Your first visit is an intake session. It does not involve formal testing — its purpose is to understand your (or your child's) history and clarify the questions the evaluation should answer. This appointment is virtual and if you are doing an intake for a child who is younger than 16 years old, they should not be in attendance for the intake session. Here's what to expect, step by step: 1. Log-in to Simple Practice Virtual Platform — We'll confirm contact and insurance information and review any intake forms you've completed in advance. 2. Clinical interview — A licensed clinician will talk with you (and, for younger patients, a parent or caregiver) about developmental, medical, educational, and social history, as well as current concerns. 3. Records review — If you've have school records, report cards, IEP/504 plans, medical records, or prior evaluation reports, we'll ask you to upload the documents to SimplePractice. 4. Evaluation planning — We'll discuss the specific referral question, outline which assessments are recommended, and answer any questions about the process. 5. Scheduling — Before you leave, we'll schedule your testing session(s) and let you know about any questionnaires that need to be completed beforehand by parents, teachers, or the client.