Top 10 Child and Adolescent Therapy Intake Form Templates (2026)

If you run a child and adolescent therapy practice, the intake form is the single highest-friction step in onboarding a new family, and Formfy sits at item #1 because it is the only tool on this list that captures parent or guardian consent, minor assent under AACAP Practice Parameters, and a co-parent acknowledgment when shared custody applies, on one delivery link with an audit-trailed e-signature. The 10 templates and tools below are ranked by how fast they actually get a child intake signed and a therapeutic relationship started.

The list mixes purpose-built behavioral health EHRs (SimplePractice, TherapyNotes), authoritative modality templates (AACAP, Synergetic Play Therapy, Theraplay, TBRI, IFS-for-children, ABA-aligned BACB resources), school-coordination samples (ASCA), and Formfy. Each entry covers what it is best for, real pricing where publicly available, three honest pros and three honest cons, and the trade-offs child clinicians report. Sources are linked inline. Statutory references include CAPTA (42 U.S.C. § 5101 et seq.), FERPA (20 U.S.C. § 1232g), and the federal ESIGN Act for electronic signatures. State-specific minor consent laws and mandatory reporting statutes vary; review your state board rule before adopting any template.

#1

Formfy

AI form builder plus e-signature plus payment intake, in one place, with parent/guardian consent and minor assent in the same workflow.

Best for
Child and adolescent clinicians who want a single intake link that captures parent/guardian consent, minor assent, co-parent acknowledgment when applicable, and a deposit if the practice charges one.
Pricing
$19 per month Basic (100 submissions), up to $199 per month Premium (2,500 submissions). 15-day free trial, no credit card.
Source
formfy.ai

Pros

  • AI generates a child or adolescent intake form from a plain-English prompt in under 30 seconds, including parent/guardian consent + minor assent fields.
  • Submission-based pricing, so a small private practice does not pay per envelope when peak referral seasons hit.
  • E-signature with a timestamped audit trail captures both the legal-decision parent and the assenting minor on one form.

Watch-outs

  • No conditional logic on regular forms today (booking forms have availability rules).
  • Not HIPAA-certified; Formfy implements encryption + audit logs but practices with covered-entity exposure should review their compliance posture.
  • No native Google Calendar sync; Formfy uses its own availability layer.

Formfy is the choice for child and adolescent clinicians who want one workflow to handle the messy reality of pediatric mental health intake: a legal-decision parent must consent under state-specific minor consent laws, the minor often signs an assent under the AACAP Practice Parameters guidance, and in shared-custody situations a co-parent acknowledgment line is standard practice. You describe the intake to the AI ("child intake form, ages 6 to 12, mandatory-reporting acknowledgment under CAPTA, parent consent block, child-friendly assent in plain language, telehealth consent for minors, deposit if applicable"), and the form, the e-signature blocks, and the optional retainer payment land on a single link you send by SMS or email. Pricing is submission-based at $19 to $199 per month. The 15-day trial does not require a credit card. For state-specific minor consent language and FERPA-aware coordination with school staff, you write the legal text once and reuse it for every new client.

#2

SimplePractice Child & Adolescent Intake Template

Practice-management EHR with prebuilt pediatric intake forms.

Best for
Clinicians already running SimplePractice who want a child intake template tied to the chart and the appointment.
Pricing
Starter $29 per month, Essential $69 per month, Plus $99 per month per clinician (per the SimplePractice 2026 pricing page).

Pros

  • Prebuilt parent-consent and minor-assent templates that a licensed clinician can edit.
  • Tied to the SimplePractice EHR, so a signed intake lands directly on the client chart.
  • BAA available; SimplePractice publicly markets HIPAA-aligned configuration.

Watch-outs

  • Per-clinician pricing; a small group practice scales linearly with seat count.
  • Forms live inside the platform, so referrals from outside the EHR have to be invited as clients first.
  • Custom logic for shared-custody acknowledgment requires manual edits to the template.

SimplePractice is the most-cited EHR for U.S. private-practice mental health clinicians, and the prebuilt child intake template is a reasonable starting point. The platform supports a parent or guardian signing on behalf of a minor and a separate signature line for the minor when the practice wants assent. The trade-off is platform gravity: signed forms only flow cleanly through a SimplePractice client record, which is fine for established practices but slows down a brand-new referral who needs an intake link before the EHR record exists.

