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To prepare for therapy, embrace your emotions, ask your therapist questions, set goals, and keep an open mind. During your session, start slow, write down your thoughts, be mentally prepared, and take time to reflect afterward.
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.
Notes should be straight to the point. They shouldnt be too detailed, but just have enough to say what happened, what your interventions were, and whats the plan after. If it helps too you can make a skeleton. I always use this for my assessment section: The client arrived to the session (late/on time).
Essential components of an effective therapy intake form Patient demographics: Basic information such as name, age, gender, and contact details. Medical history: Including past medical conditions, surgeries, and allergies. Reason for seeking therapy: Understanding the patients primary concerns and goals for treatment.
Create a client intake form using a fillable PDF. Launch Acrobat. Click Tools Prepare Form. Select a file or scan a document. Add new form fields. These form fields can ask for a name, email, reason for requesting services, and more. Click Distribute to collect responses automatically.
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Basic intake forms should have the following: Date. Client name. Client request/presenting issues. Client contact information. Previous therapy/mental health diagnoses.
Client intake progress notes should provide a thorough picture of the client needs at the time of intake. Information gathered should be presented in a thorough, objective, and professional manner. At minimum, intake progress notes should provide: Initial Impression/Presenting Problem (referral info):
Your intake note should contain a full medical (biological), behavioral, and social history for the patient. This is what makes it an intake note: Youre understanding the patients background before they started working with you. This part of your intake note might include: Medical conditions.

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