New Client Intake Form

What is a New Client Intake Form?

Every time clients sign up for a new healthcare practice, they will be requested to complete an intake form. The primary purpose of these intake forms is to gather information necessary for the healthcare provider to make well-informed clinical decisions.

Although the specific data collected in intake forms will differ depending on healthcare fields, they typically include personal details, past medical history, insurance information, and why the patient is seeking treatment. With all of this information, the healthcare practitioner can better prepare for the appointment with the patient and effectively develop a treatment plan.

We have developed a template to help automate the client intake process. This resource can be stored electronically or as a physical copy and then distributed to patients as necessary. Utilizing a well-designed template will facilitate a smoother onboarding process and help save time at your healthcare practice.

How to use this New Client Intake Form

The client intake form template has been designed to be easily implemented into any healthcare business, whether you work as a solo practitioner or in a larger practice. To maximize usage of the resource, follow these steps:

Step 1: Access the form

Naturally, the first thing you need to do is access the form. If you click on the link to the template on this page, the form will open in a PDF reader. From here, you can save the document onto your device, which can be printed or accessed later. 

Step 2: Give to patients

Next, you need to give patients the patient intake form template when they sign up for your clinic. Depending on your preferences and your usual onboarding process, you can send it as an online intake form and have your patients return it with their completed client information before their first session. You can also give them a physical copy when they come into the clinic on the day of their appointment.

Step 3: Upload patient data into your system

When the patient returns the completed intake form, you must upload the corresponding data into your practice's system. You can prevalidate insurance information and develop an informed treatment plan from here. The earlier you complete this process, the more seamless a patient's first appointment will be.

New Client Intake Form example (sample)

We have drafted a client intake form example with the various sections filled in. Hopefully, this will give you a better insight into how the intake form works and the type of information the patient will include. The data will differ from patient to patient, but visualizing the template in action should help you understand its function and format.

Download this New Client Intake Form example here:

Who can use this printable New Client Intake Form (PDF)?

The healthcare industry is diverse; many practitioners work at businesses specializing in various care fields. For this reason, we've tried to ensure that our intake form template is useful to as many practitioners as possible, such as:

• Psychologists
• Psychiatrists
• General practitioners
• Mental health therapists
• Occupational therapists
• Physical therapists
• Counsellors
• Nutritionists
• Life coaches

Our template is versatile enough to cater to the needs of different professionals in the healthcare industry. It is also suitable for practitioners working with individuals of all ages, from children to seniors.

Why is this form useful for clinicians?

You do not have to create a client intake form to gather relevant information from a prospective client because this ready-made template has various day-to-day uses for healthcare practitioners like you. Some of these include:

Time-saving

One of the best aspects of using an intake form is how much time it will save you and your patients. Moreover, with the prevalence of online intake forms, you may distribute them through a patient portal and have clients complete them independently. Administrative staff won't have to follow up with patients about any questions and can instead focus on completing more critical tasks.

Organization

This template has been created to help elevate the organization's healthcare practices. Separated into distinct sections, the intake form ensures that information can be quickly and easily read. ‍

Accuracy

Additionally, the intake form template guarantees that the patient data you obtain is accurate and comprehensive. Using this document will guarantee that your practice has access to all the information it needs to make well-informed and accurate clinical decisions.

Why use Carepatron as your patient record software?

Carepatron is the leading practice management software currently available. With various tools designed specifically to streamline healthcare processes, Carepatron can greatly assist with your practice's onboarding, especially with electronic patient records.

In addition to a robust set of templates and resources, Carepatron is integrated with voice-to-text transcription software, which is guaranteed to save you precious time. Further, after you have completed your client intake forms or documents, they can be stored securely on the HIPAA-compliant platform, which takes patient privacy very seriously and ensures that all data is protected against unauthorized access.

Finally, Carepatron isn't just great for intake processes. The system also offers billing, coding, patient engagement, documentation, mobile health, and scheduling tools designed in collaboration with healthcare service providers. Try it now and collect client information with ease!