Patient Intake for Behavioral Health Practices
Sensitive, secure intake for behavioral health and substance use care
Behavioral health practices serve patients navigating some of the most sensitive health concerns—substance use disorders, trauma, co-occurring psychiatric conditions, and crisis situations. Formisoft provides digital intake forms designed with this sensitivity in mind, collecting psychiatric history, substance use screening data, psychosocial assessments, and treatment goals in a private, secure, and non-judgmental digital environment. Patients complete assessments at their own pace from a personal device, reducing the anxiety often associated with disclosing sensitive information in a clinical waiting room.
Validated screening instruments are central to behavioral health intake, and Formisoft integrates tools like the PHQ-9, GAD-7, AUDIT, DAST-10, and Columbia Suicide Severity Rating Scale directly into the intake workflow. These standardized assessments establish baseline severity, support diagnostic accuracy, and create measurable benchmarks for tracking treatment progress over time. Results are immediately available to clinicians, enabling informed treatment planning from the very first session.
Behavioral health documentation carries heightened privacy requirements under 42 CFR Part 2 and state-specific regulations. Formisoft's consent workflows include substance use treatment consent, release of information forms, and privacy acknowledgments that meet these stricter standards. Webhooks and API access let you securely connect sensitive intake data to your clinical system through third-party integration platforms without manual re-entry.
How it works
Configure behavioral health forms
Use our behavioral health template with psychiatric history, substance use screening, trauma assessment, and validated instruments.
Deliver forms securely
Send intake links via secure text or email so patients complete sensitive assessments privately from their own device.
Screen with validated instruments
PHQ-9, GAD-7, AUDIT, and other screening tools are embedded in the intake flow with automated scoring.
Audit Trail
Every form access, submission, and signature is logged with timestamps for 42 CFR Part 2 and HIPAA compliance documentation.
Key features
Everything you need for patient intake for behavioral health practices, built into the platform.
Substance Use Screening
Validated AUDIT and DAST-10 instruments screen for alcohol and drug use severity, supporting early identification and appropriate level-of-care placement.
Psychiatric History Capture
Structured fields collect diagnosis history, psychiatric hospitalizations, medication trials, and prior treatment episodes across the full behavioral health continuum.
Trauma-Informed Assessment
Sensitive, non-judgmental intake questions designed with trauma-informed care principles to create a safe disclosure environment.
Validated Screening Instruments
PHQ-9, GAD-7, AUDIT, DAST-10, and Columbia Suicide Severity Rating Scale integrated with automated scoring and clinical alerts.
42 CFR Part 2 Compliance
Consent and release of information forms meet the heightened privacy standards required for substance use disorder treatment records.
Crisis Safety Planning
Intake forms include safety screening questions with configurable clinical alerts for high-risk responses requiring immediate follow-up.
Treatment Goal Setting
Patients articulate treatment goals, motivations for seeking care, and preferences during intake to support collaborative treatment planning.
Multi-Language Support
Serve diverse patient populations with intake forms available in multiple languages.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Does Formisoft include substance use screening tools?
Yes. Formisoft integrates validated substance use screening instruments including the AUDIT for alcohol use and the DAST-10 for drug use. These tools are embedded in the intake workflow with automated scoring to support clinical decision-making.
How does Formisoft handle the extra privacy requirements for substance use records?
Formisoft includes consent and release of information templates designed to meet 42 CFR Part 2 requirements for substance use disorder treatment records. These stricter privacy standards are built into the consent workflow so your practice stays compliant.
Can I include suicide risk screening in the intake?
Yes. Formisoft supports integration of the Columbia Suicide Severity Rating Scale and other safety screening questions. You can configure clinical alerts that flag high-risk responses for immediate clinician review.
Does Formisoft integrate with behavioral health EHR systems?
Yes. Formisoft offers webhooks and a REST API that let you connect intake data to your behavioral health EHR. Third-party integration platforms enable automated, HIPAA-compliant data transfer without custom development.
Are the intake forms designed for sensitive topics?
Yes. Our behavioral health templates follow trauma-informed care principles with sensitive, non-judgmental language. Patients complete assessments privately on their own device, which research shows increases honest disclosure compared to face-to-face intake interviews.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.
