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MICHAEL OAKES, M.A., R.C.C. and
BCACC Member #19822
,
Counselling and Psychotherapy Services
All communication between us is strictly confidential. Please fill out this
CLIENT INTAKE FORM
. Some fields are mandatory (marked with a
Red
*
). You must fill those out as best you can otherwise the form will not be sent.
Client Intake Information
*
Indicates required field
Today's Date dd/mm/yyyy
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How did you find my service?
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Referral
Internet Search
Other
If by referral, who or what agency referred me?
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You are Seeking
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Individual Therapy
Couples Therapy
Do you have 3rd Party Insurance Coverage?
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If so enter the Provider Name
PHN
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BC Medical Health Number
IDENTIFICATION
Full Name
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First Middle Last
Preferred Name
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The name you preferred to be called
Birthday dd/mm/yyyy
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Day Month Year
Age
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Sex
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Gender
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Pronouns
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Significant Adult Relationship, Marital Status
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Married, Common Law, Divorced, Single, Partner: Their Name?
Who resides with you in your household? (name and relationship)
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Do you have children?
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Yes
No
Do they live with you?
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Yes
No
Occaisionally
If you have children what are their names and ages?
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Their names and ages
Your Cultural Identity, Values and Beliefs
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EMPLOYMENT
Are you employed?
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Full Time
Part Time
Unemployed
Retired
Employer
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Employer Name if employed
Occupation
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Job Description if employed
If employed, what do you enjoy and what is stressful about your job
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Do you have Employee Benefits?
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Yes
No
If Yes What is the Employee Benefit Source Name
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The Name of the Employee Benefit Provider
EDUCATION
Are you in School?
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Yes
No
If in school, where and for what?
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Your Educational Level
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Degrees and Training
ADDRESS and CONTACTS
Your Home Address
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Include your City, Province and Postal Code
Your Email Address
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Make sure it is correct with no typos.
Alternate Email Address if you have one
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Make sure it is correct with no typos.
Which phone number can I call, or text or leave voice messages at?
MOBILE Phone #
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Include Area Code
Or Alternate Phone #
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Include Area Code
If I need to contact you, check your preferences:
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Voicemail
Text Message
Email
In case of an emergency, who should I contact?
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Name, Relationship, Phone #
MEDICAL HISTORY
NOTE: I may need to confer with your Doctor but I will discuss this with you and get your permission before doing so.
Your Doctor's Name
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If you have one
Clinic Name
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Where your physician works if you have one
Doctor's Phone Number
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If you have a doctor
Are you taking any prescribed medications? If so, what are they?
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Have you ever been hospitalized? If so, when and what for?
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MENTAL HEALTH HISTORY
Have you had a formal medical or mental diagnosis? If so, what for and when?
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List any mental health services you have used in the past and when.
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Have you had involvement with the criminal justice system? If so, what for and when?
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Have you had any history of substance abuse? If so what and when.
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Have you had any history of attempted suicide?
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Yes
No
Have you had any history of violence?
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Yes
No
Have you had any history of emotional, physical, sexual abuse or trauma?
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Yes
No
Is there any other history that relates to your concerns?
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Have any of your family members had mental health or substance use histories. If so who, what and when?
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PREVIOUS COUNSELLING EXPERIENCE
Have you had any therapeutic counselling experience before?
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Yes
No
If so, with whom, when and for how long?
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What issues did you work on?
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What was helpful with this experience?
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What was not helpful with this experience?
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What were the results from this experience?
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YOU ARE SEEKING MY SERVICE
What type of session do you prefer?
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Phone session
Video session
What is prompting you to seek my service?
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What are the primary issues, problems and challenges that you are struggling with and when did they start?
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What do you hope to see as a result of seeking therapy with me? ie: Your Therapeutic Goals
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Are you experiencing any of these issues below?
Check any that are affecting your daily functioning.
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Addiction
Anger
Anxious Thoughts
Depression or Sadness
Disordered Eating
Divorce
Excessive Drug or Alcohol Use
Excessive Weight Gain
Excessive Weight Loss
Family Transitions
Feeling Down or Hopeless
Feeling Trapped
Feeling Unmotivated or Unproductive
Fidgety, Can't Sit Still
Financial Issues
Grief or Loss
Health Problems
Hopelessness
Impulsivity
Insomnia
Isolation
Lack of Interest or Pleasure in Doing Things
Lack of Social Involvement
Low Energy
Mood Changes (Severe, Sudden, Dramatic shifts)
Check any that are affecting your daily functioning.
*
Obsessive Compulsive behaviors
Oversleeping
Panic Attack Symptoms
Parenting Issues
Perceptual Disturbance; Hallucinations, Delusions, Paranoia
Phobias
Physical and or Emotional Abuse
Purposelessness
Recklessness
Relationship Issues with Partner
Self Doubt
Self Harming Behaviour
Separation
Slow Speech or Body Movements
Social Anxiety
Social Withdrawal
Suicidal Thoughts
Substance Use Concerns
Trauma
Trouble Concentrating
Trouble Getting Out of Bed
Undersleeping
Unhealthy Eating Habits
Unintentional Weight Loss
Worried About the Future
How many caffeinated beverages do you drink in a day?
*
How many alcoholic beverages do you drink in a week?
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Do you use any other drugs on a regular basis? Specify what, how much, how often and since when?
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Are you experiencing any life transition issues?
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If so, what are they?
What was it like for you growing up? (Family Structure, Siblings)
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What was your parents’ or guardians’ approach to discipline?
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What are some of your biggest challenges, difficulties and areas of struggle?
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What makes you frustrated, angry, hurt or uncomfortable?
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What provokes or triggers you?
What are some of your greatest accomplishments, successes and sources of pride?
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What brings you feelings of happiness, calm, peace and enjoyment?
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What might be helpful to you in counselling?
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All communication between us is strictly confidential.
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