INTAKE FORM TEMPLATE
Intake Form Templates That Build Themselves
An intake form template is a pre-built structure for collecting client details, history, and consent before a first appointment. Formfy turns that template into a mobile-friendly online intake form for counselors, massage therapists, estheticians, psychotherapists, social workers, and independent-living providers — generated from a single prompt, signed on a phone, and stored with a full audit trail.
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Used by independent practitioners, group practices, supportive-housing operators, and wellness clinics — across all 50 US states and 30+ countries.
An intake form is a structured document a practice or service provider uses to collect a client's identity, contact information, relevant history, preferences, and consent before a first appointment. Online intake forms replace paper or PDF templates with mobile-friendly forms that can be completed and signed on a phone.
Intake form templates by use case
Six AI-built intake form templates, each tailored to the fields, history sections, and consent language a specific practice needs. Open any template, customize it in the form builder, and start collecting signed intakes.
Intake Forms for Counseling
Counseling intake form: a structured questionnaire and consent document a new client completes before their first counseling session, covering presenting concerns, mental health and medical history, medications, emergency contacts, and informed consent to treatment.
View counseling intake form template →Intake Forms for Massage Therapy
Massage therapy intake form: a structured questionnaire and consent document a new client completes before a bodywork session, covering health history, areas of concern, contraindications, pressure and draping preferences, and informed consent to therapeutic touch.
View massage therapy intake form template →Intake Forms for Estheticians
Esthetician intake form: a structured questionnaire and consent document a new client completes before a facial, peel, or skincare service, covering skin history, allergies, product use, contraindications, and informed consent to treatment.
View esthetics intake form template →Intake Forms for Psychotherapy
Psychotherapy intake form: a structured clinical questionnaire and consent document a new client completes before the first psychotherapy session, covering presenting concerns, clinical and psychiatric history, medications, risk screening, and informed consent to psychotherapeutic treatment.
View psychotherapy intake form template →Intake Forms for Social Workers
Social work intake form: a structured biopsychosocial questionnaire and consent document a new client or household completes before social work services begin, covering presenting needs, history, household context, releases of information, and informed consent.
View social work intake form template →Intake Forms for Independent Living
Independent-living intake form: a structured assessment and consent document a new resident or participant completes before independent-living services begin, covering daily-living function, goals, current supports, releases of information, and informed consent to program services.
View independent living intake form template →Intake Forms for Weddings
Wedding intake form: a structured pre-event coordination questionnaire and acknowledgment a couple completes for their planner or venue, covering guest counts, ceremony preferences, vendor contacts, dietary restrictions, photography requirements, and signed contract acknowledgment.
View weddings intake form template →Intake Forms for Animal Shelters
Animal shelter intake form: a structured questionnaire and consent document a surrender, adopter, or foster completes when an animal enters or leaves shelter care, covering animal identification, owner history, medical and vaccination records, foster placement details, and microchip data.
View animal shelters intake form template →Intake Forms for College Students
College student intake form: a structured FERPA-aware questionnaire and consent document a student completes for housing, financial aid, counseling, or other campus services, covering student identification, demographics, financial situation, and support-service requests.
View college students intake form template →Intake Forms for Mental Health Services
Mental health services intake form: a HIPAA-aware structured questionnaire and consent document a new client completes before clinical intake, covering presenting concerns, prior treatment history, crisis and risk assessment, releases of information, and informed consent to treatment.
View mental health services intake form template →Intake Forms for Taxes
Tax prep intake form: a structured questionnaire and engagement acknowledgment a client completes before the preparer begins return prep, covering filing status, dependents, income sources, deduction documentation, and signature for the engagement letter.
View taxes intake form template →Intake Forms for Housing
Housing intake form: a structured application and consent document an applicant completes for a housing program, voucher, or rental property, covering household composition, income verification, prior addresses, releases of information, and signature for the application or assistance request.
