Between Two Psychs: Tips for Provisional Psychologists and Early Career Therapists

Episode 19: The ingredients of a good intake process

Isabelle Tombleson and Claire Trevitt Season 3 Episode 7

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Isabelle and Claire discuss the initial intake process — not the first session, but everything that happens before a client steps into the therapy room.

We’ll walk through the key steps we take after that first enquiry: from the introductory phone call, to screening for fit, sharing practical info, and setting clear expectations. We’ll also explore consent, forms, and how to gently support clients in preparing for therapy.

By the end of this episode, you’ll feel clearer on how to structure your intake process so it protects both you and your client, fosters safety, and sets the tone for the therapeutic relationship right from the very first contact.