Therapy Intake Form Template Used by 5,000+ Therapists

Counseling Intake & Consent Form

💾 Make a copy or download directly from Google Docs here.

Created by Superior Integrated Care

Frequently asked questions

Can I edit this therapy intake form template to fit my practice?

Yes, you can definitely customize based on what you need. Open the link and either download it or go to File → Make a Copy to create your own version in your Google Drive. From there, you can add your name, practice name, logo, fees, and cancellation policy, remove anything that doesn't apply to your work, and add anything specific to your modality or client population. Just make sure any changes still cover what your regulatory body requires before you start sending this therapy intake form template out to your clients.

When should I send this to new clients?

Before the first session, ideally when you first confirm the appointment booking. Giving clients time to read through the mental health intake form on their own means less time spent on admin at the start of session one. It also helps set a professional, organized tone right from the start.

What else might be worth adding to this form?

Your cancellation policy is a big one. Clients who understand your policy upfront are much less likely to be caught off guard by a late cancellation fee. You might also consider including your communication preferences (how and when they can reach you), your policy on between-session contact, and a brief note on what happens if they need to reach someone in a crisis. Anything that regularly comes up in early sessions is probably worth putting in writing from the start. If you're starting from scratch, a counseling intake form template or a therapy consent form template can make it much easier to cover all your bases.

I'm already using Jane, can I use this template directly in my account?

You bet! Instead of managing a separate form, you can add this therapy intake form template right into Jane and send it to clients automatically when they book. Just search the template title (Counseling Intake & Consent Form) in Jane's template library to find it there directly.

Jane's charting tools also open up options a static form can't offer, like Smart Options and Narratives for faster note-taking, Phrases to speed up repetitive documentation, and AI Scribe to handle session notes while you stay focused on your client. You can always browse more chart and intake templates if you want to keep building out your library. This template is a great starting point though, if you're not currently using an EMR.