ADULT HISTORY- INTAKE FORM 2026

Get Form
ADULT HISTORY- INTAKE FORM Preview on Page 1

Here's how it works

01. Edit your form 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 it via email, link, or fax. You can also download it, export it or print it out.

Definition & Meaning

An "Adult History-Intake Form" is a comprehensive document used primarily in mental health and counseling settings to gather detailed information about a client. This form is essential for creating a holistic view of a client’s background, including personal, medical, and social histories. It typically covers various aspects such as the reasons for seeking help, current psychological symptoms, medical conditions, family history, prior treatments, socio-economic status, and legal issues. This intake form serves as a foundational tool for therapists and counselors to develop effective treatment plans tailored to each individual client.

Key Elements of the Adult History-Intake Form

The form contains several critical sections that together paint a full picture of an adult client's history and current situation:

  • Demographic Information: Gathers basic details such as name, age, gender, ethnicity, and contact information to ensure accurate identification and communication.
  • Medical History: Includes past and current medical conditions, medications, and allergies that could impact mental health or influence treatment decisions.
  • Emotional and Psychological Background: Details symptoms related to mood, thought patterns, and behavior that the client is experiencing.
  • Family and Social History: Explores family dynamics, significant relationships, and support systems which can affect the client’s mental health.
  • Legal Issues: Captures any past or current legal involvement that might add stress or contribute to behavioral concerns.
  • Consent and Confidentiality: Outlines the terms under which information is used, stored, and shared, ensuring the client's rights and privacy are protected.

How to Use the Adult History-Intake Form

Utilizing the intake form efficiently involves several steps:

  1. Preparation: Ensure that the environment is conducive to honest and comfortable disclosure from the client.
  2. Document Collection: Clients should bring any relevant medical records or prior assessment reports for accurate background information.
  3. Review and Explanation: Explain each section of the form to ensure the client understands the importance of each piece of information.
  4. Completion: The form can be filled out independently by the client or with assistance from a clinician if clarification is needed.
  5. Review: Once completed, clinicians should review the form in detail to identify key areas that require immediate attention in the initial sessions.

Who Typically Uses the Adult History-Intake Form

The form is predominantly used by:

  • Mental Health Professionals: Psychologists, psychiatrists, clinical social workers, and counselors use this form to understand clients comprehensively.
  • Counseling Centers: Both private and institutionalized centers employ these forms to standardize the information-gathering process.
  • Multidisciplinary Teams: In environments such as hospitals, a multidisciplinary approach is adopted where different specialists access the form for an integrated treatment approach.
decoration image ratings of Dochub

Steps to Complete the Adult History-Intake Form

Completing this form requires attention to detail and honesty:

  1. Begin with Personal Information: Fill in your name, contact details, and demographic data.
  2. Explore Medical History: Provide details about any known medical conditions, treatments, and allergies.
  3. Detail Current Symptoms: Clearly note all psychological symptoms you are experiencing.
  4. Family and Social Details: Describe family structure, relationships, and any significant social influences on your life.
  5. Complete Legal Information: Document any legal issues you are currently dealing with.
  6. Review and Finalize: Go through the form to ensure all information is complete and accurate before submission.

Legal Use of the Adult History-Intake Form

The form is governed by strict legal and ethical guidelines to ensure the client’s data is handled correctly:

  • Confidentiality: Adheres to HIPAA regulations to protect sensitive information.
  • Informed Consent: Requires clear communication and agreement on how information will be used.
  • Record Keeping: Legally mandates detailed and accurate records, maintained securely to prevent unauthorized access.

Examples of Using the Adult History-Intake Form

Real-world application of this form can vary:

  • In a Clinical Setting: A new client at a community mental health clinic might fill out this form during the first appointment, providing clinicians with a foundational understanding of their needs.
  • Counseling Session Preparation: Therapists may use information from this form to prepare personalized session plans addressing specific client challenges identified.
  • Family Therapy Context: Within family therapy, understanding individual family members' histories can guide the development of collective treatment objectives.

Importance of Completing the Adult History-Intake Form

Completing the form is crucial as it:

  • Facilitates Tailored Care: Enables professionals to design interventions aligned to the client's unique history and needs.
  • Ensures Continuity: Provides a comprehensive client history that is valuable across multiple service providers for continuous care.
  • Increases Engagement: Clients are more engaged in their own therapy by giving them an active role in sharing their story.
be ready to get more

Complete this form in 5 minutes or less

Get form

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more
ccpa2
pci-dss
gdpr-compliance
hipaa
soc-compliance
be ready to get more

Complete this form in 5 minutes or less

Get form