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Couples Therapy Intake Form Template

Streamline your therapy sessions with our easy intake form

Starting therapy can feel overwhelming, especially for couples navigating challenges together. This intake form template is designed to help therapists gather essential information, fostering better communication and understanding between partners right from the start. You'll benefit from structured questions that uncover relationship dynamics, identify goals for therapy, and streamline the initial assessment process, making it easier for you to focus on healing and growth. Feel free to explore the live template and see its benefits for yourself.

Scheduling email for the couple
Scheduling phone number for the couple
Preferred method for appointment communications
Email
Phone call
Text message
No preference
Is it OK to send appointment reminders by text?
Yes
No
Who should we contact to schedule sessions?
Partner A
Partner B
Either partner
Current relationship status
Married
Domestic partnership or civil union
Engaged
Dating
Separated
Divorced but pursuing reconciliation
Prefer not to say
Other
Please Specify:
How long have you been together?
Less than 6 months
6-12 months
1-3 years
3-7 years
7-15 years
More than 15 years
Prefer not to say
Current living situation
Living together
Living apart
Long-distance
Temporarily apart
Prefer not to say
Children or dependents
No children
Expecting
Children under 5
Children 6-12
Teenagers 13-18
Adult children
Other dependents
Prefer not to say
Briefly describe what brings you to couples therapy
Primary goals for couples therapy
Please Specify:
Full name (Partner A)
Date of birth (Partner A)
Gender (Partner A)
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Pronouns (Partner A)
Individual therapy history (Partner A)
Never
In the past
Currently in therapy
Prefer not to say
Relevant conditions or concerns (Partner A)
None
Anxiety
Depression
Trauma or PTSD
ADHD or neurodivergence
Substance use disorder
Chronic health condition
Prefer not to say
Other
Please Specify:
In the past year, have you had thoughts of suicide or self-harm? (Partner A)
Yes
No
Prefer not to say
Full name (Partner B)
Date of birth (Partner B)
Gender (Partner B)
Woman
Man
Non-binary
Prefer to self-describe
Prefer not to say
Pronouns (Partner B)
Individual therapy history (Partner B)
Never
In the past
Currently in therapy
Prefer not to say
Relevant conditions or concerns (Partner B)
None
Anxiety
Depression
Trauma or PTSD
ADHD or neurodivergence
Substance use disorder
Chronic health condition
Prefer not to say
Other
Please Specify:
In the past year, have you had thoughts of suicide or self-harm? (Partner B)
Yes
No
Prefer not to say
Are there any immediate safety concerns in the relationship?
Yes
No
Unsure
Prefer not to say
Legal matters currently impacting care (select all that apply)
None
Protection or restraining order
Custody case
Court-ordered counseling
Immigration matter
Prefer not to say
Other
Please Specify:
If there are safety or legal details we should be aware of, please share briefly
Preferred session format
In person
Video or telehealth
Phone
No preference
General availability for sessions
Weekday mornings
Weekday afternoons
Weekday evenings
Weekends
Flexible
How did you hear about us?
Friend or family
Healthcare provider
Online search
Social media
Insurance or directory
Community organization
Other
Please Specify:
We consent to participate in couples therapy services.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
We understand the general limits of confidentiality, including situations of potential harm or legal requirements.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
We understand that email and text messaging may carry privacy risks, and we accept these risks for scheduling communications.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
We acknowledge that telehealth may be used when appropriate and consent to receive services via telehealth if needed.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Anything else either partner would like the therapist to know
Partner A electronic signature
Date (Partner A)
Partner B electronic signature
Date (Partner B)
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Paper art illustration featuring a couples therapy intake form with decorative elements and a calming color palette.

When to use this form

Use this intake when two partners are starting counseling and you need clear background before session one. It works for private practices, group clinics, and telehealth. Send it after booking or when you move from individual to joint work. It captures relationship history, goals, risks, and logistics so you can triage, match the right clinician, and prepare a first-session plan. If you also assess each partner individually, pair it with the Psychotherapy intake form or the Psychology intake form to gather personal history. For workshops or multi-couple classes, start with the Intake form for group sessions new client form. With the essentials in one place, you reduce back-and-forth and begin treatment focused on outcomes.

Must Ask Couples Therapy Intake Questions

  1. What is your relationship status, and how long have you been together?

    This frames the stage of your relationship and sets expectations for pace and focus. Duration and commitment level influence goals, boundaries, and interventions.

  2. What are the main concerns bringing you to therapy, and what outcomes do you want?

    Naming problems and desired results helps you align as a couple and gives the therapist clear targets. Shared goals reduce drift and make progress measurable.

  3. Do either of you have a history of mental health diagnoses, medications, substance use, or prior counseling?

    This context informs safety, medication coordination, and treatment planning. It also alerts your therapist to triggers that could affect joint sessions.

  4. How do conflicts usually start, and what do you do to de-escalate?

    Knowing patterns and repair attempts reveals skills you have and gaps to address. It guides choice of interventions and homework that fit your style.

  5. Are there any current or past concerns about emotional, physical, or sexual violence, coercion, or safety?

    Safety dictates structure, pacing, and whether joint sessions are appropriate. Clear screening supports mandatory reporting, crisis plans, and referrals if needed.

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