Intake Form For Client 2022
Intake Form For Client 2022
Today’s Date:_____/______/______
CLIENT INFORMATION SHEET
Address ____________________________________________________________
City/State/Zip _________________________________________ Home Phone ______________
Email Address__________________________________________ Cell/Work Phone ___________
Occupation _________________________________Employers Name: _______________
Name of your Primary Care Physician ________________________________________________
PCP Phone: ______________________ PCP Fax________________________________________
Referred By: ____________________________
May I contact or leave messages for the client or parent/Legal Guardian at the numbers listed
above? Yes / No
If Client is under age 18 Please provide the Name of Parent/Legal Guardian Bringing Child to
Appointment:
_________________________________________________________________________________
Insurance Information
Insurance Company Name: _______________
Phone # for Mental Health Benefits/Services: _________________
Policyholder’s Name: _______________________ Date of Birth: ____ /____/____ Sex: M / F
Policyholder’s Address: ___________________________________________________________
Policyholder’s SSN: ______________________ Marital Status: ____________________
Member ID Number/Medicaid#: ________________________________
Group/Plan/Policy#_____________________
Authorization for services may be required prior to treatment. Did you obtain authorization for services
from your insurance company? Yes/No /Not required Authorization #: ____________# of sessions
approved ___
Policyholders’ Employer (Name & Address)
________________________________________________________________
Other people living in the home:
Name Age Relationship to Client
_________________________________________________________________________________
________________________________________________________________________________
_________________________________________________________________________________
Emergency Contact: _______________________________________
Relationship_________________________________
Complete Address: _________________________________________________________
Home Phone: ______________Work Phone: _____________________ Cell Phone: _____________
Spouse’s Name (If not Emergency Contact): _________________________________________
Home Phone: _____________________Work Phone:_____________ Cell__________
Phone:_________________________
PATIENT SELF REPORT
______________________________________________________________________________________
______________________________________________________________________________________
______________________________________________________________________________________
3. Are you now or have you ever had thoughts of hurting yourself
or someone else? yes no
Past Treatment
4. Have you ever been treated for psychiatric, substance abuse, emotional, or behavioral
problems in the past? yes no
8. Are you currently under the care of a psychiatrist or therapist for your current
problem? yes no
9. Are you currently taking any medications for psychiatric problems? yes no
If yes, please list: ______________________________________________________
____________________________________________________________________
Medical Problems
10. Do you have any current medical problems? yes no
If yes, please list: ____________________________________________________
11. When was the last time you were seen by a doctor? ______________________
12. Would you like information from today’s visit communicate with your medical doctor?
yes no
Substance Abuse
18. Have you been treated for drug, alcohol abuse, or other addictions (food,
gambling, sex)? yes no
20. Circle the following you have used in the past 30 days: tobacco,
alcohol, rnarijuar1a, tranquilizers, sleeping pills, pain killers, heroin,
cocaine/crack, amphetamines/speed, methadone, LSD, PCP, ecstasy, inhalants.
2l. Have you experienced withdrawal symptoms? yes no
If yes, circle all which apply: withdrawal, headaches, nausea, vomiting,
tremors, seeing things, hearing things.
Legal Issues
23. Do you have current legal problems? yes no
If yes, describe: ______________________________________________________
___________________________________________________________________
Employment/Education
26. Circle current employrnent status; full time, part time, unemployed,
homemaker, student, disabled, retired.
28. Circle educational background:. current student, did not complete high
school, graduated high school, GED, some college, graduated college,
advanced degree.
Family/Relationships
30. Please list anyone who lives in your home, his/her age, and relationship,
___________________________________________________________________
___________________________________________________________________
34. Do you have any domestic violence history or current issues? yes no
35. Do you have any history of sexual and/or physical abuse? yes no
36. Is your support network (Circle one) Good? Fair? Poor?
(i.e. friends, family, neighbors, religious organizations)
Please list: __________________________________________________________
39. Are you having difficulties with spiritual or religious matters? yes no
Treatment Access/Mobility
41. Are there any financial concerns that would affect your ability
to access treatment'? yes no
44. Based on the information you provided in this self report, what would you like to see
changed? ___________________________________________________
___________________________________________________________________
____________________________________________________________________
45. In your opinion, what could block or prevent that change? __________________
____________________________________________________________________
____________________________________________________________________
_______________________________________________________
_________________________________
Patient (or person completing this form) signature Date
_______________________________________________________
__________________________________
Clinician Signature/Credentials Date