First Appointment Interview Guide

Questions designed to surface clinical details, emotional drivers, and the barriers that shape case acceptance.

How this fits your workflow

First Appointment

Record + extract clinical notes and emotional profile

Second Appointment

Present mockup, emotional framing, and digital treatment plan

Case Acceptance

Address barrier, match motivation style, close with confidence

LabelingAccusation AuditCalibrated Q— tagged questions use specific interview techniques

•What made you decide to come in today?
•It seems like something specific pushed you to finally make the call — what was it?Labeling
•What would you most like to walk out of today knowing?Calibrated Q

The rule: Follow the conversation, not the list. Ask the questions that fit the moment. ChairNotes handles the rest.

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