New Client Onboarding
Use this binder page as the working checklist for every new client. Items sync to the case folder automatically.
Required Documents
| Document | Owner | Status |
|---|---|---|
| Consent for Services | Client / Guardian | Signed |
| Release of Information | Client / Guardian | Pending |
| Insurance Card (front & back) | Intake Coord. | Received |
| Medical History | Clinical | In review |
"Binders keep the working notes next to the documents — no more hunting through email threads for the latest checklist."— Compliance Director
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