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Contracts, Forms & Binder Info Discuss the paperwork you use when working with your doula clients. Have a form you'd like to share with other doulas? Add yours and view other examples in our Downloads section.


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Old 01-20-2009, 09:17 AM   #1
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Intake form

Do any of you have an intake form that you use for your clients?

I'm thinking of something with all of the basic information, plus space for info obtained during the course of prenatals/phone calls.

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Old 01-20-2009, 10:01 AM   #2
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I use the referral sheet from my org, and write all my notes on that. Having an intake form is a great idea though!
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Old 01-20-2009, 10:18 AM   #3
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I have a phone inquiry form that asks basic info and a 5 page prenatal interview form that goes into greater detail. I also have forms about previous birth experiences and another one asking the client which pain control tequ. they are willing to try (e.g. birth ball, massage, aromatherapy, music, etc.). Maybe I go overboard with paperwork but I feel the more info I have the better I can help the client.
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Old 01-20-2009, 10:30 AM   #4
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I have a note book where i keep inquiries and basic info.

I have a 7pg intake form that i am willing to share.
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Old 01-20-2009, 10:34 AM   #5
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I'd love to see your intake form, Amanda!

I will PM you with my email address. First I need to clean out my 100% full PM box...
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Old 01-20-2009, 12:37 PM   #6
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I also have an initial phone inquiry form...if hired I have a Client Registration form. Someone else shared it with me and I cannot remember who it was!

I would be glad to share it....PM me
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Old 01-20-2009, 03:20 PM   #7
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Quote:
Originally Posted by AmandaB View Post
I have a note book where i keep inquiries and basic info.

I have a 7pg intake form that i am willing to share.
I'd love to see Amanda! I have a few forms but I'm always looking for better and easier since I'm still new at this.
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Old 01-20-2009, 08:07 PM   #8
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wow, you are all so organized. after the initial interview is they hire us, we email our client a 5-6 page birth questionaire, its pretty detailed. I think I would like to incorporate some more of the prenatal birth history form that I got in the class I was taking on working with families during pregnancy. it goes more into detali about the clients own birth experience and also how connected they are to this baby.
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Old 01-21-2009, 09:04 AM   #9
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For all of those who emailed me, I will send out the form as soon as possible but know that I am in the middle of a move and the house we are moving to needs paint and I am the only one around during the day so I have taken on the task.
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Old 01-21-2009, 09:23 AM   #10
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For all of those who emailed me, I will send out the form as soon as possible but know that I am in the middle of a move and the house we are moving to needs paint and I am the only one around during the day so I have taken on the task.



Family (and new house) first!
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