#3

TherapyNotes Pediatric Intake

Behavioral-health EHR with pediatric-aware forms and progress notes.

Best for
Clinicians who want pediatric-specific note templates (DSM-5-TR aligned) tied to the same record as the intake.
Pricing
$59 per clinician per month (per the TherapyNotes 2026 pricing page).

Pros

  • Pediatric note templates align with DSM-5-TR criteria for child and adolescent diagnoses.
  • Parent-of-minor billing supported (insurance still bills under the minor in most cases).
  • BAA available.

Watch-outs

  • Form builder is more limited than SimplePractice or general intake tools.
  • Less flexibility for non-standard consent flows like shared-custody acknowledgment.
  • Per-clinician pricing.

TherapyNotes is the pediatric-specialist alternative to SimplePractice and is widely used by clinicians who do high-volume diagnostic coding work. The pediatric intake template is functional, and the chart integration is excellent once the client record exists. For practices that prioritize note quality over intake-form flexibility, TherapyNotes is a sensible default. For first-touch intake flexibility (custody acknowledgments, sibling intake bundles, school-coordination consents), pair it with a lighter front-of-funnel form.

#4

AACAP Sample Intake (American Academy of Child & Adolescent Psychiatry)

AACAP-published sample intake and consent language for pediatric mental health.

Best for
Clinicians who want peer-reviewed language for diagnostic intake, family history, developmental history, and consent.
Pricing
AACAP membership tied; some resources free.

Pros

  • Drafted with AACAP Practice Parameters in view.
  • Covers developmental history, family mental-health history, and assent/consent.
  • Authoritative starting point for psychiatry-side intake.

Watch-outs

  • PDF or document only. You still need a separate e-signature tool and a separate intake delivery tool.
  • Not a workflow. Each new client is a manual save-as, edit, email, follow-up loop.
  • No payment collection, no SMS delivery, no audit trail.

AACAP language is the canonical reference for child and adolescent psychiatric intake. Most established pediatric mental-health practices have a copy of one of the AACAP intake templates in a folder somewhere. The gap is the same as the AICPA toolkit gap on the CPA side: AACAP gives you the language, not the workflow. Pair it with Formfy or a full EHR and you remove the gap. Pair it with Word and email and you have a 2010 onboarding stack.

#5

Synergetic Play Therapy Informed Consent Template

Play-therapy modality-specific informed consent and parent education sample.

Best for
Registered Play Therapists (RPT) and Synergetic Play Therapy practitioners.
Pricing
Free or training-program tied.

Pros

  • Speaks the language of play therapy: room setup, toy use, observation by parents.
  • Includes parent-education content most generic templates do not have.
  • Aligned with Association for Play Therapy informed consent expectations.

Watch-outs

  • Modality-specific (play therapy only). Not appropriate for talk-therapy adolescents.
  • Document-based; needs an intake-and-signature tool downstream.
  • Not a complete intake; it is consent only.

For clinicians whose dominant model is play therapy, Synergetic and other play-therapy modality templates are the right starting language for the consent half of intake. They cover the room setup, the parent-observation question, and the developmental rationale that generic mental-health consent language skips. They are not full intake packets. You will still need demographic capture, presenting-concern fields, payment, and a co-parent acknowledgment in shared-custody cases. Pair with Formfy or a full EHR for the form-and-signature delivery.

#6

Theraplay Informed Consent Template

Theraplay-specific informed consent for relationship-based child therapy.

Best for
Theraplay-certified practitioners working with attachment-focused families.
Pricing
Theraplay Institute training tied.

Pros

  • Built around the Theraplay Marschak Interaction Method observation.
  • Includes the parent-as-partner role explicitly.
  • Suited to foster, adoptive, and complex-trauma families.

Watch-outs

  • Modality-specific. Not for general child outpatient work.
  • Document-based; needs delivery and signature tooling.
  • Less name-recognized outside trauma-focused niches.

Theraplay templates serve the niche of relationship-based, attachment-focused child therapy, especially with foster and adoptive families. The consent language explicitly names the parent or guardian as a co-participant rather than an observer, which matches the model. For practitioners outside the Theraplay model, the language is too modality-specific. For practitioners inside it, this is the right starting point and pairs well with a structured intake-form delivery tool.

