Psychology Intake Form Template
Gather the background your clinicians need before the first session. Capture presenting concerns, mental health history, and consent to treatment in a secure, structured form.
The intake process sets the tone for a therapeutic relationship. A well-designed psychology intake form asks the right questions in the right order — establishing rapport through clear, compassionate language while collecting the clinical information practitioners need to plan effective care from session one.
This template covers presenting concerns, previous therapy history, current medications, family history, substance use, and emergency contact details. A consent to treatment section explains your practice's policies and collects the client's agreement before their first appointment. Conditional logic surfaces follow-up questions only when clinically relevant, keeping the form from feeling overwhelming.
Private practices, community mental health centers, and telehealth providers use this form as part of their onboarding workflow. Send it ahead of the first appointment so practitioners can review it in advance. Responses are stored securely and can integrate with practice management software to keep client records complete.
Typeform encrypts data in transit and at rest. Use access controls to restrict who can view intake responses within your workspace.
Yes — send the link via email or your scheduling system. Clinicians can review responses before the session begins.
Yes — add a statement field with your practice's consent language and a signature or checkbox field for the client's agreement.
Add a guardian consent section that appears when the client's age indicates they're under 18. Collect the guardian's details and signature separately.
Typeform integrates with a wide range of tools. Use Zapier to push responses into your EHR or practice management system automatically.
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Move past a clipboard that captures a name and an insurance card. Screen for the medical history that actually changes how a patient is treated, document informed consent and privacy acknowledgment, and keep a timestamped signature on file for exactly what your patient agreed to.
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