General Intake Form - Jewish Family Services

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For JFS admin to complete:
Fax to: 804-673-2061
Clinician _____________________
Appt. date/time ________________
Case #: _____________________
Jewish Family Services
GENERAL INTAKE
Date: __________
Please circle one: New Client or Returning Client
Services Requested:
Counseling _____
Psychological Evaluation (and/or testing) _____
Person completing this form (circle):
Self /Client Parent/Guardian Case Worker Other ________
Person completing this form contact information (if not the client):
Name: __________________________ Agency: ___________________________
Ph.# ____________________________ Fax# _____________________________
CLIENT’S PERSONAL INFORMATION (PLEASE PRINT):
Name: Mr. Mrs. Ms. Miss ________________________ ___ ______________________________
(FIRST)
(M.I)
(LAST)
Address: _______________________________________________________________________
(STREET ADDRESS)
(APT#)
(CITY)
(STATE)
(ZIP)
City/County of Residence: _________________
Phone: (H) ___________________ (W) ___________________ (C) ______________________
Preferred Contact # ______________________
INSURANCE INFORMATION. PLEASE ATTACH A COPY OF INSURANCE CARD
1) Company Name: ___________________________________ Telephone: __________________
Policy Holder: _______________________ DOB: ___________ Relation to Client: ___________
Employer: _________________________ Policy #:__________________ Group#: ___________
2) Company Name: ___________________________________ Telephone: __________________
Policy Holder: _______________________ DOB: ___________ Relation to Client:____________
Employer: _________________________ Policy #:__________________ Group#: ___________
STATISTICAL INFORMATION:
Birth Date: __/___/___
SSN:______-______-______
Marital Status: ________________
Yearly Income: $0-10,000: ___ $10-14,999: __ $15-24,999: __ $25-34,999: ___ $35-49,999: __
$50,000 +: ___
Veteran: Yes ____ No ____
Religion:
Gender:
JEWISH__ CATHOLIC __ PROTESTANT __ BUDDHIST ___ MUSLIM ___ OTHER ___
M ___ F ___ Other___
Race
:
WHITE __ AFRICAN AMERICAN __ NATIVE AMERICAN __ HISPANIC__ ASIAN___TWO OR MORE ____ OTHER __
COMMENTS/ADDITIONAL INFORMATION:_______________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
__
__Advertising
__Friend/Family
__Internet
__MD
__United Way
How did you hear about JFS?
__CAAA
__Govt. Agency
__Jewish Affiliation
__Mental Health Prof.
__Visit/Presentation
__Ref’d by JFS Client
__Adult Care Facility
__Current or Former Svc. At JFS __Insurance Referral
__ Mailing/Flyer
__Self
__Community Svc. Agency
__Home Health Agency
__Religious
__ Yellow Pages
__Ref’d by JFS Staff/Board
__Advertising
__Court/Lawyer
__Friend/Family
__Hospital Personnel
__Internet
__MD
__School Professional
__United Way
__Other
__CAAA
__Govt. Agency
__Jewish Affiliation
__Mental Health Prof.
__Visit/Presentation
__Ref’d by JFS Client
__Community Svc. Agency
__Home Health Agency
__Religious
__ Yellow Pages
__Ref’d by JFS Staff/Board
__Court/Lawyer
__Hospital Personnel
__School Professional
__Other

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