STAR Case Management Intake Assessment Form Client Information 2025

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Intake assessments typically cover several important areas, including presenting issues and symptoms, past mental health history, personal and family history, lifestyle factors, coping mechanisms and support, goals and expectations, work, education, and relationships, as well as medical and behavioral health.
Intake is the initial meeting between a case manager and a new client. The case manager uses this time to gather demographic information about the client, identify any immediate needs, and begin to establish trust and build a relationship.
An intake form is a document used to gather important information from clients, customers, or patients when they first interact with a service or organization. It typically includes basic details like contact information, purpose of seeking services, and other relevant data.
A client intake form is a questionnaire designed to collect screening information about prospective customers. Its usually the first step in the client onboarding process. The questions typically cover necessary details such as the clients contact information and why they need your services.
It typically gathers: Demographic Information: This includes personal details like address, email, and phone number. Health History: Information regarding medications a client is taking and their associated health conditions is crucial.
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So, what information does the client intake form gather? It can range from basic contact details to nuanced preferences and requirements. Client intake forms, especially digital intake forms, can also collect information on their internal processes.
Full name, contact information, date of birth, Social Security number, and emergency contact information. Client background information.

case management intake form