Intake questionnaires are documents used as tools for various purposes across different professional settings like psychology, healthcare, business, and law. These questionnaires primarily aim to collect important information from clients or individuals who seek services, guidance, and assistance. Apart from intake questionnaires, companies can also use alternative documents such as intake forms, interview worksheet templates, survey forms, checklists, narrative responses, and visual aids.

33+ Intake Questionnaire Samples

1. Intake Questionnaire Template

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Size: 108 KB

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2. Intake Questionnaire For New Patient Template

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Size: 133 KB

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3. Client Intake Questionnaire Template

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Size: 156 KB

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4. Adult Intake Questionnaire Template

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Size: 168 KB

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5. Child and Family Intake Questionnaire Template

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Size: 12 KB

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6. Basic Intake Questionnaire Template

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Size: 125 KB

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7. Day One Intake Questionnaire Template

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Size: 115 KB

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8. Domestic Violence Intake Questionnaire Template

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Size: 9 KB

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9. Formal Intake Questionnaire Template

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Size: 453 KB

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10. Male Intake Questionnaire Template

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Size: 167 KB

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11. Printable Intake Questionnaire Template

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Size: 530 KB

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12. MultiCare Intake Questionnaire Template

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Size: 184 KB

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13. General Intake Questionnaire Template

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Size: 181 KB

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14. Intake Questionnaire Example

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Size: 167 KB

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15. Intake Assessment Questionnaire Template

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Size: 113 KB

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16. Nutrition Intake Questionnaire Template

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Size: 158 KB

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17. Audiology Adult Intake Questionnaire Template

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Size: 479 KB

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18. Sample Intake Questionnaire Template

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19. Consulting Intake Questionnaire Template

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Size: 1022 KB

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20. Business Intake Questionnaire Template

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Size: 112 KB

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21. Parent Intake Questionnaire Template

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Size: 165 KB

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22. Student Intake Questionnaire Template

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Size: 597 KB

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23. Intake Questionnaire in PDF

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Size: 3 MB

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24. Womens Health Intake Questionnaire Template

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Size: 119 KB

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25. New Patient Intake Questionnaire Template

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Size: 748 KB

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26. Intake Information Questionnaire Template

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Size: 39 KB

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27. Subjective Intake Questionnaire Template

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Size: 66 KB

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28. Female Intake Questionnaire Template

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29. Confidential Intake Questionnaire Template

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Size: 521 KB

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30. Divorce Intake Questionnaire Template

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Size: 204 KB

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31. Public Accommodations Intake Questionnaire Template

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Size: 21 KB

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32. Probate Intake Questionnaire Template

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Size: 317 KB

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33. Follow Up Visit Intake Questionnaire Template

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Size: 138 KB

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34. Intake Questionnaire in DOC

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Size: 261 KB

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What is an Intake Questionnaire?

An intake questionnaire is a document that serves as the initial point of contact between a service provider and their clients, gathering relevant information that will help the company or business better understand the needs, concerns, and preferences of their customers or clients. These forms usually include inquiries that cover a wide range of topics that are relevant to a specific field or domain. The document’s questions can range from personal information to the description of the client’s issue, relevant history, and expectations.

How to Create an Intake Questionnaire

Intake questionnaires help in saving time during personal consultations by enabling professionals to focus more on deeper discussions instead of gathering basic information, establishing a comprehensive foundation for subsequent interactions, and ensuring a consistent and systematic approach to data collection. Other forms that professionals can use are client intake forms, intake progress notes, tutor intake forms, massage intake forms, and client worksheets. It is also important to keep the document concise, relevant, and user-friendly when designing an intake questionnaire.

Step 1: Determine the Questionnaire’s Goal and Scope

Provide a clear definition of the intake questionnaire’s goals and scope of work. Determine the specific information you need to collect from the clients and the goals you want to achieve, then identify the document’s scope of work by deciding whether you are focusing on the client’s general background information, specific concerns, goals, or a combination of them.

Step 2: List Down Clear and Relevant Sets of Questions

Create a list of questions that are clear, relevant, and concise to ensure that it aligns with your purpose. You can begin with introductory questions that collect basic information and proceed to include questions that dig into specific information relevant to your domain.

Step 3: Consider the Required Details’ Privacy and Sensitivity

While creating your intake questionnaire, be considerate of the privacy and sensitivity of the information you are requesting from your clients. Provide clear expectations on how collected data will be used to assure clients that their information will remain confidential.

Step 4: Test and Revise the Questionnaire

Before you deploy the questionnaire, conduct a test first to make sure of its effectiveness. Work with a small group of potential clients, gather their feedback on the document’s clarity, relevance, and overall experience, and make the necessary revisions based on their feedback.

FAQs

What are the different variations of intake questionnaires?

There are different types of intake questionnaires that are tailored to specific professional goals or contexts which are the medical intake questionnaires, mental health intake questionnaires, legal intake questionnaires, counseling intake questionnaires, business intake questionnaires, educational intake questionnaires, fitness and wellness intake questionnaires, and financial planning intake questionnaires.

What is the general outline of a typical intake questionnaire?

The general outline of a basic intake questionnaire includes its introduction and purpose, personal information of the client, background information, presenting concerns, medical history, mental health well-being, legal or case details, goals and expectations, lifestyle and habits, and privacy and consent.

What are the advantages of using an intake questionnaire?

With intake questionnaires, professionals are provided with efficient information gathering, customized service delivery, consistency and accuracy, client comfort and confidentiality, structured communication, and documentation and progress tracking.

Intake questionnaires are considered to be valuable tools or instruments to enhance communication, understanding, and service delivery in a wide variety of professional contexts. With these questionnaires, professionals are able to simplify their initial information-gathering phase which allows them to immediately and comprehensively collect relevant information about their client’s background, concerns, preferences, and expectations.

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