Fully Customizable Forms

Complete control over your intake forms:

• Add, remove, and reorder fields easily
• Drag-and-drop form builder for intuitive customization
• Make fields required or optional
• Customize field types (text, dropdown, checkbox, etc.)
• Create multiple intake forms for different services

Pre-Built Templates

Start quickly with pre-built templates:

• Demographics and contact information
• Mental health history and presenting concerns
• Medical history and medications
• Insurance and payment information
• Emergency contacts
• Customize templates to fit your needs

Informed Consent Integration

Embed consent agreements and informed consent forms directly in the intake flow. Clients can review and sign consent forms as part of onboarding. Ensure compliance and streamline documentation.

Auto-Linked Client Profiles

Intake form responses automatically link to client profiles. No manual data entry required. Access all intake information from the client dashboard instantly.

Shareable Forms

Share forms via unique client URLs with your own branding. Send intake links directly to clients before their first session. Professional, branded forms that reflect your practice.

Mobile-Optimized

Clients can fill out forms easily from their phones. Mobile-optimized interface ensures a smooth experience on any device. No app download required—works in any browser.

Export Responses

Export form responses into Excel files for easy data management, reporting, or integration with other systems. Maintain flexibility in how you use your intake data.