Client Intake Form
Client Information:
● Client Name:
● Date of Birth:
● Gender:
● Pronouns (optional):
● Contact Information (Phone, Email):
● Emergency Contact Information (Name, Phone Number):
Presenting Concerns:
● Briefly describe the reasons for seeking counselling/therapy (e.g., feeling anxious,
difficulty sleeping, relationship problems):
Medical History (if relevant):
● Do you have any current or past medical conditions (physical or mental health)?
(Yes/No)
● If yes, please specify:
● Are you currently taking any medications? (Yes/No)
● If yes, please list medications and dosages:
● Do you have any allergies? (Yes/No)
● If yes, please specify:
Family History (optional):
● Briefly describe your marital status, number of children (if any), and any relevant family
background information:
Social History (optional):
● Briefly describe your work/education, social life, and any other relevant background
information:
Cultural Considerations:
● Is there anything related to your cultural background that you feel is important for me to
know in regard to your mental health? (Optional)
Expectations from Therapy:
● What are your hopes for getting out of counselling/therapy?
Confidentiality:
● I understand that all information shared during counselling sessions will be kept
confidential, except in the following situations:
○ There is a reasonable suspicion of harm to yourself or others (e.g., suicidal
ideation, child abuse).
○ A court order requires disclosure of information.
○ You provide written consent for information to be shared with a third party (e.g.,
an insurance company, or another healthcare provider).
Informed Consent:
● I acknowledge that I have received and reviewed a copy of the Informed Consent Form
provided by [Therapist Name].
Client Signature:
Date:
Therapist Signature:
Date:
Additional Notes:
● You can further customize this form by including a section for preferred methods of
communication (phone, email, etc.) and preferred appointment times.
● Consider translating the form into additional languages if you serve a diverse clientele.
Remember:
● Maintain confidentiality of all client information.
● Store completed forms securely in client files.
● Update the form periodically to reflect any changes in your practice policies.