Client Intake Package

A successful intake process starts with gathering the right information in a way that feels organized, supportive, and respectful of each family’s experience. This Intake Forms Package is designed to help providers collect comprehensive, meaningful information from the very first point of contact—supporting both clinical decision-making and operational efficiency.

The Getting Started Form and Getting to Know Your Child & Family – Complete Form guide caregivers through a structured yet approachable intake experience, capturing essential details related to demographics, medical and developmental history, behaviors of concern, strengths and goals, insurance coverage, scheduling availability, and caregiver preferences. Together, these forms help reduce follow-up, streamline authorizations, and ensure clinicians have the information they need to move confidently into assessment and treatment planning.

Built with real-world implementation in mind, this package supports consistent, thorough data collection while maintaining a family-centered approach—helping your organization create a strong foundation for care from day one.

Includes:

• Comprehensive intake and family history forms
• Clinically relevant sections aligned with assessment, coordination, and authorization needs
• Clear prompts that support accurate, complete caregiver responses
• Customizable templates ready for branding and immediate use