Clinical Intake Assessment

About this template

A reusable template for documenting an initial counselling or mental health assessment. It covers presenting concerns, history, coping and protective factors, trauma, risk, outcome measures, recommendations, goals, and treatment planning.

Preview template

How to use this template

This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.