New Client Worksheet Cheri Rohlman, MA
A Celebration of Change
104 W Main St, Ste 203
Puyallup, WA 98371
(253) 770-2332
Date: ______________________
First Name: _____________________________ Last Name: ________________________________
Address: ___________________________________________________________________________
Phone: ________________________________ Cell Phone: __________________________________
Employer: ____________________________________ DOB: __________________________
Circle: Male Female
Single Married Separated
Employed Student Unemployed
Why are you here today?
___________________________________________________________________________________________________________
_______________________________________________________________________________________
How long has this been going on? _____________________________________________________________________
Have you received Mental Health Services before? Yes No Voluntary Involuntary
Previous psychiatric hospitalizations? Yes No Voluntary Involuntary
Does your family have a history of mental health problems? Yes No
Do you have any current medical or health issues? Yes No If yes, please explain below
___________________________________________________________________________________________________________
_______________________________________________________________________________________
Have you had any major medical problems in the past? Yes No If yes, please explain below
___________________________________________________________________________________________________________
_______________________________________________________________________________________ How is your current
primary care provider? ______________________________________________________________
When did you last see him or her? _____________________________________________________________________
Please list all medications you are taking; including over the counter drugs, vitamins, and herbs
Are you
Dosage/T Reason currently
Medication Name ime taking Prescribers name? taking?
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
Do you have allergies: Yes No If yes please list, include food, drugs, environmental and
reactions you have. 1.______________________________________ 2. ______________________________________
3. ._____________________________________ 4. ______________________________________
Substance use:
____ Caffeine: Amount: __________ How often: ___________ How long have you been using: __________
____ Tobacco: Amount: __________ How often: ___________ How long have you been using: __________
____ Alcohol: Amount: __________ How often: ___________ How long have you been using: __________
____ Inhalants: Amount: __________ How often: ___________ How long have you been using: __________
____ Marijuana: Amount: __________ How often: ___________ How long have you been using: __________
____ Drugs: Type: __________ Amount: __________How often: _________How long have you been using:
__________
Type: __________ Amount: __________How often: _________How long have you been using:
__________
Please list who lives in your home and your relationship to them.
Are they living in
Name: age: relationship: your home?
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
YES NO
Please list other important people involved in your life:
___________________________________________________________________________________________________________
_______________________________________________________________________________________
Spiritual Activities: Yes No If yes, please specify:
_________________________________________________________________________________________________
Education:
Less than high High school/ Associates/voc Undergrad Graduate
school GED ation degree degree
Are you experiencing financial problems? Yes No If yes, please circle which kind (Optional)
Budgeting Buying Food Housing Medical Bills
Clothing Legal fees Other:_________________________________
How did you hear about your therapist? ___________________________________________________
Additional Comments:
____________________________________________________________________________________
________________________________________ _________________________
Signature Date