November 19, 2021

Helping Providers Find the Right Clients: The Client Matching Process Made Easy

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6
min read

As a therapist, finding the right clients can often be a nuanced (and taxing) process. To provide the best possible care, you must take into account your desired schedule and expertise, as well as a client’s preferences and circumstances. 

At SonderMind, we’re committed to giving you all the information you need to connect with the right clients successfully. Discover how our matching capabilities makes it easy for you to:

  • Find clients matched to your specialty, schedule, insurance, location, and other preferences
  • Grow your caseload by optimizing your online profile
  • Accept new clients without having to coordinate the hassles of insurance and payment

What does the matching process look like?

When a client first reaches out to SonderMind, they complete an intake form with basic information that includes their contact and insurance information, location, availability, reasons for seeking therapy, and therapist preferences.

Our matching team uses this information to match the client to at least two providers. The provider will reach out using in-portal messaging, calls, and/or texts to connect with the match. After the provider and client decide if it’s a good match, together they can decide when to schedule the first appointment. 

What information is used to match clients to me?

Clients are matched based on their schedules, insurance, location, preferred session type, provider specialties, and provider preference on working with specific client populations. 

How can I optimize my client matches?

Your profile is the first impression you make on a new client and can affect whether or not they decide to schedule an appointment. Make sure the information on your profile is accurate and up-to-date. You’ll want your picture to be recent, professional, and friendly. Your bio should be brief and approachable, reflecting your experience and interests. 

The SonderMind onboarding coaching team will provide full support on how to optimize your profile and client matches. If you’re a SonderMind provider, you can also access our webinar, Improving Your Online Therapist Profile, for additional tips and tricks.

Why do you match clients to more than one provider at the same time?

Let's face it. Some relationships just aren't a good match. Having multiple options — and an option to rematch — is important for a client to maintain autonomy over their mental health care journey. It's also important for you because you get to engage with clients who fit your preferences. 

Am I responsible for collecting client insurance or payment information when I am matched?

No. It is the client’s responsibility to have payment information uploaded into their portal. Once you can contact a client,  their insurance and payment information should be ready to go. 

I accepted a client, now what?

If you are a SonderMind provider, visit our in-depth matching FAQ on our provider community for more tips. In that article, we answer:

  • What is the expected response time for a client match?
  • What do I do if a client’s profile says “waiting on client portal”?
  • Why do you match me with clients who have not completed their portal?
  • Will I be notified once the client completes their account?

It’s important to note that not all matches result in a new client. If you’re a SonderMind provider, see our best practices on how to accept a new client to ensure a smooth matching process. 

Get the support to enable your practice

SonderMind’s evidence-based approach to care gives you the tools to provide the best possible support to even more people in need. When you join the SonderMind network, you get access to comprehensive provider resources, free or discounted CEs, case consultation, and an exclusive online forum for SonderMind providers. See all continuing education and training opportunities available to SonderMind providers here


Join a community of mental health providers committed to making mental healthcare more accessible for all.
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**Disclaimer: This document is intended for educational purposes only. Please check with your legal counsel or state licensing board for specific requirements.

SonderMind Inc.© 2021

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