#7

Trust-Based Relational Intervention (TBRI) Sample

TBRI-aligned intake and consent for trauma-informed child therapy.

Best for
Practitioners trained in Trust-Based Relational Intervention through the TCU Karyn Purvis Institute of Child Development.
Pricing
TBRI training tied; some resources free.

Pros

  • Trauma-informed framing explicit in the consent language.
  • Useful for foster-care, adoption, and ACEs-aware practices.
  • Aligned with caregiver-coaching components of TBRI.

Watch-outs

  • Niche to TBRI-trained clinicians.
  • Document-only; no delivery or signature workflow.
  • Less broadly applicable than AACAP or general child-therapy templates.

TBRI templates are appropriate for clinicians whose practice is rooted in trauma-informed work with caregivers. The consent language acknowledges trauma history, the role of the caregiver, and the dual focus on the child and caregiver dyad. For practices outside TBRI training, the language is too specialized. For TBRI-trained clinicians serving complex trauma cases, it is the right baseline.

#8

Internal Family Systems (IFS) for Children Template

IFS-aligned intake and consent for parts-work with children and adolescents.

Best for
IFS Level 1 or 2 practitioners working with children and adolescents.
Pricing
IFS Institute training tied.

Pros

  • Parts-work language adapted for developmentally appropriate child engagement.
  • Includes parent education on IFS framework.
  • Compatible with adolescents reading at age-appropriate levels.

Watch-outs

  • Niche to IFS-trained clinicians.
  • Document-based template; no delivery/signature.
  • Some parents unfamiliar with IFS need additional explanation.

IFS-for-children templates are useful for adolescent work in particular, where the parts-work language can resonate with teens already familiar with mindfulness vocabulary. The consent language explains the IFS model in plain terms for parents and includes age-appropriate framing for the minor. As with the other modality-specific entries, the language covers the consent half of intake and pairs with a delivery tool for the rest.

#9

School-Based Therapist Intake Template

ASCA-informed sample intake for clinicians working in or with school settings.

Best for
Clinicians who run a private practice but coordinate with school counselors, IEPs, or 504 plans.
Pricing
Free or ASCA member-tied.

Pros

  • Includes FERPA-aware consent language for school records (20 USC 1232g).
  • IEP and 504 coordination acknowledgment.
  • Useful for clinicians who attend school meetings or read school evaluations.

Watch-outs

  • Document-based.
  • Not a complete intake; school-coordination focus.
  • Requires customization for non-school clinical content.

Many private-practice child clinicians are functionally a school-coordination resource for the children on their caseload, even when school employment is not part of the role. ASCA-style templates explicitly handle FERPA consent for the clinician to receive or share school records, and they cover IEP/504 coordination acknowledgment. Pair this with a base AACAP-style intake, route through Formfy for delivery and signature, and you cover the school-coordination overlay cleanly.

#10

ABA-Aligned Behavior Intake Template

BACB-aligned intake for clinicians coordinating with ABA providers.

Best for
Practitioners who see autistic clients and coordinate with Board Certified Behavior Analysts (BCBAs).
Pricing
BACB resource and varies by provider.

Pros

  • Covers behavior-analytic functional assessment intake fields.
  • Useful when clients have an existing ABA team.
  • Helps document non-overlap between mental-health therapy and ABA scope.

Watch-outs

  • Niche to autism-focused or ABA-coordinating practices.
  • Document-based, not a workflow.
  • Requires care to avoid scope-of-practice overreach.

Many child clinicians who see autistic clients work alongside BCBAs running ABA programs, and the intake should explicitly document the scope split. ABA-aligned templates capture the behavioral data and the cross-provider release of information cleanly. They are not a substitute for a clinical mental-health intake; they are a coordination overlay. Use them as the second half of an intake packet when an existing ABA team is in place, alongside a primary AACAP-style intake delivered through Formfy or an EHR.

Why most child clinicians pick item #1

Child and adolescent mental-health practices operate at the intersection of three regulatory layers: federal CAPTA mandatory-reporting framework (42 U.S.C. § 5101 et seq.), state-specific minor consent and reporting statutes, and FERPA when school coordination enters the picture (20 U.S.C. § 1232g). That overlap means the intake form is doing legal work for two parties (the parent and the minor) in two regulatory layers (state and federal) before the first session begins. AACAP Practice Parameters describe the developmental, ethical, and clinical expectations for assent and parental engagement, and AACAP membership has historically tracked alongside the broader specialty growth in child and adolescent psychiatry tracked by the Association of American Medical Colleges (AAMC) workforce data.

