Intake Process Template

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Video & audio overview of the template

What is the theory behind the template?

The idea of an intake process is to ensure that all background information and administrative details have been explored with both mental health professionals and clients.

This process can be split up into different sections with documentation for each section. These documents would be kept with the client files.

How will the template help?

This template offers a checklist of steps or documents that should be included in a client file after an intake process has been completed.

This intake process can be used by multiple practitioners to help cover intake interviews, contracts, informed consent, and confidentiality notices.

How to use the template?

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

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Smith, C. (2023). New Patient Intake Form.