Intake forms and practice policies ensure that you have the information necessary to start providing services to a client and that the patient is fully aware of the conditions and expectations of receiving care.
When do clients see these policy documents?
These policy documents are provided to clients when they fill out their initial intake forms. The initial intake form appears when clients reach your appointment booking page via your scheduling link or the Grow Therapy marketplace.
What is included in the initial booking form?
The appointment booking form has various sections for clients to complete, including basic personal information, payment details, and policy agreements.
Should I cancel a client's intake if they haven't finished their intake forms?
Please do not cancel new client therapy appointments solely because the intake paperwork was not completed before the session. Instead, complete the initial assessment during the first session to determine if the client is appropriate for your practice and suitable for telehealth.
Click here to learn more about Grow's Cancellation policy.
Where can I find the practice policy and consent options?
Clients provide consent by checking various boxes at the end of the booking form.
What documents do clients agree to and consent to?
The policies that appear here include a Notice of Privacy Policy, Informed Consent, Practice Policies, Terms of Service, and Website Privacy Policy. Grow Therapy's current policy documents, along with their purposes, are available here.
Where can clients view a copy of what policies they've agreed to?
Clients can view the policies they have agreed to by accessing the Account section of their Client Portal. From there, they must access the Forms tab > "Getting started" section, as seen below.
Why hasn't my client acknowledged Informed Consent?
Grow Therapy partners with specific payors to offer direct booking access. This platform enables the payors’ care managers to find and schedule an appointment with a Grow Therapy provider on the client’s behalf. However, the care manager is not authorized to acknowledge the informed consent documents on behalf of the client. Instead, the client is prompted to acknowledge Informed Consent through their confirmation email and a task in their Client Portal. Preview the client experience below:
Grow Therapy also provides individual booking assistance via the New Client Bookings team. In this scenario, the Informed Consent form will not be acknowledged on the client's behalf. It's recommended that you ask the client to complete this form before beginning your first session.
When a client acknowledges the Informed Consent, the date of this acknowledgment will be available in their chart in the Forms & Files tab.
Can I add additional policy documents?
You cannot upload or customize practice policy forms at this time. If you have additional policy documents you want your new clients to review, you can send them directly to the client before the session via email or the Messages feature. Please note that these documents must not conflict with Grow's policies.