Client Intake Assessment
A ready-to-use intake form you can print and hand to a client on a clipboard. Written for the person filling it in, with no editing required before use.
Free. Updated August 2026.
What the client fills in
Who fills it in
The client completes the main sections before or at their first appointment. The clinician completes the Office Use page: screening measures administered, risk review, initial impressions, and the plan. The final page is a note to the practice and is removed before the packet is handed over.
What is deliberately not in it
No copyrighted screening instruments. The PHQ-9, GAD-7, C-SSRS and similar measures are named with a space to record the score, so you administer them from their publisher rather than from a copy. Adapt the form with your clinical leadership and counsel before use.
Looking for the guidance instead?
Comprehensive Intake Assessment Template for Mental Health explains what belongs in an intake, the regulations that shape it, and where practices usually get caught out. This form is the working paper that comes out of it.
Read the full guide →