View housing intake form template →Formularios de Admisión en Español
Formulario de admisión en español: un cuestionario y documento de consentimiento estructurado que un nuevo cliente completa en español antes de su primera cita, cubriendo identificación, contacto, historial relevante, consentimiento informado y firma electrónica, con flujo de trabajo bilingüe.
View español intake form template →
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A complete intake-form workflow
Everything you need to replace paper or PDF intake templates — from drafting the form to storing the signed submission.
Draft from a single prompt
Describe your practice, your client population, and what you need to collect — Formfy generates a complete intake form with fields, acknowledgments, and signature blocks already wired up.
Mobile-friendly by default
Every intake form renders cleanly on any phone, tablet, or desktop. No app downloads, no PDF zooming, no pinch-to-fill — clients open the link and start typing.
E-signature on the same form
Capture a typed or drawn signature inline. The signed PDF is generated automatically and stored with a tamper-resistant audit trail under ESIGN Act and UETA.
Send by SMS, email, link, or QR
Text the intake link before the first appointment, email it from your scheduler, paste a link, or print a QR code for the lobby. The same form works across every channel.
HIPAA-aware fields and storage
Mark health-information fields, store submissions in an encrypted database, and download a BAA when your plan includes one. Built for practices that handle protected health data.
Replace PDF templates entirely
No more downloading a PDF, emailing it back, printing, scanning, or rekeying. Submissions land directly in your dashboard and can sync to your CRM, EHR, or spreadsheet.
Frequently asked questions about intake form templates
What is an intake form template?
An intake form template is a pre-built structure that captures the information a practice or service provider needs before a first appointment — identity, contact details, history, preferences, and consent. With Formfy you describe the practice and Formfy generates the template as a mobile-friendly online intake form rather than a static PDF.
Can I build a custom intake form with AI?
Yes. Describe the type of practice, the client population, the information you need to collect, and any acknowledgments — Formfy drafts a complete intake form with fields, sections, consent language, and a signature block. You can review, edit, and publish without writing code.
Do I need a PDF version of the intake form?
No. Formfy generates a mobile-friendly online intake form that clients fill out on a phone or computer. A signed PDF is created automatically after submission so you can download, store, or attach it to a patient record.
Are e-signed intake forms legally enforceable?
Electronic signatures captured on intake and consent forms can be legally enforceable when intent, consent, identity, and records are properly captured under the ESIGN Act and UETA. Many states recognize electronic signatures for healthcare consent. Have important consent forms reviewed by qualified counsel before use.
Are Formfy intake forms HIPAA-compliant?
Formfy supports HIPAA-aware intake on plans that include a Business Associate Agreement (BAA), with encrypted storage, audit logging, and access controls. Counseling, psychotherapy, and social-work intake templates are commonly built on these plans. See /hipaa_form for details.
Can I send the intake by SMS before the first appointment?
Yes. Formfy can text the intake link to a phone number, so clients fill out the form on the device they already have. The link works on any browser — no app install, no account creation.
Can I collect a parent or guardian signature for minor clients?
Yes. Add a parent or guardian consent block to the intake form. The adult signs on the minor’s behalf, both parties’ names are captured in the audit trail, and the signed PDF clearly attributes the signature to the parent or guardian.
How much does an intake form builder cost?
Formfy starts at $19/month for the Basic plan (100 submissions/month). Higher tiers scale to 300, 1,000, and 2,500 submissions/month. A 15-day free trial is included on all plans — no credit card required.
Important legal note
Formfy helps generate structured waiver, release, consent, and intake forms, but it does not provide legal advice. Waiver enforceability can depend on your state, country, industry, wording, signer age, activity risk, and how the form is presented. Review important waivers with a qualified attorney before use.
Build your intake form in the next 5 minutes
Describe your practice, your client population, and what you need to collect. Formfy drafts a mobile-friendly intake form with fields, sections, and a signature block — ready to send by SMS, email, or QR code.