Health Coach Intake Form

The specific aspects included in a health coach intake form will understandably depend on the professional preferences of the practice. In saying that, there are a few areas that are included in most intake forms:

• Client’s personal details, including name, address, DoB, and contact information
• Past medical and healthcare information
• Social information, including marital and employment status
• Insurance information
• What the client is looking to achieve at the coaching practice

Intake forms contain highly sensitive information concerning a client and their medical and personal details. As such, these documents are protected by HIPAA and need to be stored in a way that reflects this. You have a few options when it comes to storing intake forms after they have been completed: you can either store a physical copy somewhere secure, like a locked filing cabinet, or you can store them electronically using an EHR system. We definitely recommend the latter option, as most of these platforms have sophisticated security measures in place that work around the clock to ensure client protection.

Intake forms are not in themselves a legal requirement, but it is definitely the smart move to use them. Not only will they automate the onboarding process, but they have distinct benefits for both clients and coaches. If you are worried that you won’t be able to gather enough information on these forms, then that is also perfectly fine. The intake form can work in conjunction with an intake interview, during which you can ask your client any follow-up questions necessary to obtain a fuller understanding of them.