Client Intake Form: Fill & Download for Free

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How to Edit and fill out Client Intake Form Online

Read the following instructions to use CocoDoc to start editing and drawing up your Client Intake Form:

  • To get started, direct to the “Get Form” button and press it.
  • Wait until Client Intake Form is loaded.
  • Customize your document by using the toolbar on the top.
  • Download your completed form and share it as you needed.
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An Easy-to-Use Editing Tool for Modifying Client Intake Form on Your Way

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How to Edit Your PDF Client Intake Form Online

Editing your form online is quite effortless. It is not necessary to download any software on your computer or phone to use this feature. CocoDoc offers an easy tool to edit your document directly through any web browser you use. The entire interface is well-organized.

Follow the step-by-step guide below to eidt your PDF files online:

  • Search CocoDoc official website on your computer where you have your file.
  • Seek the ‘Edit PDF Online’ option and press it.
  • Then you will browse this online tool page. Just drag and drop the form, or append the file through the ‘Choose File’ option.
  • Once the document is uploaded, you can edit it using the toolbar as you needed.
  • When the modification is finished, press the ‘Download’ option to save the file.

How to Edit Client Intake Form on Windows

Windows is the most widely-used operating system. However, Windows does not contain any default application that can directly edit file. In this case, you can download CocoDoc's desktop software for Windows, which can help you to work on documents quickly.

All you have to do is follow the instructions below:

  • Download CocoDoc software from your Windows Store.
  • Open the software and then upload your PDF document.
  • You can also select the PDF file from URL.
  • After that, edit the document as you needed by using the different tools on the top.
  • Once done, you can now save the completed file to your laptop. You can also check more details about editing PDF in this post.

How to Edit Client Intake Form on Mac

macOS comes with a default feature - Preview, to open PDF files. Although Mac users can view PDF files and even mark text on it, it does not support editing. Using CocoDoc, you can edit your document on Mac without hassle.

Follow the effortless instructions below to start editing:

  • First of All, install CocoDoc desktop app on your Mac computer.
  • Then, upload your PDF file through the app.
  • You can select the file from any cloud storage, such as Dropbox, Google Drive, or OneDrive.
  • Edit, fill and sign your file by utilizing this tool developed by CocoDoc.
  • Lastly, download the file to save it on your device.

How to Edit PDF Client Intake Form through G Suite

G Suite is a widely-used Google's suite of intelligent apps, which is designed to make your work more efficiently and increase collaboration between you and your colleagues. Integrating CocoDoc's PDF editing tool with G Suite can help to accomplish work easily.

Here are the instructions to do it:

  • Open Google WorkPlace Marketplace on your laptop.
  • Search for CocoDoc PDF Editor and download the add-on.
  • Select the file that you want to edit and find CocoDoc PDF Editor by selecting "Open with" in Drive.
  • Edit and sign your file using the toolbar.
  • Save the completed PDF file on your laptop.

PDF Editor FAQ

As a therapist, have you ever had a patient start taking their clothes off out of nowhere? How did you appropriately respond?

Yes. It was a brand new client I’d never seen before, and he wanted me to see more of him than I was ready for!I knew from his intake form that he was Australian, and had come to Virginia for an IT job. He was tall and lanky and wore a baseball cap and Hawaiian shirt.As he sat down on my slightly scuffed cream leather sofa, he started to quickly unbutton his shirt, and was reaching for his belt. Seconds passed before I was able to come up with the following highly empathic, brilliantly therapeutic intervention, expressing profound and unconditional positive regard:What are you doing!!! You can’t take your clothes off in here!I admit it. That’s what I said. Later I thought of all the things I could have said, but Carl Rogers would have congratulated me for concreteness and genuineness, I like to think. Probably not, but I like to think that.Anyhow, the client said calmly, “Would it be OK if I just took my shirt off? I’d feel more comfortable if I took my shirt off.”Still in full empathy mode, I blurted, “No!”Subdued, he ventured “Shoes?”Normally I’d be OK with shoes, but I just shook my head no.I would like to tell you that I quickly figured out what the disrobing was about, and what it meant, but I still have no clue. Neither did my peer supervisor, though he did remind me of the nude psychotherapy movement, and guessed the guy might have been involved in that earlier and made assumptions. I thought that was a huge stretch. (Yes, it was a thing: Nude psychotherapy - Wikipedia.)There’s no doubt in my mind that another therapist, someone a lot more talented than I am, could have handled that situation creatively and brilliantly and made it a powerful therapeutic event.

What are the most useful SaaS applications for lawyers?

Not sure what type of law your practice but there are a few out there.Client Intake: Lexicata is in beta but is supposed to be really easy for sending electronic client intake formsCase/Practice Management: Clio is a great software for about $70/user/mo or my company Litigo (in beta) but we are a free, bare-bones alternative if you're price sensitiveFastcase and Westlaw are great for legal research as well as a new, up and coming data visualization powered search called Ravel Law which is pretty coolEssentials: Dropbox, Box, Evernote are all web-based options for note taking and document storage though a good case management software (Clio, Litigo) will do this as welleDiscovery: EverLaw has some amazing algorithms that can cut through tons of data very quicklyThat's about all I can think of off the top of my head....hope that helps!

How do I refine my questioning skills as a counselor? I am a counselling intern and some of my clients have reported that my sessions feel like an interview and that I lack empathy.

I love this question because the person asking it wants to learn and grow and be a better therapist, so I’m delighted to offer my two cents.The one thing I always said when training clergy, or counselors, or any helping professional was:DON’T ASK ANY QUESTIONS FOR AT LEAST A YEARQuestion marks are shaped like a hook for a reason. They say “Don’t talk about what you want to talk about, talk about what I want to hear.”Yes, I know a medical doctor needs to get a good history quickly, and is trained to do that , but a even a physician can often be more effective by reducing the number of questions to increasing the number of leading statements. My doctor rarely asks a question, but his prompts get me to spill my guts in the first five minutes. He’d be a good therapist.You know the best way help that human across from you, likely someone in pain, isn’t to make them give you information you desire? Consider that you will learn much more about the person when he/she trusts you to listen with empathy, genuineness, and unconditional positive regard?The only thing worse than a therapist asking a lot of questions is a therapist giving gratuitous, generic advice with a lot of “shoulds” in it.JUST STOP THE QUESTIONS AND START MAKING EMPATHIC STATEMENTSThat includes the first session, when you have the intake form they’ve completed in your hand. Try things like “I notice you completed every item very carefully” or “I see you skipped the family section.” Create openings with your observations, openings that the client can take in various directions. Later, lead more “I’m a little confused about the job thing. . .” “I see you only had two sessions with your last therapist. . .” I promise that if you avoid questions for your first year in the job, and learn to make statements instead, you’ll be amazed how much information you get, and giving the information will be therapeutic for the client right away too.BE GENTLE WITH YOURSELFI don’t think for a moment that you lack empathy, which is indispensable for a counselor. You only lack skill. Of course! You are an intern. I see you are aware of your growing edge, that you reach out for guidance. You’ve chosen an amazing, awesome profession. Learn everything you can from the people around you during your training. It’s their job to help you grow and develop, and they probably love doing it too.

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