Our spanking new, downloadable Client Intake and Record Keeping Forms are out and ready for purchase!

Why so excited about client record-keeping? For one thing, we’ve been getting a great response from customers, and we always love that.

Here’s 4 more reasons why I feel the need to crow.

1. If you accept insurance, this packet has what you need. But even if you don’t take any third party payments, having the forms helps keep your options open. Many of the MTs in our state who are still holding steady since the downturn are those that accept insurance. Maybe you’ll consider it in the future. With this packet, you will have what you need when you do.

2. The new collection gives you lots of choices. It will keep client intake and progress information organized according to your preferences.

3. Even if you have your own tiny business, and never, ever receive referrals from other professionals, keeping regular, professional records of every client is good insurance — just in case. Having organized information, signed and dated, is proof of your ethical and effective practice.

4. And here’s one last point. For new clients, one of your first points of contact is when they fill out their intake forms. These look professional, folks. They are nicely, quite nicely, laid out. And the questions aren’t just random. We researched everything we could find that MTs we respect are using. We asked a lot of questions. We tried different things.

Now we’re hoping you like them as much as we do. We would love to hear what YOU think!