Biopsychosocial Assessment for Clinical Intake
A structured intake tool for clinicians, counselors, and case managers that maps a client's physical health, mood and coping patterns, and social/environmental context into one whole-person profile. An AI follow-up interview explores the client's self-identified top stressor in their own words, surfacing how biological, psychological, and social factors interact in daily life.
샘플 질문
템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.
Before we begin, please review this statement.
Right now, how would you rate your overall physical health?
Over the last 2 weeks, how would you rate each of the following?
- Sleep quality
- Energy level
- Physical pain or discomfort
- Appetite or eating patterns
Please list any current medical conditions, medications, or ongoing treatments (write 'none' if not applicable).
In the last 30 days, how often have you used alcohol or other substances to cope with stress or emotions?
- Never
- Rarely
- About once a week
- Several times a week
- Daily
Over the last 2 weeks, how would you rate your overall stress level?
In the last 2 weeks, how often have you experienced each of the following?
- Feeling anxious or on edge
- Feeling down, hopeless, or unmotivated
- Trouble concentrating or making decisions
- Feeling supported by people around you
Which best describes your current living situation?
- Living alone
- Living with family or a partner
- Living with roommates
- Temporary, shared, or unstable housing
- Currently without stable housing
In the last 30 days, how often have money worries affected your ability to cover basics like food, housing, or medication?
- Never
- Rarely
- Sometimes
- Often
- Almost always
What is the single biggest source of stress in your life right now?
Using the respondent's answer about their biggest current stressor, explore how it connects to their physical health, mood, and living situation — ask how it affects their sleep, daily functioning, or relationships, and what they've already tried to manage it. Anchor on any specific frequency or scale answers they gave earlier (sleep, stress, mood, financial strain) and ask them to walk through one concrete recent example. If the respondent expresses thoughts of self-harm, hopelessness, or safety concerns, do not attempt to counsel or diagnose — acknowledge it, gently ask if they are safe right now, and encourage them to contact a crisis line or their care provider before continuing.
What is your age range?
- Under 18
- 18-24
- 25-34
- 35-44
- 45-54
- 55-64
- 65+
- Prefer not to say
How do you describe your gender?
- Woman
- Man
- Non-binary
- Prefer not to say
What is your current employment status?
- Employed full-time
- Employed part-time
- Unemployed and looking
- Unable to work
- Retired
- Student
- Prefer not to say
Thank you for sharing all of this. Your responses will go directly to your care team to help build a plan that fits your whole life, not just one part of it.
포함된 기능
AI 후속 질문
정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.
주의력 확인 장치
성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.
AI가 작성한 문안
문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.
자동 리포트
응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.
다른 서비스와 비교
다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.
이 템플릿을 선택하는 이유
- Goes beyond static fields by using an AI follow-up interview that explores the client's self-identified top stressor in their own words, surfacing how biological, psychological, and social factors interact in daily life
- Combines standardized clinical screening formats (rating, slider matrix, opinion scale, matrix) covering physical health, mood, coping, and stress with open-ended narrative capture
- Screens for high-risk context factors like substance use for coping and financial strain affecting basic needs, alongside living situation and demographics for a whole-person profile
- Frames the intake with a consent step and a warm closing message so clients understand how responses will be used by their care team, supporting transparent, ethical data collection
Jotform
Biopsychosocial Assessment Form TemplateA ready-to-field static form template covering biological, psychological, and social intake domains, built on Jotform's drag-and-drop form builder. It's structured for direct clinical use but relies entirely on fixed fields with no dynamic follow-up capability. Customization is manual, requiring the clinician to edit questions themselves for each client population.
잘하는 점
- Fielding-ready template usable immediately without custom setup
- Backed by Jotform's broad form-building ecosystem (conditional logic, integrations, e-signatures)
- Familiar, easy-to-edit interface for non-technical clinical staff
아쉬운 점
- Static question set with no adaptive AI follow-up to probe a client's stated stressor in their own words
- No automated per-response quality scoring or auto-generated clinical summary report
- No transparent, published interview prompt/methodology for the follow-up questions since none exist
Typeform
Biopsychosocial Assessment Form TemplateTypeform offers a conversational-style, one-question-at-a-time biopsychosocial template that's pleasant to fill out and mobile-friendly. It captures the same broad intake domains but as a fixed sequence of questions rather than an adaptive dialogue. There's no mechanism for the tool itself to explore a client's answers more deeply.
잘하는 점
- Polished, conversational UI that can reduce respondent friction compared to traditional forms
- Fielding-ready and easy to brand/customize visually
- Good mobile completion experience
아쉬운 점
- No adaptive AI interview or voice AI option to explore open-ended answers like a top stressor
- No automated quality scoring per response or auto-generated clinical report
- Question flow is pre-set, so it cannot surface interacting biopsychosocial factors dynamically
SurveySparrow
Counselling Intake Assessment Form Template | Export PDF FormsThis is a counselling-focused intake template with PDF export, aimed at capturing client background for therapists rather than a full biopsychosocial structure specifically. It's a static, fielding-ready form suited to general counselling paperwork. It doesn't offer any AI-driven exploration of a client's presenting stressor.
잘하는 점
- Fielding-ready and tailored to counselling/intake workflows
- PDF export supports clinical recordkeeping and offline documentation needs
- Likely offers conversational survey formatting typical of SurveySparrow's builder
아쉬운 점
- No adaptive AI or voice interview to probe the client's stated top stressor in their own words
- No automated per-response quality scoring or auto-generated whole-person report
- Template is oriented to general counselling intake rather than a structured biological/psychological/social mapping
설문을 공개할 준비가 되셨나요?
이 템플릿을 편집기에서 열어 보세요. 첫 응답자가 보기 전에 모든 부분을 원하는 대로 바꿀 수 있습니다.