Mental Health Intake Form Template

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Updated – 2025 /2026


Disclaimer

The information collected herein is intended solely for initial assessment purposes. It is not a diagnostic tool and should not replace consultation with a licensed mental health professional. Variations in individual circumstances and local regulations may require tailored approaches or additional documentation. Responsibility for the proper use of this form rests with the user, and we assume no liability for inaccuracies or misapplications resulting from its use without professional guidance.


PDF

PDF

Word

Word

Sample

Sample

Template

Template


Please note: This is a sample template for a Mental Health Intake Form. Details and sections may vary depending on specific needs and regulations. Customize as necessary for your practice.

Mental Health Intake Form Template

Client Information:

Name: ________________________________

Date of Birth: _________________________

Address: ______________________________

Phone Number: _________________________

Email: ________________________________

Emergency Contact:

Name: ________________________________

Relationship: _________________________

Phone Number: _________________________

Presenting Concerns:

Please describe the primary reasons for seeking mental health services:

______________________________________________________________________________

______________________________________________________________________________

Medical and Psychiatric History:

Please indicate any known medical conditions, psychiatric diagnoses, or previous mental health treatment:

______________________________________________________________________________

______________________________________________________________________________

Current Medications:

Please list any medications currently being taken:

______________________________________________________________________________

______________________________________________________________________________

Social and Family History:

Please note relevant details about social, family, occupational, and substance use history:

______________________________________________________________________________

______________________________________________________________________________

Consent and Acknowledgment:

I acknowledge that the information provided is accurate to the best of my knowledge and consent to treatment and the use of this information for assessment purposes.

Location: ______________________ Date: ______________________

__________________________
Client Signature
__________________________
Practitioner Signature