Friday, 5/30/25

REGISTER

Presented By:

Lacey Castilleja Fisher, LPC-S, RPT-S, PMH-C and Rosalie Piedra, LPC-S, RPT-S

Training Overview

Successfully onboarding a client requires several factors we often do not consider. Important skills such as connecting with a prospective client in the initial phone call, screening to ensure we’re a good therapeutic fit, setting boundaries on several factors in the therapeutic relationship, due diligence in reviewing intake forms, and more! Join us for this 3 hour training where we’ll explore the art of completing the consultation and intake process for a strong foundation of the therapeutic process.

Training Objectives

• Discuss what to cover in consultation calls.

• List necessary documents to gather prior to an intake session.

• Identify ways to screen for CPS, custody evaluations, legal involvement, etc.

• Review ethics regarding what is required in a client file pertaining to an intake.

• List necessary components for an intake session.

• Learn ways to reinforce your roles and boundaries pertaining to legal involvement.

Event Details

• Date: Friday, 5/30/25

• Time: 9am-12pm

• Where: Live Online via Zoom (Will also be recorded)

• Cost: $125 or $100 early rate through 5/5/25

 Additional Details

• 3 CEUs Provided (Qualifies for 50% CEs mandated by Texas Behavioral Health Executive Council for LPCs, LCSWs, and LMFTs)

• Beginner-Intermediate Level Training

• You will walk away with several templates ready to implement in your practice

• You must keep your camera on throughout the session

• If you do not receive the training link within 24 hours of the event start time, please email us at info@mindfulconnectionstx.com as soon as possible to ensure a timely response

The Art of The Therapeutic Consultation and Intake

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Early bird rate for “The Art of The Therapeutic Consultation and Intake” training
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Cancellation policy: Registration is non-refundable, but registrants can secure their own replacement if unable to attend. In the event of an emergency and the training is cancelled, it will be rescheduled or fully refunded.