Psychological Assessment Form
Collect structured clinical information from every client, so practitioners have a complete picture before the first session begins.
Practitioners who collect intake by paper or phone often start the first session piecing together information they needed beforehand. Every gap in intake costs clinical time that could be spent on the client. Typeform's psychological assessment form gives practitioners a dependable way to collect structured clinical information before the assessment begins.
The form captures the client's details, referral source, presenting concerns, relevant history, current medications, prior treatment, and consent. Each question surfaces on its own, giving respondents time to answer thoughtfully rather than rush through a long list. Conditional logic adapts the assessment based on each respondent's initial answers. A client indicating prior mental health treatment sees questions about previous diagnoses and outcomes, while new presentations follow a different intake path.
Customize the form with your practice name, assessment categories, consent language, and any clinical screening tools specific to your specialty. Share it via a secure direct link before the appointment, or include it in your booking confirmation email. Connect it to your practice management system or Google Sheets via Zapier so every assessment logs automatically. Practitioners start every assessment with the client's history already in front of them—no session time lost to intake.
A psychological assessment form collects the clinical information a practitioner needs before meeting a new client. It gathers personal details, referral source, presenting concerns, prior treatment history, current medications, and consent in one submission. It functions as the official pre-assessment intake record your practice uses to prepare for every new client.
First sessions are more productive when practitioners arrive prepared. Gathering history in session wastes clinical time and frustrates clients who've completed intake elsewhere before. A structured form ensures every intake is complete before the appointment, so the first session focuses on the client. Use it for initial psychological assessments, mental health intake, and clinical pre-screening.
A complete psychological assessment form covers:
- Client name, date of birth, and contact details
- Referral source and referring clinician (if applicable)
- Presenting concerns and reason for seeking assessment
- Relevant personal and family history
- Prior mental health diagnoses or treatment
- Current medications and dosages
- Risk indicators (if required by your practice protocol)
- Consent to assessment and data handling
Set up conditional logic to branch by prior treatment history, so each client sees relevant follow-up questions. A client with a prior mental health diagnosis sees questions about diagnosis type, treating clinician, and treatment outcomes. A client presenting for the first time sees questions focused on current concerns, triggers, and support systems. No client answers questions that don't apply to their situation.
Connect it to your practice management system or Google Sheets via Zapier so every assessment logs automatically. Use Typeform's email notifications to alert the practitioner the moment a form is submitted. Completed forms can also trigger a booking confirmation, so the administrative and clinical steps happen at the same time. Your practitioners arrive prepared and your clients feel heard from the first question.
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