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Intake Notes
Intake note templates for the first session
A structured biopsychosocial intake template that captures presenting problem, history, risk screening, and diagnosis — ready to carry forward into the treatment plan.
What's included
- Presenting problem and history of present illness
- Psychiatric, medical, family, and social history
- Substance use and risk/safety screening
- Mental status exam
- Diagnostic impression (DSM/ICD)
Why it matters
A consistent intake format means nothing gets missed on a client's first visit, and every field flows directly into the treatment plan — no retyping client history a second time.
Start your first intake note free
Try the intake template with a sample client in minutes.