Preparing for Your First Intake Call

Three things to know

• The intake call is a first conversation, not a full clinical assessment.
• A few notes about your priorities, schedule, and questions are enough to start.
• Ask what happens next, what information is needed, and how to send it securely.

Bring your main questions

Write down one or two situations where you would like support. Share strengths, interests, and what is already working—not only what feels difficult.

Have the basics nearby

If available, keep these details handy. You can ask about the process even if some information is missing.

• Your preferred language and best contact time
• Your ZIP code, scheduling needs, and preferred setting
• Insurance plan details, if you plan to use insurance
• Questions about referrals, records, or authorizations the team may need

Ask about the process

You do not need to know the right terminology. Plain questions are welcome.

• What happens after this call, and who will contact us?
• What are the current openings and scheduling options?
• How are coverage, authorizations, and any family costs checked before services begin?
• How will our priorities and preferences be included in the assessment and plan?

Keep personal information secure

Before sending records or insurance documents, ask the team for the appropriate secure method. A general website message only needs enough information for the team to contact you.

Leave with one clear next step

Before ending the call, confirm what you need to do, what the team will do, and when to expect an update. It is okay to ask for a short written summary.

An intake call does not confirm eligibility, insurance coverage, or a start date. Your team will explain what needs to be reviewed for your situation.