Behavioral Health Intake Optimization Checklist 

The path from first inquiry to first appointment should be simple. But for many behavioral health organizations, intake friction creates unnecessary delays, added administrative burden, and missed opportunities to connect clients to care. 

Organizations can use this checklist to: 

• Assess your current intake process 

• Identify potential friction points  

• Uncover opportunities to create a more connected, efficient intake experience for clients and staff
  

Fill out the form below to download the checklist.