AI · MOBILE-FIRST · HIPAA-AWARE
A psychotherapy intake form gathers a new client's clinical history, prior treatment, medications, risk and safety information, and informed consent to psychotherapeutic treatment before the first session. Formfy drafts the intake, sends a mobile signing link, and stores every signed copy with a full audit trail.
Built for service businesses that need signed forms before the appointment, activity, treatment, rental, event, or job.
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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.
Legal name, preferred name, date of birth, address, phone, and email.
A free-text section for the client to describe what brings them to psychotherapy.
Prior diagnoses, prior therapy, psychiatric hospitalizations, and family mental health history.
Current prescriptions, psychiatric medications, OTC use, and current substance use history.
Suicidal ideation, self-harm, homicidal ideation, and any current safety concerns.
Name, relationship, and phone for someone the clinician may reach in an emergency.
Client acknowledges the nature of psychotherapy, voluntary participation, and the right to discontinue.
Client confirms receipt of the practice's HIPAA Notice of Privacy Practices.
Telehealth consent where applicable, plus the legal limits of confidentiality.
Electronic signature with timestamp captured before the first session.
Tell Formfy your modality, populations, and consent requirements — and the AI drafts the intake.
Clinical history, risk screening, informed consent, and HIPAA acknowledgment populate automatically.
Deliver the intake link the moment booking confirms; clients complete it on their phone.
IP, timestamp, and signature geometry stored on the signed intake PDF.
Build the intake once; every new client receives a fresh prefilled link.
Trigger the intake from your scheduler, your portal, or referral source.
Each example below generates a starting-point form you can review, customize, and send for signature.
Describe the activity and we'll draft a complete, signature-ready waiver.
Send the intake link the moment booking confirms so the first session opens on clinical work.
Clients complete and sign on a phone — no clipboard, no waiting-room delay.
Suicidal ideation, self-harm, and safety questions appear before the client arrives.
Informed consent, HIPAA acknowledgment, and telehealth consent ride on the same form.
Every signed intake lives in your dashboard with IP, timestamp, and signature geometry.
Storage and access controls designed for sensitive clinical content. HIPAA applies to your practice; pair Formfy with your BAA workflow.
From blank page to signed form in four steps.
Tell Formfy your modality, populations, and consent requirements.
AI drafts the intake with clinical history, risk screening, and informed consent.
Deliver the intake link with the booking confirmation.
Signed intake lands in your dashboard with full audit trail.
| Feature | Paper | Generic PDF | Formfy AI |
|---|---|---|---|
| Time to first completed intake | 20-30 minutes in the waiting room | 10-15 minutes typing and emailing | Completed before the session opens |
| Mobile-friendly | No | Awkward pinch-zoom PDF viewer | Native mobile form and signing |
| Audit trail | None | Date only | IP, timestamp, signature geometry |
| Reusability | Reprint per client | Re-edit per client | One template, prefilled per client |
| Consent sections | Separate sheets | Manual stitching | Informed consent + HIPAA acknowledgment + telehealth in one form |
| Storage and retrieval | Locked filing cabinet | Email or local drive | Searchable dashboard with audit log |
| Cost per signed intake | Paper, scanning, filing time | Free PDF + manual chase | Included from $19/month |
Electronic signatures on psychotherapy intake forms are legally enforceable under the U.S. ESIGN Act of 2000 and UETA in 49 states.
HIPAA applies to psychotherapy practices that transmit health information electronically; intake forms must follow the practice's privacy and security safeguards.
Mobile-first signing removes the waiting-room clipboard for new client onboarding.
Reusable intake templates eliminate repeat data entry for every new psychotherapy client.
Tell Formfy the modality, populations, and consent requirements.
AI drafts the intake with clinical history, risk screening, and informed consent.
Deliver by SMS or email; client signs on their phone.
Signed intake lands in your dashboard with full audit trail.
Send the intake alongside scheduled session confirmations.
Trigger the intake send on new client creation.
Collect the signed intake and the initial deposit in the same workflow.
Mirror signed intake summaries into a shared clinical roster.
Route signed intakes to any tool in your stack via webhook.
Notify the on-call clinician the moment a new intake is signed.
Example workflow
A clinical practice confirms a new client booking, the confirmation includes the intake link, the client completes clinical history and signs informed consent on their phone the night before, and the clinician reviews risk screening before the first session.
A psychotherapy intake form is a structured clinical questionnaire and consent document a new client completes before the first session — covering presenting concerns, clinical and psychiatric history, medications, risk screening, and informed consent to psychotherapeutic treatment.
Psychotherapy intake content is governed by state licensing rules, HIPAA, and informed-consent doctrine. Most licensing boards expect clinicians to document informed consent and clinical history before treatment begins.
Describe your modality, populations served, and consent requirements to Formfy. The AI drafts a psychotherapy intake with clinical history, risk screening, and informed consent, and you customize the fields before sending.
You do not need a lawyer to build a psychotherapy intake, but informed consent language is a clinical-legal document and many practices benefit from attorney review for the state in which they are licensed.
Electronic signatures on psychotherapy intake forms can be legally enforceable under the ESIGN Act and UETA when intent, consent, identity, and records are properly captured. State licensing boards may have additional rules — confirm with your board.
Client identification, presenting concerns, clinical and psychiatric history, medications and substance use, risk and safety screening, emergency contact, informed consent to treatment, HIPAA acknowledgment, telehealth consent where applicable, and signature with date.
Formfy starts at $19/month for the Basic plan with 100 submissions/month and includes a 15-day free trial. Higher tiers scale up to 2,500 submissions per month.
Yes. Every section, question, and consent block is editable. Add modality-specific screenings — CBT, EMDR readiness, DBT-skills baseline — as needed.
Formfy is built with HIPAA-aware storage and access controls. HIPAA applies to your covered-entity practice; pair Formfy with your Business Associate Agreement workflow and review the HIPAA form reference page for current implementation status.
Yes. Formfy supports parent or guardian e-signature blocks on the same intake so a minor's adult representative can sign on the client's behalf where state and licensing rules require it.
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.
Start a free trial and generate, send, and store your first signed form today.
