Child and Adolescent Therapy Intake Template

A parent or caregiver shares a child’s concerns, behavior, development, family context, and previous support with a therapist before an initial appointment.

Use this template free

When to use it

  • Before a child’s first therapy appointment
  • When a therapist is gathering background before an assessment
  • When starting with a new child or adolescent therapist
  • When a family wants to describe concerns before a consultation

What it asks

  1. Your name
  2. Your relationship to the child
  3. Your email address
  4. Your phone number
  5. Child’s name
  6. Child’s date of birth
  7. What concerns would you like support with?
  8. What behaviors or challenges have you noticed at home?
  9. What behaviors or challenges have you noticed at school?
  10. Are there developmental, learning, or communication details you’d like us to know?
  11. Is there anything about your family situation that may help us understand your child’s needs?
  12. Has your child had previous therapy, assessments, or other support?

Why it should be encrypted

The answers may reveal a child’s mental health, development, school challenges, and family circumstances. Keep them from being readable by outsiders or people who are not involved in the child’s care.

Tips

  • Tell parents to share only details that will help the therapist understand the child’s needs.
  • Add a note explaining who will review the intake and how to share urgent concerns.
  • Customize questions to suit the child’s age and the therapist’s intake process.

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