Most intake paperwork looks fine—until you’re in session and realize something important is missing.

Then it turns into:

• extra emails
• follow-up questions
• an incomplete clinical picture

This intake assessment is designed to give you everything you need the first time, so you can focus on the session instead of tracking down information later.

What's Included

This assessment covers:

• Presenting problem & symptoms
• Current & past treatment
• Family mental health history
• Background & relationships
• Health, work, and finances
• Substance use
• Cultural & spiritual factors
• Trauma history
• Strengths, supports, and goals
• Diagnostic impressions

Why Therapists Use This

Instead of piecing together information across multiple documents, you have one structured format that keeps everything in one place.

It’s simple, thorough, and easy to use in real sessions.

Features

• US Letter & A4
• PDF, instant download

Use this for your next intake session!