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Counseling Intake Form

A comprehensive and easy-to-use counseling intake form. Designed to ensure new patients are received seamlessly and their concerns and needs are consistently met.

RJ Gumban avatar

By RJ Gumban on Aug 2, 2025.

Fact Checked by Ericka Pingol.

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Counseling Intake Form Template

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Commonly asked questions

Although the specific content or issues that are covered during a counseling session are likely to differ between patients who are receiving couples counseling compared to an individual session. The specific kind of information that should be in a couples counseling intake form includes the patient’s personal details, insurance information, and what they are hoping to achieve during counseling – the same information that is covered by our intake form template.

The main aim of a counseling intake form is to provide the counseling practice with enough data so they have an understanding of the patient’s health and the treatment options that are available. It helps to ensure the patient is being looked after using the best possible resources and that their needs are being met.

In addition to using an intake form, some counseling practices may choose to offer intake interviews. These are essentially an early session with a client that covers similar information to what is included in the intake form. By having this verbal conversation with the client, the counselor can build their understanding of their specific needs and how treatment may proceed.

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