Insurance Benefits Intake - M Health

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Email: *
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Insurance Client Intake Assesment

Thank you for choosing M Wellness. This form helps us understand your needs, ensure proper assessment for insurance purposes, and match you with the right practitioner for your care.


Everything you share is confidential and used only to create a clear, supportive treatment plan tailored to you. Please answer each question honestly and to the best of your ability.


We appreciate your trust and look forward to supporting your growth and well-being.



Section 1: Personal Information

Full Name: 
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Preferred Name: 
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Pronouns:
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Date of Birth & Age
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Email
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Mailing Address
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Emergency Contact Name
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Emergency Contact Phone
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Relationship to Emergency Contact
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Section 2: Cultural & Identity Information

Do you identify as Indigenous?

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If yes: {"type":"checkbox","name":"__generic11","width":100,"value":"","size":"Normal","validation":"","validationMessage":"Please check at least one item.","options":"First Nations \nInuit\nMétis \nOther"}


Community / Nation / Territory

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Languages Spoken (e.g., English, Cree, French)

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Spiritual, cultural, or traditional practices to be respected in sessions

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Section 3: Referral & Reason for Contact

How did you hear about this service?

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Reason for seeking support at this time

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Section 4: Service Preferences

Preferred format of sessions: 

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Preferred time of day (Morning / Afternoon / Evening)

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Type of service:

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Section 5: Presenting Concerns

Main concerns or issues to address

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Duration of these concerns

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Previous strategies or supports used

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Section 6: Current Life Situation

Living arrangements

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Significant relationships and supports
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Employment / education status

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Other sources of support

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Section 7: Health & Previous Support Services

Overall physical health

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Medical conditions

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Medications or traditional medicines

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First time meeting with a social worker/coach?

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Previous counselling or support services received

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Reason for changing counsellors or services

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Substance use (if applicable)

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Sleep quality

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Typical energy levels

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Section 8: Personal Strengths & Coping

Strengths and qualities you value in yourself

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Coping methods that help during stressful times

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Section 9: Goals for Service

Desired changes or outcomes

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Indicators of progress or improvement

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Would you like to use different tools of therapy other than counselling/coaching? (e.g., massage, light therapy, sound therapy)

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Section 10: Consent & Confidentiality

I understand that information shared will remain confidential except when required by law (e.g., risk of harm to self or others, child protection concerns, legal requirements).

Signature

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Date

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Section 11: Practitioner Notes (For Office Use Only)

Observations

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Summary of concerns

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Recommended next steps

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