Form preview

Get the free Client Intake Form - Melted Muscles

Get Form
Client Intake Forename Phone() DOB Address City State Zip Email How did you hear about us? Health Insurance Carrier Does insurance cover massage? Emergency Contact Phone() MEDICAL INFORMATION yes
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign client intake form

Edit
Edit your client 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 intake form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit client intake form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to use a professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
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 intake form. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

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 intake form

Illustration

How to fill out client intake form

01
Step 1: Gather all necessary information about the client, such as their full name, contact details, and any relevant identification numbers.
02
Step 2: Begin with personal information, including the client's age, gender, and date of birth.
03
Step 3: Move on to contact information, such as their address, phone number, and email.
04
Step 4: Include any medical history or pre-existing conditions that the client may have.
05
Step 5: Ask about the reason for seeking services or assistance, and record any specific goals or expectations the client may have.
06
Step 6: Collect details about the client's employment status, including their occupation and current employer.
07
Step 7: Inquire about any income or financial information that may be relevant for the purpose of providing services or assistance.
08
Step 8: Include a section for emergency contact information, such as the name and phone number of a trusted person.
09
Step 9: Ask the client to sign and date the form to indicate their consent and agreement to provide accurate information.
10
Step 10: Review the completed form for any missing or inconsistent information, and make sure to clarify with the client if needed.

Who needs client intake form?

01
Client intake forms are commonly used by professionals and organizations in various industries, including healthcare providers, social services agencies, legal firms, financial institutions, and educational institutions. Any entity that provides services or assistance to clients can benefit from using a client intake form to gather necessary information and assess the client's 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
4.5
Satisfied
36 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.

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your client intake form as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.
It is possible to significantly enhance your document management and form preparation by combining pdfFiller with Google Docs. This will allow you to generate papers, amend them, and sign them straight from your Google Drive. Use the add-on to convert your client intake form into a dynamic fillable form that can be managed and signed using any internet-connected device.
You may do so effortlessly with pdfFiller's iOS and Android apps, which are available in the Apple Store and Google Play Store, respectively. You may also obtain the program from our website: https://edit-pdf-ios-android.pdffiller.com/. Open the application, sign in, and begin editing client intake form right away.
The client intake form is a document used to gather information about a client's personal and contact details, as well as relevant background information.
Any individual or organization that is providing a service or assistance to a client may be required to file a client intake form.
To fill out a client intake form, you will need to provide accurate and complete information about the client's personal details, contact information, and any relevant background information.
The purpose of a client intake form is to collect necessary information about a client in order to provide them with appropriate services or assistance.
The client intake form typically includes fields for the client's name, address, contact information, date of birth, any relevant medical history, and other pertinent details.
Fill out your client 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.