1st FIRST SESSION SCRIPT | WE TELL YOU EXACTLY WHAT TO SAY DURING FIRST SESSION INTRO

1st FIRST-SESSION SCRIPT FOR PMHNP’S & THERAPISTS

(READY TO USE FOR MENTAL HEALTH PROFESSIONALS)

A ready-to-use introduction script for the beginning of a first session, intake or psychiatric evaluation appointment that covers introductions, confidentiality, HIPAA, policies, fees, cancellations, medication guidelines, and emergency safety protocols. Designed to help new and experienced mental health providers start sessions with confidence and professionalism.

Do you ever feel unsure about how to smoothly start a first appointment, explain policies, or cover HIPAA without sounding robotic?
This done-for-you intake script gives you a professional, structured way to begin every psychiatric evaluation or intake session with clarity and confidence.

What’s Inside:

Polished Greeting & Introduction — Start every evaluation with warmth and professionalism. 
Purpose of the Visit — Clearly explain what today’s evaluation will include.
Confidentiality & HIPAA Statement — Patient-friendly, legally accurate, and ready-to-read.
Practice Policies — Covers cancellations, refills, medication safety, and social media boundaries.
Financial Responsibility & Credit Card Policy — Set expectations up front to prevent billing issues.
Emergency Protocols & Safety — Simple and clear crisis instructions for patients.
Closing Transition Questions — Smoothly shift from policy review into clinical interviewing.

Benefits for Providers:

• Save Time — No need to reinvent the wheel; use the script or adapt it to your voice.

• Sound Confident & Clear — Never feel awkward or unprepared when covering policies.

• Stay Compliant — HIPAA, controlled substances, and financial policies are included.

• Build Trust from the First Session — Patients know exactly what to expect.

Format:

• Word (editable) + PDF (ready-to-read)

• Fully customizable, you can add your name, clinic info, and fees. You can edit the document to your liking.

• Can be added directly to intake packets or read aloud at sessions

• The script is a 5-10 minute introductory script. Increases your professional confidence boost by knowing exactly what to say.

Who May Need These Scripts:

• New PMHNPs/Therapists: Many don’t know what to say in the first 5 minutes of an intake or first session. This solves that problem.

• Experienced Providers: Helps them streamline and stay compliant.

• Small Practices/Private Practice Owners: Saves time writing policies/scripts from scratch.

THIS SCRIPT COVERS EVERYTHING YOU NEED TO SAY AT THE START OF A FIRST SESSION, INTAKE OR EVALUATION APPOINTMENT!!!!