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When first engaging a person interested in my services, it is important to understand their interest in a psychedelic medicine session in relationship to their life. To that end, I offer a free exploratory phone call. That provides an opportunity for both me and the prospective client to make an informed decision to determine if my services will support them in the manner they seek. That call provides the basis for screening a possible new client and helps me obtain a more in-depth understanding of the person's specific needs and goals. I often suggest one or two coaching sessions before a session. It is also important to find out if the person has had any prior experience with psychedelic medicine. If I proceed, I will email a new client intake form and other related information. If I determine a prospective client is not a good fit for my practice or there are some obvious red flags, I will inform them that I am not the right person to help them. It is uncommon to find a prospective client should not engage in psychedelic medicine. Several reasons indicate not moving forward, including mental health challenges, possible medication interactions, unreasonable expectations, or not aligning with my practice's mission. If a determination is made not to move forward, I will call the person and follow up with an email.