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RESTORE BEHAVIORAL HEALTH, PLLC 414 West Sunset Rd, Suite 201 San Antonio, Texas 78209 Phone: (210) 8581900 Fax: (210) 7454525 CLIENT INTAKE FORM (Please Print Clearly) Todays Date / / Clients Last.

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How to fill out the Behavioral Intake Form online

Filling out the Behavioral Intake Form online is a crucial step in receiving appropriate care and support. This guide provides a clear and comprehensive process to help users complete the form effectively, ensuring that all necessary information is submitted accurately and promptly.

Follow the steps to successfully complete the Behavioral Intake Form online.

  1. Press the ‘Get Form’ button to access the Behavioral Intake Form and open it in your preferred editor.
  2. Begin by entering today’s date in the designated field.
  3. Fill in your last name, ensuring it is your legal name, and mark accordingly.
  4. Provide your first and middle names as required.
  5. If your legal name differs from the name provided, indicate your legal name in the specified section.
  6. Complete your marital status by circling the appropriate option: single, married, or other.
  7. Enter your birth date along with your street address, city, state, and ZIP code.
  8. Fill in your occupation and employer’s information.
  9. Add your cell phone number; this field is mandatory. Also, provide your work phone number, if applicable.
  10. Indicate how you were referred to the provider by checking the appropriate box and providing any necessary details.
  11. Provide your email address and any alternative email address you utilize.
  12. Identify the person responsible for the billing, including their birth date and contact information.
  13. Complete the insurance section by marking whether you are covered by insurance and listing your primary insurance provider.
  14. If applicable, provide the name of any secondary insurance.
  15. Complete the emergency contact section with the name and contact number of your emergency contact.
  16. If you have any previous diagnoses, please list them in the designated area.
  17. Fill in any additional information, such as authorization numbers or insured names, as applicable.
  18. Review all filled sections carefully to ensure accuracy before proceeding.
  19. After completing the form, you have options to save your changes, download, print, or share the form.

Complete your Behavioral Intake Form online today to ensure a smooth process for your care.

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The Mental Health Intake & Evaluation Forms describe background information, basic medical history and current functioning (such as mood and thought processes) needed for the intake process.

Tips for Navigating Intake Sessions Discuss topics such as payment, ethical concerns, and the therapeutic relationship. Go over informed consent paperwork. Have them fill out intake forms or go over their information if they filled these out before the session.

Some intake questions may include: Your personal and family medical history, including current medications. Personal and family substance use history, including prescription medications. The reason you are seeking counseling. Symptoms you feel, such as anxiety, panic attacks, depression or suicidal ideation.

The therapist or counselor is free to design their own for use with their clients, but typically the client intake form will include the following details: Patient name. Medical ID. Date of birth. Current age. Phone number/email. Address. Emergency contact. Insurance information.

Type of information gathered by CO in an intake interview: important to understand the issues/problems that may have motivated the client to pursue counseling; i.e. when issue started, surrounding events that may be relevant, degree to which problem is affecting client's daily functioning, methods the CL has used to ...

What is a client intake form? Client intake forms are preliminary paperwork potential customers fill out to determine their fit for your services. These forms ask for information about the person or their business. If their answers line up with the services you provide, you can begin onboarding.

Specifically, an intake assessment form for mental health will provide important details on a patient's mental state, particularly in regards to their presenting problems, whether they're at risk for self-harm, and what type of medications and treatment might be necessary.

What happens during an intake? The therapist gathers specific information to address the client's immediate needs such as the presenting problem, the client's support system, and insurance status. The therapist informs the client about confidentiality, fees, and what to expect in a therapy session.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232