Form preview

Get the free Client Initial Intake Form

Get Form
Client Initial Intake Form Name: Date of Birth: Address: Phone Number: email: Medical History: List all current and previous orthopedic injuries: heart disease Location: high blood pressure Cerebral
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign client initial intake form

Edit
Edit your client initial intake form form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your client initial intake form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing client initial intake form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps below:
1
Log in to account. Start Free Trial and sign up a profile if you don't have one.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit client initial intake form. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
With pdfFiller, it's always easy to work with documents. Try it out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out client initial intake form

Illustration

How to fill out client initial intake form

01
Start by gathering all necessary information about the client. This may include their name, contact information, and any relevant personal details.
02
Begin the form by asking for the client's basic demographic information such as age, gender, and occupation.
03
Include sections for the client to provide details about their medical history, including any pre-existing conditions or allergies.
04
Ask the client to provide information about their current symptoms or issues they are seeking assistance with.
05
Include a section for the client to list any medications they are currently taking.
06
Provide space for the client to describe their goals or desired outcomes from seeking assistance.
07
Ask the client to disclose any previous therapy or counseling they have received.
08
Include a section for the clie nt to provide emergency contact information.
09
End the form with a section for the client to sign and date, acknowledging their consent and agreement with the information provided.
10
Remember to keep the form clear, concise, and easy to understand for the client.

Who needs client initial intake form?

01
Client initial intake forms are typically needed by professionals in the healthcare or counseling fields.
02
This may include doctors, therapists, psychologists, social workers, and other healthcare providers.
03
These forms help gather important information about the client which can aid in diagnosing and providing appropriate treatment or counseling.
04
They are generally required for new clients or patients, as they provide a comprehensive overview of the individual's background and current needs.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.9
Satisfied
30 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Install the pdfFiller Google Chrome Extension in your web browser to begin editing client initial intake form and other documents right from a Google search page. When you examine your documents in Chrome, you may make changes to them. With pdfFiller, you can create fillable documents and update existing PDFs from any internet-connected device.
Create your eSignature using pdfFiller and then eSign your client initial intake form immediately from your email with pdfFiller's Gmail add-on. To keep your signatures and signed papers, you must create an account.
Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your client initial intake form. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
Client initial intake form is a document used by businesses or organizations to collect basic information about new clients.
The businesses or organizations are required to file client initial intake form for new clients.
The client initial intake form can be filled out by providing accurate and complete information about the new client.
The purpose of client initial intake form is to gather necessary information to better understand the needs and requirements of the new client.
The client initial intake form may require information such as contact details, demographics, and any specific preferences or requirements of the client.
Fill out your client initial intake form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.