A professional starting point for client intake
A good intake form sets the tone for therapy: it gathers the clinical context a clinician needs while signalling care and structure to a new client. This builder generates a comprehensive intake template — from presenting concerns through to consent — and lets you toggle optional sections so the form matches your modality and scope. The result is a clean, copy-ready template for your document tool or electronic health record.
How it works
The tool assembles a standard mental-health intake structure: client and emergency-contact details, presenting concerns, mental health and treatment history, current medications, family and social background, substance use, a brief risk screen, treatment goals, and informed consent. Optional sections (substance use, risk screening, insurance) are included only when you toggle them on, so the form stays focused on your practice. Each section is rendered as labelled prompts and blank fields, ready to drop into a form builder or print as a paper intake.
Important notes
- This is a documentation template only — not medical or clinical advice. Adapt all consent, confidentiality, and limits-of-confidentiality language to your jurisdiction and licensing body.
- Confirm the form and your storage system meet applicable privacy law (for example HIPAA in the US or GDPR in the UK and EU) before collecting any client data.
- Pair the risk-screening section with a written safety protocol and emergency resources; a screening question without a follow-up plan is not enough.
- Have a supervisor or qualified colleague review the final form before using it with clients.