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Family Therapy Intake Form Template

Streamline the intake process for family therapy with this template.

Gathering essential information can be tough for families beginning their therapy journey. This Family Therapy Intake Form Template is designed to help therapists collect relevant details from clients, ensuring a smoother onboarding process. By utilizing this effective template, you can enhance communication, save time during initial consultations, and tailor your approach to each family's unique needs and dynamics. Use it to gain insights into family backgrounds, relationship dynamics, and specific concerns, all while meeting compliance standards with WCAG-aligned labels. Explore the live template to see how it works!

Primary contact full name
Your role in the family (e.g., parent, guardian, partner)
Email
Phone
Preferred contact method
Phone
Email
Text message
No preference
Is it okay for us to leave messages about scheduling on your phone or email?
Yes
No
List all family members who will participate (name, age, pronouns, relationship)
Are there any custody or legal guardianship considerations we should be aware of?
Yes
No
Not applicable
Prefer not to say
If language access/interpreter is needed, please specify language (optional)
Barriers or accommodations needed for participation (select all that apply)
Language access/interpreter
Childcare needs
Transportation
Mobility/accessibility
Internet/technology
Scheduling constraints
None
What are the main concerns bringing your family to therapy? (select all that apply)
Please Specify:
What would you like to achieve in therapy?
How long have these concerns been present?
Less than 3 months
3-12 months
1-2 years
More than 2 years
Not sure
Has anyone in the family participated in therapy before?
Yes
No
Not sure
How did you hear about our practice?
Referral from healthcare provider
Friend or family
School
Court or community agency
Insurance directory
Online search
Social media
Other
Please Specify:
Are there any current safety concerns in the home (e.g., violence, abuse, unsafe environment)?
Yes
No
Prefer not to say
Is anyone currently at risk of harming themselves or others?
Yes
No
Prefer not to say
Relevant medical or mental health diagnoses, conditions, or allergies (optional)
Current medications and dosages (optional)
Do you consent to us coordinating care with other providers if needed?
Yes
No
Not sure
Insurance provider/plan (if applicable)
Member ID (if applicable)
Do you plan to use insurance for therapy?
Yes
No
Not sure
Prefer not to say
Preferred session format
In person
Telehealth video
Phone
Flexible/any
Which days generally work for you? (select all that apply)
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
What times generally work for you? (select all that apply)
Morning
Afternoon
Evening
Emergency contact name, relationship, and phone
Appointment reminders
Yes, by text
Yes, by email
Yes, both text and email
No reminders
Primary language(s) spoken at home
What age ranges are represented among participants? (select all that apply)
Under 18
18-24
25-34
35-44
45-54
55-64
65+
I have reviewed and consent to family therapy services, including risks, benefits, and limits of confidentiality.
Yes
No
I acknowledge receipt of the Notice of Privacy Practices (HIPAA).
Yes
No
Telehealth consent (if telehealth is used).
Yes
No
Not applicable
I understand and accept financial responsibility and the cancellation/no-show policy.
Yes
No
If participants include minors, I am a legal guardian and consent to their participation.
Yes
No
Not applicable
Signature (type full name)
Date signed
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Paper art illustration depicting a family therapy intake form in a creative design for an article on FormCreatorAI

When to use this form

Use this template before a first family session, during case transfers, or when restarting services after a break. It helps you capture who is in the household, the main concerns, safety risks, schedules, and consent in one pass. Scenarios include co-parenting conflict, a teen's school refusal, blended-family stress, or grief after a loss. Clear intake data lets you triage urgency, set shared goals, and choose an approach that fits the system. If you also run individual sessions, pair this with the Counseling intake form; for general practice onboarding, the Client intake form keeps admin details consistent.

Must Ask Family Therapy Intake Questions

  1. What brings your family to therapy now, and what changes do you want in the next 48 weeks?

    This pinpoints the trigger and defines short-term goals you can measure. It sets shared expectations and informs session structure; if you also collect individual history, the Psychotherapy intake form complements these goals.

  2. Who lives in your household, and how do you each handle daily roles and routines?

    Knowing the household map and responsibilities reveals patterns that maintain or reduce conflict. It guides who should attend, scheduling, and homework that fits real life.

  3. How do conflicts typically start, escalate, and get resolved at home?

    Sequence details expose triggers, power struggles, and repair attempts. You can target specific moments for skill-building and interrupt unhelpful cycles.

  4. Has anyone received mental health diagnoses, therapy, or medications in the past?

    History prevents repeating what did not work and highlights helpful strategies. For diagnostic context you can align with the Psychology intake form across your practice.

  5. Are there any safety concerns (violence, self-harm, substance use), and who is in your support network?

    This lets you set safety plans, coordinate with schools or physicians, and prioritize sessions. Clear risk and supports inform consent, crisis steps, and referrals if needed.

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