Image that says "New Clients" with 3 adults, the first adult, only her hand is seen, she's holding a pen with an open hand. The other 2 people are seated together on a couch, presumably a woman and man, the woman is holding a coffee cup with crossed legs.

Your First Therapy Appointment

Whether starting therapy for the first time or re-starting with a new therapist, it can be overwhelming to get started. Your first appointment is considered an intake assessment and here’s what to expect.

Before the session starts…

You’ll receive correspondence from the office via the SimplePractice patient portal where you’ll complete demographic information, upload insurance/payment information, review and sign office paperwork such as the One Step At A Time informed consent, practice policies, privacy practices, release forms, an intake questionnaire, and other forms/questionnaires as needed. *All intake paperwork must be completed 24 hours prior to your first appointment or your appointment may need to be rescheduled.

Image of a flower, for aesthetic purposes
Image of a flower, for aesthetic purposes

During your first session…

  • A review of background information provided prior to the session
  • Additional and follow-up questions to gather more information
  • Your expectations and goals from entering into therapy
  • A review of HIPAA & confidentiality policies
  • A review of fees and rates for sessions, including no-show and late cancelation fees
  • Discussion of session frequency and what to expect from sessions
  • And most important, rapport building and getting to know each other

Client Portal

One Step At A Time utilizes SimplePractice to provide a seamless therapy experience so all you have to do is worry about attending your sessions. You can expect to receive email correspondence from One Step At A Time Therapy for billing and insurance paperwork. SimplePractice is HIPAA-compliant software that empowers practitioners to build and grow their private practice. SimplePractice has a full Electronic Health Record (EHR) that includes scheduling, telehealth, billing, documentation, and much more. One Step At A Time utilizes SimplePractice for documentation, intake paperwork, scheduling, telehealth sessions, and more.