Client Intake Form: Fill & Download for Free

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How to Edit and sign Client Intake Form Online

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

  • To begin with, seek 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 customized form and share it as you needed.
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An Easy 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 with your computer or phone to use this feature. CocoDoc offers an easy application 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:

  • Find CocoDoc official website from any web browser of the device where you have your file.
  • Seek the ‘Edit PDF Online’ button and press it.
  • Then you will visit this awesome tool page. Just drag and drop the form, or attach 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 done, click on the ‘Download’ option to save the file.

How to Edit Client Intake Form on Windows

Windows is the most widespread 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 guidelines below:

  • Get CocoDoc software from your Windows Store.
  • Open the software and then drag and drop your PDF document.
  • You can also drag and drop the PDF file from Google Drive.
  • After that, edit the document as you needed by using the different tools on the top.
  • Once done, you can now save the customized template 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. Utilizing CocoDoc, you can edit your document on Mac without hassle.

Follow the effortless steps below to start editing:

  • Firstly, install CocoDoc desktop app on your Mac computer.
  • Then, drag and drop your PDF file through the app.
  • You can attach the file from any cloud storage, such as Dropbox, Google Drive, or OneDrive.
  • Edit, fill and sign your paper by utilizing this tool.
  • Lastly, download the file to save it on your device.

How to Edit PDF Client Intake Form with G Suite

G Suite is a widespread Google's suite of intelligent apps, which is designed to make your job easier and increase collaboration between you and your colleagues. Integrating CocoDoc's PDF editor with G Suite can help to accomplish work effectively.

Here are the guidelines to do it:

  • Open Google WorkPlace Marketplace on your laptop.
  • Seek for CocoDoc PDF Editor and install the add-on.
  • Attach the file that you want to edit and find CocoDoc PDF Editor by selecting "Open with" in Drive.
  • Edit and sign your paper using the toolbar.
  • Save the customized PDF file on your cloud storage.

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!

Therapists, how would you re-write the DSM criteria for NPD (narcissistic personality disorder) so that it would capture all subtypes and levels of severity?

I’d never waste time doing that. It’s a diagnositic and statistical manual, not particularly scientific, used as a convenience for clinicians, researchers, and insurance companies to shoehorn humans into various categories. Going for that level of false precision would just make things worse.The only people who take the DSM very seriously are students and some clients, and Lucy. We have to use it in some settings (or the ICD-10), but we are not treating diagnoses (even medical doctors don’t do that exclusively, and the good ones take the whole person into account). We are focused on function.I daresay that many clinicians including those who know their clients very well, may have forgotten what they wrote in the “diagnosis” section of the intake form on the first day, but are doing effective therapy.A medical specialist may be treating “Type 2 Diabetes,” and be fully aware of it. A psychologist could be treating “Adjustment Disorder” or “Uncomplicated Bereavement” or “Dysthymic Disorder” or “Dependent Personality Disorder, Mild” and not care much which one it is: The therapy is tuned to this patient, at this time in their lives, with these emotional resources and this level of commitment to change and insight, and a lot more. DSM diagnostic categories capture little of what is important.

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