Template Ideas

Counseling intake form

counseling intake form

Are you running a counseling center, mental health clinic, or private counseling practice? This counseling intake form can make your onboarding process more efficient.

By gathering essential information about your clients, you'll be able to understand their background, needs, and goals. Use the questions provided to create a comprehensive online form tailored to your specific counseling services. Get started today and experience a smoother client intake process!

Tired of chasing people to fill out your forms? Try Content Snare

Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your counseling intake form

1. Personal Information

Collecting personal information is crucial for establishing a relationship with the client and understanding their background.

  • What is your full name?
  • What is your date of birth?
  • What is your gender? (Male, Female, Non-Binary, Prefer not to say)
  • What is your contact number?
  • What is your email address?
  • What is your address?

2. Counseling Goals

Understanding the client's goals will help you tailor the counseling experience to their specific needs.

  • What brings you to counseling?
  • What do you hope to achieve through counseling?

3. Medical and Mental Health History

Obtaining information on the client's medical and mental health history ensures that you are aware of any pre-existing conditions that may impact the counseling process.

  • Do you have any medical conditions? If yes, please specify.
  • Are you currently taking any medications? If yes, please list them.
  • Have you received counseling or therapy in the past? (Yes, No)
  • If yes, please provide details about your previous counseling experiences.
  • If available, please provide official reports and documentation on your previous counseling experiences.

4. Family and Relationships

Information about a client's family and relationships can be crucial for understanding their support system and dynamics that may contribute to their current situation.

  • What is your current marital status? (Single, Married, Divorced, Widowed, Separated, In a relationship)
  • Do you have any children? If yes, how many and what are their ages?
  • How would you describe your relationship with your family?

5. Employment and Education

Understanding a client's employment and education status can provide insight into possible stressors and their overall lifestyle.

  • Where do you currently work or study?
  • What is your occupation?
  • What is your highest level of education? (High school, College, Bachelor's, Master's, Doctorate)
  • Are you currently experiencing stress or challenges at work or school? If yes, please describe.

The question about stress or challenges at work or school is important as it helps you identify potential areas of focus during the counseling sessions and provide appropriate support based on the client's specific needs.

Other question ideas

When you are creating your counseling intake form, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • How do you usually cope with stress or difficult emotions?

    • This question can provide insight into the client's current coping mechanisms and help you identify whether they are healthy or maladaptive strategies.
  • How would you rate your overall satisfaction with life on a scale of 1 to 10, with 1 being extremely dissatisfied and 10 being extremely satisfied?

    • This question can offer a general overview of the client's well-being and help you gauge their level of happiness or contentment.
  • What are your hobbies or interests?

    • Understanding a client's hobbies and interests can offer insights into their personality, as well as potential areas for therapeutic intervention or activities that may improve their mental health.
  • How would you describe your social support network (friends, family, colleagues)?

    • This question can help you understand the client's social connections and the strength of their support system, which can be crucial for their mental health and well-being.
  • Have you experienced any significant life events or changes recently? If yes, please describe.

    • This question can help you identify potential triggers or stressors that may have contributed to the client's decision to seek counseling.
  • On a scale of 1 to 10, how would you rate your current level of self-esteem, with 1 being extremely low and 10 being extremely high?

    • This question can provide insight into the client's self-image and overall sense of self-worth, which can be an important factor in many mental health issues.
  • Do you have any spiritual or religious beliefs? If yes, please describe.

    • This question can offer insights into the client's value system and potential sources of comfort or conflict, which may impact the counseling process.
  • How much time do you spend on social media, and how does it affect your mood or well-being?

    • This question can provide information about the client's social media habits and their potential impact on mental health and overall well-being.
  • What is your preferred learning style? (Visual, Auditory, Kinesthetic, Reading/Writing)

    • Understanding the client's preferred learning style can help you tailor counseling sessions and techniques to better suit their needs and preferences.
  • Are you open to exploring alternative or complementary therapeutic approaches (e.g., mindfulness, art therapy, yoga)?

    • This question can help you determine the client's willingness to engage in different types of therapeutic interventions and open the door to a more personalized counseling experience.

Things to consider

  1. Accessibility - Ensure your form meets accessibility standards to accommodate all users, including those with disabilities. Use clear labels, descriptive error messages, and consider adding alternative input methods like voice input.
  2. Mobile-Friendly Design - Many users will access the form via their smartphones, so ensure the form has a responsive design that adapts well to different screen sizes.
  3. Progress Indicators - If the form has multiple sections, consider using progress indicators to let users know how far along they are in the process. This can help reduce form abandonment.
  4. Conditional Logic - Use conditional logic to show or hide questions based on the user's previous answers. This can make the form feel more personalized and less overwhelming by only displaying relevant questions.
  5. Save and Resume Functionality - Allow users to save their progress and resume filling out the form at a later time. This can be helpful for longer forms or those with sensitive questions, giving users the opportunity to gather necessary information.
  6. Client Privacy and Security - Be aware of the sensitive nature of the information collected in a counseling intake form. Use encryption, secure data storage, and comply with privacy regulations like HIPAA (in the United States) to protect your clients' information.
  7. Clear Instructions - Provide simple and concise instructions for each question, ensuring users understand what is expected of them. Avoid using jargon or complex language that may confuse users, particularly when discussing sensitive topics.

How to create your counseling intake form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.