Social Work Intake Forms are a preliminary step to assessing and helping clients with their social issues. They record essential information such as first and last name, date of birth, email, phone number, emergency contact information, and extensive social history. Many social workers will also include questions for the client to answer, with this differing depending on the social work specialization.

Social Work Intake Form
Use our Social Work Intake Form to smoothen the onboarding process and ensure you capture all critical information when collecting data from your clients.
Social Work Intake Form Template
Commonly asked questions
If you are seeing a child to help alleviate social issues, it is recommended that the child's parental guardian or caregiver fill out the form. There is no specific guideline for this; however, it should be someone who knows the child well and can support the child by continuously liaising with the social worker.
Yes. The client or their corresponding guardian must be granted access to the intake form whenever requested, so you mustn't alter the form in any way. It's important to remember that Social Work Intake Forms are not a place for you to make notes on the client's status, progress, etcetera.
EHR and practice management software
Get started for free
*No credit card required
Free
$0/usd
Unlimited clients
Telehealth
1GB of storage
Client portal text
Automated billing and online payments










