NEW! Official Launch Date 7/1/2026. Required for all adult clients in individual therapy who have their first therapy session on or after 7/1/2026.
Click here to access the folder containing the Intake and Quarterly Client Questionnaires in English and Spanish. Note that you must be logged into your Compass email account to access the folder.
Client Intake Questionnaire
Timeline/Frequency: You will complete the intake questionnaire on the 2nd or 3rd therapy session with the client (may vary slightly based on client needs or schedule).
Logging in CoDa: Both the intake and the quarterly questionnaires will be tracked using the new "screen flow" on the right hand side of the case record.
- Before you you enter the questionnaire into CoDa you must FIRST LOG THE THERAPY SESSION. This is a very important step because the CoDa will automatically track the exact # session when the questionnaire is completed.
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Navigate to the screen flow and select "CBHS Client Intake/Quarterly Questionnaire."
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Enter the Assessment Date (this should match the date of the therapy session) and select "INTAKE" as the stage. Hit NEXT.
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On the next screen you will see the 23 questions from the Client Intake Questionnaire. Use the dropdown to enter the client's answers from the questionnaire. Click NEXT to save. Important note: You'll notice that there are two numbers listed next to some of the questions. The first number you see in CoDa corresponds to the question numbers on the intake form.
Client Quarterly Questionnaire
Timeline/Frequency: You will complete the quarterly questionnaire every 90 days after the intake questionnaire (may vary slightly based on client needs or schedule).
Logging in CoDa: Follow the steps for the intake questionnaire above and select "QUARTERLY" for the stage instead of intake. The Quarterly Questionnaire only has 11 questions. The second number you see in CoDa corresponds to the question numbers on the quarterly form.
View or Edit
If you need to view or edit a previously entered questionnaire, hover over the "Assessment" link at the top of the case record. Look at the "Record Type" and "Assessment Date" to find the relevant assessment and click on the link to view.
To edit, click on the pencil icon next to any field. Update the field and click SAVE.
Important! You will ONLY edit an existing record if you notice an error or missing data. Each quarter you will enter a NEW assessment following the instructions above.
For Reference
NEW Therapy Impact Scale - click here for instructions.
How do I keep track of my intake and quarterly questionnaires? Take a look at your dashboard and click here to access the monthly audit report instructions.