Author: Gargi Singh, Counseling Psychologist
Have your progress notes written for you automatically
When we meet with a client for the first time, we are not just checking boxes on an evaluation sheet; we are witnessing someone's courage in seeking treatment and sharing their story. Every question we ask serves two purposes: gathering vital clinical information while also creating connection and demonstrating genuine empathy. Through careful investigation and careful listening, we begin to understand not only the 'what' of their problems, but also the 'how' and 'why' they are essential to them.
Whether we are sitting with a worried parent of a young child, a teen struggling with their identity, or an adult facing life transitions, our approach must be as unique as each client’s story. The questions we ask and the way we ask them reflect our respect for their journey, our recognition of their experiences, and our commitment to supporting them on their healing journey.
Consider this: would you ask a 6-year-old the same questions as a teen suffering from anxiety? Or would you treat a senior citizen grieving over a loss in the same manner you would a new mother suffering from postpartum depression? Of course, not! Let me share some of my favourite intake questions, which I've found to be extremely successful across a variety of demographics.
When working with children, keep in mind that we are actually conducting two parallel assessments: one with the parents and one through observation of the child. Here's how I prefer to structure it:
Chatting with Parents
I typically begin with something like, "Tell me about your pregnancy journey with Ankur..." This begins a natural conversation about:
Then, I like to explore particular areas:
Communication Style
Daily Life
With adult clients, I love starting with open-ended questions that help them tell their story:
"What brings you here today?" might seem basic, but it's a powerful opener. I follow up with:
Understanding Client’s World
I find these questions particularly helpful:
Regardless of age or presenting concern, these questions often yield valuable insights:
Remember that these questions are only beginning points. The idea is to attentively listen to your client and then follow their lead. Gentle follow-up questions such as
Can often yield the most helpful details.
"What brings you here today, and what made you decide to seek help now?"
This probe indicates both the current problem and the tipping point that prompted action. Timing usually indicates crisis moments, preparedness for change, and the depth of anguish. Understanding why "now" is important for determining urgency and client motivation.
"Have you had thoughts of harming yourself or others, now or in the past?"
This direct risk assessment inquiry is critical to client safety and ethical conduct. It determines whether immediate intervention is required and directs treatment strategy. Despite its sensitivity, neglecting this issue may result in missing important safety problems.
"What are your current coping strategies when things get difficult?
This reveals current strengths and resources, potentially dangerous coping techniques (such as substance use), and areas requiring immediate action. Understanding how clients currently handle distress allows you to build on functional methods while correcting maladaptive ones.
"Are you currently taking any medications or receiving treatment for physical/mental health conditions?"
Understanding current medications and therapies is critical for planning care, avoiding incompatible approaches, and identifying potential side effects or interactions. It also demonstrates how medical issues may affect mental health, and vice versa.
Keep in mind that the objective of intake is more than just gathering information - it is also about starting to develop a therapeutic relationship that feels secure, supporting, and understanding. These questions help us get started on that journey together with the client.
Disclaimer
All examples of mental health documentation are fictional and for informational purposes only.
Have your progress notes written for you automatically
Company
Product
Legal
Contact us
Who we serve
Psychotherapists
Join us