Intake Session

This was from a workshop for both therapist and coaches. For coaching remember you won’t diagnose or treat mental illness but you do want to screen for a good fit. I’ve attached a sample coaches intake form, feel free to adapt for your own use.

NOTE: It doesn’t hurt to take some courses on mental health so you have a basic understanding of function. Mental Status is a term used in psychology to determine function and scope of practice. I suggest researching that to get more insight.

If you use Google Workspace you can download a sample intake form for Google forms here and adjust for your own needs – PLEASE go over the NOTES carefully at the beginning of the form. Do NOT use section 6 if you don’t have David’s etools or therapist’s toolkit:  https://docs.google.com/forms/d/1Qrjt2eK1oIzP8dFTjW1X-2273_O6HnRY3Y16T4c0zyE/copy