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Psychology Intake Form

Onboard your clients efficiently and attend to their needs with our comprehensive psychology intake form template. Simplify your workload, and promote connected treatment outcomes.

Bernard Ramirez avatar

By Bernard Ramirez on Aug 2, 2025.

Fact Checked by RJ Gumban.

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Psychology Intake Form Template

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Commonly asked questions

The intake process is the procedure of gathering relevant information to get a more holistic picture of the client and meet legal requirements. For psychology, an intake form is particularly focused on the mental and psychiatric background of the patient. It aims to understand clients’ mental health status, psychiatric conditions history, personal goals, and well-being.

A psychology intake form should include the basic information, the client’s insurance information, medical and psychiatric history, social and family history, the client’s goals and concerns, and an initial assessment of the patient’s well-being.

To create a psychology intake form, you can either download our interactive pdf template that’s on our website or access it through the Carepatron template library. Our pdf template is highly accessible and easy to distribute to your clients. Accessing it through our Carepatron template library offers more flexibility to the template format, and allows you to store your client’s information in a securely encrypted database.

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