Counseling Intake Form Template

Take advantage of a free intake form for counseling practices. With this downloadable template, you can improve efficiency and save time and money.

By Telita Montales on Jun 21, 2024.


Fact Checked by RJ Gumban.

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Counseling Intake Form Template PDF Example
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What is a Counseling Intake Form Template?

Counseling intake forms, similar to therapy intake forms, are given to patients prior to their first session at a counseling practice.

Such counseling forms ask for various information concerning a client's personal details, including their personal details, emergency contact details, medical history (their mental health history and substance abuse history can be discussed), and insurance information. Collecting this data prior to the session allows counselors to be better prepared (like knowing what other relevant forms to provide such as an informed consent form) and make more informed decisions that'll shape their client's mental health treatment journey.

A counseling intake form also helps standardize the process of bringing in new patients, ensures the mental health professional has access to all the necessary information and helps with insurance situations.

Because an intake form typically includes an extensive amount of information, the best way to streamline this process is by using a document that has already been created—which is where we come in. We've done our research on the best kinds of counseling intake forms, and after identifying the type of information that should be included, we've created an intuitive and robust template for you to implement into your practice.

Check out this free intake form template for counseling practices to help record your client's details and consent more efficiently.

Printable Counseling Intake Form Template

Check out these free intake forms for counseling practices to help record your client's details and consent more efficiently.

Counseling Intake Form Example (Sample)

We've created a sample document so you can visualize what our intake form looks like when it is being used. The information included in our forms is comprehensive, so you can rest assured you have all the necessary details to give your patient the best quality care possible.

Check out and download the Counseling Intake Form here:

Counseling Intake Form Example (Sample)

Who can use this Counseling Intake Form Template?

Our counseling intake form has been designed specifically for patients who are new to a counseling practice. There are a wide range of different counseling specializations and we've tried to ensure that all of these are accommodated for in our intake form. For that reason, the following types of counselors will easily be able to implement our form:

  • Mental health counselors
  • Rehabilitation counselors
  • Grief counselors
  • Marriage counselors
  • Family counselors
  • Youth counselors
  • Speech therapist/counselors

Our intake form is effective only if it is filled out prior to a patient's first session. If you work in a reasonably large counseling practice and delegate these kinds of tasks to administrative staff, that is perfectly fine as well. Simply ensure that your administrative staff have access to this intake form and send it to patients when necessary.

Why is this template useful for counselors?

Considering the often busy daily schedule of counselors, many are looking for solutions that streamline certain tasks. Fortunately, this is just what our intake form aims to do. Other uses of this resource include:

  • Standardization: Using one intake form for all patients in your practice guarantees standardization. This means that regardless of the reason why a patient is being treated, or how long they have been at your practice, the information required to deliver quality healthcare will be accessible and easily interpreted.
  • Accuracy: The good thing about using a template that someone else has created is that you can trust they have done the research and included all of the necessary elements – which we definitely have! Intake forms are very important for delivering quality care solutions to patients in need and with our template, you can rest assured that you are obtaining all of the necessary data prior to treating a patient.
  • Organization: Having access to an intake form that has already been designed is essential when it comes to organization. You will be able to store this document in a secure and accessible place, so it is readily available whenever required. Maintaining organization is key to an efficient workplace, and this is exactly what our intake form facilitates. 
  • Saves time: The counseling intake form is also going to save you a lot of time. No longer do you have to draft up your own documents or double-check that the questions included are relevant – we've done all that work for you. Now, you can simply click on the form template and download it, ready for immediate use.

Benefits of using our Counseling Intake Form

In addition to having various uses, our counseling intake form is guaranteed to benefit your practice in a range of different ways, including the following:

Patient experience 

The healthcare industry is slowly but steadily transitioning to a model of value-based care and as such, the patient experience has never been more important. As healthcare practitioners, it is vital that you are doing everything you can to ensure a patient's experience at your practice is seamless.

Using an online intake form helps to speed up the waiting room process, allowing patients to get seen faster on the day of their session. Although this may seem like a minor improvement, reducing the possibility of patients feeling stressed or frustrated is a very important component of improving patient experience. 


Reducing wait times improves patient experience and helps increase workflow efficiency. Manual processes for completing intake forms and other administrative tasks slow down workflow and can lead to reductions in productivity. With our intake form, patients can complete these tasks prior to coming into the practice, which in turn frees up time to offer more appointments. 

Reduce costs 

If you choose to send your intake forms to your patients to complete online, you will be cutting down on paper costs. Instead of paying to print forms and giving hard copies to patients, you can simply send them the form online (which also has the additional advantage of being environmentally friendly!). 

Improve accuracy 

Human mistakes cause many errors during the healthcare delivery process. While these aren't always completely unavoidable, using resources like online intake forms can help minimize them. The required information is already included in the online intake form, and counselors simply have to distribute it to patients.

Gathers all necessary information

Using a counseling intake form that contains all of the right information will ensure that you have access to everything you need to make the best clinical decisions for your patients. Intake forms are a vital component of informing counselors of their patient's previous medical, personal, and social history, which in turn will allow you to treat them more effectively.

Why use Carepatron as your counseling software?

Finding ways to streamline administrative tasks should be a top priority for healthcare practices. Practice management systems, like Carepatron, offer one of the most effective solutions for streamlining work.

Carepatron is integrated with a variety of different templates, including this counseling intake form. It employs voice-to-text transcription software to help simplify the process of writing intake forms, and has additional storage capabilities, allowing you to safely store your documents online. 

Investing in a system like Carepatron is guaranteed to offer your practice nothing but benefits. You’ll be able to cut down on the time and money you spend designing and writing intake forms, without compromising the quality of these documents.

In addition to assisting with documentation, Carepatron is integrated with a robust set of practice management features, including scheduling, billing, patient management, and mobile health. We're confident that all these features will convince you to consider us your number-one clinical documentation and counseling practice management software.

Counseling software
Why should counselors have prepared intake forms at the ready?
Why should counselors have prepared intake forms at the ready?

Commonly asked questions

Why should counselors have prepared intake forms at the ready?

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

How long does it take a client to fill out an intake form?

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

What exactly is included in a counseling intake form?

Intake forms can vary slightly depending on the healthcare specialization and the type of work that a practice does. For counseling, it is typical to use intake forms that gather the following information: personal details, emergency contact information, employer information, medical history, social history, and information regarding why the patient is seeking counseling treatment.

What is an intake interview in counseling?

Some counseling practices may offer intake interviews in addition to using an intake form. These are essentially early sessions with a client that covers similar information to what is included in the intake form. By having this verbal conversation with the client, the counselor can build their understanding of their specific needs and how treatment may proceed.

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