Life Coach Intake Form

Elevate client outcomes with life coach intake forms. Using our high-quality intake forms, you can capture all the right information and work towards holistic treatment that improves your client's quality of life.

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Written by
Ashleigh Knowles
Ashleigh Knowles
Reviewed by
Ashleigh Knowles

What is a Life Coach Intake Form?

Life coach intake forms are a great way to track and manage client information without compromising quality. As I'm sure you know, healthcare intake forms are essential for organizing information and simplifying your workload, as they allow you to record client concerns before your appointment begins. You can structure your appointments to address the client's core concerns and ensure that you are working towards treatment through a collaborative approach.

Life coach intake forms allow you to capture personal patient identifying information, insurance and referral details, emergency contacts, and any other notes that the client feels they must disclose. As you know, the main aim of life coaches is to address social and well-being issues affecting the client, with intake forms helping support you with this part of the coaching process. To help you get started on the right track, we've created this guide with templates so you can hit the ground running. Nice!

Printable Life Coach Intake Form

Download these Life Coach Intake form templates to improve your paperless intake process and HIPAA compliance.

How to use this template for Life Coach Intake Forms

To use this life coach intake form template to its fullest potential, follow this step-by-step guide. We've broken down the process into four simple steps for you to follow.

Step 1: Download the PDF template

The first step that you need to take is to download the PDF template. It's self-explanatory, and you must click the link to open the intake form, which should open within your device's PDF reader. You can edit and save the template there, or you can also print the template if you prefer to handwrite your documents.

Step 2: Distribute the intake form to clients

Next, you'll need to distribute the intake form for new clients to fill out. There are numerous ways you can do this, but we recommend that you give the forms to your patients before the appointment; that way, you can prepare before the client walks through your doors. Some practices opt to deliver and take forms to the patients while in the waiting room, which is also viable but may be more time-consuming.

Step 3: Upload data to your practice's system 

After the intake form is completed, you'll then need to upload the form to your practice's system. This means that you can easily refer to the client's personal information, especially if you need to lodge an insurance claim or if you need to refer the client to an external health provider organization. You can retrieve all critical information at one time without hassle.

Step 4: Ensure it is stored securely

Finally, once you have completed intake forms within your database, you must ensure that you have the appropriate security measures. Life coach intake forms contain personal client information that should be held confidential, so you must incorporate HIPAA compliance standards. Many practice management software products can help you achieve this and ensure your clients are safe.

Life Coaching Intake Form example (sample)

Sometimes, it can help to view life coach intake examples so you can witness them in action. This can lead to better understanding and ensure you use them correctly within your practice. As a result, we've created high-quality templates designed with life coach needs in mind, and both the intake structure and completed example are available for you to download for free in seconds.

Download this Life Coach Intake Form Example here:

Life Coach Intake Form Example (Sample)

Who can use this Printable Life Coach Intake Form (PDF)?

Life coach intake forms, as the name suggests, are typically curated with life coach needs in mind. Life coaches have direct qualifications in life coaching and are interested in encouraging and promoting growth in aspects of clients' lives. Any wellness professional who helps clients overcome personal, work, relationship, or career challenges can significantly benefit from incorporating life coach intake forms within their practice to increase organization and coordination of care. Using life coach intake forms can help clients identify their strengths and weaknesses, as well as help them maximize their greatest potential to help them achieve their personal goals. Foster a positive working environment, and ensure that you don't miss any significant insights. 

Regardless of the size of your clinic, the number of clients you see, or the specialty you're trained in, life coach forms are valuable tools for you to incorporate. Examples of life coach professionals who can use and take forms include the following:

  • Career coaches
  • Relationship coaches
  • Divorce coaches
  • Financial coaches
  • Personal development coaches
  • Health coaches
  • Recovery coaches

Why is this form useful for life coaches?

Life coach intake forms are immensely useful as they touch on the following reasons:

  • Excellent organization - Life coach intake forms are a great way to manage your client information and ensure that each file is distinct and cannot be confused with another. This is especially useful in periods of growth, where you may be experiencing several clients at once. You can increase the consistency of your intake records and ensure that each template is formatted the same for better organization.
  • Streamlined workflow - Increase the efficiency of your business operations to save time and money. At the end of the day, you're running a business, so it's important to have a seamless operational workflow that prioritizes your main needs.
  • Higher accuracy - Having designated sections within life coach intake forms allows clients to focus more on the information. This can work to minimize and reduce the number of errors and increase the overall accuracy of the life coach intake form. This is always a plus as it can work towards more focused treatment and assessment!

Why use Carepatron for the Life Coach Client Intake Form app?

Carepatron is an excellent choice for creating, managing, and storing life coach client intake forms. With Carepatron, you can access a wide resource library, which contains many resources and templates to help you curate the most effective life coach intake forms. Healthcare is often a learning curve, and with Carepatron, you can expand your horizons and develop intake forms that capture highly accurate information. Once completed, you can also store your client intake forms within the platform, which utilizes HIPAA-compliant security measures. You can rest easy knowing your client information is in good hands and your confidential information is at minimal risk from hacks and other breaches.

We would be remiss to not mention Carepatron's other sophisticated features enjoyed by over 10,000 healthcare professionals worldwide. With Carepatron, you can elevate the quality of your life coach business through optimized appointment scheduling and bookings, reminders, and calendar syncing. You can also have access to a patient portal, as well as medical and billing processes, in addition to online payments. Numerous features can ensure you save time and increase revenue, as well as your clients' satisfaction. It's a win-win; we can't wait to see what you do.

Life Coach Software
What if I want to make updates to the intake form?
What if I want to make updates to the intake form?

Commonly asked questions

What if I want to make updates to the intake form?

If you wish to make updates to the life coach intake form, due to new emerging information, simply edit the template within your database and ensure that the new copy is uploaded and replaces the old one. If it has been a while since you have seen your client, and they are coming in with a new issue, sometimes it is more efficient to distribute a new life coach intake form for them to fill out.

Who should have access to the life coach intake form?

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's important that it does not get into the wrong hands. Authorized users should be kept to a minimum, however, if your client is needing to be referred elsewhere then their form should be made accessible to external healthcare practitioners.

What if the client leaves blanks on the form?

If the client leaves blanks on the form, it is important that you follow these up. Unless the blanks are not applicable to the client, or if they are not 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.

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