Counseling intake forms are created by institutions and organizations who offer counseling services to their clients. By using these forms, counselors will be able to obtain relevant facts about their patient or their clients who are seeking their expertise. Each variety of counseling intake form differs on the type of counseling services that the counselor can provide as well as the specific category of clients whom the counselor is dealing with.

Counseling Intake Assessment Information Form

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Mental Health Counseling Intake Form

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Student Counseling Intake Form

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Varieties of Counseling Intake Forms

Enlisted below are some of the common varieties of counseling intake forms which can be used as a guide for counselors and institutions towards determining what specific document they must use:

Career Counseling Intake Form – Deciding what profession to take and what decisions to make when it comes to building a sustainable and successful career are two of the basic services that career counselors can provide to their clients. In a career counseling intake form, the client will be able to define what his reasons are and why he is seeking the expertise of the career counselor. Whether or not the client has received counseling services before are also indicated in the form. Since building a career is based on what an individual has attained in his life, the client will be required to supply details about his educational background, training certificates, and even his employment history or employment information. Other details to state in the form are the preferences of the client and his known barriers which keeps him from reaching his dreams and goals.

Career Counseling Intake Form

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College Counseling Intake Form – This variety of counseling intake form is necessarily used by faculty and students in colleges and universities. The form contains five sections which will aid in knowing who the client is. The first section of the form is the general information section which gathers the client’s name, age, gender, affiliation, relationship status, and other details which will identify the client. The second section of the form will determine the issue that the client needs to be resolved with the guidance of the college counselor. Then, the third section of the form centers on enlisting the agreements and terms to be signed by the client. This section specifically focuses on obtaining the client’s consent towards counseling sessions and activities, as well as the usage of his personal data. Moreover, the third section also includes a confidentiality statement along with a no-show policy mandated by the college counselor. The last two sections of the form are the rights and responsibilities of the client and the counselor.

College Counseling Intake Form

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Couples Counseling Intake Form – Couples who are facing difficulties to maintain and keep their relationships with their other halves alive are offered counseling services by marriage and couple counselors. For this, a couples counseling intake form should first be used by the couple. Six sections comprise this document which should be filled out by the couple before they will receive the services of the counselor. The couple’s demographics and their individual data are necessary to be stated in the first and section sections which will be followed by their mental health disclosure to indicate their psychological concerns and their problems in the third section. The fourth section of the form is composed of two columns which will be for the couple to indicate their individual concerns ranging from drug use up to depression issues. The fifth section of the form is allotted to determine what incidents have likely caused the rising concerns and problems in the couple’s relationship with one another including a death of a loved one or maybe an injury attained from an accident resulting to an impairment. Lastly, the name of the person who referred the couple to the counselor’s office will be identified in the sixth section of the form along with the signatures of the couple.

Couples Counseling Intake Form

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Credit Counseling Intake Form – Helping individuals to minimize or reduce their debts are the services that credit and debt counselors provide. Going to a credit counseling program will not only help the client in knowing how he can responsibly manage his finances and balances, he will also be able to know more details about what he can do to maintain a good credit score. Nevertheless, the client must first complete a credit counseling intake form for him to have a scheduled appointment with the counselor. The form will collect the client’s personal information, income information, business details, and sign a specific type of credit authorization supplied by the counselor. Additionally, clients who have been referred by a bank loan officer or by anyone who is inclined to stirring the client towards having a better credit record should state the identification of their referring person. Also, some credit counselors enclose other relevant forms such as a monthly budget form and even a client employment information sheet to gather more data about the client’s current financial status and habits.

Credit Counseling Intake Form

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Discipleship Counseling Information Intake Form – People who aim to be serviced by counselors with expertise relating to a specific religion are the target users of discipleship counseling information intake forms. Compared to other counseling services, a discipleship counseling program focuses on the rules and the manners of a religion rather than other principles. Also, most counselors who conduct the program are often ordained pastors. In the form, the counseling client will provide his basic details and must describe his concerns properly to allow the counselor in knowing what solution he can present along with significant verses and prayers that the client must live by.

Discipleship Counseling Information Intake Form

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Family Counseling Intake Form – Some counselors cater to couples, marriage, and family counseling services. For this, a family counseling intake form will be the appropriate variety to use. Aside from the general information of the family or the individual seeking a family counseling service, the form also has a questionnaire which should be supplied with answers by the client. Basic questions included in the form’s questionnaire relates to the levels of harm that the client is involving himself such as having suicidal thoughts and attempts prior to the day of seeking help from the counselor. A professional disclosure statement and an informed consent form are also enclosed with the intake form to ensure that the counselor is permitted to obtain and use the client’s information throughout the counseling sessions.

Family Counseling Intake Form

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Financial Counseling Intake Form – Financial problems are common in any type or category of profession and individuality. These problems are also one of the household concerns of families which mostly lead to arguments. In order to settle financial issues and disputes, an individual can reach out for the help of a financial counselor. For this, a financial counseling intake form is the first document to submit by the individual. The form will serve as a tool for the counselor to know the client. There is also a portion of the form which is intended for documenting a third party authorization agreed by the client. The purpose of the third party authorization is to permit the counselor or the counseling staff to disclose the client’s financial details towards other parties who can be of great help for the client’s financial resolution.

Financial Counseling Intake Form

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Housing Counseling Intake Form – In looking for new houses to own and to reside in, an individual must be aware of the strategies in choosing the right house to make a home. Along with the basic data of the client, the client’s current residential address must also be stated in the form with his background information and the type of house counseling he plans to receive from the counselor.

Housing Counseling Intake Form

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Contents to Include in an Initial Counseling Intake Form

Initial counseling intake forms are used by counselors prior to the counseling session. This is the general variety of intake form which can be created for any type of counseling program and services. To create the form, the sections below must be incorporated in a blank document sheet:

  • Personal information – This section should have fields which will obtain details which will identify the client ranging from his name up to his current status in life.
  • Feelings and thoughts – Knowing the feelings and the thoughts of the client will aid in determining if the client is experiencing issues in relation to his psychological being.
  • Actions and symptoms – The client’s habits and routines should be stated in this area with the symptoms that the client is experiencing daily.
  • Medical information – The connection between the client’s feelings and symptoms will be determined in this section which should have a full disclosure of the client’s medical data.
  • Confidentiality and consent – With a confidentiality and consent form, the client will be informed that the counselor will not use his data unless approved and authorized by him during the counseling sessions and in every counseling program.

Initial Counseling Intake Form

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Counseling intake forms are important due to the different benefits that it can provide to the counselor. Nevertheless, the most important benefit is that it can ensure that the counselor and his client will be communicating well and will be able to make a plan to address the issues on hand.

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