GRACE STREET SERVICES, LLC
Initial Intake/Assessment
Name of Clinician:___________________________________________________Intake Date:____________________________
Name of Client:______________________________________________________________DOB:____________________________
Reason For Treatment
__Current Concerns/Presenting Problem:___________________________________________________________________
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__History of Onset:____________________________________________________________________________________________
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__Client Description of Problem/Concern:__________________________________________________________________
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__Parent and Guardian Description of Problem/Concern:_________________________________________________
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Strengths and Resources Client Description of Strengths:
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Client Description of Support System (i.e. family, friends):
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Client Description of Resources (i.e. entitlement programs, transportation):
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Description of Recreational/Leisure Activities and Frequency of Involvement:
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__Description of Spiritual Involvement:_____________________________________________________________________
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__Other Agencies Involved Currently with Client or Family (List):________________________________________
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__Client Needs and Weaknesses:_____________________________________________________________________________
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Developmental/Family/Social History Current Marital Status:
Single Married Divorced Separated Cohabitating Widowed
__Number of Children (List Ages):___________________________________________________________________________
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__List who lives with the client currently and their relationship to the client:__________________________
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__Type of Housing (i.e. shelter, apartment):_________________________________________________________________
Description of relationship with:
__Parents:______________________________________________________________________________________________________
__Siblings:______________________________________________________________________________________________________
__Children:_____________________________________________________________________________________________________
__Significant Other:____________________________________________________________________________________________
__Extended Family:____________________________________________________________________________________________
__Who did the client grow up with?__________________________________________________________________________
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__Was there any separation from the client’s parent(s) during childhood? If yes, explain:_____________
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__Client’s Health During Pregnancy and/or Birth:__________________________________________________________
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__Client’s History Meeting Developmental Milestones:____________________________________________________
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__Special Services Used as Child/Currently to Assist Client to Meet Developmental Milestones:______
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__Cultural Background and Considerations:________________________________________________________________
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__History or Current Involvement in Military (specify deployments, length of time, combat):_________
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Employment Status (check one):
Full Time Part-Time Per Diem Unemployed
Seasonal Retired Disabled Other:
__Describe any Areas of Employment Concern:_____________________________________________________________
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__Source of Income:___________________________________________________________________________________________
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Education Background (Check/Complete all that apply) Elementary Education:
Positive Peer Relationships Conflicted Peer Relations Conflicted Teacher Relations
Was bully Was bullied
Good student Average Student Poor student
Learning Disabilities Not applicable due to age
School Attended: Highest Grade Completed:
High School Education:
Positive Peer Relationships Conflicted Peer Relations Conflicted Teacher Relations
Was bully Was bullied
Good student Average Student Poor student
Learning Disabilities Not applicable due to age
School Attended: Highest Grade Completed:
Post High School Education:
Client did not attend Number of years:
Highest degree or certificate received:
Major study or subject area:
Current Legal Concerns (check all that apply)
Probation Bail/Parole OUI
Incarcerated Court Pending Protection Order
Other Legal Concern(s):______________________________________________________________________________________
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Medical & Health History
Current Medical Concerns/Problems:_______________________________________________________________________
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Current Medication Listing:
Medication Dose Frequency Prescriber
History of medical concerns/problems:_____________________________________________________________________
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Do you have a history of, or currently, any communicable diseases (i.e. TB, Hepatitis B or C, MRSA?) __________________________________________________________________________________________________________________
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History of hospitalizations/surgeries_______________________________________________________________________
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Dental Needs:__________________________________________________________________________________________________
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Nutrition Status:_______________________________________________________________________________________________
Client’s Diet Pattern (Meals Per Day)________________________________________________________________________
Weight loss/weight gain:_____________________________________________________________________________________
Describe Changes in Appetite:_______________________________________________________________________________
Describe any disordered eating present:____________________________________________________________________
Describe the client’s sleep patterns:_________________________________________________________________________
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Mental Health History
Client Treatment History: indicate if client has participated in any of the following treatments and if so include provider names, dates, interventions, and client view of outcomes:
Outpatient Therapy:
HCT, 65M, MST:
ACT:
Intensive Outpatient:
Inpatient:
Family history of mental illness (diagnosis and relationship to client):__________________________________
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Current Risk Assessment
Please indicate history of the following and the date of the last occurrence:
Suicidal Ideation: Suicide Attempt(s):
Homicidal Ideation: Property Destruction:
Aggression: Running Away:
Antisocial Behavior: Problem Gambling:
Other Relevant Information:
Current Risk Assessment
Current Risk: Check all that apply
Suicidality None Ideation Plan Intent w/Plan Intent w/o Plan Details:
Homicidality None Ideation Plan Intent w/Plan Intent w/o Plan Details:
Does the client have access to firearms?
