Intake Form Page _____ of 6
Ashley Davis, MA, LPC
Psychotherapist
777 29th Street, Suite 401
Boulder, Colorado 80303
(303) 919-4149
Client Intake and Information Form
Personal Information
Client Name:______Date: ______
Age: ______Date of Birth: ______Social Security # ______
Phone: (Home):______(Mobile/Work):______
Where may I leave messages? ______
Email Address (if applicable): ______
Address: ______City: ______State: ______Zip: ______
May I have permission to mail to this address? Yes______No______
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Spouse/Partner: ______Date of Birth: ______
Social Security # ______Employer:______
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*Responsible Party (if other than above):______
Social Security # ______Employer:______
Phone: Home:______Mobile/Work:______
Where may I leave messages? ______
Address: ______
City: ______State: ______Zip: ______
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Referred to Therapy By: ______
Emergency Contact:
Name:______Phone:______Relationship:______
Others Living in the Home: (including children)
NameDate of BirthAgeRelationship
1. ______
2. ______
3. ______
Please Describe your Current Living Situation:______
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Presenting Problem
Reasons for seeking therapy at this time: ______
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When did your concerns first arise? ______
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What makes things better or worse? ______
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Treatment Goals
1. ______
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2. ______
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3. ______
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Relationship Status Information:
Marital Status: (single, married, divorced, remarried, separated, engaged, living together, etc.) ______
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Does your spouse/partner support your desire to participate in psychotherapy? Yes_____ No_____
If so, please explain: ______
If you are no longer married or in a committed relationship, when did that change and why?
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Employment HistoryAnd Education Volunteer Employment
_____ Employed Full Time_____ None
_____ Employed Part Time_____ 1-10 hours per week
_____ Homemaker-Not otherwise employed_____ 10 plus hours per week
_____ Other: ______
Current or Most Recent Employer: ______
How long have you worked in this position? ______
Do you enjoy what you do most of the time? ______
Education: ______
What is the highest grade that you completed? ______
Academic strengths/limitations/frustration/current interests:______
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Medical History
Date of Last Physical: ______
Doctor’s Name ______Doctor’s Number (_____)______
Doctor’s Address ______
City______State______Zip______
Past or Current Medical Problems:______
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Are you taking any prescribed medications? Yes______No______If so, please list:______
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History of Alcohol/Substance abuse (past or present): Yes______No______If yes, please explain: ______
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Please indicate any substance that you use:
SubstanceCurrent use per dayCurrent use per week
Caffeine______
Nicotine______
Beer______
Wine______
Liquor______
Marijuana______
Cocaine______
Other Drugs:
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Have you ever used any substance more frequently than currently used?
If yes, please describe: ______
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Has the client ever participated in treatment for drug or substance abuse problems?Yes______No______
If yes, please explain: ______
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History of Physical/Sexual Abuse and/or Neglect? Yes______No______If yes, please explain: ______
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Do you have a history of suicide attempts? Yes______No______If yes, when, how and what happened? ______
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Do you have any feelings of wanting to hurt yourself? Yes______No______If so, please explain: ______
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Do you have plans of wanting to harm others? Yes______No______If so, please explain:______
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Have you ever been hospitalized for mental health concerns? Yes______No______If yes, please indicated number of times, when, how and what happened: ______
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Have you ever been involved in the court system? Yes______No______If so, please explain: ______
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Please describe your overall mood in the last 2-6 months: ______
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Please describe for the last 6 months:
Sleep (do you sleep through the night, troubles falling asleep, etc.): ______
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Appetite (increase/decrease): ______
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Weight (gain/loss):______
Current Symptoms(Check all that apply)
_____ Anxiety_____ Sleep Concerns_____ Depression
_____ Appetite_____ Manic-Like Symptoms_____ Weight Gain/Loss
_____ Grief/Loss_____ Memory Concerns_____ Irritability
_____ Feelings of Apathy_____ Cognitive Problems_____ Hallucinations
_____ Financial Problems_____ Delusions_____ Educational Concerns
_____ Irritability_____ Support System Concerns_____ Feelings of Hopelessness ______Other______
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Family Medical History
Does anyone in your family have a history of mental health issues? Yes______No______If so, please explain:______
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Does anyone in your family have a history of drug/alcohol abuse? Yes______No______If so, please explain: ______
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Has anyone in your family attempted suicide? Yes______No______If so, please explain:______
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Does anyone in your family have a history of severe trauma? Yes______No______If so, please explain:______
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Birth History:
Please describe your birth history (e.g., weight, full-term, c-section): ______
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Family History
How would you describe your family growing up? ______
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Were your parents separated or divorced? ______
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What was your birth order amongst your siblings?______
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To whom in your family did you feel closest growing up and why?______
In your opinion, did any of your family members or immediate relatives have a problem controlling anger or with violent and/or abusive behavior? Yes______No______If so, please explain: ______
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Describe any major losses and /or deaths you have experienced: ______
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Describe any major traumas/key events you have experienced (including court/custody cases): ______
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Describe your feelings and impressions of your childhood: ______
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General Information:
Do you have any spiritual or religious affiliation: Yes______No______If so, please explain: ____
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Personal Interests and Hobbies: ______
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Who are the most important people in your life right now? ______
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What are your strengths/qualities you like about yourself? ______
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What childhood events/relationships/experience do you feel contributed to your strengths today?__
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Previous Therapy? Yes______No______If so, when, how long and outcome: ______
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Is there anything else you would like to tell me about you. ______
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Thank you for taking the time to fill out this form. It is helpful information as we begin to work together. This information will be kept confidential.
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