Client Intake Form

Yes, absolutely! In fact, this is a requirement for all healthcare businesses. Clients have the right to view and edit their intake forms at any time.

The client intake forms are strictly made with the purpose of gathering information about the client for their appointment, and for aftercare. If you want to make notes during the session, it is recommended that you adopt a note-taking format. Client intake forms are not designed for patient notes, so make sure to avoid putting your commentary on the forms!

You don’t need to create a client intake form for every visit, especially as follow-ups tend to use the same information. It is recommended that clients complete an intake form for each new type of appointment they see for you. If it’s an ongoing issue where you meet regularly, then that’s okay. However, if you’re client has a new health condition, and hasn’t seen you in a while, then it’s always good practice to provide them with a client intake form - especially if information may need updating!