Home
Forms Library
Case management intake assessment form example

STAR Case Management Intake Assessment Form Client Information 2025

case management intake assessment form example Preview on Page 1

See details

4.5 out of 5

64 votes

The STAR Case Management Intake Assessment Form is a comprehensive document used to gather essential information about clients seeking assistance. It includes sections for client demographics, veteran status, education, employment history, legal issues, income and resources, physical health, mental health, and substance abuse. The form aims to assess the client's current situation and needs to provide appropriate support and services.

Here's how it works

01. Edit your case management intake assessment form example online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send case management intake form template via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out STAR Case Management Intake Assessment Form Client Information with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the STAR Case Management Intake Assessment Form in the editor.
Begin by entering your Client Name and Service Point number at the top of the form. Ensure that all personal information is accurate.
Fill in the Date, Last Address, and how long you have lived there. Provide your Age and Date of Birth (DOB) for demographic purposes.
Indicate your Race and Ethnicity by checking the appropriate boxes. This information helps tailor services to your needs.
Complete the Emergency Contact section with names and phone numbers, ensuring you provide reliable contacts.
Answer questions regarding homelessness duration, marital status, and children. If applicable, list children's details including name, age, DOB, gender, and SSN.
Proceed to sections on Veteran Information, Education, Employment, Legal issues, Income and Resources. Fill these out thoroughly as they are crucial for assessment.
Finally, review all entries for accuracy before signing at the bottom of the form. Your signature confirms that all provided information is correct.

Start filling out your STAR Case Management Intake Assessment Form today using our platform for free!

See more STAR Case Management Intake Assessment Form Client Information versions

We've got more versions of the STAR Case Management Intake Assessment Form Client Information form. Select the right STAR Case Management Intake Assessment Form Client Information version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2013	4.5 Satisfied (64 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What does the client information form ask for?

The details on a client information sheet will vary based on the requirements of each team or business but some common places you can find in any list of business clients, are to include information such as name, company, contact information (Phone number/email address), interests/preferences, purchasing history, and

What information does a client intake form gather?

Client Intake Form This foundational form aims to gather demographic info like the clients address, phone number, and email. Some other questions would be, Has your doctor diagnosed you with the (blank) condition? and such questions.

How to fill out a client information form?

The Brief Intake/Assessment is the initial meeting with the client during which the case manager gathers information to address the clients immediate needs to encourage his/her engagement and retention in services.

What is gathering client information?

Gathering client information is a crucial step in any client relations project. It helps you understand the clients goals, needs, challenges, preferences, and expectations. It also helps you build trust, rapport, and credibility with the client.

What information should be on a client intake form?

Your intake process may vary depending on your setting and client population, but most forms aim to collect four key types of information: Personal and demographic details. Mental and physical health history. Presenting concerns and goals.

case management assessment template

Star case management intake assessment form client information pdf Star case management intake assessment form client information free Star case management intake assessment form client information example Case manager documentation template Case Manager Intake Form Case management assessment tools Case management questions to ask clients Case management worksheets PDF

What information does the client intake form gather?

To keep it as simple (but also comprehensive) as possible, heres what you should include in your client intake form: Basic contact and business information. Project scope and objectives. Timeline and budget expectations. Current challenges and pain points. Previous experience and expectations. Communication preferences.

What information does a client intake form together?

It typically asks for contact details, relevant background information, goals, and any industry-specific data needed to provide personalized and effective service. Intake forms set the foundation for a smooth and professional onboarding experience.