Client Intake Form Template

Improve patient experience by streamlining the onboarding process with the help of our client intake form templates. Click here to download a free copy.

By Patricia Buenaventura on Apr 08, 2024.

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What is a Client Intake Form Template?

With a client intake form template, practitioners don't have to create client intake forms from scratch. A client intake form, which is a questionnaire patients fill out, is utilized during the onboarding process and, once filled out, should contain the patient's personal details and clinical information.

Some of the things you can expect to find on a client intake form are the following:

Basic essential information like their name, gender, date of birth, address, contact number, and email

  • Emergency contact information
  • Questions on the patient's health concerns, current symptoms, and history of medical conditions (if any)
  • Insurance information

If your practice or hospital needs a brand new client intake form template - printable and digitally editable - Carepatron has a document just for you. To grab a copy, proceed to the section below.

Printable Client Intake Form Template

Download this Client Intake Form Template to help improve your intake process.

How does it work?

Step 1: Access and download the template

Access and download our printable client intake form by doing either of the following:

  • Clicking the “Use Template” or “Download Template” button
  • Searching “Client Intake Form Template” on Carepatron's template library on our website or app

Need to add or remove sections? Edit it right on Carepatron.

Step 2: Fill out the sections

You can print the client form template out and give it to patients at your clinic or hospital. Alternatively, you can send them a digital copy to answer before heading to your establishment or before your teleconsultation appointment.

Step 3: Secure the document

Once finished, remember to store the document in a secure location. If it's a digital document, you can store it right on Carepatron. That way, you and relevant practitioners can effortlessly access the information when needed.

Client Intake Form Template Example (Sample)

Here’s an example of a filled-out client intake form template available as a PDF file. This will give you an idea of what this document may look completed. 

Grab an offline copy by clicking the sample below or the “Download Example PDF” button on this guide. 

Download this Client Intake Form Template Example:

Client Intake Form Template Example (Sample)

When would you use this Template?

Practitioners can use a client intake form template like a patient intake form. Specifically, practitioners utilize this online intake form to know the reason behind a patient's visit and gather information for creating or updating a profile. Having access to this data will ensure practitioners can accurately assess their patients and develop effective treatment plans.

Here are some instances where you may need to use client intake forms:

When catering to prospective clients

Healthcare providers can use an online intake form to gather crucial client information and understand their needs when soliciting potential clients. This helps identify areas where they can offer assistance and if their services align with the client's expectations. 

During the client onboarding process

During the onboarding of new clients, a simple client intake form can be used to collect comprehensive client data, including client-specific tax details. This information assists in customizing their healthcare services, ensuring a smoother and more personalized onboarding experience.

When updating the client status

Healthcare providers can employ these forms to update client status regularly. Clients can fill out these forms regularly, providing current information that helps them make informed decisions and adjust their treatment plans accordingly.

When conducting periodic reviews

Periodic reviews are essential for service providers to ensure that the strategies and treatments provided remain effective and relevant to the client's current status. During these reviews, an online intake form can be utilized to solicit updated client data. This information can provide valuable insights into any changes in the client's circumstances, enabling the provider to adjust their services and interventions as necessary.


Streamlined processes

Using our free client intake form templates, you can streamline processes like registration, admittance, and onboarding since you can have your patient answer the form before heading to the clinic or attending the video call session.

Improved organization

With a template that's comprehensive but has a simple layout and structure, you, as a practitioner, don't have to worry about asking your patient to fill out additional forms just to obtain relevant information. If you store it on Carepatron, you will have the tools to organize it however you want and pull up their file immediately with a quick search in the patient portal available.

Saves time and effort

Having a template eliminates the time and effort that would've gone to creating one from scratch, asking for other relevant information, and confirming the reliability of that information. In addition, with a digital template you can send to your patient in advance, you will effectively allow the patient to save as much time and effort as you do.

Digitally accessible

Connected to the previous benefit, you will save a lot of time accessing a patient's intake form, especially if you keep and store it as a digital file on Carepatron. Aside from that, if the file is saved digitally, you can customize it according to your needs and give access only to involved parties.

Why use Carepatron as your Client Intake Form Template app?

Aside from being an app where you can get a client intake form template and guide, Carepatron is also a leading practice management software that can help you direct most of your time, effort, and focus toward patient care. Carepatron provides the means and tools to streamline processes and administrative tasks.

Download Carepatron's software on your desktop and mobile devices and after you edit your client intake form template, take the time to check the valuable features we have available for you:

Over 700 PDF editable, downloadable, and printable, medical documents like assessments, guides, surveys, and tests.

  • A creator, scanner, and uploader of personal templates in case you can't find one you need in our library
  • A HIPAA-compliant, secure EHR system where you can store client medical records and digital notes
  • Integration with personal calendars and video call solutions
  • An automated payment system you can set up for your client

All of these and more if you sign up for free at Carepatron!

Clinical documentation software benefit


Health, S. (2022, August 17). How digital patient intake, registration boost patient experience. PatientEngagementHIT. 

Swaney, R. (2019). 5 Reasons to Switch to Digital Intake Forms. Retrieved 19 June 2023, from

When do you use Client Intake Form Templates?
When do you use Client Intake Form Templates?

Commonly asked questions

When do you use Client Intake Form Templates?

You can use Client Intake Form Templates at different stages of the client onboarding process. It can be used when potential clients first contact you, as a simple intake form to gather basic information and assess their needs. This can help you determine if you are the right service provider for them and what services they may require

How is a Client Intake Form Template used?

Healthcare providers and service providers use client intake form templates to gather important client information. This can include personal information, medical history, insurance details, and other relevant data.

What information does a Client Intake Form gather?

A client intake form gathers comprehensive information about prospective clients, including contact details, demographics, and professional background. It also collects specific information relevant to healthcare providers, such as client needs, preferences, and goals. In a medical context, the form may include medical history, current health status, and insurance details. This form is crucial for client onboarding, providing a systematic approach to collecting and organizing vital information about potential clients.

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