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welcome to the introduction to counseling intake forms my name is Kat and Im a senior clinical advisor at care pager today Im going to be taking you through how you can use our counseling intake form template within your practice before we begin lets quickly touch base about what an intake form is whenever a new patient begins receiving treatment at a Counseling Practice they are required to complete what are called intake bonds these intake forms gather information regarding the clients insurance information personal details and previous Medical Treatments all of the data that is gathered during the intake form process allows the Counseling Practice to deliver a more informed treatment of care [Music] to help counseling practices streamline the intake process weve created an intake form template choose it successfully all you have to do is follow these four steps firstly you need to download the PDF template this will allow you to save the document onto your computer or print it o