Intake & Quarterly Client Questionnaires

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 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.
Navigate to the screen flow and select "CBHS Client Intake/Quarterly Questionnaire."
Enter the Assessment Date (this should match the date of the therapy session) and select "INTAKE" as the stage. Hit NEXT.
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 at the client's 12th week in therapy (may vary slightly based on client needs or schedule) and every 12 weeks thereafter.

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.

How do I keep track of my intake and quarterly questionnaires?

Intake: After you log the client's 2nd therapy session, a task will automatically be generated to let you know that the "Intake Questionnaire" is due the following week.

Quarterly: Once you've completed the intake questionnaire, a new task will be automatically generated letting you know that the Quarterly Questionnaire and Therapy Impact Scale are due in 9 weeks (at the 12 week mark.) A new task will then be created with a due date of 12 weeks after the quarterly questionnaire is completed.

Tasks are visible on the right-hand side of the case record. To mark that you have completed the task, click on the link to the task name. You will be directed to a new screen. Change the Status from "Not Started" or "In Progress" to "Completed" and then enter the date you completed the task - this is the date you conducted the assessment.