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Facilitator Intake Platform
In this video, I discuss the challenges we face in the client intake process and how I have found a solution to save time and simplify it for ourselves and our clients. I highlight pain points such as manual form filling, tracking client intake stages, and email redundancy. I introduce a tool that eliminates the need for downloading PDFs, reformatting, and signing documents. Additionally, I demonstrate how this tool enables quick and efficient client communication. By the end of the video, viewers will understand the benefits of implementing this system and how it can improve our workflow.
Additional Facilitator Resources
Our goal is to provide tools to help psilocybin facilitators to effectively build their skill sets and streamline their intake/integration processes. This is a growing list of resources and would love to hear from you on any additional tools that would be helpful.