Intake Forms

Intake Forms

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  • Zipped folder filled with Intake documents

What you can do

  • Open with Microsoft or Google Apps

  • Edit and utilize for your own practice

What you can't do

  • Sell, copy, or re-distribute as your own


One of the most time consuming and most crucial parts of your private practice or group are the set of Intake documents that you present to your clients. This group of forms is what sets the standard for what your client experiences from the intake moving forward. Whether or not you choose to use hard copy forms in your lobby, or electronic forms, this set has the capability to be used for either. In this set of forms, you will find 15 pages of customizable intake forms including the following: Company Policies & Expectations, New Client Information & Demographic, Informed Consent for Therapy Services, Informed Consent for Targeted Case Management Services, Notice of Privacy Practices, Freedom of Choice, Release of Information, Fee Agreement, Commitment to Treatment & Crisis Plan, Service Team Meeting and/or Treatment Plan Signature Sheet, Case Management Intake Process, Targeted Case Management Eligibility Checklist, Adult Symptoms Checklist, Child/Adolescent Symptoms Checklist. All you will need to do is enter your company's information and they are ready to use!