Intake Information Form Template

Video & audio overview of the template

What is the theory behind the worksheet?

The intake of a new client is an in-depth process and must be well documented. This is a basic template for general intake information that a client can complete before their initial session. When the client moves into their initial session, more information will be gathered and recorded to gain a good understanding of their history.

How will the worksheet help?

Allowing for accurate information capturing maintains best practise throughout any mental health intervention.

This template provides a basis for the information a mental health practitioner will need to gather before they initiate a process with a client.

How to use the worksheet.

Important to note: This is a generalized template that provides a basic guideline on the information that needs to be gathered in an initial intake form. This should be tailored to ensure that it follows any requirements set by your specific governing board or association.

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