IRS Form 13614-C "Intake/Interview & Quality Review Sheet" - TemplateRoller 2025

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Use Form 13614-NR, Nonresident Alien Intake and Interview Sheet to engage taxpayers in preparing accurate returns.
There are three objectives of intake interviews: Identifying, evaluating, and exploring the clients chief complaint and associated therapy goals. Obtaining a sense of the clients interpersonal style, interpersonal skills, and personal history.
The intake interview often is a formal or standardized process for therapya process that may neither be formal nor standardized. Moreover, there is very poor consistency on how to interpret information form an intake session. Clinicians will often disagree on diagnoses and problem areas.
Intake interviews include an intake assessment which is a comprehensive evaluation of personal history, family background, medical history, symptoms, and any previous treatment experiences. Questions asked during an intake assessment are often dependent on the type of services being provided by the professional.