Therapy intake form template

A therapy intake form should generally include the client’s contact details, emergency contact, reason for seeking therapy, current concerns, treatment goals, relevant health history, previous therapy experience, medications, and preferred communication methods.

Practices may also include questions about relationships, work, living situation, support systems, accessibility needs, referral information, and consent to treatment.

Yes. Clients can complete the therapy intake form online before their first appointment, and the submitted form can be downloaded as a PDF.

A digital therapy intake form PDF gives the therapist an organised record of the client’s background, concerns, goals, and submitted information.

A therapy intake form collects information about the client’s background, current concerns, mental health history, and goals for treatment.

A therapy consent form explains the therapy service, confidentiality practices, fees, cancellations, communication policies, and other terms the client agrees to. Many practices use both documents during client onboarding or combine them into one form.

A client intake form helps the therapist understand why the client is seeking support and prepare for the first session.

It can reduce time spent collecting basic information during the appointment and help identify topics, preferences, or circumstances that may need further discussion.

A mental health intake form may ask about the client’s current symptoms, reasons for seeking therapy, previous diagnoses, past treatment, medications, physical health, relationships, support network, substance use, and treatment goals.

Therapists should only collect information relevant to their services and handle personal and health-related information securely.

New clients usually complete an intake form before their first session. Existing clients may be asked to review or update their information when contact details, medications, health conditions, emergency contacts, or treatment needs change.

Some practices request an updated form annually or after a long break in treatment.

Yes. The template can be customised as a counselling intake form for counsellors, psychotherapists, psychologists, mental health clinics, couples therapists, family therapists, and other therapy providers.

You can add questions that reflect your services, client group, therapeutic approach, and onboarding requirements.

A digital therapy intake form allows clients to provide important information privately before their first appointment.

Therapists can review submissions in advance, reduce paperwork during onboarding, keep client forms organised, and download PDF copies when needed.