What Social Worker Intake Form Types Are Used the Most by Social Workers?


Key Overview of Best Social Worker Forms (Intakes, Assessments & Feedback Surveys)

Disclaimer

It’s important to understand the types of social worker forms used and their purposes so you can be effective in your work. Assessment, feedback, and intake forms for social workers are used throughout many areas of a practice.

For example, you can’t even effectively begin a client interaction without using an intake social work form to collect the client’s data. Need to transfer medical records to another medical professional? Then you need to use a social worker form to authorize medical records release.

In this Social Work Portal article, you’ll find a comprehensive overview of the different types of social work forms used widely by social workers, therapists, and counselors. You’ll learn about forms for intake in social work, social work assessment forms, social work client satisfaction survey examples, and more.

intake forms for social workers

Assessment, Feedback & Intake Form Social Work

Any social worker, therapist, counselor, or mental health professional will be very familiar with the use of forms in their work. There are intake forms social workers use, social work assessment forms, and the client satisfaction survey social work practitioners use regularly.

These therapist, counselor, and social work forms are used to collect various data from clients and patients, improve the delivery of services, and meet regulatory requirements.

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See Also: Social Work Case Notes Formats (SOAP, BIRP, GIRP, and DAP Notes Examples)


Table of Contents: Assessment, Survey & Intake Form Social Workers Need

Keep on scrolling down this page to read each section or click any link below to go directly to that section.

  1. What Are the Different Types of Social Work Forms?
  2. What Is a Social Work Intake Form?
  3. What Is a Social Work Assessment Form?
  4. What Is a Social Work Feedback Form?
  5. What Other Social Worker Form Should I Know About?
  6. Tips for Social Worker Form Best Practices
  7. Conclusion | Social Worker Intake Form, Assessment Form, and Survey Basics
  8. FAQ | Assessment, Feedback & Intake Form Social Work

2-All-in-One-Social-Worker-Case-Management-Portal

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What Are the Different Types of Social Work Forms?

Social work private practice forms and forms used in public sectors of social work can be classified into different categories. These categories are based on the use of the social worker forms.

Social Work Intake Forms

The social work intake assessment is a form typically filled out as “new client paperwork.” Its purpose is to gather basic information on a new patient or client so they can be formally onboarded as part of a social worker’s casework.

An informed consent social work example form can also be considered an intake form if it is needed before services can be provided to the individual.

The intake form social workers use can vary according to the type of social work being provided. It can also be based on the client type, such as an adult or child.

Social Work Assessment Forms

The assessment form social work practitioners use with a patient will be specific to that patient’s needs, typically to inform a diagnosis or gauge progress.

A social work assessment form may be based on an industry-standard test, such as the GAD-7 assessment (General Anxiety Disorder). It can also be a general assessment, such as a psychosocial assessment, which gathers an extensive mental and physical history.

Social Work Feedback Forms

These types of social worker forms are also considered client satisfaction surveys. Their purpose is to gather feedback on how the patient feels about the treatment that was provided.

Social work forms for client feedback can also be used to learn how a social worker or their organization is doing based on client feedback.

Other Types of Social Worker Forms

Many other types of forms can be used by social workers on a regular basis. They may be required by law or be part of a practice’s protocols.

For example, when medical records are requested to be shared with a 3rd party, HIPAA and many other data privacy regulations require that an Authorization to Release Medical Records form is signed first.

Social-Work-Assessment-Software

Related: HIPAA Compliant Authorization Form


Do you have any questions or feedback about this article on forms for intake and engagement in social work? If so, click here to contact the Social Work Portal Team.


What Is a Social Work Intake Form?

One of the first forms that a new client will need to fill out is a social work intake form template. When individuals are being added to a social worker’s caseload as clients or patients for the first time, there will usually be a few different forms they need to fill out.

A social work intake form PDF will have fields to fill in the basics of the individual’s information, such as:

  • Name
  • Address
  • Phone number
  • Emergency contact
  • Reason for the visit
  • And more

An intake assessment social work practitioners use may also be more extensive and include questions about medical or treatment history. These types of social work intake questions can range from asking about drugs that a person has used to gather details on their family doctor.

A social work informed consent form example is another type of intake form. This type of form is used to have the client agree to receive services, or agree to other items required by the organization. Often this consent form is given along with the intake sheet social work clients use to fill in their name and contact details.

Bottom line: You can consider any type of paperwork that new patients/clients need to fill out before receiving services as social work intake forms.

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Would you like to know more about intake questions for social workers or a specific intake assessment form social work professionals use? If so, click here to contact the Social Work Portal Team.


Are you looking for free social worker templates & forms? You can download all our free social worker tools here.


What Is a Social Work Assessment Form?

