Counseling Services Intake Form
  • Counseling Services Intake Form

    Thank you for reaching out to us. This form helps us understand you, your child, or your family and what support you’re hoping for. There are no right or wrong answers, and you may share as much or as little as you feel comfortable. Your responses are confidential and will help us provide the best care possible.
  • Client Information

  • Format: (000) 000-0000.
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Insurance Information

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  • Referral/Request Information

  • What are you hoping counseling might help with? (Check any that apply)*
  • Current Concerns/ Challenges

    Please check any areas that feel relevant right now for you or your child.
  • Adults: Please check any concerns you're experiencing currently*
  • Children/teens (parent-report): Please check any concerns you’re noticing for your child/teen currently
  • Have you/your child ever had feelings or thoughts that you/they didn't want to live?*
  • Do you/does your child currently feel that you/they don't want to live or of attempting suicide?*
  • Rows
  • Psychological / Therapy History

    Sharing any past supports helps us understand what you or your child have already tried and what has or hasn’t been helpful. You may skip any questions or share only what feels comfortable.
  • Has the client received counseling, therapy, or behavioral supports before?
  • If Yes, which types of support?
  • Are any supports currently ongoing?
  • Would you like coordination with other providers?
  • Format: (000) 000-0000.
  • Medical / Medication Information

    This helps your counselor understand any medications or health factors that may affect mood, focus, or daily functioning.
  • Date of last physical exam/wellness check:
     - -
  • Psychiatric History

    This helps us understand past levels of support so we can plan care thoughtfully.
  • Have you ever been treated as an outpatient for mental health concerns?
  • Have you ever been treated as an inpatient at a psychiatric facility?
  • Mental Health-Related Medications

    This section helps us understand any medications that may affect mood, sleep, focus, emotions, or behavior. Sharing this information is optional, and you may include only what feels comfortable.
  • Are you or your child currently taking any medications related to mental health, mood, attention, sleep, or behavior?
  • Who currently manages or prescribes these medications?
  • Has the client taken mental health-related medications in the past?
  • Rows
  • Family Mental Health History

    Many people have family members with a range of emotional or mental health experiences. Sharing this information is optional and simply helps us get a fuller picture.
  • Has anyone in your family been diagnosed with or treated for:
  • Exercise Level

    This section helps us understand how movement fits into daily life, as it can sometimes affect mood, energy, and stress. You may share only what feels comfortable.
  • Adults: Do you exercise regularly?
  • Substance Use History

    This section helps us understand any use of substances that may affect mood, behavior, safety, or overall well-being. There is no judgment about substance use. Sharing this information is optional and helps us provide the most supportive care.
  • Check if you have ever tried the following or are you currently using the following:
  • Tobacco Use History

    This section helps us understand any use of tobacco or nicotine products, as these can sometimes affect mood, health, or stress. There is no judgment about tobacco use. Sharing this information is optional and helps us provide the most supportive care.
  • Have you ever smoked cigarettes?
  • Family Background and Childhood History:

    Everyone’s family and childhood experiences are different. This section is optional and simply helps us get a fuller picture to support care.
  • Were you adopted?
  • For children/teens: Was the child adopted?
  • Did your parents divorce?
  • Educational History

    This helps us understand learning experiences and current supports.
  • Personal History

    People have many different life situations, and there are no right or wrong answers here. Sharing this information is optional and helps us better understand your daily life and support system.
  • Are you currently:
  • Are you currently:
  • Do you have any children?
  • Have you ever been arrested? There are no judgments about arrests.
  • Format: (000) 000-0000.
  • Date
     - -
  • Should be Empty: