Psychology Intake Form Template

Use this client intake form sample within your practice to assess patient history and lifestyle habits before starting mental therapy sessions. Easily create a patient database with this fully customizable intake form example. It includes general info, a short medical history and other optional questions that could help you better assess the mental health of your patients before their first session. You can quickly customize this template in our form builder and publish it on your website or social media pages.

Customize template

Add more questions if needed using the drag and drop editor. Or rather choose to remove the surplus. Since our form editor has a real-time preview, you can immediately see the changes you make by adding, duplicating or editing fields. And with a theme gallery to choose from, you can have a personalized intake form.

Publish template

A copy & paste is all you need to share your form either on a web page or a social platform of your choice. In other words, it’s more than easy to make your questionnaire available anywhere online so that patients can complete it in a timely manner. Or make it available on a tablet in the reception area of your cabinet. Indeed, this psychology intake assessment sample has a responsive design that embraces various device types.

Collect & manage data

Creating your own patient filing system is more at hand than ever with digital psychology intake forms. Moreover, all sensitive patient data will reside in a secure database only you can access. Edit and manage your psychology intake form entries directly from our platform. Or rather export the data table to your desktop. In addition to these options, we also provide the chance to connect form data to other applications for file management.

Optimize processes

Our online form builder is conceived to be simple for everyone to use. Certainly, it doesn’t require coding knowledge or a developer’s help, nonetheless offering the power and flexibility needed to create any type of online form. Therefore it might be time to ditch those endless paper forms prone to many errors and rely on a web form that saves huge amounts of time. Specifically, you can set it to send real-time alerts in your inbox whenever a client hits the submit button on the intake form.