Package 1: Basic Client Intake Package
Perfect for:
New or solo therapists who want a clean, customizable intake packet thatā€™s fully trauma-informed, ethically sound, and ready to use with clients.
What's Included
Prescreening Tools
-
Therapy Prescreen Form
-
Trauma Therapy Prescreen (individual)
Core Client Intake Forms
- Client Intake Form (demographics & logistics)
- Individual Biopsychosocial Assessment
- Informed Consent for Therapy
- HIPAA Notice of Privacy Practices (NPP)
- Telehealth Informed Consent
- Financial Agreement
- Release of Information (ROI)
- Risk Assessment & Safety Plan
- Social Media & Communication Policy
Collaborative Clinical Tools
- Client Goals Worksheet
- Values & Strengths Inventory
- Cultural & Identity Exploration Form
Support & Compliance
- Overview: Compliance for Managing Client Forms
- Client Assessments (PHQ-9, GAD-7, PCL-5, ACES, etc.)
- Crisis Resources Handout
- Rate Adjustment Client Letter
Ā
Specialty Forms
- Couples Intake & Biopsychosocial Forms
- Minor Intake & Consent Forms
Groundwork Trauma Education has been approved by NBCC as an Approved Continuing Education Provider,Ā ACEP No. 7927.Ā Programs that do not qualify for NBCC credit are clearly identified. Groundwork Trauma Education is solely responsible for all aspects of the programs.
Please confirm with your licensing board about CE eligibility.
