New Client Screening Form

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Choices Counseling & Resource Center, PA 
SCREENING FORM 
 
PLEASE PRINT CLEARLY 
Name (first, middile initial, last) __________________________________     
DOB (mo/day/yyyy) ______________________   SSN: ________ ‐ ____ ‐ ________ 
Address: ___________________________ City ____________ State ____ Zip __________ 
Telephone(s): Home: _____________________   Cell ___________________ Work ____________________ 
Email Address: ___________________________________ 
Guardian/Person Responsible for Account (circle one):  self   parent    spouse 
Parent/Spouse Name (if applicable): ________________________________ 
Signature of Person Responsible for Payment: ________________________________ 
 
 
EMERGENCY CONTACT INFORMATION (please list two people in case of emergency) 
Name: __________________________________ Relationship: ___________________________ 
Home Phone: _______________  Work Phone: _______________ Cell Phone: _________________ 
 
Name: __________________________________ Relationship: ___________________________ 
Home Phone: _______________  Work Phone: _______________ Cell Phone: _________________ 
 
 
PRIMARY CARE PHYSICIAN AND/OR PSYCHIATRIST: 
Physician: __________________________________________  Phone: ______________________________ 
Psychiatrist: ________________________________________ Phone: _____________________________ 
Signature here indicates permission for Choices Counseling & Resource Center, PA to 
contact the above listed physician (s) for purposes of client care coordination: 
______________________________________ 
 
EMPLOYMENT INFORMATION (for clients under 18, list parent place of 
employment): 
Client/Guardian:_______________________________________Spouse:_____________________________________ 
 
INSURANCE INFORMATION (we will file insurance but primary responsibility for 
payment remains with  client/guardian) 
Name of Insurance Company: _____________________________________ 
Name of Insured: __________________________ 
Insured DOB: ____________________ 
Insured SSN: ________ ‐ ____ ‐ ________ 
Group ID: _______________________ 
Subscriber ID: ______________________ 
 
REFERRAL SOURCE 
How did you hear about our clinic?  Check all that apply: 
Phone Book ___    Website ____  Primary Care Physician ____   
Friend (please name) _____________________________________ Other _________________________________ 
Please provide name, if applicable: __________________________________ 
Revised 2/2010 

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