Intake & Onboarding Forms Package — Organize Every New Client From Day One
A practical set of editable intake, consent, and onboarding forms designed to help your Personal Services Agency collect the right information, set expectations, and build clean client files from the very first contact.
Instead of scrambling for paperwork each time a new client appears, this package gives you a structured intake folder you can use repeatedly — so every file looks organized and every client starts with the same professional experience.
Pricing depends on the tier/format you choose (basic forms vs. expanded pack).
- Core client intake & consent forms.
- Onboarding checklists and file structure prompts.
- Ideal for agencies starting to accept new clients.
Files delivered by email with instant digital access.
Who This Package Is For (and Not For)
This is a strong fit if:
- You are beginning to onboard clients and want a consistent intake experience.
- You want each client’s file to look professional and well-documented.
- You are tired of recreating forms or using random one-off documents.
- You value clear, structured forms that are easy for clients and staff to understand.
This may not be ideal if:
- You already have a mature, attorney-built intake packet in place.
- You are looking for state-specific legal forms (this is a customizable framework).
- You do not plan to standardize your intake process across clients.
What’s Inside the Intake & Onboarding Forms Package
The package is built around a simple idea: every new client should pass through the same intake funnel, with the same core documents, so nothing important gets missed.
Form 1 – Client Intake Questionnaire
A structured form to capture the who/what/where of your new client and their situation.
- Client demographics & contact information.
- Primary contact & emergency contact details.
- Living situation, support system, and key concerns.
Form 2 – Service Request & Needs Overview
Clarify what services are being requested and where support is most needed.
- Requested service types (personal care, homemaking, companionship, etc.).
- Preferred visit times and frequency preferences.
- Functional abilities and areas where assistance is required.
Form 3 – Service Agreement & Consents
A client-facing document outlining expectations, boundaries, and permissions.
- Basic service agreement language (scope and limitations).
- General consent for services and information sharing.
- Client acknowledgment and signature sections.
Form 4 – Household & Environment Overview
Capture details about the home setting so staff know what to expect.
- Home layout notes (stairs, entrances, bathroom setup).
- Pets, smoking, and safety considerations.
- Equipment present (walker, wheelchair, etc.).
Form 5 – Risk & Safety Screen (Non-Clinical)
A non-clinical, practical snapshot of basic safety and risk factors.
- Fall risk indicators and mobility notes.
- High-level behavioral or environmental concerns.
- Communication preferences and alerts to staff.
Form 6 – Client Onboarding Checklist
Make sure each new client’s file is complete before services begin.
- Checklist for required forms received and signed.
- File setup items (ID, contact sheet, notes section, etc.).
- Staff notification and scheduling steps.
How to Use This Package in Your Intake Process
The goal is not to own more paperwork. The goal is to turn intake into a repeatable, organized process that your staff can follow consistently with every new client.
- Step 1 – Download & Save: Place all forms into a “Client Intake” folder.
- Step 2 – Customize: Add your logo, agency name, and contact details.
- Step 3 – Print or Digitize: Use as printable packets or digital PDFs.
- Step 4 – Train Staff: Walk caregivers or office staff through when and how to use each form.
- Step 5 – Standardize: Make these forms your default intake system for every new client.
Pairs Best With:
- PSA Startup Kit – for overall startup structure and launch roadmap.
- Compliance & Policy Bundle – to align intake forms with your internal policies.
- Employee Handbook – to set staff expectations around documentation quality.
Bonus Materials Included
To make the forms even easier to use, you also receive supporting tools to help with organization and communication.
Bonus: Client File Index Sheet
A simple index page you can place at the front of each client file to see at a glance which documents are present or missing.
Bonus: Welcome Letter Template
A warm, professional welcome letter concept you can adapt and include in your intake packet to set the tone with new clients and families.
Bonus: Intake Process Flow Outline
A one-page flow diagram describing the sequence from first inquiry to “client fully onboarded,” useful for training staff and keeping everyone on the same page.
What Founders Appreciate About a Clean Intake System
These are the types of results this forms package is designed to support as agencies move from ad-hoc intake to a defined process.
Questions & Important Notes
Are these forms state-specific or attorney-reviewed?
They are practical, editable templates designed for Personal Services Agencies. You are responsible for adapting them to your state requirements and, when needed, obtaining legal or regulatory review.
Can I convert these into digital forms?
Yes. Many agencies use these templates as the foundation for digital form systems, online intakes, or fillable PDFs after customizing the content.
Can I reuse them for multiple agencies?
Your purchase is for your own agency or business entity. If you support multiple agencies, contact us to discuss expanded licensing options.
What if I later upgrade to Business-in-a-Box?
You keep and continue using this package. Business-in-a-Box simply adds more documentation, systems, and structure around what you already own.
Explore Other Care Business Segments
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Need Help Choosing?
If you’re unsure whether Home Care or Group Homes is the right path, apply and we’ll route you to the best starting point.
Coming Next: NEMT
We’re building the Non-Emergency Medical Transportation segment next. If you want early access, apply and select NEMT.
Ready to Standardize Your Intake & Onboarding?
The Intake & Onboarding Forms Package helps you move from scattered paperwork to a repeatable, professional system for every new client.