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GRACE STREET SERVICES, LLC

Initial Intake/Assessment

Name of Clinician:​___________________________________________________​Intake Date:​____________________________

Name of Client:​______________________________________________________________​DOB:​____________________________

Reason For Treatment

__​Current Concerns/Presenting Problem:​___________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​History of Onset:​____________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​Client Description of Problem/Concern:​__________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​Parent and Guardian Description of Problem/Concern:​_________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Strengths and Resources Client Description of Strengths:

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Client Description of Support System (i.e. family, friends):

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Client Description of Resources (i.e. entitlement programs, transportation):

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

(2)

Description of Recreational/Leisure Activities and Frequency of Involvement:

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​Description of Spiritual Involvement:​_____________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​Other Agencies Involved Currently with Client or Family (List):​________________________________________

__________________________________________________________________________________________________________________

__Client Needs and Weaknesses:​_____________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Developmental/Family/Social History Current Marital Status:

Single Married Divorced Separated Cohabitating Widowed

__​Number of Children (List Ages):​___________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​List who lives with the client currently and their relationship to the client:​__________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​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?​__________________________________________________________________________

__________________________________________________________________________________________________________________

(3)

__​Was there any separation from the client’s parent(s) during childhood? If yes, explain:​_____________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__​Client’s Health During Pregnancy and/or Birth:​__________________________________________________________

__________________________________________________________________________________________________________________

__​Client’s History Meeting Developmental Milestones:​____________________________________________________

__________________________________________________________________________________________________________________

__​Special Services Used as Child/Currently to Assist Client to Meet Developmental Milestones:​______

__________________________________________________________________________________________________________________

__​Cultural Background and Considerations:​________________________________________________________________

__________________________________________________________________________________________________________________

__​History or Current Involvement in Military (specify deployments, length of time, combat):​_________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Employment Status (check one):

Full Time Part-Time Per Diem Unemployed

Seasonal Retired Disabled Other:

__​Describe any Areas of Employment Concern:​_____________________________________________________________

__________________________________________________________________________________________________________________

__​Source of Income:​___________________________________________________________________________________________

__________________________________________________________________________________________________________________

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:

(4)

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):​______________________________________________________________________________________

__________________________________________________________________________________________________________________

Medical & Health History

Current Medical Concerns/Problems:​_______________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Current Medication Listing:

Medication Dose Frequency Prescriber

History of medical concerns/problems:_____________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

(5)

Do you have a history of, or currently, any communicable diseases (i.e. TB, Hepatitis B or C, MRSA?) __________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

History of hospitalizations/surgeries​_______________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Dental Needs:​__________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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:​_________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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:

(6)

Family history of mental illness (diagnosis and relationship to client):​__________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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.

(7)

Further comments:​____________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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):​_______________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

(8)

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 1​st 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:_______________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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:​__________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

(9)

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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

(10)

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:​__​______________________________________​_____________________________________________________

__________________________________________________________________________________________________________________

__​Social Needs:​___​________________________________​______________________________________________________________

__________________________________________________________________________________________________________________

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​_______________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

(11)

Intake Diagnosis / DSM IV

All need to be filled in and who diagnosed Axis I Code(s) & Description(s):

___​304.00 Opiate Dependence​________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Axis II Code(s) & Description(s):

___​___________________​____________________________________________________________________________________________

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

Axis III (Physical Disorders) Description & Source of Information:

___​___________________​____________________________________________________________________________________________

__________________________________________________________________________________________________________________

Axis IV (Psychosocial Stressors) Description(s):

__________________________________________________________________________________________________________________

__________________________________________________________________________________________________________________

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:

References

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