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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)
Hear this out loud PauseIf clients are completely new, however, I will describe and explain with less "therapy jargon," and more detail. I tell them about my cancellation policy, fees, session length, requirement for weekly sessions, etc. I will also talk about what to expect in the first few sessions.
Hear this out loud PauseThe 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.
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.
Hear this out loud PauseThe 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.