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January 15, 2026 · 5 min read

A 20-minute TMS intake that doesn't feel rushed

The intake script and the three forms that get a new patient from referral to first treatment in under a week.

By Polaris team

Most TMS intakes feel rushed because they're trying to do three jobs at once: clinical, administrative, and educational. Split them.

The clinical 10 minutes

Confirm the diagnosis, prior trials, and contraindications. Nothing else. The chart already has the rest.

The administrative 5 minutes

Insurance verified, card on file, missed-appointment policy signed, communication preferences set. Done.

The educational 5 minutes

What a session feels like, what week three usually feels like, what to call about. A one-page handout — not a PDF email — does the heavy lifting.