A Guide to Using ABA Intake Forms

Your ABA clinic may be struggling with efficient client intake right now. This can be frustrating since it is essential for the smooth operation of ABA clinics. You want to ensure that new patients are onboarded seamlessly and therapists have all the necessary information for successful treatment. 

ABA intake forms are the first step in this process, and when done right, they can improve workflow, reduce errors, and save time. ​​

This guide will explore what makes an effective ABA intake form and how ABA Engine’s automated intake system can make this crucial step easier for your clinic.

What Are ABA Intake Forms?

ABA intake forms are the documents ABA clinics use to gather essential information about new clients. These forms provide detailed insights into the client’s medical background, previous therapies, and behavioral assessments. 

This information helps therapists tailor treatment plans to the individual client. An effective intake form also helps set expectations for clients and streamlines administrative processes. That way, clinics can deliver high-quality care from day one.

The traditional model of intake forms in a clinic requires a patient to arrive early and fill out a bunch of paperwork. Then, an admin on staff must transfer all that information from the paper to the clinic’s software. There is so much room for error and delay here that it can cause backed-up scheduling and incorrect diagnoses or treatment.

Key Sections of ABA Intake Forms

Typically, a client will fill out several sections on an ABA intake form, which can take up to 30 minutes. These sections help the therapist understand the client and see a larger picture. The context of the way the clients live their lives provide better opportunities to treat the behavioral condition.

ABA Engine’s form builder makes it easy to customize each section to fit your clinic’s needs, streamlining the process and ensuring no critical detail is overlooked.

Here are the essential components every form should have:

Demographics are the basic information about a person. These questions are often on the first page or the first few pages. They ask about identity issues like the client’s name, age, sex, and contact information. You’ll also likely see a section here to include the client’s emergency contact and/or parent or guardian.

The medical history of an ABA client is critical to understanding the behavioral struggles. All relevant medical conditions matter, including past diagnoses, any medications the client is taking now or has taken in the past, and past therapies the client has undergone. You’ll also want the contact information of the client’s primary care doctor or pediatrician. Furthermore, if there is a family history of medical issues at all, you’ll want your client to share that information as well. 

This section will include questions related to the client's behavior. This is an opportunity for your client to openly share any specific challenges they’ve encountered. You also need to know how the client navigates social experiences with the family and with others. Information about these challenges will guide therapists in creating tailored treatment plans.

You’ll need to collect and verify insurance information from the client. This data is essential for verifying coverage and ensuring the insurance company reimburses the clinic appropriately for services. It can also help facilitate discussions with the client about out-of-pocket costs related to ABA therapy so they are informed and prepared.

Finally, and critically, you’ll want to get signatures from your clients agreeing to treatment. Consent is required to obtain permission for treatment. Clinics need to make sure they get signatures on every form.

Examples of ABA Intake Form Sections

To offer a kind of ABA intake form guide, we’ll walk you through what the sections of an ABA intake form might look like. Because the ABA client intake process will set the tone for the rest of the client’s experience with your clinic.

These examples are a representation of what type of information you’ll collect from your client on an intake form. It can be time-consuming because you want the client to be forthcoming and thorough.

Personal Information
  • Client’s Full Name
  • Date of Birth
  • Biological Sex
  • Preferred Language
  • Address
  • Phone Number 
  • Email Address
  • Emergency Contact/Relationship to Client
  • Parent/Guardian Signature for Policy Documents
  • Parent/Guardian Information (if applicable)
Medical History
  • Past Illnesses
  • Surgeries 
  • Family Medical History
  • Significant Health Conditions
  • Known Allergies
  • Previous Therapies or Interventions (if any)
  • Current Medications
  • Lifestyle Habits (exercise, diet, smoking, alcohol use)
Behavioral Information
  • Has the client ever been diagnosed with a behavioral or developmental disorder?
  • What are the client’s strengths and areas for growth?
  • What behavioral challenges has the client experienced in the past? 
  • What are the current behavioral challenges the client faces? 
  • What is the severity of these challenges? 
  • What is the impact of these challenges on the client’s daily functions? 
  • Is the client in danger of harming him or herself?

The Benefits of Automated Intake Forms

The good news is it doesn’t have to be time-consuming for your clinic. You can automate ABA intake forms, giving your client access to a client portal. In this portal, the client can take their time filling out each section in detail, providing accurate information. Plus, the forms are mobile-responsible, meaning the client can complete the form on their phone.

You can also have them sign each form page where signatures are required. Once this is done, the client information will be uploaded to your clinic’s site, so all essential staff can access it.

Here are the benefits of automating ABA intake forms: 

How ABA Engine Supports Automated Intake

Founder Erica Kinnebrew designed ABA Engine’s automated intake system to handle the entire intake process — from form creation to completion.

With customizable templates, your clinic can easily adapt forms to your specific needs. ABA Engine also enables seamless data integration, meaning information is directly transferred into your clinic’s records system, reducing the need for manual input and minimizing errors.

In the end, ABA intake forms are a critical part of the client onboarding process for ABA clinics. With the right forms filled out correctly, you can set up your clients for a successful journey with ABA therapy. The best way to ensure this process is smooth and seamless is to implement ABA Engine’s automated intake system. You’ll save time, reduce errors, and improve client satisfaction. It is the best of all worlds. 

Contact ABA Engine Today!

Ready to simplify your ABA clinic’s intake process? Schedule a demo with ABA Engine today to see how our automated intake solution can improve your client onboarding.

Have a question?

By utilizing ABA Engine’s automated intake system, clinics can enhance efficiency, improve accuracy, and elevate client satisfaction, ultimately leading to a more successful therapeutic experience.

An ABA intake form should collect client demographics, medical history, behavioral assessments, and consent information. On top of that, fields for parents or guardians to acknowledge and sign off on key policies are essential. With a form builder that’s flexible enough, you could easily embed pre-made policy documents directly from a Word file, add extra fields, and add signature sections or even timestamping for a professional touch.

Automated intake forms save time, reduce errors, and streamline the intake process, allowing clinics to focus on client care. They also minimize the response effort required from families by eliminating the need to print, manually complete, and return paperwork either through uploads or in-person visits.

Yes, ABA Engine offers customizable intake forms to fit the specific needs of each clinic.