Client Intake

Click Here to Download The Client Intake Form


CLIENT INFORMATION FORM

Today’s date: _______________                           Date of birth: __________________

Your name: ___________________________________________________________________   

Home street  address: _________________________________________________

City: _____________________________ State: _______Zip:__________________

Name of Employer:___________________________________________________________

Address of Employer: ______________________________________________________________ 

City: ______________________________ State: ______Zip:__________________

Cell: ________________ Work: ________________

Home: _____________ Email: ____________________

Calls will be discreet, but please indicate any restrictions: __________________________________________________

Referred by: ________________________________________________

     –    May I have your permission to thank this person for the referral?      Yes  No
  • If referred by another clinician, would you like for us to communicate with one another?     Yes  No

Person(s) to notify in case of any emergency: _______________________________ 

I will only contact this person if I believe it is a life or death emergency.  Please provide your signature to indicate that I may do so: (Your Signature): _____________________________ 

Please briefly describe your presenting concern(s): _____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

What are your goals for therapy? ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

How long do you expect to be in therapy in order to accomplish these goals (or at least feel like you have the tools to accomplish them on your own)? ________________________________________________________________________________________**The following information on this form will help guide your treatment. Please try to fill out as much as you are comfortable disclosing.**

MEDICAL HISTORY: 

Please explain any significant medical problems, symptoms, or illnesses: ________________________________________________________________________________________________________________________________________________________________________________________________

Current Medications:

Name of Medication                Dosage                Purpose              Doctor   

________________________________________________________________________________________________________________________________________________

Do you smoke or use tobacco? YES   NO      If YES, how much per day?___________________

Do you consume caffeine?      YES    NO      If YES, how much per day? ___________________

Do you drink alcohol?              YES    NO      If YES, how much per day/week/month/year? ______________________________________________

Do you use any non-prescription drugs?  YES   NO

If YES, what kinds and how often? ___________________________________________

Have any of your friends or family members voiced concern about your substance use?  YES   NO

Have you ever been in trouble or in risky situations because of your substance use?         YES  NO

Previous medical hospitalizations (Approximate dates and reasons):__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Previous psychiatric hospitalizations (Approximate dates and reasons):__________________________________________________________________________________________________________________________________________

Have you ever talked with a psychiatrist, psychologist, or other mental health professional? YES NO  (Please list approximate dates and reasons): ________________________________________________________________________________________________________________________________________________

Height ­­­­­­­­­­­­­­____     Weight _______   Age______    Gender ________

Sexual & Gender Identity:   __ Heterosexual   __Lesbian     __Gay    __Bisexual    __Transgender    __ Asexual           __ In Question        __Other: _________________

Racial/Ethnic Identity:

__African/African-American/Black    __ Latino/Latino-American   

__Bi-Racial/Multi-Racial     __American Indian/Alaska Native     

__ Middle Eastern/Middle Eastern-American

__Asian/Asian-American/Asian Pacific Islander        __White/European-American    __Not listed

FAMILY: 

How would you describe your relationship with your mother?________________________________________________________________________________________________________________________________________________

How would you describe your relationship with your father?________________________________________________________________________________________________________________________________________________

Are your parents still married?____ If they divorced, how old were you when they separated or divorced, and how did this impact you? ________________________________________________________________________________________________________________________________________________

Were there any other primary care givers who you had a significant relationship with?  If so, please describe how this person may have impacted your life: ________________________________________________________________________________________________________________________________________________

How many sisters do you have? ______  Ages? _______________

How many brothers do you have? ______ Ages? ______________

How would you describe your relationships with your siblings? ________________________________________________________________________________________________________________________________________________

RELATIONSHIPS & SOCIAL SUPPORT & SELF-CARE:                                                                                                                                                                                                                                                                  Currently in Relationship? ____  How Long? ____                                      
                                                                  Poor          Excellant
Relationship Satisfaction:                1   2   3   4   5   6   7

Married/Life Partnered? _____  How Long? ____ Previously Married/Life Partnered?  YES   NO

If so, length of previous marriages/committed partnerships_______________________________________

Do you have Children?____ If YES, how many and what are their ages:_____________________________________________

Describe any problems any of your children are having: ________________________________________________________________________________________________________________________________________________Whose living in your household: ________________________________________________________________________________________________

Please briefly describe any history of abuse, neglect and/or trauma: _______________________________________________________________________________________________________________________________

Current level of satisfaction with your friends and social support:        
                                   POOR                                   EXCELLENT
                                                  1   2   3   4   5   6   7

Please briefly describe your coping mechanisms:_______________________________________________________________________________________________________________________________________

Is spirituality important in your life and if so please explain:___________________________________________________________________________________________

Briefly describe your diet and exercise patterns:__________________________________________________________________________________________

EDUCATION & CAREER

High School/GED___ College Degree___ Graduate Degree(or Higher)___ Vocational Degree___

What is your current employment?________________________________________________________________________________________________

                                                                   POOR                                   EXCELLENT

Employment Satisfaction:  1   2   3   4   5   6   7

Any past career positions that you feel are relevant?________________________________________________________________________________________________

What do you think are your strengths?________________________________________________________________________________________________

PLEASE CHECK ALL THAT APPLY & CIRCLE  THE MAIN PROBLEM:

 DIFFICULTY WITH:   NOW/IN THE PAST               

Anxiety                                                People in General                                 Nausea

Depression                                          Parents                                                  Abdominal Distress

Mood Changes                                    Children                                                Fainting

Anger or Temper                               Marriage/Partnership                         Dizziness

Panic                                                    Friend(s)                                                Diarrhea

Fears                                                    Co-Worker(s)                                        Shortness of Breath

Irritability                                           Employer                                               Chest Pain

Concentration                                    Finances                                                Lump in the Throat

Headaches                                          Legal Problems                                    Sweating

Loss of Memory                                 Sexual Concerns                                  Heart Palpitations

Excessive Worry                                History of Child Abuse                       Muscle Tension

Feeling Manic                                    History of Sexual Abuse                      Pain in joints

Trusting Others                                 Domestic Violence                                Allergies

Communicating                                 Thoughts of Hurting                            Often Make Careless

with Others                                         Someone Else                                        Mistakes

Drugs                                                   Hurting Self                                            Fidget Frequently

Alcohol                                                Thoughts of Suicide                               Speak Without Thinking

Caffeine                                               Sleeping Too Much                                Waiting Your Turn

Frequent Vomiting                           Sleeping Too Little                                 Completing Tasks

Eating Problems                               Getting to Sleep                                       Paying Attention

Severe Weight Gain                          Waking Too Early                                  Easily Distracted by                                                                                                                                                  Noises

Severe Weight Loss                          Nightmares                                              Hyperactivity

Blackouts                                             Head Injury                                           Chills or Hot Flashes

FAMILY HISTORY OF (Check all that apply):                       

Drug/Alcohol Problems                        Physical Abuse                                  Depression

Legal Trouble                                          Sexual Abuse                                     Anxiety

Domestic Violence                                 Hyperactivity                                     Psychiatric Hospitalization

Suicide                                                  Learning Disabilities                           “Nervous Breakdown” 

Any additional information you would like to include: ________________________________________________________________________________________________________________________________________________________________________________

Click Here to Download The Client Intake Form