Intake Assessment Note-Taking Template (Expanded Version)

Are you looking for a visually-appealing way to take notes for your intakes? Do you find that you sometimes don’t write down certain details, only to need them later? I created this template to make this often-avoided documentation easier and more pleasant. It works well with any EHR, but I based it off of several templates in Simple Practice. I have found that in EHRs, different prompts are located in different places or questions are asked multiple times. This template groups similar themes together, allowing you to have more of a natural flow to your session, and know where to look for information when you later write up your official intake notes (or you can also scan this document to your charts directly instead).

Like most of my resources this one is designed to be visually appealing by using simple graphics and creative fonts (sometimes people find that they feel more motivated to keep working on something when they find it aesthetically pleasing!). Yet the design is simple enough to not be “busy” or interfere with the purpose of the template.

This resource is both printable and available as a fillable PDF, perfect for telehealth. In addition to being able to have a print copy, you can also easily save it to your health records system.