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Client Intake Form
Please complete the following Client Intake Form. Upon completion of the form, you will receive an email confirmation with additional information regarding the intake process. Please be as thorough as possible when answering the questions below. If you have any questions regarding this form, please contact us.
First Name
Last Name
Middle Initial
Birth Date
(MM/DD/YYYY)
Age
Social Security Number
Gender
Male Female
Address Line 1
Address Line 2
City
State
Zip
Home Phone
May we leave a message? Yes No
Mobile Phone / Other
May we leave a message? Yes No
Email
May we email you? Yes No
Please note: Email correspondence is not considered to be a confidential medium of communication and will be utilized in rare cases only.
Marital Status
Never Married Domestic Partnership Married
Separated Divorced Widowed
Children
If Applicable (list first names and ages below)
 
 
Have you previously received any type of mental health services (psychotherapy, psychiatric services, etc.)? Yes No
If yes, who was your previous therapist/practitioner?
Why did you stop treatment? (please explain)
Are you currently taking any prescription medication? Yes No
If yes, please list medications below:
Have you ever been prescribed psychiatric medication? Yes No
If yes, please list medications and dates below:
 
FAMILY MENTAL HEALTH HISTORY:
In the section below, identify if there is a family history of any of the following. If yes, please indicate the family member’s relationship to you in the space provided (father, grandmother, uncle, etc.).
Alcohol Yes No
Anxiety Yes No
Depression Yes No
Domestic Violence Yes No
Eating Disorders Yes No
Obesity Yes No
Obsessive Compulsive Behavior Yes No
Bipolar Disorder Yes No
Suicide Attempts Yes No
 
GENERAL HEALTH AND MENTAL HEALTH INFORMATION:
How would you rate your current physical health?
Poor Unsatisfactory Satisfactory Good Very Good
Please list any specific health problems you are currently experiencing:
How would you rate your current sleeping habits?
Poor Unsatisfactory Satisfactory Good Very Good
Please list any specific sleep problems you are currently experiencing:
Please list any difficulties you experience with your appetite or eating patterns:
Are you currently experiencing overwhelming sadness, grief, or depression?
Yes No
If yes, for approximately how long?
Are you currently experiencing anxiety, panic attacks, or have any phobias?
Yes No
If yes, when did you begin experiencing this?
Are you currently experiencing any chronic pain? Yes No
If yes, please describe:
Do you drink alcohol more than once a week? Yes No
Type: Frequency:
How often do you engage recreational drug use?
Daily Weekly Monthly Infrequently Never
 
ADDITIONAL INFORMATION:
Are you currently employed? Yes No
If yes, what is your current employment situation?
Do you enjoy your work? Is there anything stressful about your current work?
If you are a student what school do you attend? What grade/year?
Extracurricular activities (if any):
Do you consider yourself to be spiritual or religious? Yes No
If yes, please describe your faith or belief:
What do you consider to be some of your strengths?
What do you consider to be some of your weaknesses?
Why have you sought therapy treatment at this time?
What would you like to accomplish out of your time in therapy?
What else do you feel I should know about you to best help you as your therapist?
 
INSURANCE INFORMATION
Insurance Company Name
Insurance Company Phone
ID#
Group #
  Policy Holder Information
Please check this box if the client and the policy holder are the same, otherwise please complete the policy holder information below.
First Name
Last Name
Address Line 1
Address Line 2
City
State
Zip
Phone
Employer
Social Security Number
Birth Date
(MM/DD/YYYY)
Gender
Male Female
Client's Relationship to
Policy Holder
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