Social Worker Intake Form Template
Gather the information needed to support a new client from the first contact. Capture presenting concerns, living situation, support network, and immediate needs before the first case meeting.
Social work intake is about more than collecting data — it's about understanding the whole person and their situation quickly enough to prioritize the right support. A structured intake form captures the presenting concern, housing and financial situation, support network, service history, and any immediate safety concerns in a format that prepares the social worker for a meaningful first conversation.
This template covers client personal details and preferred contact method, the presenting concern and referral source, current living situation, household composition, income and benefits, employment status, previous involvement with social services, physical and mental health conditions, substance use history, current support network, immediate needs and safety concerns, and goals for the involvement. A risk screening section flags situations requiring urgent response.
Social service agencies, hospitals, schools, child welfare organizations, and community nonprofits use intake forms to document initial client contact and plan case priorities. Connect to your case management system to create new case records automatically. Risk flags trigger immediate supervisor review. Date-stamped intakes establish when involvement began for service reporting.
Add a safety screening section with clear escalation triggers. Define in your workflow what constitutes an immediate safety concern requiring supervisor notification before the intake is complete.
For some clients, a self-completed form works well. For clients with literacy challenges, language barriers, or crisis situations, have a worker complete it during the first call or visit.
Restrict access to the assigned social worker and supervisor only. Typeform encrypts all data. Integrate with your agency's secure case management system for long-term storage.
Add conditional sections that appear when the intake involves children or additional household members. Capture details for each family member as needed.
Use Zapier or a webhook to push completed intakes into your case management platform automatically, creating a new case record with the intake data pre-populated.
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