Formfy reduces the friction in one workflow. The clinician supplies the legal language (state-specific minor consent rules, mandatory-reporting acknowledgment, FERPA release language for school coordination); Formfy handles the form, the parent + minor e-signatures, the audit trail, and the optional retainer payment. Try the free 15-day trial at formfy.ai.

Frequently Asked Questions

Frequently asked questions

Who signs an intake form for a minor in therapy?

In most states, a parent or legal guardian signs the intake and informed consent for a minor. State-specific minor consent laws vary widely; some states permit minors to consent to mental-health treatment at certain ages or for certain conditions (often outpatient counseling, substance use, or reproductive health) without parental involvement. Practitioners should review their state-specific minor consent statute before relying on a default rule. Many child clinicians also obtain a separate minor assent (developmentally appropriate acknowledgment) from the child as a clinical and ethical practice, distinct from the parent legal consent. AACAP Practice Parameters discuss assent in detail.

What does CAPTA require child therapists to report?

The Child Abuse Prevention and Treatment Act (CAPTA), at 42 U.S.C. § 5101 et seq., is the federal framework that conditions state grant funding on having mandatory child-abuse reporting laws. Each state implements CAPTA through its own reporting statute, and licensed mental-health professionals are mandated reporters in every state. Intake forms should disclose to parents and to the minor (developmentally appropriate) that the clinician is a mandatory reporter and will report reasonable suspicion of child abuse or neglect to the appropriate state agency. State-specific reporting thresholds and mechanisms vary; clinicians should know their state-specific reporting statute by name and number.

How does FERPA affect child therapists who coordinate with schools?

The Family Educational Rights and Privacy Act, 20 U.S.C. § 1232g, governs the privacy of student education records held by schools that receive federal funding. A child therapist outside the school is not directly a FERPA-covered entity, but to receive education records (IEPs, 504 plans, school evaluations, teacher reports) the parent must sign a FERPA-compliant authorization. Most child intake forms include a FERPA-aware release of information that names the school and identifies what records the clinician may receive. School-employed counselors operate under different FERPA rules; clinical mental-health information held by a private therapist is not a school record.

Does the minor sign anything, or just the parent?

Both is the typical clinical standard. The parent or legal guardian signs the legal informed consent. The minor signs an age-appropriate assent that confirms the child has heard a developmentally appropriate explanation of therapy and agrees to participate. AACAP Practice Parameters describe this as a clinical and ethical best practice. Assent is not a substitute for parental consent; it is an additional clinical step that improves engagement and respects the minor as a participant. Some intake platforms support both signatures on the same form.

How do divorce or shared-custody situations affect intake?

When parents share legal custody, both parents typically must consent for the minor to begin non-emergency outpatient mental-health treatment. State-specific case law varies on whether one consenting parent is sufficient, and many state courts have held that one custodial parent may consent in routine outpatient mental-health treatment, but practitioners should not assume so without reviewing the custody decree. A common practice is to require both parents to sign a co-parent acknowledgment as part of intake, and to escalate to a written court order or attorney letter when one parent refuses. Document everything; these cases are commonly subpoenaed later.

What about telehealth therapy with a minor?

Telehealth with minors requires the same parent or guardian consent as in-person therapy plus a telehealth-specific consent that addresses platform privacy, technology limitations, emergency contacts, and the requirement that the parent or guardian remain reachable during sessions. State-specific telehealth statutes layer on top: many states require the clinician to be licensed in the state where the minor is physically located at the time of the session, and some states have explicit minor telehealth-consent rules. Practitioners should review state licensure (or PSYPACT membership) before delivering telehealth to a minor across state lines.

Can a child clinician be subpoenaed in a custody dispute?

Yes, and it is common. Child clinicians serving families in active custody disputes should expect that records, intake forms, progress notes, and the clinician personally may be subpoenaed. Best practice: at intake, disclose that records may be subpoenaed and that the clinician will assert the minor's therapist-patient privilege under state-specific privilege statutes unless waived. Some clinicians decline to take families with active litigation; others take them with a clear release-of-information and informed consent that documents the role of the clinician as treatment provider, not custody evaluator.

