Intake Forms are custom forms that are created to provide a client with information and/or to gather information from a client. There are forms included in the system by default and you can create any other form you use on a regular basis. They may include regular and dynamic elements and may be distributed in a number of ways.
NOTE: You are not able to upload forms at this time. They must be recreated in the system.
Jump to [Available Forms] [Creating Intake Forms] [Distributing Intake Forms]
Available Forms
General intake forms are include which can be edited to include specific information about your practice.
- Notice of Privacy Practices - Describes how health information may be used and disclosed and how you can get access to this information.
- Informed Consent for Psychotherapy - A generic consent to receive treatment based on the answers in the questionnaire.
- Standard Intake Questionnaire - A basic questionnaire including sections on Complaint, Current Symptoms, Medical History, Family History, Present Situation and Additional information.
- Credit / Debit Card Payment Consent - This form gives you permission to use the card on file for a Client. It does not collect all card information for a client because that would not be PCI compliant. Your Client needs to choose to save card on file while making their first payment in the Client Portal or add card to the Client Portal under Billing. It will not ask them for the CVV (again, due to PCI compliance) so you will need that information to process the card.
- GAD-7 Scale - The GAD-7 is useful in primary care and mental health settings as a screening tool and symptom severity measure for the four most common anxiety disorders.
- PHQ-2 Questionnaire - The PHQ - 2 inquires about the frequency of depressed mood, with a score ranging from 0 to 6.
- PHQ-9 Questionnaire - PHQ-9 total score for the nine items ranges from 0 to 27. In the above case, the PHQ- 9 depression severity score is 16 (3 items scored 1, 2 items scored 2, and 3 items scored 3).
- Telehealth Treatment Consent - A voluntary consent form to conduct Telehealth sessions.
Jump to Section [Access Forms] [Available Forms] [Duplicate Forms] [Edit Forms] [Set Default Forms & Send]
Access Forms
- Navigate to Organization > Client Portal and click Intake Forms tab.
Duplicate Intake Forms
You can duplicate existing Forms and then make adjustments/edits as desired.
- Navigate to Organization > Client Portal and click Intake Forms tab.
- Scroll to the desired form and click Duplicate button.
- The duplicate form is displayed with a number added to the end of the Intake Form Name.
Edit Existing Intake Forms
- Navigate to Organization > Client Portal and click Intake Forms tab.
- Scroll to the form to be edited.
- Click Edit button.
- Add additional fields, remove fields, adjust text, etc.
- Click Save Intake Form.
Set Default Forms
Default Forms
Default Forms are Forms you want every Client to fill out no matter what age, treatment etc. You can determine which Forms will automatically be included, and which order they will display for the Client to fill out.
- Navigate to Organization > Client Portal and click Intake Forms tab scroll to locate the desired form.
- Toggle Yes to include the form in the packet sent to new portal clients and No to exclude a form.
- Use the arrows to the right to select desired order for default Forms.
You will be able to select additional Forms if desired when you send the Client Portal Invitation.
Things to Note:
- All Staff Members assigned to the Client will receive an email when the Client completes/submits the Intake Forms. If the Client is not assigned to a Staff Member the Organization Administrator will receive the notification.
- You can view and manage Documents sent to a Client's Portal at the bottom of the General Documents page. You can track status (sent/completed), resend and revoke forms, as well as share new Forms not sent previously.
