Intake Note
Last updated
Last updated
An Intake Note (Counseling/ Psychiatric) should be completed should be complete for all new clients. A new intake should be completed yearly. A new intake can completed for a transferred client if deemed necessary.
Complete a Counseling Intake Note
Complete a Psychiatry Intake Note
Include this in wording in the OBJECTIVE CONTENT section: Provider reviewed all consents with (client name) and parent (if under 16); policy practices; confidentiality; cancellations and communication between sessions. They were also advised of billing and fee agreements. The client (parent if appropriate) expressed a clear understanding of all documents and had no concerns. The client (parent, if applicable) was also advised that this provider is a mandated reporter and must report any disclosures of abuse or neglect to the appropriate authorities. ***Please make this statement, as written, a staple for EVERY intake.
Additionally, ALWAYS indicate if others are present for the session; under "participants" use the dropbox to add the parent.
Please note that the sample intake note below was generated using AI. Your intake does not need to be as long as the sample, but it should be very detailed. You can also use the sample to gain inspiration on what to include in the various sections. The sample is very detailed on purpose.