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Willamette Valley Family Center, LLC 610 Jefferson Street Oregon City, Oregon 97045 ---- (503) 657-7235 CLIENT INTAKE EVACUATION 1. IDENTIFYING INFORMATION Client s Name: Today s Date: Referred By:
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How to fill out client intake evaluation form

Point by point guide on how to fill out a client intake evaluation form:
Start by carefully reading through the form:
01
Make sure you understand each section and what information is required.
02
Take note of any specific instructions or additional documents that need to be provided.
Begin with the personal information section:
01
Fill in your full name, address, contact number, and email address.
02
Provide any additional details requested such as date of birth or occupation.
Move on to the reason for seeking services:
01
Describe the main reason why you are seeking the services offered.
02
Be clear and concise, providing relevant details or specific issues you want assistance with.
Include any previous therapy or counseling experience:
01
Indicate whether you have previously sought help for similar issues.
02
Mention the name of any previous therapists or counselors you have seen.
Briefly explain your current situation and concerns:
01
Share any worries, challenges, or obstacles you are currently facing.
02
Highlight any specific goals or outcomes you hope to achieve through the services.
Provide relevant medical or health information:
01
Include any physical or mental health conditions that may be relevant to your situation.
02
Disclose any medications or treatments you're currently undergoing.
Answer any additional specific questions:
01
Some forms may have specific sections or questions related to certain services.
02
Make sure to answer them accurately, based on your own knowledge and experiences.
Who needs a client intake evaluation form:
01
Individuals seeking professional services, such as therapy, counseling, or coaching, usually need to fill out a client intake evaluation form.
02
Organizations or institutions offering services also require individuals to complete this form in order to gather necessary information for assessment or treatment purposes.
03
Whether it's an individual or an organization, the intake form serves as an important initial step in evaluating and understanding the needs and goals of the client or service recipient.
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What is client intake evaluation form?
Client intake evaluation form is a document used to gather information about a client's background, personal history, and current situation.
Who is required to file client intake evaluation form?
Any individual or organization providing services to clients is required to file the client intake evaluation form.
How to fill out client intake evaluation form?
Client intake evaluation form can be filled out by providing accurate and detailed information about the client's demographics, needs, goals, and any relevant history.
What is the purpose of client intake evaluation form?
The purpose of client intake evaluation form is to assess the client's needs, determine the appropriate services or support, and develop a tailored plan for the client.
What information must be reported on client intake evaluation form?
Information such as client's personal details, contact information, medical history, social history, current needs, and goals must be reported on the client intake evaluation form.
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