New Client Intake

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Your Wellness Journey Starts Here

Taking the first step toward counseling is a personal decision, and we recognize that beginning the process may come with questions or uncertainty.

At The Bridges Wellness Group (BWG), we strive to make the intake process straightforward, welcoming, and respectful of your individual needs.

Whether you are seeking counseling for yourself, your child, your relationship, or your family, our team is here to help you understand the process and connect with an appropriate clinician.

Our approach reflects our guiding philosophy:

“Meeting you where you are, and assisting you in getting to where you want to be.”

Our New Client Intake Process

Step 1: Contact The Bridges Wellness Group

Begin by completing the contact form below or contacting our office by phone or email.

Please provide your name, contact information, and a brief description of the services you are seeking.

Our administrative team will review your inquiry and follow up to gather the information needed to begin the registration process.

Please monitor your email after submitting your request. Communications from our administrative team will come from reception@thebridgeswellnessgroup.com. Be sure to check your inbox, spam, and junk folders so you do not miss important instructions regarding your registration and intake process.

If you are requesting services for a minor, please indicate that the appointment is for a child or adolescent. A parent or legal guardian will be contacted to complete the appropriate intake requirements.

Step 2: Client Registration

Before beginning treatment, our administrative team will collect the information necessary to establish your client record.

This generally includes your full legal name, date of birth, contact information, and other information needed for registration.

For minors, additional parent or legal guardian information and any applicable custody or consent documentation may be required.

Once your registration information has been received, our team will establish your client account and initiate the intake process.

Please respond promptly to emails from our administrative team to help avoid delays in completing your registration.

Step 3: Complete Your Intake Paperwork Through TherapyPortal

After your client account has been created, you will receive an email from TherapyPortal, our secure client portal, with instructions for accessing and completing your intake documents.

Please continue monitoring your email, including your spam and junk folders, for your TherapyPortal invitation.

Your intake paperwork may include:

  • Client demographic and contact information

  • Medical and behavioral health history

  • Presenting concerns and treatment-related information

  • Informed consent for counseling

  • Privacy practices and confidentiality acknowledgments

  • Financial policies and applicable payment information

  • Other forms necessary for treatment

Please review and complete all required documents before your first appointment.

Completing this paperwork allows your clinician to better understand your concerns and helps ensure that important administrative and clinical information is available before treatment begins.

Step 4: Clinician Assignment and Scheduling

Once the intake process has been initiated, you will be connected with an assigned clinician based on your treatment needs and clinician availability.

Your clinician will contact you directly using the contact information provided during registration to discuss scheduling your first appointment.

Appointments may be offered in person or through telehealth, depending on the services requested, clinical appropriateness, and provider availability.

We make every effort to accommodate scheduling preferences, although specific appointment dates and times cannot be guaranteed.

Step 5: Your First Counseling Appointment

Your first appointment is an opportunity for you and your clinician to begin developing a therapeutic relationship and discussing the concerns that brought you to counseling.

During this appointment, your clinician may review your intake information, ask questions about your experiences and current concerns, discuss confidentiality and the counseling process, and begin identifying your treatment goals.

You are encouraged to ask questions and share what you hope to gain from counseling.

Treatment is a collaborative process. Your clinician will work with you to develop an individualized approach that reflects your needs, circumstances, strengths, and goals.

Confidentiality and Your Privacy

At The Bridges Wellness Group, we recognize the importance of privacy and confidentiality in the counseling relationship.

Our clinicians and administrative staff follow applicable federal and state privacy requirements, including the Health Insurance Portability and Accountability Act (HIPAA).

Information shared during treatment is handled in accordance with professional ethical standards, privacy regulations, and applicable legal requirements.

There are certain circumstances in which disclosure may be required or permitted by law, including situations involving immediate safety concerns, suspected abuse or neglect, or valid legal requirements. Your clinician will review confidentiality and its limitations during the informed consent process.

We use TherapyPortal to provide clients with access to intake documents and other treatment-related information through a secure client portal.

For your privacy, please avoid including detailed medical histories, diagnoses, or other sensitive health information in the general website contact form. This information can be provided through the appropriate intake process.

Counseling Options

The Bridges Wellness Group offers in-person and telehealth counseling services, depending on clinician availability, clinical appropriateness, and applicable requirements.

In-Person Counseling

In-person appointments provide an opportunity to meet with your clinician at an approved service location.

Telehealth Counseling

Telehealth appointments allow eligible clients to participate in counseling remotely through a secure virtual platform.

Our team can discuss available appointment formats during the intake and scheduling process.

Preparing for Your First Appointment

Before your first counseling session, please make sure you have completed the required intake documents in TherapyPortal.

If your appointment is scheduled through telehealth, your clinician will provide the necessary information for accessing your virtual session.

If you are receiving services in person, please confirm the appointment location and arrival instructions with your clinician.

If you have questions about your intake paperwork, scheduling, or the counseling process, please contact our administrative team for assistance.

New Client Intake Form

Please complete the contact form to start the intake process and begin your wellness journey!

By submitting this form via this web portal, you acknowledge and accept the risks of communicating your health information via this unencrypted email and electronic messaging and wish to continue despite those risks. By clicking "Yes, I want to submit this form" you agree to hold Brighter Vision harmless for unauthorized use, disclosure, or access of your protected health information sent via this electronic means.