
Tier 1: Essential Foundations

Bundle Content
The following are included in Tier 1;
Client Dosing Documentation
A streamlined documentation tool that keeps vitals, dosage, and timing together, so logging sessions feels clear, quick, and manageable.
Client Referral Form
Easily receive participant referrals from therapists with this ready-to-use form. Then use the form for seamless communication with prescriber - no scrambling for information.
Client Screening Checklist
A structured screening tool that helps you assess fit, readiness, and safety so you can enroll participants with confidence and clarity.
Intake Form
A customizable intake form designed to collect relevant clinical and background information from participants, supporting informed facilitation and a well-held retreat experience.
Informed Consent Document
Ensure your clients understand what they are signing up for - 12 pages! We are not giving legal advice - it is just what cleared our lawyer.
KAP Retreat Slide Deck
Access the presentation uses Meg to teach the Retreat 101 webinar for Journey Clinical
Retreat Evaluation Form
An intentional way to listen to your participants and use their reflections to strengthen and deepen future retreat offerings.
Retreat Welcome Form
A post-registration form designed to collect practical participant details such as dietary preferences, travel information, emergency contacts, room preferences, and other logistics once participants are officially signed up.
Timeline Checklist
A big-picture planning guide that helps you sequence tasks logically from early planning through post-retreat follow-up.

