Your mental health journey
starts here.

This confidential intake form takes approximately 7 minutes. Your information is protected and encrypted.

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Section A

Personal Information

Your basic registration details.

Medical Referrals (optional)
Section A

Emergency Contact & Insurance

Your emergency contact, insurance, and ID documents.

Emergency Contact
Insurance
Upload Documents (optional)

Upload clear photos of your insurance card and a government-issued photo ID. These can be submitted later if needed.

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Insurance Front

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Insurance Back

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Photo ID (optional)

Sections A-B-C

Legal Agreements & Signature

Review and sign all consent forms in one step.

Your Signature
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Section D

Reason for Visit & Symptoms

Help us understand what brings you here.

Intake for:
Why are you seeking help? *

Select all that apply, then add details below.

Treatment Goals * ?

Select at least one goal or describe below.

Current Symptoms * ?
0 symptoms selected
Mood
Anxiety
Sleep & Energy
Cognitive & Behavioral
Physical
Personal Well-Being Check

These questions help us better understand your emotional well-being so we can provide the right support. All answers are confidential.

This may include wishing you were dead, feeling life isn't worth living, or any thoughts of harming yourself.

Think about how frequently these thoughts come to mind, whether briefly or more persistently.

A stressful event, loss, conflict, or any life change — even if it seems minor — can be relevant.

1 = very mild or passing thought  ·  10 = overwhelming, constant, or acting on them feels close.

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1

Think about things that have helped in the past — support, activities, changes, medication, etc.

This helps us understand the level of planning involved. You don't have to give specifics if you're not comfortable.

For example, do you have access to the means at home or nearby?

Having a specific plan with a set time indicates a higher level of risk, which helps us prioritize your care.

These are called "protective factors" — things that give you a reason to stay, even in dark moments.

Feeling like things will never get better, or that you are a burden to others, are important feelings to share with your care team.

If you are in immediate dangerPlease call 988 (Suicide & Crisis Lifeline) or 911.

This includes past suicide attempts or acts of self-harm. A history of prior attempts is an important clinical factor that helps us care for you better.

Access to lethal means is a key safety factor. This information is used solely to assess risk and coordinate appropriate support — never shared for legal purposes.

Section D

History & Background

Almost done — your medical and personal background.

Personal Health Background (optional)

Select any conditions that currently apply or have applied to you. This helps us avoid harmful drug interactions and coordinate care.

Immediate family — parents, siblings, grandparents. Some conditions have a genetic component relevant to your care.

Previous Mental Health Care

Your past experience with mental health care helps us build on what has worked and avoid repeating what hasn't.

Include any mental health professional — psychologist, social worker, therapist, or psychiatric nurse practitioner.

This includes voluntary or involuntary psychiatric admissions of any duration.

Past Psychiatric Medications
Medication 1
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5
Family Mental Health History

Mental health conditions can have a hereditary component. This helps us better understand your risk profile and tailor your treatment.

Substance & Lifestyle

All responses are strictly confidential and will never be used for legal purposes. Honest answers allow us to provide the safest and most effective care possible.

This includes inpatient rehab, outpatient programs, AA/NA, medication-assisted treatment (e.g. Suboxone), or counseling for addiction.

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0

CAGE Screening Questions

CAGE is a brief, clinically validated tool to screen for alcohol and substance use concerns. Answer based on your experience over the past year.

This information is confidential and is used only to guide your treatment plan safely — particularly regarding medication choices.

This includes taking someone else's prescription, using a higher dose than prescribed, or using a medication to get high.

Tobacco Use
Your Background & Upbringing

Early life experiences often shape our mental health in lasting ways. Share only what you feel comfortable with — all fields are optional except where marked.

Loss of a close family member can be a significant life stressor that affects mental health. Share only if you're comfortable.

Person 1
Life Experiences

This includes emotional, physical, sexual abuse, or neglect — in childhood or as an adult. You are not required to provide any details. Acknowledging it is enough for us to make sure we provide trauma-informed care.

Education & Work Life

Work-related stressors can significantly impact mental health. Select anything that currently applies.

Veterans may have access to specialized mental health resources and benefits through the VA. This also helps us understand trauma exposure.

Relationships & Family
Legal Background

Share only what you're comfortable with. This helps us understand potential stressors and coordinate care appropriately — never shared with law enforcement.

Active legal stress can significantly impact mental health. This may also impact treatment coordination if court-ordered care is involved.

Is there anything important we haven't asked?

This may include cultural or religious factors important to your care, communication preferences, accessibility needs, or anything that would help us serve you better.

Final Confirmation

By submitting below, the patient certifies that all information in this complete intake package is accurate and truthful.

The patient confirms having read and understood all four sections of this document.

STAFF

A witness must sign below to confirm the patient's identity and consent.

Staff member signs here
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