Insurance Benefits Intake - SK

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Client Intake & Assessment Form


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":"C1","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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