Create customizable therapy intake forms with consent agreements, mobile optimization, and automated client onboarding. Reduce paperwork and improve the new client experience.
The intake process is a client's first real interaction with your practice. Well-designed intake forms gather essential information efficiently, set appropriate expectations, obtain informed consent, and create a professional first impression. Poor intake processes can delay treatment start, create confusion, or even turn clients away.
Digital therapy intake forms streamline onboarding, reduce administrative burden, ensure compliance, and improve client experience. Instead of paper forms, email attachments, or manual data entry, professional intake software handles everything seamlessly.
Add, remove, and reorder fields easily. Create intake forms that match your practice needs, specialties, and therapeutic approach. No technical skills required.
Start with templates for demographics, mental health history, presenting issues, and treatment goals. Customize templates to fit your specific needs.
Mark fields as required or optional. Ensure essential information is collected while allowing flexibility for optional details.
Embed consent agreements and informed consent forms directly in the intake flow. Collect signatures digitally and maintain compliance.
Intake form responses automatically link to client profiles. No manual data entry—information flows directly into client records.
Share intake forms via unique client URLs with your own branding. Professional appearance builds trust from the first interaction.
Clients can complete intake forms from phones, tablets, or computers. Mobile-friendly design ensures accessibility and completion rates.
Export form responses to Excel for record-keeping, sharing with other providers, or backup purposes. Maintain control of your data.
Time Savings: Eliminate manual data entry and paper processing. Intake information flows directly into client records automatically.
Better Client Experience: Clients complete forms at their convenience, from any device. Professional digital experience sets positive tone.
Compliance: Ensure informed consent and necessary disclosures are collected consistently. Digital signatures and audit trails maintain compliance.
Reduced Errors: Digital forms reduce transcription errors and missing information. Required fields ensure essential data is collected.
Organization: All intake information stored securely in one place. Easy to access, review, and update client information.
Professional Image: Digital intake forms demonstrate professionalism and technological competence. Clients appreciate modern, efficient processes.
Name, date of birth, contact information, emergency contacts, address, insurance information, and basic demographic data needed for treatment and billing.
Reasons for seeking therapy, current symptoms, duration of concerns, previous therapy experience, and treatment goals. Helps prepare for first session.
Previous diagnoses, medications, hospitalizations, treatment history, and family mental health history. Important clinical context for treatment planning.
Current medications, medical conditions, allergies, and physical health information. Essential for holistic treatment and safety considerations.
Treatment disclosures, privacy policies, cancellation policies, fees, and professional boundaries. Required for ethical and legal compliance.
Insurance information, payment preferences, financial agreements, and billing authorization. Streamlines financial aspects of treatment.
Keep It Reasonable: Don't overwhelm new clients with too many questions. Focus on essential information needed before first session.
Explain Why: Help clients understand why information is needed. Build trust through transparency about data collection.
Mobile-Friendly: Ensure forms work well on phones. Many clients will complete forms on mobile devices.
Progress Indicators: Show clients how much of the form is complete. Reduces abandonment and sets expectations.
Save Progress: Allow clients to save and return to forms. Don't force completion in one sitting.
Secure Storage: Ensure all intake data is encrypted and stored securely. HIPAA compliance is non-negotiable.
Intake forms work best when integrated with your practice management system:
Integrated intake forms eliminate duplicate data entry and ensure information flows seamlessly throughout your practice management workflow.
Create customizable therapy intake forms with consent integration, mobile optimization, and automatic client profile creation. Improve intake experience and reduce administrative work.
Essential sections include: demographic information, presenting concerns, mental health history, medical history, informed consent, and insurance & billing information. Customize based on your practice needs and therapeutic approach. Intake forms work best when integrated with therapy calendar software for seamless client onboarding.
Digital intake forms must be HIPAA compliant with encryption, secure storage, and proper access controls. Ensure your intake software uses encrypted forms, secure hosting, and maintains audit trails. Always verify HIPAA compliance before using intake software.
Yes, modern therapy intake software is mobile-optimized, allowing clients to complete forms on phones, tablets, or computers. Mobile-friendly design improves accessibility and completion rates, as many clients prefer completing forms on mobile devices.
Integrated intake forms automatically create client profiles from form responses, eliminating manual data entry. Information flows directly into client records, linking to appointments, notes, and billing. This saves time and reduces errors. After intake, clients can use therapy client portals for ongoing access.
Smart appointment scheduling with Google Calendar sync and automated reminders.
Read Guide →Professional therapy notes templates including SOAP, DAP, and free-form formats.
Read Guide →Professional therapy client portal for secure client access and communication.
Read Guide →