Client Intake Form
Complete this intake form to request housing, support services, and/or placement review. Please answer all applicable questions accurately and provide any additional details that may help with assessment and coordination.
Client Information
Date of Intake
*
-
Month
-
Day
Year
Date
Referral Source
Full Name
*
First Name
Middle Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Preferred Name
Government ID Number
Type of ID (above)
Please Select
Drivers License
State ID
Other
Gender
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Marital Status
Emergency Contact Name
*
Emergency Contact Relationship
Emergency Contact Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Emergency Contact Email
example@example.com
Living Situation
What is current living situation:
Live alone
Live with family
Hospital / Rehab
Other
Other (explain)
Desired Move-In Date (if applicable)
-
Month
-
Day
Year
Date
Requested Service Start Date (if applicable)
-
Month
-
Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Referral Information
Referred by:
example@example.com
Organization (if applicable):
example@example.com
Phone/Email:
example@example.com
Military and VA Information
Branch of Service
Army
Navy
Air Force
Marines
Coast Guard
Other
Service Dates
Discharge Status
Honorable
General
Other Than Honorable
Medical
Unknown
VA Enrolled
*
Yes
No
VA ID Number
VA Case Manager Name
VA Case Manager Phone
Please enter a valid phone number.
Format: (000) 000-0000.
VA Case Manager Email
example@example.com
Authorization Number
Housing and Service Needs
Housing Need / Reason for Referral (check all that apply)
Transitional Housing
Long-Term Supportive Housing
Residential Home Care
In-Home Care Services (ADLs)
Palliative Care
Hospice Care
Respite Stay/Family Support
Transportation Services
Specialized Care
Personal Care Assistance
Companion Care
Other
Housing Need - Other
Describe current situation / need
*
Functional Support Needs
Meal Support
Laundry Assistance
Transportation Coordination
Medication Reminders
Mobility Assistance
Other
Functional Support Needs - Other
Primary Needs
*
Medical & Care Infomation
Primary Diagnosis:
*
Secondary Conditions:
*
Allergies
Medication List
Mobility Status
Independent
Cane
Walker
Wheelchair
Needs Assistance
Fall Risk
Low
Moderate
High
Current Hospice Services
Yes
No
If yes, hospice provider
Behavioral / Safety Concerns to be aware of
Is the client currently receiving:
Dementia Care
Hospice Care
Palliative Care
Home Health
Therapy Services
None
Other
Cognitive Status:
Alert & Oriented
Mild Memory Loss
Dementia / Alzheimer's
Confusion / Disorientation
Other
Other (explain)
Any behaviors to be aware of:
Wandering
Agitation
Sundowning
Fall Risk
Other
Other (explain)
Preferred Care Level:
Essential (light support)
Enhanced (moderate ADL support)
Premier (full care / dementia / hospice)
Safety Concerns
Are there safety concerns?
Fall risk
Stairs in Home
Pets
Smoking
Other
Other (explain)
Schedule of Care
Days Needed:
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Shift Type:
Morning
Afternoon
Evening
Overnight
24-hour
Weekends
Holidays
Substance Use and Recovery
Current or Past Substance Use
Alcohol
Opioids
Cocaine / Crack
Methamphetamine
Marijuana
Other
Narcan trained / needs Narcan education
Yes
No
Tobacco use / smoking needs
Yes
No
Substance Use - Other
Current Status (Substance Use)
No current use reported
Active use
Early recovery (0–90 days)
Recovery (90+ days)
Medication-assisted treatment (MAT)
Other
Date of Last Use
-
Month
-
Day
Year
Date
Currently enrolled in treatment/support
No
Outpatient counseling
Inpatient / Residential treatment
AA / NA / Peer support
MAT clinic
Other
Currently enrolled in treatment/support - Other
Current recovery supports
History of overdose or withdrawal requiring medical care
No
Yes
If yes, explain
Triggers / relapse risks / supports we should know
Need recovery-focused housing environment
Yes
No
Unsure
Legal, Supervision, and Reentry
Currently on supervision
*
No
Probation
Parole
Veterans Court
Bond / Pretrial
Other
Supervision - Other
Case worker / probation officer name
Case worker / probation officer Phone / Email
Any active warrants or pending charges
No
Yes
Prefer not to disclose
History that may affect housing placement or safety planning
None reported
Violence history
Arson history
Theft / property offenses
Substance-related offenses
Other
History affecting housing - Other
Registered offender restrictions impacting housing location
No
Yes
Unknown
Court dates or legal appointments needing transportation support
No
Yes
Reentry goals / supports needed
Employment
ID documents
Benefits
Counseling
Transportation
Other
Reentry goals - Other
Curfew or supervision needs
Yes
No
Roommate compatibility concerns
Financial, Room, Transportation, Goals, and Documents
Income / Payment Source
Private Pay
VA Funding
SSI / SSDI
Pension
Long-term Care Insurance
Other
Income / Payment Source - Other
Monthly Income
Room Preference
Premium Suite
Private Room
Semi-Private Room
No Preference
Transportation Needs
Medical Appointments
Pharmacy
Grocery
VA Appointments
Social / Recreation
Other
Transportation Needs - Other
Personal Goals
Stable Housing
Recovery Support
Increase Independence
End-of-Life Comfort
Employment Readiness
Other
Personal Goals - Other
Documents Available (check all that apply)
ID / Driver License
VA Card
SS Card
Insurance Card
Medication List
Other
Documents Requested - Other
Notes
Consent to Contact & Services - Signatures
I authorize Lifesavers Support Services LLC to contact me regarding services and understand that services provided are non-medical in nature.
Client / Representative Signature
*
Client / Representative Signature Date
*
-
Month
-
Day
Year
Date
Intake Decision (for Administration use only)
Approved
Pending Review
Waitlist
Declined
Intake Completed By
Submit Intake
Submit Intake
Should be Empty: