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mental-health-outpatient/Forms/Intake-Forms/FRM-MHO-001-New-Patient-Intake.md

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Mental Health New Patient Intake Form

Form ID FRM-MHO-001 Revision 1.0

Patient Information

Field Entry
Last Name
First Name
Preferred Name
Date of Birth
Age
Sex ☐ Male ☐ Female ☐ Other
Gender Identity
Pronouns

Contact Information

Field Entry
Address
City, State, ZIP
Home Phone
Cell Phone
Email
Preferred Contact Method ☐ Home ☐ Cell ☐ Email
OK to Leave Detailed Message? ☐ Yes ☐ No

Emergency Contact

Field Entry
Name
Relationship
Phone
Address

Referral Information

Field Entry
Referred By
Referring Provider Phone
Primary Care Physician
PCP Phone/Fax
Current Therapist (if any)
Current Prescriber (if any)

Reason for Seeking Treatment

What brings you in for treatment today?

What are your main symptoms or concerns?

When did these symptoms start?

What do you hope to get out of treatment?


Symptom Checklist

Check all symptoms you are currently experiencing:

Mood Symptoms

☐ Depressed mood ☐ Loss of interest/pleasure ☐ Hopelessness ☐ Guilt ☐ Irritability ☐ Mood swings ☐ Elevated/euphoric mood ☐ Decreased need for sleep ☐ Racing thoughts ☐ Increased energy

Anxiety Symptoms

☐ Excessive worry ☐ Restlessness ☐ Difficulty concentrating ☐ Muscle tension ☐ Sleep problems ☐ Panic attacks ☐ Fear of social situations ☐ Specific phobias ☐ Obsessive thoughts ☐ Compulsive behaviors

Trauma Symptoms

☐ Flashbacks/intrusive memories ☐ Nightmares ☐ Avoiding reminders of trauma ☐ Emotional numbness ☐ Hypervigilance ☐ Easily startled

Psychotic Symptoms

☐ Hearing voices ☐ Seeing things others don't see ☐ Paranoid thoughts ☐ Unusual beliefs ☐ Confused thinking

Other Symptoms

☐ Difficulty concentrating ☐ Memory problems ☐ Impulsivity ☐ Anger problems ☐ Relationship difficulties ☐ Work/school problems ☐ Appetite changes ☐ Weight changes ☐ Fatigue/low energy ☐ Chronic pain


Suicidal/Self-Harm History

Question Response
Are you currently having thoughts of suicide? ☐ Yes ☐ No
Are you currently having thoughts of harming yourself? ☐ Yes ☐ No
Have you ever attempted suicide? ☐ Yes ☐ No
If yes, when and how?
Have you ever engaged in self-harm (cutting, burning, etc.)? ☐ Yes ☐ No
If yes, describe:

Psychiatric History

Previous Treatment

Treatment Type Yes/No Where When Helpful?
Outpatient therapy ☐ Yes ☐ No
Outpatient psychiatry ☐ Yes ☐ No
Intensive outpatient (IOP) ☐ Yes ☐ No
Partial hospitalization (PHP) ☐ Yes ☐ No
Psychiatric hospitalization ☐ Yes ☐ No
Residential treatment ☐ Yes ☐ No
ECT ☐ Yes ☐ No
TMS ☐ Yes ☐ No

Previous Diagnoses

Check all that you have been diagnosed with:

☐ Depression ☐ Bipolar Disorder ☐ Anxiety Disorder ☐ Panic Disorder ☐ PTSD ☐ OCD ☐ ADHD ☐ Schizophrenia/Schizoaffective ☐ Personality Disorder (type: _______) ☐ Eating Disorder ☐ Substance Use Disorder ☐ Autism Spectrum Disorder ☐ Other: _______________


Current Medications

Medication Dose Frequency Prescriber

Past Psychiatric Medications

List medications you have tried in the past:

Medication Helpful? Side Effects? Reason Stopped
☐ Yes ☐ No
☐ Yes ☐ No
☐ Yes ☐ No
☐ Yes ☐ No

Allergies

☐ No Known Allergies

Medication/Substance Reaction

Substance Use History

Substance Ever Used Age First Used Current Use Amount/Frequency Last Used
Alcohol
Marijuana/Cannabis
Cocaine/Crack
Heroin/Opioids
Methamphetamine
Benzodiazepines (non-Rx)
Tobacco/Nicotine
Other:

Have you ever had treatment for substance use? ☐ Yes ☐ No

If yes, describe:


Medical History

Current Medical Conditions

☐ None

Condition Notes

Past Surgeries/Hospitalizations

Surgery/Hospitalization Year

For Women

Field Entry
Are you pregnant? ☐ Yes ☐ No ☐ Maybe
Are you breastfeeding? ☐ Yes ☐ No
Last menstrual period
Using contraception? ☐ Yes ☐ No

Family Psychiatric History

Check all that apply to biological relatives:

Condition Mother Father Sibling Grandparent Other
Depression
Bipolar Disorder
Anxiety
Schizophrenia
Substance Abuse
Suicide/Attempt
ADHD
Other:

Social History

Living Situation

Field Entry
Who do you live with?
Type of housing ☐ Own ☐ Rent ☐ With family ☐ Homeless ☐ Other
Housing stability ☐ Stable ☐ At risk ☐ Unstable

Relationships

Field Entry
Marital/Relationship status ☐ Single ☐ Married ☐ Partnered ☐ Divorced ☐ Widowed
Children (ages)
Quality of relationships ☐ Good ☐ Fair ☐ Poor
Social support ☐ Strong ☐ Some ☐ Limited ☐ None

Education/Employment

Field Entry
Highest education
Current employment ☐ Full-time ☐ Part-time ☐ Unemployed ☐ Disabled ☐ Retired ☐ Student
Occupation
Work/school problems? ☐ Yes ☐ No
Field Entry
Current legal issues? ☐ Yes ☐ No
If yes, describe:
History of incarceration? ☐ Yes ☐ No

Trauma History

Have you experienced any of the following?

☐ Physical abuse ☐ Sexual abuse ☐ Emotional/verbal abuse ☐ Neglect ☐ Domestic violence ☐ Witnessed violence ☐ Military combat ☐ Serious accident ☐ Natural disaster ☐ Other trauma: _______________


Current Stressors

Rate your current stress level (1-10): _____

What are your main stressors right now?


Strengths and Supports

What are your strengths?

Who are your supports (family, friends, community)?

What coping strategies do you currently use?


Goals for Treatment

What would you like to accomplish through treatment?


Signature

Field Entry
Patient Signature
Date
Guardian Signature (if minor)
Relationship to Patient

For Office Use

Field Entry
Date Received
Entered By
Appointment Date
Assigned Provider
Notes

Form FRM-MHO-001 Rev 1.0 - Mental Health New Patient Intake Form