Policy: Client Assignment with Frank Lartey

Effective Date: 12/15/2025

Purpose: To establish clear procedures for client assignment, intake and coverage related to Frank Lartey’s caseload, ensuring smooth workflow.

1. Client Acceptance

l Frank is now officially accepting new clients.

l Primary focus will be on couples therapy.

l Initial caseload commitment: 6 months

2. Intake Process

l Interns Bruce and Sindhura will conduct all initial intake sessions for clients assigned to Frank.

3. Teaching & Supervision

l Frank is a teaching therapist, and interns may shadow sessions for training purposes.

l Client consent is required for interns to observe or participate.

l Consent forms must be signed and documented before any intern can listen in.

4. Urgent Sessions

l For urgent client needs that cannot be accommodated by other therapists, Frank may provide direct session coverage, even outside the standard schedule.

5. Review

l This policy will be reviewed at the end of the 6-month period and updated as needed.

6. CSR Assignment

l Arjay will serve as the CSR assigned to support Frank’s caseload.

l All client inquiries related to Frank, including scheduling, documentation questions, or consent matters, should be routed to Arjay