Comprehensive Clinical Assessment & Intake Form
This file serves as a comprehensive assessment and intake form for individuals seeking behavioral health services. It collects essential personal and medical information for effective treatment planning. Perfect for adult patients, it helps ensure that all necessary data is gathered for clinical evaluation.
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How do I fill this out?
To fill out this form, please begin by entering your personal details, including your name and contact information. Next, provide information about your medical history and current treatment focus. Ensure all sections are completed accurately to facilitate our assessment process.

How to fill out the Comprehensive Clinical Assessment & Intake Form?
1
Begin by entering your personal details.
2
Provide information about your medical history.
3
Select services that you are seeking.
4
Review your inputs for accuracy.
5
Submit the form as instructed.
Who needs the Comprehensive Clinical Assessment & Intake Form?
1
Individuals seeking therapy for mental health issues.
2
Patients needing an assessment for medication management.
3
Families looking for family therapy services.
4
Students requiring support for academic performance issues.
5
Military personnel needing assistance with emotional health.
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What are the instructions for submitting this form?
To submit the completed Assessment Form, please email it to FreedomBHS@gmail.com or fax it to 919-585-2075. Alternatively, you can mail the form to PO Box 1418, Clayton, NC 27528. Ensure that the form is filled out accurately and submitted on time to avoid delays in receiving your services.
What are the important dates for this form in 2024 and 2025?
Key dates for submitting this form are as follows: Ensure assessments for 2024 services are completed by the end of Q1 2024. For 2025, please submit assessments before the annual review period in early 2025. Staying updated is vital for receiving timely services.

What is the purpose of this form?
The primary purpose of this form is to facilitate a comprehensive clinical assessment of individuals seeking behavioral health services. It gathers vital information related to personal history, medical background, and current psychological needs. Ultimately, accurate completion of this form assists healthcare professionals in devising effective treatment plans that address the unique needs of the patient.

Tell me about this form and its components and fields line-by-line.

- 1. Name: The full name of the individual filling out the assessment.
- 2. Medicaid Number: Unique identification number for Medicaid beneficiaries.
- 3. Gender: The individual’s gender identity.
- 4. Ethnicity: Ethnic background of the individual.
- 5. Date of Birth: The birthdate of the individual.
What happens if I fail to submit this form?
If you fail to submit this form, it may delay your access to necessary behavioral health services. Ensuring timely submission allows for a quicker assessment and access to treatment options. A missed submission could result in having to resubmit with potentially updated information, leading to longer waiting times.
- Delayed Services: Failure to submit could postpone the necessary intake and assessment process.
- Incomplete Treatment Planning: Without submission, proper treatment planning cannot be initiated effectively.
- Loss of Medication Management: Patients may also be at risk of losing timely access to medication adjustments.
How do I know when to use this form?

- 1. New Patient Assessment: Use this form to gather initial information for new patients.
- 2. Medication Management Entry: Required for individuals starting or modifying medication treatment.
- 3. Family Therapy Intake: Necessary for family therapy services to understand group dynamics.
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