New Client Intake Form

This form helps us understand your child as a whole person — their strengths, needs, routines, and what makes them feel safe. Please take your time and share as much or as little as you're comfortable with.

🔒 Confidential & Secure ⏱ Approx. 10–15 minutes ✏️ 7 Sections
1
Family Info
2
Diagnosis
3
Communication
4
Sensory
5
Routine
6
Behavior
7
Emergency
Section 1 of 7

Family & Contact Information

Let's start with the basics so we know who we're working with and how to reach you.

We use this to confirm we serve your area and to plan any travel

About Your Child
Step 1 of 7
Section 2 of 7

Diagnosis & Medical History

This helps us understand your child's clinical background and ensure we're fully prepared for their care. All information is confidential.

Why we ask: Knowing your child's diagnoses and medical needs isn't about labels — it's about making sure we have the right knowledge, strategies, and preparations in place before we ever walk through your door.
List all that apply, e.g. Autism Spectrum Disorder (Level 2), ADHD, Down Syndrome
Food, environmental, medication, bee stings — anything we need to know
Name, dosage, and timing. Note if any need to be administered during care.
If yes above, describe what to do and any triggers we should know
E.g. feeding tube, mobility devices, vision/hearing impairments, cardiac conditions
Step 2 of 7
Section 3 of 7

Communication Style & Language

Understanding how your child communicates — and how they prefer to be communicated with — is one of the most important things we can learn.

How do they ask for things? Express discomfort? Get your attention?
How well does your child understand what is said to them?
Repeating words, phrases, or scripts — from memory or TV/books
Especially for needs, distress, or comfort — helps us understand them faster
Language level, pacing, visual supports, warnings before transitions, etc.
Step 3 of 7
Section 4 of 7

Sensory Needs & Triggers

Sensory information helps us create a safe, comfortable environment and avoid situations that may cause distress.

Tip: Feel free to check multiple boxes and use the open text fields to add detail. There are no wrong answers — the more specific you are, the better prepared we'll be.
Things that cause discomfort, distress, or meltdowns

Things your child seeks out for regulation or comfort
What helps your child self-regulate or calm down when overwhelmed?
What situations, environments, or events are most likely to cause distress?
Help us catch distress early — before it escalates
Step 4 of 7
Section 5 of 7

Daily Routine & Schedule

Consistency and predictability are key for many autistic and special needs children. Help us understand their day so we can maintain what matters most.

Walk us through what mornings typically look like — in order

Food & Eating
Include preferred foods, refused foods, textures, and any feeding concerns

Activities & Interests
These are gold — we'll use them to build connection and motivation
Step 5 of 7
Section 6 of 7

Behavioral Strategies & Interventions

As an RBT, I work within your child's existing behavior support framework. This section helps me stay consistent with what's already working for your family.

Important: I will never introduce new behavior strategies without discussing them with you first. My goal is to support and reinforce what your child's care team has already established.
E.g. First-Then, token boards, choice boards, extinction, planned ignoring, etc.
What motivates them? What do they work hardest for?
Please describe any behaviors that occur, their typical triggers, and how you currently respond
Elopement, self-injurious behavior, aggression toward others, pica, etc.
For any safety concerns above, please describe what we should do
Approaches, phrases, consequences, or situations that make things worse
Step 6 of 7
Section 7 of 7

Emergency Contacts & Parent Preferences

Almost there! Let's make sure we have everything needed for safety and so we can meet your family's specific expectations.

⚠️ Please complete this section carefully. Emergency contact and medical authorization information is critical and will be kept on file for every care session.
Emergency Contacts


Nearest Hospital & Medical Authorization
By checking the box below, you authorize Compass Care Colorado to seek emergency medical treatment for your child if you cannot be reached in an emergency.

Parent Preferences & Expectations
Your vision matters — tell us what success looks like
By submitting this form, I confirm that the information provided is accurate to the best of my knowledge, and I consent to it being used by Compass Care Colorado to provide care for my child.
Step 7 of 7
🧡

Thank you for trusting us.

We've received your intake form for your child and will review it carefully before reaching out. You can expect to hear from us within 1–2 business days to schedule your free consultation call.

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