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Client onboarding

Optimizing Client Intake and Distribution in a Group Practice: From Traditional to Streamlined
Private Practice Management

Optimizing Client Intake and Distribution in a Group Practice: From Traditional to Streamlined

ByHappy Desk August 5, 2024October 12, 2024

Streamline your intake process to ensure organized and accurate therapist matching as well as improved client satisfaction.

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Client Intake Best Practices: Creating a Seamless Onboarding Experience
Client Communication Private Practice Management

Client Intake Best Practices: Creating a Seamless Onboarding Experience

ByHappy Desk April 9, 2024September 21, 2024

Create a seamless client intake process with these practical tips to streamline onboarding and set the foundation for a successful therapeutic relationship.

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