While an intake form social work professionals use will have the main purpose of gathering client contact information and other details, social work assessment forms can be very different from each other.

A social work assessment form is made to assess an individual in a certain way. For example, an assessment form may be designed to detect the risk of depression. Another assessment form may have the purpose of identifying alcohol and drug addiction issues. A social work needs assessment form might be given during an initial meeting to determine and prioritize the needs of an individual.

Additionally, a social work assessment form can be given at any time during a client’s treatment. Or it can be given to see if an individual qualifies for or needs a specific type of treatment. Social work forms for assessments are often used to help diagnose a client and inform a clinician’s treatment plan.

Here are a few of the common social work assessment forms:

  • Psychosocial assessment
  • CAGE Substance Abuse Screening Tool
  • GAD-7 assessment
  • PHQ-9 assessment
  • Adult Needs and Strengths Assessment (ANSA)
  • CRAFFT assessment

Social-Work-Assessment-Software

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Do you have any questions about the social work intake assessment forms that we’ve described in this article? If so, click here to contact the Social Work Portal Team.


What Is a Social Work Feedback Form?

A social work feedback form is very much like other satisfaction surveys designed to gather customer or client input. Many organizations depend on client feedback to pinpoint things that are going well and things that need improvement so they can continue improving the customer experience.

It’s a good idea to ask clients how they feel about your organization and their therapist or social worker. Some of the social work client satisfaction survey examples questions would be, “Did you feel you were treated with respect?” and “How would you rate your experience with your therapist?”

A client satisfaction survey social work professionals use can be designed to grade the patient’s experience with the organization and/or the therapist or social worker.

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What Other Social Worker Form Should I Know About?

What are some of the other forms that social workers use besides an assessment, feedback survey, or intake social work form?

Here are some of the other types of social work forms you may need to use in your job as a social worker:

  • Authorization to release medical records form
  • Notice of privacy practices form
  • Third-party financial responsibility form
  • Testimonial release form
  • Telemental health/telehealth treatment consent form
  • Social service home visit form

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Do you have any questions or feedback about an intake form social workers use or social work private practice forms? Click here to contact the Social Work Portal Team.


Tips for Social Worker Form Best Practices

The information collected in an assessment, survey, or intake form social workers use is an important part of a client record. Thus, it should be accurate, and collected and stored securely and efficiently.

Here are some of the best practices for managing all the different social work forms and form data that are part of a social worker’s world:

  • Ensure all data collection & storage processes are encrypted & secured according to HIPAA or the data privacy requirements for your location.
  • Use online forms as possible so data can populate automatically into your social work software or CRM.
  • Have a social worker forms repository where all practitioners in your organization can locate required forms.
  • Review and update social work forms at least annually.
  • Ensure forms are legible and easy for clients to understand.
  • Use social work case management software that displays client forms in the client record for easy reference.
  • On each form, indicate which form fields are required fields.
  • When using web-based social work forms, pre-populate data that already exists in the client record to reduce the fields the client needs to fill out.
  • Use a system that will email social work intake forms to clients automatically.
  • Keep intake forms for social workers’ clients and assessment forms in separate areas of the client record to make them easier to locate.

Social-Work-Assessment-Toolkit

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If you have any feedback to add that would make this article about forms for assessment, feedback, and intake in social work more informative, please let us know. Click here to contact the Social Work Portal Team.


Conclusion | Social Worker Intake Form, Assessment Form, and Survey Basics

Assessments, intakes, and other forms are a part of life as a social worker. These various types of social worker forms have distinct purposes, some of which are vital to proper client care or required by law.

As part of learning about social work practice and the responsibilities of a social worker, you should understand the different social work forms and how and why they are used in client engagement.

Social-Work-Practice-Toolkit

See Also: How to Get a Social Worker for Help with Emotional, Physical, or Mental Needs


FAQ | Assessment, Feedback & Intake Form Social Work

What is an intake form in social work?

The social work intake assessment is a form typically filled out as “new client paperwork.” Its purpose is to gather basic information on a new patient or client so they can be formally onboarded as part of a social worker’s casework.

What should be on an intake form social work professionals use?

An intake form social workers use will have fields to fill in the basics of the individual’s information, such as:
•Name
•Address
•Phone number
•Emergency contact
•Reason for the visit
•And more

What is the purpose of a social work client intake form?

You can consider any type of paperwork that new patients/clients need to fill out before receiving services as social work intake forms. The purpose is to gather the necessary information and obtain the proper permissions to begin treating the individual as a client or patient.

What are some social work assessment tools?

Here are a few of the common social work assessment forms:
•Psychosocial assessment
•CAGE Substance Abuse Screening Tool
•GAD-7 assessment
•PHQ-9 assessment
•Adult Needs and Strengths Assessment (ANSA)
•CRAFFT assessment


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