Forms
Intake Packet Template
Complete client intake bundle for behavioral health practices.
About
A practice-ready intake packet built for outpatient behavioral health and SUD providers. Plain-language forms designed to satisfy payer and accreditation expectations while being easy for clients to complete.
What's included
- Client demographic & contact form
- Insurance verification worksheet
- Biopsychosocial assessment
- Release of information (ROI) — HIPAA-compliant
- Treatment consent & financial responsibility
- Telehealth consent addendum
Format
Editable .docx + .pdf (.zip)
Size
15 pages · 13 sections