![]() Step Three: Upload data to secure systemĪfter the client has filled out the intake form, you will then need to upload the form to your system's database. We recommend that you distribute and take forms electronically to reduce waiting room times and to effectively prepare for the client's appointment. This can be done before the appointment through electronic means, or you can hand the form to your client physically in person before they meet with you. If you are working with children, then you will need to distribute this form to the child's caregiver or parental guardian, to ensure that all sections are filled out accurately. ![]() Next, you will need to hand the form to your client to fill out. All sections are editable, meaning that you can fill them in easily and according to your needs, and alternatively, you can also view the social work templates within the Carepatron platform. Click the link on this page to download the template, which should open automatically within your PDF reader software. The first thing that you need to do is download the social work intake form PDF. Even if you are familiar with social work and intake forms, it is important that you double-check that you are following standardized procedures. To successfully incorporate social work intake form templates within your practice, consider the following steps. ![]() How To Use This Template For Social Work Intake Form
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