Hour 91 Yoga Therapy – Developing an Effective Client Intake Process

Developing an Effective Client Intake Process

A client intake process is the starting point of therapeutic yoga. It’s not merely gathering information—it’s trust building, recognizing unique needs, and creating a tailored yoga therapy plan. This process helps the therapist to work ethically, safely, and effectively.

1. Purpose of the Client Intake Process

The purpose of the intake process is to:

Evaluating the physical, mental, emotional, and spiritual status of the client

Knowing the client’s health history, presenting symptoms, and expectations

Pinpointing contraindications or restrictions for certain yogic practices

Forming a therapeutic relationship founded upon empathy and respect

2. Essential Elements of an Intake Form

An effective intake form should have:

Personal information: Name, age, gender, occupation, emergency contact

Medical history: Injuries, surgeries, chronic conditions, medicines

Present complaints: Pain, anxiety, stress, mobility problems

Lifestyle data: Diet, sleep habits, exercise, addictions

Mental-emotional health: Level of stress, mood, any psychiatric treatment

Spiritual history: Meditating practice, religious and spiritual beliefs, receptivity to yoga philosophy

Client’s intentions: Healing, pain reduction, stress reduction, energy equilibrium, etc.

Note: Always honor client confidentiality and informed consent prior to starting therapy.

3. Observation & Listening: The Therapist’s Insight

In addition to forms, the intake process should entail:

Non-judgmental listening: Allowing the client to speak freely

Observation of posture, breath, and voice: Uncovering subtle imbalances

Initial physical assessments: Ranges of motion, balance, awareness of breath

4. Selecting Asanas Based on Intake

Depending on intake, the therapist adapts asanas to each client’s specific needs.

Examples:

For client with lower back pain:

Asanas:

Supta Matsyendrasana (Reclining spinal twist)

Bhujangasana (Cobra Pose)

Significance: Enhances spinal mobility, decreases tension in lumbar region

Modifications:

Use a bolster under the knees

Decrease depth of backbend in Cobra

For anxiety and stress:

Asanas:

Adho Mukha Svanasana (Downward Dog)

Balasana (Child’s Pose)

Significance: Stimulates parasympathetic nervous system, quiets the mind

Modifications:

Use block under head in Balasana

Use wall support for Downward Dog

For limited mobility (older clients):

Asanas:

Tadasana (Mountain Pose)

Chair-supported Ardha Matsyendrasana (Seated spinal twist)

Significance: Establishes stability, encourages gentle spinal health

Modifications:

Use chair or wall for support

Shorter holding times

5. Establishing a Therapeutic Relationship

An effective intake process involves:

Empathic communication

Setting realistic expectations

Establishing a safe, non-judgmental space

Monitoring and revising the intake on a periodic basis

Conclusion

A good intake process fills in the space between ancient yogic insight and contemporary therapeutic requirements. Done with awareness and compassion, it is the actual basis of healing. The yoga therapist is now a caring mentor—providing not merely practice, but insight.

“The body speaks more than words ever can—learn to hear deeply.”