Form library · PSY-001
Psychology new client intake
Example only. Not legal or clinical advice. Review and adapt before use. Not endorsed by any government agency. This example has not had a separate legal review.
Rules differ by state; check yours.
Psychology and counselling practices taking a first set of details and the reason for the visit.
Contact details, who referred the person, and what brings them in, in their own words. It does not copy any questionnaire. It links to two published ones, and the practitioner decides whether to use them. It is not a diagnosis.
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Psychology new client intake
Example only. Not legal or clinical advice. Review and adapt before use. Not endorsed by any government agency. This example has not had a separate legal review.
Fields
Person
Name, date of birth, mobile and email.
Referring practitioner
Who sent them. Write Self if there is no referral.
What brings them in
In their own words.
Seen someone before
Yes or no.
Questionnaires
Links to two published questionnaires. This form does not copy them.
Health information
A tick. The practice collects the health information on the form for care.
Collection notice
A line the practice writes before anyone uses the form.
Signature
Signed on the phone.
Questions
Does this form include a questionnaire?
No. It links to published ones. Their authors set the terms of use, so check them before you rely on a score.
What if someone is in crisis?
The form says it is not for emergencies and shows 000 and Lifeline. Your practice may want its own wording as well.