Form preview

Get the free Client Intake Form

Get Form
This document serves as a comprehensive client intake form designed to gather essential information from clients seeking mental health services. It includes sections on personal history, previous
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
To use our professional PDF editor, follow these steps:
1
Log in to your account. Start Free Trial and register a profile if you don't have one yet.
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. 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 list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

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
Begin with the client's personal information: name, contact details, and address.
02
Include demographic information: age, gender, occupation, and ethnicity if relevant.
03
Ask about the client's reason for seeking services or support.
04
Collect medical history or any relevant health information.
05
Inquire about any previous services received or current treatments.
06
Include a section for the client to provide emergency contact information.
07
Add questions regarding the client's goals and expectations from the services.
08
Ensure space for the client to disclose any additional information they feel is important.
09
Review the form for completeness and ensure all necessary signatures are obtained.

Who needs client intake form?

01
Clients seeking services from therapists, counselors, or social workers.
02
Healthcare providers offering medical, psychological, or behavioral services.
03
Lawyers or financial advisors requiring information to assist clients.
04
Businesses providing services that require personal information for service delivery.
05
Any professionals needing to gather information to tailor their services to client 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
4.3
Satisfied
43 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.

When your client intake form is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.
pdfFiller allows you to edit not only the content of your files, but also the quantity and sequence of the pages. Upload your client intake form to the editor and make adjustments in a matter of seconds. Text in PDFs may be blacked out, typed in, and erased using the editor. You may also include photos, sticky notes, and text boxes, among other things.
Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your client intake form by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.
A client intake form is a document used by service providers to gather essential information about a client before rendering services.
Typically, all new clients seeking services from a provider are required to fill out a client intake form.
To fill out a client intake form, provide accurate personal details, contact information, a description of needs or issues, and any relevant medical or background information as requested on the form.
The purpose of a client intake form is to collect necessary data to assess the client's needs, streamline services, and ensure appropriate care is provided.
The information required often includes personal identification details, contact information, demographic data, medical history, service needs, and consent for treatment.
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.