Psychology Intake Form
Onboard your clients efficiently and attend to their needs with our comprehensive psychology intake form template. Simplify your workload, and promote connected treatment outcomes.
Fact Checked by RJ Gumban.
What Is A Psychology Intake Form
The is used by psychologists to onboard their clients before any therapeutic sessions. It aims to collect multiple layers of information about the clients, which helps psychologists have a more comprehensive understanding of these new clients and meet legal requirements. It gives psychologists a more holistic picture of how to approach clients, taking care of their physical, mental, and spiritual needs. It also helps psychologists take precautions for potential threats and medical events, like the onset of a seizure, syncope, maniac episode, violent tendency, etc.
A generic psychology intake form mainly consists of 4 sections, client information, social history, medical and psychiatric history, and basic mental health assessment. The client information aims to collect credentials and emergency contact to meet legal requirements and identification purposes. The social history aims to understand clients’ social background, gaining a deeper level of interpretation and empathy of clients’ situations. The medical and psychiatric history helps the psychologists to be aware of any underlying medical condition or mental illnesses that are associated with the symptoms, like Alzheimer’s, MDD, etc. The mental health assessment aims to get a rough outline of how clients are navigating through their life at the moment and their thoughts about the upcoming sessions.
Printable Psychology Intake Form
Download these templates for Psychology Intake Forms to improve your paperless intake process and HIPAA compliance.
How To Use This Template For Psychology Intake Form
Our psychology intake form template is designed to maximize compatibility and accessibility. To use this template, just follow these simple steps:
Step One: Download the PDF
Download our fillable pdf template, and you can either choose to fill it out straightaway digitally or have it printed out. Alternatively, you can also access this template from the Carepatron template library.
Step Two: Deliver to Clients
The nature of the psychology intake form is to collect information from your clients. Therefore, the form should be initially completed by the patient at their best capacity, so make sure you are delivering the form to your clients either digitally or printed out.
Step Three: Check for Full Completion
The content of the form is substantial, so your clients might get skip some fields by accident. Make sure you check the forms after they are sent back to confirm that all the important fields are filled out. Remind your clients to fill in the missing sections of the form.
Step Four: Storage and Documentation
After everything is completed, make sure you document your clients' intake forms in their corresponding folders. The information inside the intake form is also strictly confidential, so make sure they are stored securely as well.
Psychology Intake Form Example (Sample)
To help you navigate through the psychology intake form for the first time, we have created this sample template based on a fictional client to give you an idea of what should go into each section of this form.
Download this Psychology Intake Form Example here:
.png)
Who Can Use this Printable Psychology Intake Form (PDF)?
A psychology intake form is mainly used by clinical psychologists for the initial onboarding of their clients. There is no strict limitation on what type of clinical psychologist you need to be. Whether you work in the community, education, hospital, or organizations, you can use this template to help you streamline the onboarding experience, and quickly and effectively understand your clients before you meet them. Don’t forget that it is your clients that are filling out the psychology intake form, all you have to do is to distribute it to them.
Why Is This Form Useful For Psychologists
Track Progress
The psychology intake form helps you document the initial stage of your patient. This provides an anchor for your future treatment, allowing you to have a reference point to track your client’s progress. It also helps you to clarify the client’s initial goal of therapy when situations get complicated.
Client Consent
The psychology intake form allows you to gain consent from your patient to disclose their information. It is important to gain legal consent, as it conforms with the HIPAA requirement and the medical laws in your country.
Streamline Onboarding
By using a unified psychology intake form template, you can streamline your onboarding experience for future clients. It can significantly reduce your time spent on paperwork and help keep everything nicely organized.
Why Use Carepatron For Psychology Intake Software?
Most of the information collected by the psychology intake form is strictly confidential and should not be disclosed without the client’s consent. Using the Carepatron platform provides you with numerous layers of AES-256 encryption to protect your client’s information at the best capacity. Additionally, you can also create the templates with complete ease. Curate high-quality intake forms every time, with numerous resources and guides from the resource library supporting you at every step of the way.
Beyond the layers of security measures, the Carepatron platform is loaded with other features to maximize your efficiency when managing clients, like appointment management, online medical billing, and payments, video consultations, calendar synchronization, etc. If you are facing any issues, our 24/7 customer support will also resolve whatever is troubling you.
Commonly asked questions
The intake process is the procedure of gathering relevant information to get a more holistic picture of the client and meet legal requirements. For psychology, an intake form is particularly focused on the mental and psychiatric background of the patient. It aims to understand clients’ mental health status, psychiatric conditions history, personal goals, and well-being.
A psychology intake form should include the basic information, the client’s insurance information, medical and psychiatric history, social and family history, the client’s goals and concerns, and an initial assessment of the patient’s well-being.
To create a psychology intake form, you can either download our interactive pdf template that’s on our website or access it through the Carepatron template library. Our pdf template is highly accessible and easy to distribute to your clients. Accessing it through our Carepatron template library offers more flexibility to the template format, and allows you to store your client’s information in a securely encrypted database.
