Behavioral Health Intake Form
Customize a behavioral health intake form and turn it into a live digital workflow with e-signatures, SMS delivery, and centralized tracking.
No credit card required · Customizable in minutes · Digital signatures supported
There’s a better version of that template.
A static PDF or Word template gets you 20% of the way there. Formfy gets you the other 80%.
⚠ Static template
- New patients fill out paper intake forms in the waiting room
- Handwritten forms are time-consuming to process and store
- No way to send intake forms before the appointment
- Patients forget to bring completed paperwork
- Staff manually enters paper data into systems
✓ Formfy template
- Send intake forms by SMS when the appointment is booked
- Patients complete everything from their phone before they arrive
- Medical history, consents, and signatures in one digital workflow
- All submissions organized by patient and date
- Appointments start on time — intake already complete
Four steps from template to live workflow
Customizable, signable, trackable — without writing a line of code.
Start with the intake template
A structured form covering patient info, medical history, and consents
Customize for your practice
Add specialty-specific questions, remove what doesn’t apply
Send when they book
Patients receive a link by SMS or email and complete it at home
View completed intakes before the appointment
All patient information ready before they walk in the door
Don’t have a template yet?
Describe it. Formfy builds it.
Tell Formfy what kind of form you need — treatment consent, liability waiver, client intake — and the AI drafts a structured, professional version in seconds. Customize from there.
Tell Formfy what you need in a sentence or two
AI builds a structured form instantly
Share by SMS, email, or link
Upload your existing PDF or Word template.
Formfy converts it.
Have a form you’ve been using for years? Upload it. Formfy rebuilds it as a digital workflow — same content, same structure, no manual re-entry.
How much time does your clinic spend on intake paperwork?
Estimate what manual intake collection costs in staff time per week.
Questions about using Formfy templates
Yes. Every field, label, section, and piece of language is editable. You can add fields, remove sections, change wording, and apply your branding — all without writing any code. Most customizations take under 10 minutes.
Absolutely. If you already have a form you’ve been using, upload it and Formfy rebuilds it as a digital workflow. You keep the structure and language you’re used to — we make it signable, sendable, and trackable.
Yes. Recipients can sign by drawing, typing their name, or uploading a signature image — on any device, no app required. Formfy e-signatures comply with the ESIGN Act and UETA, with a full audit trail for every signed document.
Yes. Once your form is published, you can send it by SMS directly from Formfy, share a link by email, or embed it anywhere. Recipients open it on their phone and complete it in minutes.
Yes. Formfy supports payment collection via Stripe and PayPal. You can add a payment step to any booking form — useful for deposits, session fees, or service charges collected at the same time as the signed agreement.
No. This is not a PDF or Word file to download. Formfy is a digital form platform — you start with a template structure, customize it inside Formfy, and publish a live digital form that can be signed, submitted, and tracked online.
A PDF or Word template requires manual editing, printing or emailing, manual follow-up for signatures, and scattered storage. A Formfy template is live — clients sign digitally, submissions are tracked automatically, and you never chase a form again.
Yes. Once you’ve built your form, you can send it to any number of clients. Every submission is stored separately and searchable. Team members can each have their own login and send forms independently.
Send intake forms before the appointment. Start on time, every time.
Start with the clinic intake template, customize it for your practice, and send it by SMS when patients book. Complete intake data waiting before they arrive.
Your team doesn’t have to figure this out alone.
Real humans, real help, fast setup.
Chat With Our Team
Talk to a real person who can help you set up your first forms and digitize existing documents.
Free Form Digitizing
Send us your PDF or paper form. We rebuild it as a digital workflow — at no extra cost.
Live in Minutes
Most users publish their first form in under 10 minutes. No training, no implementation projects.