Client Intake Form - Anne W MacDavid 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your name and home phone number in the designated fields. This information is crucial for establishing your identity and contact details.
3. Next, provide your email address and the names of all participants in therapy. This helps ensure that all relevant parties are included in the therapeutic process.
4. Fill out your home address, date of birth, and cell phone number. Accurate information here is essential for communication and record-keeping.
5. If applicable, complete the section regarding insurance details, including the name of the insured and their relationship to you. This will assist with billing processes.
6. Review the fees section carefully. Acknowledge your understanding by initialing where indicated, ensuring clarity on payment expectations.
7. Finally, read through the confidentiality policies and appointment scheduling guidelines. Initial each section to confirm your understanding before signing at the end of the document.

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