No Yes (List details):
Client’s assessment of risk
Low Moderate High
Clinical assessment of risk
Low Moderate High
*Attach crisis plan if client is at Medium or High risk of crisis; client has history of suicidality or homicidality; self-harm; harm to others; or domestic violence.
Further comments:____________________________________________________________________________________________
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Abuse Emotional
Victim Witness Offender None
Description of incident(s) including nature of relationship, duration, and severity
Neglect
Victim Witness Offender None
Description of incident(s) including nature of relationship, duration, and severity
Physical
Victim Witness Offender None
Description of incident(s) including nature of relationship, duration, and severity
Sexual
Victim Witness Offender None
Description of incident(s) including nature of relationship, duration, and severity
Other traumatic events (i.e. natural disaster, war or cultural trauma, accidents):_______________________
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Substance Use Substance Use in History
Not reported Tobacco OTC Prescription
Medication
Alcohol
Caffeine Inhalants Stimulants Cocaine Tranquilizers
Marijuana Hallucinogens Methadone Opiates Barbiturates
Methamphetamines Other:
Substance Age of 1st Use
Current Amount/
Frequency
Duration of Use
Date of Last Use
Period of Heaviest Use
Previous Substance Abuse Treatment(s)
Response to Previous Treatment(s) Detoxification
Rehabilitation Intensive Outpatient Outpatient Therapy Methadone
Suboxone Other
Please describe successful strategies or interventions used in the past that were helpful for the client to maintain periods of sobriety:_______________________________________________________________________
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Has the client experienced any of the following problems related to substance use?
Blackouts Health Issues Legal Issues Relationship Problems
School Problems Other (list):
Family history of substance abuse:__________________________________________________________________________
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Mental Health Status Check all that apply:
Appearance Manner Attention
Appropriate Cooperative Alert
Inappropriate Uncooperative Lethargic/Drowsy
Other: Guarded Confused
Agitated Hypervigilent
Withdrawn Needs Redirection
Other: Inattentive
Selective Other:
Speech Mood Affect
Normal rate Depressed Appropriate
Pressured Angry Inappropriate
Rapid Happy Flat
Slow Worthless Constricted
Slurred High energy Labile
Incoherent Hopeless Congruent with mood
Loud volume Anxious Other:
Soft volume Irritable
Normal volume Elated
Other: Fearful
Other:
Thought Processes
Content Associations Psychological Signs
Appropriate Logical Obsessive
Somatic Relevant Phobic
Persecutory Looseness Compulsive
Paranoid Goal directed Anxious
Ideas of reference Tangential Amnesiac
Bizarre ideations Circumstantial Conversion
Hallucinations: (type) Other:
Cognitive Level
Intellectual Level Memory Judgment
Above average Intact Intact
Average Impaired Impaired
Below average Poor recent memory
Not determined Poor remote memory
Withdrawn Oriented to
Insight Amnesia Person
Partial Other: Place
Acceptable Time
Absent Disoriented
Client Needs/Weaknesses
__Personal Needs:_____________________________________________________________________________________________
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__Social Needs:_________________________________________________________________________________________________
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Barriers to Treatment
Finances Transport Physical disability Without social supports
Work schedule Family Objections Insurance restrictions
__Other Barriers:______________________________________________________________________________________________
Clinical Summary
(Should include: Significant historical information, clinical interpretation/diagnosis, treatment needs, choice of treatment modality, frequency and duration of sessions; and expected length of time in treatment)
_____________________________________________See
attached_______________________________________________________
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Intake Diagnosis / DSM IV
All need to be filled in and who diagnosed Axis I Code(s) & Description(s):
___304.00 Opiate Dependence________________________________________________________________________________
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Axis II Code(s) & Description(s):
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Axis III (Physical Disorders) Description & Source of Information:
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Axis IV (Psychosocial Stressors) Description(s):
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Axis V (GAF) ______________________________
Follow-Up / Referral Recommendations
__Psychological Evaluation: _None___________________________________________________________________________
__Psychiatric or Medication Evaluation:__None_____________________________________________________________
__Medical/Primary
Care:__None______________________________________________________________________________
Treatment Recommendations
Individual Therapy Crisis Intervention
Family Therapy X Intensive Outpatient
X Group Therapy (specify):
1. Will be decided at discharge from IOP
Other (Specify):
Signatures
Client (optional): Date:
Parent/Guardian (optional): Not applicable Date: None
Clinician: Date: