What is another name for a client intake form?

What is another name for a client intake form?

• A. Client interview.
• B. Health history form.
• C. Referral form.
• D. Client questionnaire.

Answer: (D)

Collecting essential information from a new client is accomplished with a written intake document. That document is often called a client questionnaire, because it presents a structured set of questions for the client to answer about personal details, health history, goals, and current concerns. A client interview is the live discussion used to gather information rather than a form. A health history form focuses mainly on past medical conditions and medications, which is a subset of intake information. A referral form is used to refer a client to another practitioner. Therefore, the term that best matches an intake document is client questionnaire.

Collecting essential information from a new client is accomplished with a written intake document. That document is often called a client questionnaire, because it presents a structured set of questions for the client to answer about personal details, health history, goals, and current concerns. A client interview is the live discussion used to gather information rather than a form. A health history form focuses mainly on past medical conditions and medications, which is a subset of intake information. A referral form is used to refer a client to another practitioner. Therefore, the term that best matches an intake document is client questionnaire.