When completing an intake form, remember to:

  • Be prompt. The intake form should be completed as soon as possible after the client is identified and oriented to STEPS.
  • Try to read the client and be flexible to adapt to his or her needs.
  • Take breaks when needed and don’t push too hard to collect information when the client may not be ready.
  • Give priority to the most important sections (as determined by your agency). Information from other sections can be finished at another time.