What is a therapy intake questionnaire?
An intake questionnaire gathers the information you need before or at the first session. It helps you understand why the client has come, what has happened so far and what they hope to change.
- Reason for seeking support: What brought the client to therapy and how long it has been a concern.
- Background: Relevant personal, health and support information the client is comfortable sharing.
- Goals for therapy: What the client hopes to achieve and what a good outcome looks like to them.
- Consent and contacts: Agreement to the practice’s terms and contact details, including an emergency contact.
A thoughtful questionnaire saves time in the first session and shows clients that you take their situation seriously.
Therapy Intake Questionnaire
Therapy Intake Questionnaire
Therapy Intake Questionnaire Example
How to use this therapy intake questionnaire
The template is designed to be quick to complete. Follow these four steps.
Step 1: Download the questionnaire
Download the blank questionnaire and print it, or send it to the client digitally.
Step 2: Send it before the first session
Share it in advance so the client can complete it at their own pace. Make clear they can skip questions they prefer to discuss in person.
Step 3: Review and prepare
Read the answers beforehand and note any topics to explore or any safety concerns to follow up.
Step 4: Store it securely
A completed questionnaire holds sensitive information. Keep it secure, with restricted access.
Who can use this intake questionnaire?
Practitioners who meet new clients for talking therapies, including:
- Counsellors and psychotherapists
- Clinical and counselling psychologists
- Online therapy providers
- Group and community practices
- Wellbeing practitioners
- Trainee therapists (with supervision)
Adapt the questions to your approach, your client group and the requirements of your professional body.
Why is an intake questionnaire useful for therapists?
A good questionnaire helps in three ways:
- Better preparation: you arrive at the first session already knowing the essentials.
- More session time: less time on form-filling means more time for the client.
- Client voice: clients can express concerns and goals in their own words.
Benefits of using a therapy intake questionnaire
A confident start
Background and goals in hand help you plan the first session.
Safer practice
Clear questions help you notice concerns that need follow-up.
Client-centred goals
Asking about goals puts the client’s priorities first.
Consistent records
Every new client’s information starts in the same format.
Time saved
Collecting details beforehand shortens the admin in the first appointment.