New Clients. Prior to your first visit, you will be asked to set up your Client Portal and complete the new client intake form, after completing the questionnaire form. Step 1: Complete Client Questionnaire Form NEW CLIENT QUESTIONNAIRE FORM Step 2: Once you have finished filling out the New Client Questionnaire Form, you will be sent an email invite to set up your Client Portal. Step 3: After creating your Client Portal, select and complete Client Information & History intake form below. New Client information & history