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TemplatesPDF

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.

Last updated January 29, 2026

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. Simply enter your email address and you will receive immediate access to the full PDF download. We believe in providing valuable resources to help behavioral health practices succeed.

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. With AI-powered documentation, a 98% net collection rate, and support for 17+ treatment modalities, Ease Health helps practices reduce admin burden and improve outcomes. Request a demo at easehealth.com to learn more.