Foundations Therapy and Support: Intake Engine Case Study
Foundations Therapy and Support: Intake Engine Case Study
Discussing how therapists save time by streamlining the communication process between initial family inquiries and the first session.
Foundations Therapy and Support: Intake Engine Case Study
Discussing how therapists save time by streamlining the communication process between initial family inquiries and the first session.
Transcript
00:00
the therapists are getting their time back.
00:05
so we did have a lot of many different touch points between myself liaising with the family, with our admin, looking to send service agreements as well as our therapists once they've been allocated to that client than having to have the back and forth between the parent and the OT on arranging their initial assessment, which does take a lot of time a lot of emails So once we receive an inquiry, either through phone call, through our website, or through email, we have a an automatic email that will be sent out, which their client a client referral form will be completed.
00:52
Once that client referral form is completed, what will happen is I'll get a notification on my director's, card, which will have all information about that client.
01:08
And then from there, that is where I can make my decision on whether they are potentially a right fit for our service and what therapist might be a good fit for them to work with.
01:19
Once service agreements are signed, we'll have our automated, booking link, which families can then book in the initial parent intake meeting instead of having to have the back and forth with a with the OT.
01:38
the big thing for us is we've gotten a lot of time back within our week, so less back and forth with our families, particularly in that initial intake period where we're just trying to get things started.
01:53
So I guess once for our clinicians, they can just focus on being a therapist instead of having to do the admin on and the to and fro of trying to arrange intake times and goal review meetings and whatnot.
02:07
And for me as a director, I've got everything all in the one space so I can easily track what where all our inquiries are coming from and where they're at.
02:18
my experience with Brandon has been awesome.
02:21
it's having a professional come on board to look through our systems and our procedures and be able to take like a bird's eye view on how to streamline things and automate it a bit better has saved us a lot of time and yeah, extremely grateful for it.