Establishing secure connection…Loading editor…Preparing document…

Intake and Informed Consent

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Oasis Counseling Center - Client Intake Form

Welcome to the Oasis counseling center at Cairn University. Please complete the following form and bring it with you to your first appointment. All information is confidential.

Date: ID#: Referred by:

Name: Date of Birth: Age:

Mailing Address:

Phone (Cell): (May we call or leave a message?) Y N

Phone (Home): (May we call or leave a message?) Y N

E-mail Address: (May we e-mail you?) Y N

Roommates(s): (1) (2)

(3) (4)

Employment: Hrs. per week:

ACADEMIC INFORMATION:

Classification: Hours attempted this semester: Overall GPA:

Expected Date of Graduation: Major:

Probable Occupation:

Relationship Status: Single Dating Engaged Married Divorced

Local Church: Home Church:

What brings you to counseling?

How severe do you believe this problem is? Mildly Upsetting Very Upsetting Urgent, I’m in crisis

How would you rate the level of emotional pain you are currently experiencing?

Mild Moderate Extreme

Have you ever sought counseling before? Yes No

If so, please explain:

Are you currently experiencing any suicidal thoughts? Yes No

If yes, please explain:

Rate overall risk of suicide

Extremely low risk: 1 2 3 4 5 : Extremely high risk

Have you ever experienced suicidal thoughts/actions in the past? Yes No

If yes, please explain:

How would you assess your current physical health? Very Good Good Fair Poor

Explain:

How often do you exercise?

Describe your sleeping patterns:

How often do you eat?

How much caffeine do you take in per day?

Are you currently taking any prescription medication? Yes No

Medication 1: Prescribed for: Dosage (mg./day):

Medication 2: Prescribed for: Dosage (mg./day):

Medication 3: Prescribed for: Dosage (mg./day):

Have you ever had surgery? Yes No

If yes, when and what for?

Do you have a history of alcohol or drug use? Yes No

If yes, please explain:

Treatment?

FAMILY HISTORY: (Check any that are/were present in your family.)

Depression

Anxiety

Substance Abuse

Suicide Attempt

Physical Abuse

Sexual Abuse

Eating Disorder

Other Psychiatric/Emotional Disturbance (explain)

None

Please check any of the following concerns you are currently experiencing or have experienced:

Present Past Anxiety

Present Past Depression

Present Past Bipolar disorder

Present Past Unwanted sexual experience

Present Past Sleep disturbance

Present Past Changes in appetite

Present Past Academic problem

Present Past Relationship concerns (e.g. break up, conflict)

Present Past Relationship violence (e.g. emotional, physical, sexual, verbal abuse)

Present Past Panic attacks

Present Past Shyness or Social Anxiety

Present Past Test Anxiety

Present Past Obsessive compulsive behavior

Present Past Phobia

Present Past Stress

Present Past Thoughts of suicide

Present Past Suicide attempt(s)

Present Past Self-Injury (e.g. cutting, burning, banging head, etc.)

Present Past Difficulty concentrating

Present Past ADHD

Present Past Low motivation or energy

Present Past Severe mood swings

Present Past Loneliness

Present Past Anorexia

Present Past Bulimia

Present Past Disordered eating

Present Past Anger management

Present Past Family concerns

Present Past Traumatic event

Present Past Physical abuse

Present Past Sexual abuse

Present Past Pornography use

Present Past Gambling

Present Past Recent death or loss

Present Past Legal/Judicial Affairs problem

Present Past Alcohol abuse

Present Past Marijuana use

Present Past Other drugs (e.g. methamphetamine, cocaine, etc.)

Present Past Sexual dysfunction

Present Past Health concern

Present Past Work-related concern

Present Past Identity problem

Present Past Religious or spiritual problem

Present Past Cultural concerns

Present Past Excessive video or online game use

Present Past Other:

What do you see as your top 5 strengths?

1. 2. 3.

4. 5.

What do you do for self-care (i.e. hobbies, interests, etc.)?

Have you experienced any of the following types of abuse or exploitation?

Physical Emotional Sexual Rape/date rape

Parents Marital Status:

Single, Never married

Married (how long? )

Divorced (how long? )

Separated (how long? )

Widowed (how long? )

Do you prefer to speak with a: Male Counselor Female Counselor Either

What is your availability?

