Life Coach Intake Form

audIf you need to update the Life Coach Intake Form to reflect new information, simply edit the existing template in your Carepatron platform. If it has been some time since you last worked with a client and they are addressing new concerns, providing them with a revised form to complete may be more efficient, ensuring that you capture all relevant and current details.

Only the client, the life coach responsible for the client, and relevant administrative staff should have access to Life Coach Intake Forms. Intake forms contain highly sensitive and confidential information, so it must not get into the wrong hands. Authorized users should be kept to a minimum. However, if your client needs to be referred elsewhere, their form should be accessible to external healthcare practitioners.

If the client leaves blanks on the form, you must follow up. Unless the blanks do not apply to the client or are relevant to their sessions, Life Coach Intake Forms should be filled out completely and in their entirety. It may be helpful to send the client an e-mail or make a phone call, or you could simply amend this during your next session.