client intake process should include everything you will do once you begin communicating with that person. This includes email, phone calls, and in-person meetings. Basically, any action that will put you in contact with your potential client.

Building blocks for a client intake form. Start by asking your prospective client to fill out their basic information: company name, primary contact information, preferred contact method, their role, their company size, and their industry, just to name a few.

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