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.

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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 One. 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 Two. Fill Out the Client Intake 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 Three. 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 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, developing effective treatment plans.


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. To add, 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. 

Research & Evidence

Unsurprisingly, client intake forms don’t need studies or research to prove their importance or usefulness. Even before it was digitally available, practitioners used this form to gather patient information. However, articles and research are being conducted to explore the effectiveness of digital client intake forms and whether or not they have been and continue to be effective post-pandemic. 

And the answer to the question: “Is it beneficial to practitioners to give their patients digital client intake form templates to fill out?” is yes. 

According to Hastings, a hospital patient manager, patients feel more satisfied answering a digital patient intake form - similar to a client intake form. On the other hand, practitioners are just as pleased by the fact they don’t need to exert extra effort to confirm information or dig through files to find the one they need. 

Aside from that, according to Swaney, there are multiple benefits of going paperless, such as delivering better patient care, giving patients a better experience, saving money, and better protecting private health information. 

Commonly asked questions

Who uses Client Intake Form Templates?

Healthcare professionals, regardless of their specialty, can utilize our client intake form templates. Specific practitioners who may benefit from having a copy are general practitioners, counselors, therapists, psychologists, and psychiatrists.

When do you use Client Intake Form Templates?

You use it before an appointment to know the reason for their visit and obtain essential information on the patient.

How is a Client Intake Form Template used?

It’s as simple as giving the document to the patient to fill up or doing it on their behalf if they answer it verbally.

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!

Therapy Software


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

Who uses Client Intake Form Templates?
Who uses Client Intake Form Templates?
Written by
Patricia Buenaventura
Patricia Buenaventura

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