Form preview

Get the Client Intake Form Counselling - Free Sample Forms

Get Form
CLIENT INFORMATION Please provide the following information for our records. Leave blank any question you would rather not answer or would prefer to discuss in person. Information you provide here
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign client intake form counselling

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

How to edit client intake form counselling 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
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit client intake form counselling. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
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 intake form counselling

Illustration

How to fill out client intake form counselling

01
Start by gathering the necessary information about the client, such as their full name, contact information, and date of birth.
02
Create sections or categories within the form to address specific areas of concern, such as the client's medical history, mental health history, and current symptoms or challenges.
03
Clearly label each section or category to make it easier for both the client and the counselor to navigate through the form.
04
Use clear and concise language when creating questions or prompts within the form. Ensure that the questions are specific and relevant to the counseling process.
05
Provide enough space for the client to write their responses or include additional attachments if needed.
06
Include a section in the form where the client can provide any additional information or concerns that they might have.
07
Ensure that the form includes a statement about confidentiality and how the information provided will be kept private.
08
Clearly communicate to the client how and where they should submit the completed form, whether it's through email, in-person, or through an online platform.
09
Review the completed intake form with the client during the first counseling session to clarify any information and address any questions or concerns they may have.
10
Regularly update and revise the intake form as needed to reflect any changes in the counseling process or to gather additional information that might be helpful for the client's treatment.

Who needs client intake form counselling?

01
Client intake form counseling is typically needed by individuals seeking counseling services for the first time.
02
It is beneficial for both the client and the counselor as it helps gather essential information about the client's background, history, and current concerns.
03
Additionally, client intake forms can be useful for clients who are transitioning to a new counselor or therapeutic setting, as it helps the new counselor to gain a comprehensive understanding of the client's needs and goals.
04
Ultimately, anyone who is seeking counseling services can benefit from filling out a client intake form.
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
4.4
Satisfied
41 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.

Once your client intake form counselling is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.
With pdfFiller, you may not only alter the content but also rearrange the pages. Upload your client intake form counselling and modify it with a few clicks. The editor lets you add photos, sticky notes, text boxes, and more to PDFs.
On Android, use the pdfFiller mobile app to finish your client intake form counselling. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.
A client intake form counselling is a document used by mental health professionals to gather preliminary information about a client before beginning therapy or counselling. It typically includes personal details, medical history, and reasons for seeking help.
Clients seeking counselling services are required to fill out a client intake form. It is typically filled out by individuals seeking therapy or counselling support from a licensed professional.
To fill out a client intake form, the individual should provide accurate and complete information regarding their personal details, medical history, psychological background, and specific concerns or issues they wish to address in counselling.
The purpose of the client intake form counselling is to collect essential information that helps the therapist understand the client's history, needs, and goals. It also ensures that appropriate care and support can be provided from the outset.
Typical information reported on a client intake form includes personal identification details, contact information, reasons for seeking counselling, medical and psychological history, any current medications, and emergency contact details.
Fill out your client intake form counselling 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.