Template library · Assessments & screeners
New Client Welcome & History template
Introductory intake for building rapport while gathering essential history.
Welcome intake emphasizing rapport and history gathering
- 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
About the Client
- What brought you here todayText
- What would a good outcome look like for youText
- Anything you want your provider to know before startingText
History
- Relevant medical / mental health historyText
- Current living situation and supportsText
Signatures
- Clinician SignatureSignature
- Date signed (clinician)Date
- Client SignatureSignature
- Date signed (client)Date
When to use it
Use an assessment at the start of work to set a baseline, then repeat it at review points so you and the client can see what has changed.
How it works in MyWellOps
- Pick it from Documents.
- Send it to the client to complete, or fill it in together during a session.
- Each completed copy is kept on the client’s record, so earlier results are there to compare.
Spend less time on admin, more time with clients
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