Mon Tue Wed Thur Fri Sat
Morning
Afternoon
Evening

Please indicate the service(s) you are interested in exploring during the triage appointment:

Self-help materials Group counseling

Brief problem-solving (1-2 sessions) Referral to other appropriate services

Individual counseling, short (1-4 sessions) Psychiatric assessment and services

Individual counseling (4-12 sessions) Dietitian assessment and services

Long-term individual counseling

What is your Goal for counseling?

At the present time, how well do you feel you are getting along emotionally, mentally and physically?

Very poorly: I can barely manage to deal with things.

Fairly poorly: life is pretty tough for me at times.

So-so: I manage to keep going with some effort.

Pretty well: I have my ups and downs, but I generally manage to do okay.

Very well: much the way I would like to be.

Please use the remaining space on the back of this page to provide any additional information.

INFORMED CONSENT/COUNSELING SERVICES AGREEMENT

CONFIDENTIALITY POLICY

All counseling communications, records, and contacts between you and your counselor will be held in confidence, and will be discussed only with the Director of Counseling Services and supervising team for case management purposes. Exceptions may apply in cases of release, harm, abuse, or court order.

I have read and understand this paragraph (initial)

AUDIO/VISUAL CONSENT

I, , understand that my counselor is involved in internship training and/or a staff counselor at Oasis Counseling Center.

I have read and understand this paragraph (initial)

SUPERVISION AGREEMENT

Oasis Counseling Center is a training facility that employs interns and part time staff counselors. My counselor may meet with a licensed supervisor to ensure best care practices.

I have read and understand this paragraph (initial)

COUNSELING SESSIONS

A counseling session is generally 45-50 minutes and typically scheduled on a weekly basis. If you are unable to keep your appointment, please email or call to cancel or reschedule at least 24 hours prior to the appointment.

The duration of counseling varies. Some individuals require a shorter time to meet their goals while others require counseling over an extended period of time.

I have read and understand this section (initial)

Client, Parent/Guardian

Date

Counselor

Date

Enter text✕

What Intake and Informed Consent Means for Your Practice

An Intake and Informed Consent is a combined document used to collect a new client or patient’s identifying and contact information, medical or service history, and explicit agreement to the proposed services, risks, benefits, and privacy terms. It documents the party’s informed choice, records any limits on consent, and establishes administrative details such as billing and emergency contact information. In regulated contexts it also captures mandatory disclosures and any required acknowledgements for electronic records and signatures under federal and state law.

Why a Clear Intake and Consent Form Matters

A well-structured Intake and Informed Consent clarifies expectations, reduces disputes, and creates a defensible record of permission and disclosure. It also supports compliance with consumer consent rules and data-retention obligations applicable to healthcare, education, and financial services.

Why a Clear Intake and Consent Form Matters

Who Completes and Signs These Forms

Intake and informed-consent documents are completed by the client or patient and administered by the service provider, intake staff, or clinician.

  • Clients and patients who receive professional services and must acknowledge risks, benefits, or privacy terms.
  • Intake coordinators, front-desk staff, or clinicians responsible for collecting accurate demographic and payment information.
  • Legal guardians or authorized representatives signing on behalf of minors or incapacitated adults.

Accurate completion ensures valid consent and supports downstream billing, reporting, and any regulatory audits or legal reviews.

Stepwise Procedure to Complete Intake and Consent

Follow these sequential steps when preparing and collecting signed Intake and Informed Consent documents.

  • 01
    Prepare Form: Use a standardized template with required fields and disclosures.
  • 02
    Collect Identifiers: Verify full name, DOB, and contact details against ID.
  • 03
    Explain Terms: Walk through risks, benefits, alternatives, and data sharing.
  • 04
    Capture Signature: Obtain dated signature and record authentication method.

Typical Digital Signing Flow for Intake Forms

A typical online workflow reduces touchpoints while preserving audit evidence required to demonstrate consent and attribution.

  • Upload Document: Provider uploads the intake and consent PDF or DOCX.
  • Add Fields: Place name, date, initials, and signature fields where needed.
  • Send to Signer: Email or share a signing link with authentication options.
  • Capture Audit Trail: System timestamps, records IP/SMS codes, and stores evidence of consent.

