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Comprehensive Intake Assessment Template for Mental Health

Complete intake assessment form for mental health professionals including demographic information, mental health history, substance use screening, risk assessment, and treatment preferences.

About the print version

Last updated August 26, 2026

Cover page of the Comprehensive Intake Assessment Template for Mental Health PDF

What's inside

1
Overview
2
Section 1: Client Information
3
Section 2: Household & Social Information
4
Section 3: Presenting Problem
5
Section 4: Mental Health History
6
Section 5: Risk Assessment
7
Section 6: Substance Use Assessment
8
Section 7: Medical History
9
Section 8: Developmental & Family History
10
Section 9: Trauma History
11
Section 10: Legal History
12
Section 11: Cultural & Spiritual Considerations
13
Section 12: Treatment Preferences
14
Section 13: Current Functioning Assessment
15
Section 14: Clinician Summary (For Clinical Use)

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Frequently Asked Questions

This resource includes Overview, Section 1: Client Information, Section 2: Household & Social Information, and 12 more sections. Complete intake assessment form for mental health professionals including demographic information, mental health history, substance use screening, risk assessment, and treatment preferences.

The Comprehensive Intake Assessment Template for Mental Health is designed for behavioral health professionals, including therapists, counselors, clinical directors, and practice administrators. It provides practical tools and frameworks that can be immediately applied in mental health, substance use disorder, and integrated care settings.

Yes, the Comprehensive Intake Assessment Template for Mental Health is completely free. Enter your name, work email, and role, and the download starts immediately. Where a resource also has a print-ready form version, the same details unlock both files.

The Comprehensive Intake Assessment Template for Mental Health is designed to be adapted to your specific practice needs. All templates and frameworks can be modified to match your workflow, documentation requirements, and clinical approach.

Ease Health provides an all-in-one EHR, billing, and CRM platform purpose-built for behavioral health. It brings admissions and referral tracking, clinical documentation, and billing into one system, with AI assistance built into the documentation workflow rather than bolted on. Request a demo at easehealth.com to learn more.