Client Intake Forms
Collect intake and consent forms online before the first visit.
Paperwork Before They Arrive
New clients often fill out a clipboard of forms in your waiting room. Online intake forms let them do it ahead of time from their phone.
What you can collect
- Contact details and preferred way to be reached
- Session preferences such as areas of focus and pressure
- Your own questions - build the form to match your practice
- Consent and policy acknowledgments - collect them before the visit
Your Forms, Your Wording
You decide what to ask. Follow the privacy and record-keeping rules that apply to your license and location.
Get Started
Send us a message and we will help you set up intake forms for your practice.
Ready to Free Up Your Day?
Tell us about your practice and we will show you how it would work.