Haven Clinician Intake Form

A three-part clinical documentation workshop series built around the Haven Clinician intake form. Five diverse clients. Every section of a real intake. The documentation skills that separate adequate practitioners from exceptional ones.

Voice Up Five Principles Applied

Precision:All the Details Matter — the driving principle behind thorough intake documentation

Empathy:We Must Understand Your Why — intake questions serve the client's story, not the form

Humility:We All Have Much to Learn — every client teaches us what the form should ask

Collaboration:All Are Welcome — the intake form is a shared foundation between clinician and client

Patience:We All Need Forgiveness — clients disclose in layers; the form must hold space for that

3 Workshop Batches

Complete in sequence

AI-Scored Reflections

Instant feedback on submission

Innovation Challenge

Every workshop ends with one

Batch 1 — Foundation Sections

General History, Mental Health History & Medications

The skeleton on which everything else is built

Five diverse clients. Three critical intake sections. Learn why general history is clinical — not administrative — why mental health history changes treatment trajectories, and why the medications section requires clinical skill, not just form-filling.

Intake DocumentationClinical AssessmentPharmacological Awareness

Batch 2 — Clinical Depth Sections

Trauma History, Substance Use & Psychosocial Assessment

The sections where clinical depth determines clinical quality

Trauma screening with the PCL-5 applied to every client. Extended substance use assessment with AUDIT-C validation. The biopsychosocial-spiritual model applied to real documentation across all five clients.

Trauma-Informed PracticeSubstance Use AssessmentBiopsychosocial-Spiritual Model

Batch 3 — Integration & Planning

Treatment Planning, Risk Assessment & Cross-Section Synthesis

Where documentation becomes intervention

The Mental Status Exam — the only section built from clinician observation. DSM-5 diagnosis with ICD-10 codes and Z-codes that change billing and treatment. Safety plans for every client. The complete nine-section clinical record.

Treatment PlanningRisk DocumentationClinical Synthesis

Master Clinical Documentation

Completing the full CareDesk series builds the documentation skills that separate adequate practitioners from exceptional ones. Each workshop is tracked, scored, and added to your portfolio.