Psychological Intake Form Example
Here's a psychological intake form template you can use:
Client information
Name:
Date of birth:
Contact details:
Address:
Emergency contact (name/relation/phone):
Reason for visit:
Current concerns (check any)
☐ Low mood ☐ Worry ☐ Panic ☐ Trauma stress ☐ Anger/irritability
☐ Sleep trouble ☐ Appetite change ☐ Low energy ☐ Difficulty concentrating
☐ Intrusive thoughts ☐ Avoidance ☐ Compulsions ☐ Hearing/seeing things
Other: __________
Mental health history
Prior therapy? What helped/didn’t help?
Past diagnoses or hospital stays?
Current/past psych medications (name, dose, helpful or not, side effects):
Medical background
Major health issues or pain:
Current medications/supplements:
Alcohol/drug use (type, how often):
Safety and risk assessment
Thoughts of self-harm? Yes/No
If yes: plan, intent, access to means?
Thoughts of harming others? Yes/No
Feel safe at home? Yes/No
Life context and environmental factors
Who do you live with?
Family mental health or substance history:
Employment status:
Job satisfaction:
Military background:
Coping skills and strengths
How do you typically cope with stress or anxiety?
Who do you rely on during difficult situations?
Payment
Insurance company and plan:
Member ID:
Self-pay or insurance billing?
Consent
☐ I understand the nature of therapy and its limits.
☐ I understand privacy rules and reporting limits.
☐ I agree to the payment policy.
☐ I consent to treatment.
Client signature: ___________________ Date: __________
Clinician signature: ________________ Date: __________