What’s Inside Your Psychosocial Intake with Older Adults
✔ Customizable in 3 Formats – Google Doc, Word Doc, and PDF so you can use it your way—edit, adapt, and make it your own.
✔ 9 Built-In Clinical Assessment Tools – Save time with ready-to-use, evidence-based tools to quickly assess depression, anxiety, substance use, suicide risk, etc
✔ 18 Pages of Powerful Intake Questions – Get a complete list of what to ask (and the freedom to delete what you don’t need).
✔ Curated Referral Guide – Direct links to vetted resources specifically for older adults—so you know exactly where to send clients for the right support.
✔ Expert-Created – Designed by Dr. Regina Koepp, a Stanford-trained, board-certified geropsychologist with 20+ years of psychotherapy with older adults
Why This Intake Form is a Must-Have for Any Clinician Working with Older Adults
✔ Saves You Hours of Work – No need to reinvent the wheel—get a proven structure that works.
✔ Improves Clinical Accuracy – Designed with gold-standard assessment tools for thorough evaluations by a clinical geropsychologist with more than 20 years working with older adults.
✔ Enhances Client Engagement – Guides meaningful conversations that empower older adults.
✔ Boosts Your Confidence – Whether you're a seasoned provider or new to working with older adults, this tool gives you everything you need to conduct comprehensive assessments.
I'm So Glad You're Here!
I’m Dr. Regina Koepp, a Stanford-trained, board-certified clinical psychologist and geropsychologist, and the founder of the Center for Mental Health & Aging. For more than 20 years, I’ve worked with older adults in some of the largest healthcare systems in the nation, including Stanford, Emory, and the Veterans Health Administration.
Along the way, I’ve seen firsthand the barriers that keep older adults from getting the mental health care they need—and I’ve made it my mission to change that.
As the number of older adults continues to grow, you’ll be seeing more of them in your clinical practice than ever before. And yet, like most mental health professionals, you probably haven’t been given the specialized tools to properly assess their needs.
That’s why I created this psychosocial intake—to give you a clear, comprehensive, and practical way to gather the information that matters most when working with older adults. This tool is designed to help you start strong, so you can provide truly informed, ethical, and dignified care from the very first session.
By buying this guide, you’re taking a meaningful step toward closing the gap in mental health care for older adults. It’s only with your help that they will receive the skilled, compassionate support they deserve.
Thank you for being here—and for doing your part to make that happen.
