Initial Clinical Assessment
Customize this worksheet to fit your client, then export a clean, print-ready PDF for your session.
How the worksheet builder works
Three quick steps, plus a note on privacy.
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How the worksheet builder works
Three quick steps, plus a note on privacy.
- Step 01Pick a template
Browse evidence-based worksheets by clinical focus area and open one to load it into the editor.
- Step 02Customize it
Edit the prompts, add client and session details, and format the text however your work needs.
- Step 03Download the PDF
Export a clean, print-ready worksheet to bring into session - no account required.
Private by design.Everything happens right here in your browser. Nothing you type is uploaded, tracked, or stored. Close the tab and it is gone.
Initial Clinical Assessment
Comprehensive intake assessment form
Description
A detailed intake form designed to collect key information about a client’s concerns, personal history, and therapy goals. This tool helps therapists create personalized treatment plans and build a strong, trusting relationship with clients.
How and why to use this worksheet
Use this assessment to gain insight into a client’s challenges, identify any underlying issues, and evaluate their suitability for therapy. This ensures a tailored approach that aligns with the client’s needs and aspirations.
Available Templates
Clinical Assessments
Standardized assessment tools and intake forms
Cognitive Behavioral Therapy
Evidence-based CBT worksheets and exercises
Art Therapy
Creative expression and art-based interventions
Music Therapy
Musical interventions and emotional expression through sound
Couples Therapy
Relationship enhancement and communication exercises
Exposure Therapy
Graduated exposure and anxiety management tools
Therapeutic Goals
Goal-setting and progress tracking worksheets