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Intake Assessment
Intake Assessment
Date
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MM slash DD slash YYYY
Prospective Client’s Legal Name
(Required)
First
Last
Preferred Name
Name of person filling out form (if different) than client
(Required)
First
Last
Relationship to client
(Required)
What was the precipitating incident that made you call today?
(Required)
How did you hear about us?
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Are you working with a professional?
(Required)
Client Information
Name
(Required)
First
Last
Date of Birth
(Required)
MM slash DD slash YYYY
Age
(Required)
Marital Status
(Required)
Children/Ages (If Applicable)
Gender
Male
Female
Other
Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
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Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Can we contact the client?
Yes
No
Cell
Work
Email
Family Member Contact #1
Name
Relationship to Client
Mother
Father
Sibling
Spouse/Significant Other
Other
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Cell
Email
Home Phone
Can we contact this person?
Yes
No
Family Member Contact #2
Name
Relationship to Client
Mother
Father
Sibling
Spouse/Significant Other
Other
Address (If Different From Above)
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Cell
Email
Home Phone
Can we contact this person?
Yes
No
Payment Information
Do you have insurance you wish to access for possible reimbursement?
Yes
No
Company
Name on Insurance Card
ID#
DOB
MM slash DD slash YYYY
Group #
Insurance Provider #
Current Environment
Are you currently employed?
Are you currently enrolled in school?
What is your current living arrangement?
What mental health symptoms is the client currently struggling with? (Check all that apply)
Anxiety
Depression
Trauma/PTSD
Mania
Grief/Loss
Executive Functioning / Lifeskills
Suicidality
Obsessive/Compulsive Behaviors
Rigidity
Anger
Hopelessness
Current Use/Substance History
Substance
Amount / Frequency
Last Use Date
Route of Administration
Add
Remove
Withdrawal Symptoms / Cravings
Do you believe the client needs a medical detox?
Yes
No
Do you believe the client needs a psychiatric stabilization?
Yes
No
Treatment History
Prior treatments?
Yes
No
Prior treatment details
What level of care?
How long were you there?
How long did you remain clean / sober after?
Add
Remove
Current Therapist/Counselor Name and Contact Information:
Are you willing to sign a Release of Information so that we may speak with this professional?
Yes
No
Current Psychiatrist/Medication Provider Name and Contact Information:
Are you willing to sign a Release of Information so that we may speak with this professional?
Yes
No
Medical History
Do you currently have any medical problems we need to know about?
Diabetic?
Yes
No
If yes, what was last A1C and date of test?
Please provide name and contact of any physicians currently treating you for medical conditions:
Have you been hospitalized in the past 90-days?
Yes
No
If yes, why?
Are you taking any medications?
Yes
No
Medications
Medication name
Dosage
Frequency
Reason for taking the medication
Add
Remove
Have you lost your appetite?
Yes
No
Have you lost or gained weight recently?
Yes
No
Do you have any difficulty walking distances?
Yes
No
Trouble sleeping?
Yes
No
Memory loss?
Yes
No
Head Injuries?
Yes
No
History of Seizures?
Yes
No
Mental Health History
Have you ever been under the care of a mental health professional (therapist, psychologist, and psychiatrist)? If so, please explain:
Have you ever attempted suicide? If so, When, by what means, were you under the influence?
Have you experienced any childhood and/or adulthood trauma?
Yes
No
If yes to trauma, please explain
Have you ever harmed yourself (cutting, burning, etc.…)?
Yes
No
Have you ever had thoughts of hurting someone?
Yes
No
Do you have an eating disorder (anorexia, bulimia, over eating)?
Yes
No
Have you had any previous Mental Health Diagnosis (thought disorder, personality disorder, mood disorder)?
Yes
No
If so, please explain and include when or if current
Have you ever experienced psychosis or delusions?
Yes
No
If so, please explain and include when or if current
Were you hospitalized due to psychosis?
Yes
No
If so, for how long?
Has an injectable medication ever been recommended or prescribed?
Yes
No
If yes, did this medication require a prior authorization from your insurance?
Yes
No
Date of last injection and dosage:
Emergency Contact Information
Name
Relationship to Patient
Address
Street Address
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Can we contact this contact?
Yes
No
Cell
Work
Email
Thank you for taking the time to fill out this application and answer all questions! Is there anything else you think that would be helpful for us to know?