Form preview

Get the free COUNSELING CLIENT INTAKE FORM TEMPLATE - Smartsheet Inc.

Get Form
COUNSELING CLIENT INTAKE FORM TEMPLATEDATEADMINISTRATORIS THIS A PREVIOUS PATIENT?REFERRED PATIENT ONBOARD INFORMATION NAME CELL PHONEME ADDRESSABLE. PHONE EMAIL SOCIAL SECURITY NUMBER DATE OF EARTHWORK
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign counseling client intake form

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

How to edit counseling client intake form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our 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 counseling client intake form. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
pdfFiller makes working with documents easier than you could ever imagine. Register for an account and see for yourself!

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 counseling client intake form

Illustration

How to fill out counseling client intake form

01
To fill out a counseling client intake form, follow these steps:
02
Start by providing your basic personal information such as your name, contact information, and date of birth.
03
Next, provide details about your reason for seeking counseling. This could include symptoms you are experiencing, specific issues or concerns, or goals you have for therapy.
04
Fill out any sections related to your medical history, including previous diagnoses, medications you are currently taking, and any relevant medical conditions.
05
Provide information about your mental health history, including previous counseling experiences, diagnoses, or any psychiatric hospitalizations.
06
Answer questions about your current support system, such as family, friends, or other professionals involved in your care.
07
If applicable, provide information about any insurance coverage you have for counseling services.
08
Review the completed form for accuracy and sign it to acknowledge that the information provided is true and accurate.
09
Submit the form to your counselor or therapist prior to your first session.
10
It's important to be honest and thorough when filling out a counseling client intake form as this information will help your counselor gain a better understanding of your needs and develop an appropriate treatment plan.

Who needs counseling client intake form?

01
Anyone seeking counseling services needs a counseling client intake form.
02
This form helps therapists and counselors gather important information about their clients to provide the best possible care.
03
Whether you are seeking counseling for mental health concerns, relationship issues, personal growth, or any other reason, a counseling client intake form is typically required.
04
Even if you have previous counseling experience or have worked with a particular therapist before, you will likely still need to fill out a new intake form for each new counseling relationship.
05
The information collected in the form helps therapists assess your needs, develop treatment plans, and ensure your safety and well-being throughout the counseling process.
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
4.1
Satisfied
21 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.

Easy online counseling client intake form completion using pdfFiller. Also, it allows you to legally eSign your form and change original PDF material. Create a free account and manage documents online.
counseling client intake form can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.
Use the pdfFiller mobile app to create, edit, and share counseling client intake form from your iOS device. Install it from the Apple Store in seconds. You can benefit from a free trial and choose a subscription that suits your needs.
The counseling client intake form is a document used to gather information about a client's personal and mental health history before starting counseling sessions.
Clients who are seeking counseling services are required to fill out the counseling client intake form.
The counseling client intake form can be filled out by providing accurate and honest information about personal and mental health history.
The purpose of the counseling client intake form is to gather necessary information about clients to provide appropriate and effective counseling services.
The counseling client intake form typically includes information about the client's personal details, mental health history, reasons for seeking counseling, and any relevant medical history.
Fill out your counseling 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.