Intake Assessment Form Template
A great "first page" for each new client file! Our pre-designed intake assessment form sample includes all the info necessary to build an easily accessible client summary.
Customize templateSee how
Register new clients’ essential info by asking them to fill this rapid intake assessment form. Take this pre-designed template as a model that you can modify to comprise any data that is essential to your activity. And most of all, to your client - after all, that’s where your focus is, right? This intake assessment form example includes contact information, referrer information, emergency contact information and how to best reach your client (including whether or not discretion is required). Just review all our proposed sections and add more fields where necessary with the drag & drop editor. For example, a short medical history or self-care habits. Or a Likert scale field to assess work-related stress. On the contrary, you can remove superfluous fields if needed. In any case, consider questions that would be client specific, but potentially impactful to treatment.
Publish templateSee how
Collect & manage dataSee how
Get the most out of intake and evaluation forms! Your client data is securely gathered in an organized data table that you can view and manage directly on our platform. On the contrary, you can export the database if you want. For example, as a CSV, Excel or PDF file. Besides, if you are used to a file management app to improve your client records, go ahead and check out our multiple third-party integrations.
Optimize your flowSee how
With 123FormBuilder you've got plenty of options for how you can make the intake process individualized to your clients and your practice. Plus, it requires no coding skills, so you can do it by yourself. This fully adaptable intake assessment form sample allows you to receive instant email or SMS notifications each time a client fills the form. So why not give up the paper mess and start building effective digital intake forms?