Configuring an Online Intake Workflow

Configure a digital workflow that balances signer convenience and authentication strength for your risk profile.

Field Configuration
Signature Type Electronic signature with audit trail; PKI if higher assurance required
Authentication Email link for low risk, SMS OTP or KBA for higher assurance
Document Retention Encrypted storage with exportable audit report
Bulk Intake Enable templates and bulk send for high-volume onboarding

Technical Considerations for eSubmission

Ensure your platform supports required document formats, authentication methods, and secure storage before switching to eSubmission.

  • Formats Supported: PDF, DOCX, HTML
  • Integrations: Connectors for EHR, CRM, and cloud storage
  • Security Standards: TLS + AES-256 encryption

Verify HIPAA, 21 CFR Part 11, and ESIGN/UETA compatibility when your intake forms collect regulated data or require higher-assurance signatures.

Core Elements a Professional Intake and Consent Should Include

A complete form combines administrative data, explicit consent language, disclosures, signature capture, and records-management instructions.

Identification

Full legal name, DOB, SSN or unique ID where required, and contact details to establish identity.

Medical/Service History

Relevant clinical or service background to inform consent decisions and treatment planning.

Risk and Benefit Disclosure

Clear description of expected outcomes, potential risks, and reasonable alternatives.

Privacy Notice

How personal data will be used, shared, and retained; include any HIPAA or FERPA notices.

Consent Statement

Explicit, unambiguous language authorizing the specific services and data uses.

Signature and Authentication

Signature, date, signer role, and method of authentication recorded for auditability.

Security and Compliance Data to Capture

Encryption: TLS 1.2/1.3 in transit, AES-256 at rest
Audit Trail: Timestamps, IP, and action log
Authentication: Email, SMS OTP, or multi-factor
Certifications: SOC 2 Type II, ISO 27001
Regulatory Support: ESIGN, UETA, HIPAA (BAA available)
Accessibility: WCAG 2.0 Level AA compliance

Common Preparation Mistakes to Avoid

  • Missing or inconsistent signer names (e.g., nickname vs. legal name) cause identity disputes and may require re-execution.
  • Ambiguous consent language that omits alternatives or material risks increases liability and complicates informed-consent defenses.
  • Failing to obtain explicit consent for electronic records when consumer-facing triggers ESIGN consumer-disclosure requirements.
  • Poor retention policies that do not meet HIPAA, IRS, or industry-specific recordkeeping standards can lead to compliance violations.

Consequences of Incorrect or Incomplete Forms

Consent Invalidity: Civil liability
Regulatory Fines: Penalties under HIPAA or state law
Payment Delays: Claims or reimbursement denials
Tax Penalties: IRC penalties may apply
Operational Delay: Rework and re-signing
Litigation Risk: Increased discovery exposure

Time-Critical Deadlines and Expected Processing

Intake and consent timelines vary by process — initial intake should be completed before services begin, with signed consent retained immediately.

Before Service Delivery:

Consent must be obtained prior to non-emergency services starting.

Record Retention Start:

Retention period begins on the document creation or signature date.

Audit Response:

Have signed records available within 48–72 hours for regulatory review.

Re-consent Triggers:

Material changes in treatment or data use may require new consent.

Emergency Exceptions:

Emergency care may proceed with retrospective documentation consistent with policy.

Key Processing Milestones from Intake to Archived Record

Track these sequential milestones to ensure timely consent capture and secure archival of the signed intake packet.

01

Form Completion

Client completes intake fields and verifies accuracy.

02

Consent Review

Provider reviews risks, answers questions, and confirms understanding.

03

Signature Capture

Obtain signature and record authentication metadata.

04

Secure Storage

Export signed document and audit trail to encrypted records storage.

eSignature Pricing Comparison for Intake and Consent Workflows

Basic pricing and feature differences can affect total cost and compliance capabilities; signNow is shown first for parity in comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial Varied Varied Varied Varied
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varied Varied Varied

Frequently Asked Questions and Troubleshooting

Common questions about validity, authentication, and recordkeeping for Intake and Informed Consent are answered below with practical resolutions.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users