The Intake Session Toolkit

A practical guide to creating more thoughtful, organized, and clinically meaningful intake sessions.

Intake sessions require therapists to balance rapport building, assessment, safety, case conceptualization, documentation, and treatment planning—all within a limited amount of time.

The Stone & Bloom Intake Session Toolkit was created to make that process easier to organize without turning the first session into a checklist or interrogation.

Inside, you’ll find clinical question prompts for presenting concerns, symptoms, psychosocial history, strengths, risk and safety, treatment goals, and more. You’ll also receive an intake roadmap, transition phrases, case conceptualization prompts, documentation guidance, a fictional clinical example, a printable checklist, and a “What do I ask next?” question bank for those moments when you feel stuck.

Designed for therapists and therapists-in-training as a quick-reference educational resource that can be adapted across a variety of clinical settings and client presentations.

🌿 Stone & Bloom — Grounded in knowledge. Open to growth.

Digital PDF download.

Educational Disclaimer: This resource is for educational purposes only and is not a substitute for individualized assessment, clinical judgment, supervision, consultation, required training, legal advice, or organizational policy. Clinicians are responsible for following the requirements applicable to their setting, scope of practice, payer, jurisdiction, and profession.