Counseling Intake Form Template

Keep sensitive medical information safe with our HIPAA compliant solution. Have confidence knowing information can be conveniently collected and shared while still maintaining compliance through data encryption, safe storage, and secure healthcare integrations.

No more file folders or cabinets. With this mental health intake form template, you can use one form to transmit all your patient information to save time, minimize errors, and house important data in a single place. Whether you’re gathering mental health evaluations or prescriptions, data is handled safely and securely in one platform.

Keep your team organized and productive by working smarter, not harder. After completion, send counseling intake forms to the right people for review and follow-up through automated workflows. Practitioners can enter their notes and comments on a single form with ease.

Use Conditional Logic to create a single form that has the ability to refer patients to several different providers or therapy types. The counseling intake form template will auto-populate based on the referral type you select, even allowing you to choose multiple specialists and prefill the form with their information.