Mental Health Counseling Intake Form Template – US

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Updated – 2025 /2026


Important Information

This document serves as an introductory overview for individuals seeking mental health services, detailing the initial assessment process and information collection procedures. It is not a substitute for professional legal or clinical advice and should be used solely as a general guide. Users are advised to consult qualified mental health practitioners or legal professionals for specific guidance tailored to their circumstances. The information provided should be reviewed and adapted to adhere to local regulations and standards. Responsibility for ensuring compliance and appropriateness of use rests with the user; we disclaim liability for any inaccuracies or misuse resulting from this document without professional consultation.


PDF

PDF

Word

Word

Sample

Sample

Template

Template


Please note: This is a sample Mental Health Counseling Intake Form template. It is intended for illustrative purposes only. Actual forms may vary based on specific practice requirements and legal considerations.

Mental Health Counseling Intake Form Sample

Client Information:

Name: ________________________________
Date of Birth: ________________________
Contact Number: ______________________
Email Address: ________________________

Emergency Contact:

Name: ________________________________
Relationship: __________________________
Phone Number: _________________________

Presenting Issues:

Please describe the main concerns or reasons for seeking counseling:

__________________________________________________________

Medical and Mental Health History:

Please list any relevant medical conditions, medications, or mental health diagnoses:

__________________________________________________________

Consent and Agreement:

I acknowledge that I have read and understood the privacy policy and consent to participate in counseling sessions. I agree to inform my counselor of any changes in my health status or circumstances.

Signature: ________________________________
Date: ______________________

Additional Notes:

Use this space for any additional information or special notes related to your intake:

__________________________________________________________