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Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)
A patient intake form is designed to increase the efficiency of your practice and improve the patient experience. First, your forms need to ask for basic information, like their name, date of birth, age, sex, contact information, emergency contact, employer, and insurance information.
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The counseling intake form provides you with the initial background on the client. Besides asking for basic demographic information, the counseling intake form may include past psychiatric treatment, medications, reasons for seeking therapy, and family history.
The form typically includes personal information, such as the client's contact details, medical history, and current concerns and reasons for seeking therapy. The therapy intake form is important because it provides the therapist with critical information about the client to help guide the therapy process.