Counseling Intake Form Template

Counseling forms have various uses. They help streamline patient onboarding and get new clients through your doors efficiently and productively. They are also a good tool for getting to know your clients before a session. This way, you can come to your first appointment more prepared and with a basic understanding of your patient's needs.

This will depend on each patient's experiences. However, intake forms aren't designed to take hours to complete. You can let your patients know they should set aside 5-10 minutes to complete the intake form before their first session with you.

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These relevant forms can vary slightly depending on the healthcare specialization. For counseling, it is typical to use intake forms that gather the following information: personal details, emergency contact information, employer information, medical history, and information regarding why the patient is seeking counseling treatment. Make sure you use clear and concise language so clients can easily understand the form.