Template library · Intake forms
Coaching Assessment Intake template
Establish context, priorities, and working style at the start of a coaching engagement.
Initial coaching engagement intake
- 15 fields across 4 sections
- Included with MyWellOps
- Edit it, or save your own version
What’s in it
Assessment Details
- Client NameText
- Date of BirthDate
- Client ID / MRNText
- Date of AssessmentDate
- Clinician / CoachText
- Location / ModalityText
Current Context
- What prompted seeking coaching nowText
- Current role / life contextText
- Areas of focus for coachingText
Working Style
- Preferred communication and feedback styleText
- Prior coaching experienceText
Signatures
- Clinician SignatureSignature
- Date signed (clinician)Date
- Client SignatureSignature
- Date signed (client)Date
When to use it
Send an intake form when a new client books, so their history, contact details and reasons for coming are in front of you before the first appointment rather than taken down during it.
How it works in MyWellOps
- Choose it from Documents and adjust the questions to your practice.
- Send it to the client, who completes it in their client portal.
- Their answers are kept on the client’s record, ready for the first session.
Spend less time on admin, more time with clients
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