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Client Experience/ Intake Forms

Build and maintain your client base with these tools for creating a welcoming and professional environment.

Client Intake and SOAP Documentation

Protect yourself, your clients and your practice by utilizing proper documentation techniques. 

Introductory Session with a New Client
Setting the stage with a first-time client offers you a unique opportunity to make a first impression that can make a big difference.
Creating Client Policies
Client policies help ensure every client receives fair treatment.
Client Retention: Nurture Your Clients
You work hard to attract new clients to your practice.  Now, learn how you can keep them coming back.
Viewing Your Practice from the Client’s Perspective
Seeing your practice through the eyes of your clients can make your business stronger.

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