New Client Appointment Request Client Status -None- New Lead Initial Contact Made Pending Pending Callback Insurance Eligible - Verified Intake Documents Sent Pending Assessment Assessment Completed Pending Assignment Active Client Insurance Hold Ineligible Due to Insurance Void - Not Interested Alert - See Notes Pending Client Response No Response - 2 Weeks No Response - 4 Weeks No Contact Notice Pending Closed Lead/No Contact Sent Closed Lead Lead/Interested Referral Source Full Name* Date of Birth* Email* Phone* What's on your mind? (How could we help?)*