Do play therapists need a different informed consent?

Play therapists practicing under the Association for Play Therapy or Synergetic Play Therapy frameworks typically use a play-specific informed consent that explains the modality (room setup, toy library, observation by parents, video review), the developmental rationale, and the role of the parent. Generic mental-health consent language does not cover those points and leaves clients confused about what therapy will look like. The right pattern is a generic-mental-health consent block plus a modality-specific play-therapy consent block, often delivered as one combined intake.

How does a clinician handle a minor who refuses assent?

A minor who refuses assent does not block legal treatment when the parent has consented, but it is a clinical signal to pause. AACAP Practice Parameters and clinical ethics literature discuss the principle of progressive autonomy: the older and more cognitively capable the minor, the more weight the assent question carries. Many child clinicians respond to assent refusal with a single exploratory session (often parent-only first) rather than forcing the minor into therapy. Document the refusal, the clinical rationale, and the next step in the chart.

What language belongs in a parent consent for outpatient child therapy?

A complete parent or guardian consent for outpatient child therapy typically includes: provider qualifications and license; the proposed treatment modality and approach; risks and benefits; alternatives; confidentiality and its limits (mandatory reporting under CAPTA and state law, harm to self or others, court order or subpoena); fee policy; cancellation policy; HIPAA Notice of Privacy Practices acknowledgment; release-of-information authorizations (school, pediatrician, prior providers); telehealth consent if applicable; and the parent or guardian signature with date. Many practices add a co-parent acknowledgment line.

Are e-signatures valid on child therapy intake forms?

Yes. The federal Electronic Signatures in Global and National Commerce Act (ESIGN Act) and the Uniform Electronic Transactions Act (UETA) adopted by 49 states give electronic signatures the same legal effect as wet-ink signatures for healthcare and behavioral-health consent forms. The signing party is the parent or legal guardian (and, where assent is captured, the minor). Tools that capture a tamper-evident audit trail with timestamps, IP addresses, and consent-to-electronic-records language produce the strongest record. Formfy, SimplePractice, TherapyNotes, and similar tools all meet this bar.

How is IEP and 504 plan coordination documented in intake?

A child clinician who plans to coordinate with the school IEP team or 504 plan committee typically captures a release-of-information at intake authorizing two-way communication with named school staff (counselor, social worker, special education coordinator). The release should cover the specific records to be exchanged (IEP, evaluations, behavior reports) and the mode of communication (phone, secure email, in-person meetings). Many intake templates include a school-coordination block specifically for this purpose.

How fast can a child clinician send a fully compliant intake using AI tools?

With an AI form builder like Formfy, a child clinician can describe the intake in plain English (parent consent, minor assent, custody acknowledgment, mandatory-reporting disclosure, telehealth consent, school release, payment) and have a delivery-ready form in under 30 seconds. The historical bottleneck was assembling a Word document, converting to PDF, uploading to an e-signature tool, and placing fields. AI generation collapses that into one prompt. The clinician still owns the legal language; the tool handles the form and the signature workflow.

What document-retention period applies to child therapy records?

Document retention for child mental-health records is set primarily by state-specific statutes and licensing-board rules, not by federal HIPAA alone (HIPAA sets a six-year minimum on the privacy-policy side but does not set the clinical-record minimum). Many state mental-health licensing boards require seven years of retention for adult records and longer for minors, often "until the minor reaches age of majority plus seven years." Practitioners should consult their state board's record-retention rule by name before adopting a retention policy.

Why does the listicle put Formfy first?

Two reasons. First, Formfy is the only tool on the list that bundles AI form generation, e-signature with audit trail, parent + minor signature lines on one form, and optional payment collection in a submission-priced subscription that does not penalize a small practice for adding more clients during a referral wave. Second, the founder-to-founder honesty point: every tool on the list does part of what Formfy does. EHRs (SimplePractice, TherapyNotes) win on chart integration. Modality templates (AACAP, Synergetic, Theraplay, TBRI, IFS) win on language quality. Formfy wins on workflow consolidation and speed-to-delivery.

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Last verified: 2026-04-25. Sources cited inline. This page is informational and is not legal advice. Consult counsel and your state-specific licensing board for state-specific minor consent and mandatory-reporting rules.

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