What Is A Client Intake Form
A client intake form is a questionnaire that clients fill out before their appointment with you. Typically, improve the onboarding process by gathering all relevant client information pertaining to their personal details. This includes information such as their first and last name, address, cell phone, gender, date of birth, insurance plans, social security number, emergency contacts, health concerns, and more. Using client intake forms, you can schedule relevant appointment information, and of course, treat them for their health concerns. Client intake forms contain all the critical information needed to store the client within your database and treat them with utmost care.
All different healthcare professionals use client intake forms, and if you’ve been in any clinical setting, you’re likely to have encountered them before. They’re considered standard practice, and help support you in your healthcare evaluations. Stay organized, and have greater control over your health experience and services.
How To Use This Template For Client Intake Forms
Client intake forms contain a lot of information, and it’s important that you fill them out correctly. Failure to do so could lead to miscommunication and redundant treatment. To help you out, we’ve created a client intake form template for you to use within your practice, which should help you get started. Simply follow these steps to start using it.
Step One: Access and download the PDF
The first thing you need to do is download the client intake form by clicking the link. This should then open on your preferred device, where you can edit and customize the template to your liking. All sections can be edited, so you don’t have to worry about handwriting if that’s not your thing.
Step Two: Fill out the client intake section
The next step is to fill out all client intake sections. Because this contains personal information that directly relates to contact details, as well as the identification of a client, it is imperative you that take care. Make sure that all your sections are free of spelling mistakes, contain the right numbers, addresses, and such, and that if you have any queries, they are flagged to be followed up with the patient.
Step Three: Save the document securely
Once you’ve completed the client intake form, you must make sure that the document is secure within an encrypted database. PHI hacks are one of the most common healthcare threats, so it’s important you consider the necessary precautions to avoid this from happening. If you choose to go with practice management software, which is recommended, make sure it is HIPAA compliant with encryption in place.
Client Intake Form Example (Sample)
To view what a client intake form looks like, check out our client intake form example. Using this sample, you can integrate this structure for all your client information, and ensure that you don’t miss a thing. If you want to know what a completed client intake form looks like, we’ve also curated a high-quality example for you to check out - for free!
Who Can Use this Printable Client Intake Form (PDF)?
Client intake forms are typically used within hospital and clinic settings, where administrative teams work with large databases of clients. Client intake forms are a great way to manage and control patient information whilst staying organized. However, this is not an exclusive form. Client intake forms can be used for any healthcare practice where you would like to keep track of information and curate standardized onboarding processes that identify important details without fuss.
Various healthcare professionals include:
- Physical therapists
- Occupational therapists
- Speech therapists
- General Practitioners
However, there is a wide range of clinicians that may not be listed, who also benefit from implementing client intake forms.
Why Is This Form Useful For Clinicians
There are many reasons that hospitals and healthcare practices incorporate client intake forms, including the following:
- Simplified workflow - Client intake forms structure all clinical information into one sheet, meaning that you don’t have to converse with clients in a game of telephone tag. Retrieve all the information you need without compromise.
- Organized information - Keep all the relevant client documents and contact information in one place. You no longer have to pursue multiple files to get to the important client details. Instead, it’s all at your fingertips.
- Increase accuracy - Using client forms means you can update them regularly to ensure that all information is accurate to the patient’s condition and standard of care.
Benefits of Client Intake Forms PDF
Aside from the practicality of client intake forms, there are also many benefits that you can reap from implementing them within your services.
Utilizing client intake forms can increase the HIPAA compliance in your practice by establishing authoritative and protective healthcare operations. Keeping separate client intake forms for each patient, and storing them within a secure software platform means that you can protect your information at all times. You don’t have to worry about hefty fines, and can impart full confidence to your patient’s personal healthcare details.
Higher treatment outcomes
Because client intake forms typically include healthcare concerns, this means you can cut to the chase during your appointments, and focus on the precise issue at hand. Spend more time evaluating the client, and work towards developing greater treatment outcomes through the information outlined on the form.
Client intake forms are essential in establishing the reason for the client’s healthcare visit. They can be what guides the session and ensures that healthcare practitioners stay on track when it comes to assessing client health. It’s important that clinicians aim to alleviate patient symptoms and work toward the prominent issues they are presenting, with the intake form helping support this process.
Client intake forms can save practitioners copious amounts of time when it comes to gathering the essential details. With forms, the clients fill out all critical information themselves, and all you have to do is input it within your systems. You don’t have to chase up after patients for a phone number or send a call asking what insurer provider plans they’re with. Spend more time with your patients doing what matters!
Naturally, when clients write their concerns on the forms, the correlating healthcare solutions should be of a much higher quality. Clinics who can prepare for a client’s visit are much more likely to succeed in treating their priority concerns. You can foster greater professional relationships, and promote efficacy within your clinic.
Why Use Carepatron For Client Intake Form?
Carepatron is a premier practice management software that can assist you in creating accurate client intake forms. You can improve clinical results and adhere to a standardized format that is valued by a wide range of healthcare providers. Retrieve all relevant client information, whilst leaving plenty of time for you to care for your patients. With Carepatron, you can access the high-quality resource library to evaluate intake guides and templates, and not only that, but you can also store your forms within the platform. Rest easy knowing your patient information is in good hands, with HIPAA-compliant encryption procedures storing all data safely and securely. With 24/7 customer support, you can receive all the help you need.
Additionally, you can benefit from a multitude of services, including appointment scheduling, reminders, calendar syncing, video and messaging consultations, medical billing procedures, as well as many more. Join a professional network of over 10,000+ healthcare professionals, and start prioritizing both your and your client's needs.