Free Client Information Form Template

Client Information Form

Please complete this Client Information Form Template to gather and record essential details about your clients, including contact information, preferences, and business needs.

Date

    A. Identification

    Full Name

      Date of Birth

        Email

          Phone number

            Address

              May we send you a message?

              May we leave a message?

              B. Referral Information

              Name

                C. Medical Care

                Clinic/Doctor's Name

                Phone number

                  Address

                    D. Current Employer Information

                    Employer Name

                      Address

                        Job Title and Duties

                        E. Education and Training

                        Form

                        To

                        School

                        Major

                        Adjustment

                        Graduate

                        1

                        2

                        Thank you for submission!

                        We appreciate you taking the time to submit.

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                        F. Health and Mental Health Information

                        Have you previously received any type of mental health services?

                        Are you currently taking any prescription medication, including anti-depressants?

                        How would you rate your current physical health?

                          • Poor

                          • Unsatisfactory

                          • Satisfactory

                          • Good

                          • Very Good

                          How would you rate your current sleeping habits?

                            • Poor

                            • Unsatisfactory

                            • Satisfactory

                            • Good

                            • Very Good

                            How often do you engage in recreational drug use?

                              • Daily

                              • Weekly

                              • Monthly

                              • Infrequently

                              • Never

                              G. Emergency Information

                              Name

                                Phone number

                                  Significant/nearest friend or relative not living with you

                                  H. Financial Information

                                  Insurance Company

                                  Phone number

                                    Policy #

                                    Group #

                                    Name of Insured

                                    Relationship of Insured

                                    Insured's Date of Birth

                                      This is strictly confidential patient medical record. Redisclosure or transfer is expressly prohibited by law.

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