Social Work Intake Form Template
Easily collect information for case planning that helps you start client relationships off on the right foot.
The intake process is often the first encounter that a client may have with a social worker, so it’s important to make a positive impression. Make the process easier for both staff and new clients by collecting data online. With this social work intake form template, you can collect all the information you need while at your office or out in the field. No paper, pens, or clipboards required.
This template is flexible and easy to edit. Simply drag and drop the fields you need depending on the requirements of your organization. Add a touch of professionalism with your company branding, or tweak other elements like fonts, buttons, and messaging. No coding or CSS knowledge needed!
Free your staff from having to fill out messy paperwork. With the Formstack Go app, social workers can collect information from new clients in the office or in a client’s home, even if there’s no internet connection. All data will sync with your account automatically as soon as they reconnect to the web.
Use the information you collect from clients to automatically generate important intake documents and send them to the right people and places. With Formstack Documents, you can generate custom PDFs, Word docs, Excel sheets, and more with your form data and deliver them anywhere.
Keep staff in the loop on new clients and cases by using your form to set up a seamless digital workflow. Multiple people can review, edit, and comment on the form so all questions and feedback can be kept in one location. Streamline your intake process, and eliminate long email threads.
