Intake Documents
Intake Documents
Intake Documents
502-224-4478
PART 1: CLIENT INFORMATION
Email: _______________________________________________________________________________
_______ By initialing here, I give my provider permission to contact my emergency contact person if
provider’s calls are not returned within an adequate timeframe and she believes I am a threat to myself
or others.
Education Completed: High School College Degree Graduate Degree Post Graduate
Employer: ____________________________________________________________________________
How did you hear about us? Online Search Psychology Word of Mouth Other ___________________
Have you ever been in therapy before? Yes No Was therapy a positive experience? Yes No
____________________________________________________________________________________
Members of your family unit/ household: (Please list names, ages & relation to you)
_____________________________________________________________________________________
Please circle the choice(s) that best describe your current relationship:
Single Never Married Divorced It’s Complicated
Do you ever wish you had not gotten into a relationship with your current mate?
How often do you confide in your current partner? Almost Never Rarely In most things In
everything
Have you consulted a lawyer regarding separation or divorce? Yes No If so, when
____________________________
_________________________________________________________________________________
Name: _______________________________________________________________________________
Office Address:
_____________________________________________________________________________________
Date of Last physical: _________________ How often do you see this clinician? __________________
Does this health care provider prescribe medications for any (circle) psychological/pain/sleep/addiction
recovery/stress complaints or issues? Yes No
Other Physician, Psychiatrist, ARNP, Physician Assistant or Prescribing Practitioner you see with
regularity:
Name of Provider:
__________________________________________________________________________________
Practice/Clinic:
_____________________________________________________________________________________
Office Address:
_____________________________________________________________________________________
Does this health care provider prescribe medications for any (circle) psychological/pain/sleep/addiction
recovery/stress complaints or issues? Yes No
If you have any chronic illness, medical conditions or injuries, please list them:
_____________________________________________________________________________________
_____________________________________________________________________________________
Please list all prescription, contraception, herbal supplements and non-prescription medication you are
presently taking, with dosage in milligrams:
_____________________________________________________________________________________
If you have recently stopped or changed medication, please list those, along with dates of change:
_____________________________________________________________________________________
_____________________________________________________________________________________
Circle any of the following substances you use, indicating frequency for each:
Other (list):
_____________________________________________________________________________________
Have you experienced 10 or more pounds of weight gain or loss in the last 30 days? Yes No
Has your appetite changed? Yes, increased. Yes, decreased. No change
How many hours do you sleep, per night, in general? _________ Is your sleep interrupted? Yes No
_______________________________________________________________________________
Have you ever attempted suicide? Yes No Have you ever been hospitalized for suicidal
thoughts? Yes No
_____________________________________________________________________________________
Are you currently having suicidal thoughts? Yes No Do you have access to a gun or deadly
weapon? Yes No
Do you currently have a Suicide plan? Yes No Has a member of your family attempted
suicide? Yes No
PART 4: SERVICES
Briefly describe your reason for seeking services at this time: __________________________________
_____________________________________________________________________________________
Circle any that apply to your reasons for seeking services today:
What do you wish to accomplish through our meetings (your goal)? _____________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
How will you know this problem has been resolved/when we don’t need to meet anymore (what will
have changed)? ______________________________________________________________________
____________________________________________________________________________________
Unless other arrangements are made, payment is expected at the time of service. Cash, Charge, Health
Savings Account Card, or Flexible Spending Account Card are acceptable forms of payment.
There is a $20 charge for each fifteen (15) minutes of a telephone consultation lasting longer than 5
minutes. Matters requiring lengthy email responses are billed at the same rate. For issues or questions
requiring more than a brief phone conversation or email exchange you are encouraged to schedule an
in-office visit to avoid this fee.
A $80 fee will be charged to your credit card for the first session missed or cancelled without 24-hours
notice.
You will be charged the full session fee for subsequent appointments rescheduled, cancelled, or missed
with less than 24-hours notice.
Repeated cancellations (more than two) without sufficient notice may result in the termination of
services. The full fee is always charged for sessions missed completely. Multiple sessions missed result in
the termination of services.
By signing below, I attest that I understand and agree to the fee policy. I authorize my provider to charge
my credit card for missed appointments; appointments not cancelled or rescheduled 24 hours before
scheduled appointment time, missed appointments, co-payments, and any fees uncollected after 30
days.