Private Practice Documentation Basics: Intake Form & Free PDF!

Private Practice Documentation Basics: Intake Form

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When you work for an agency or group practice, you often simply use the intake paperwork your employer asks you to use. But how do you know what questions to include in your intake form when you’re running your own practice? In this video I break down some items to consider including when developing your initial intake form.

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This video is geared for therapists of all kinds, including psychologists, MFTs, LPCCs, social workers, and others in the clinical counseling field.

Welcome to Private Practice Skills! I’m Dr. Marie Fang, psychologist in private practice. I post videos offering tools I learned the hard way about starting and growing private practice so that you don’t have to.

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This video is not intended as professional or legal advice. Be sure to seek the services of a professional if you are in need of them.

Here are some items you might like to consider asking about in your initial intake form:

1. Identifying Information.
2. Contact Information.
3. Demographic Information
4. Presenting Issues.
5. Current Context.
6. Referral Source:
7. Mental Health History.
8. Physical Health.
9. Insurance Information.
10. Safety Assessment.
11. Emergency Contact Information.