Patient Intake for Mental Health Practices
Sensitive, secure intake for therapy and psychiatry
Mental health intake requires a level of sensitivity and clinical depth that generic medical forms cannot provide. Formisoft offers purpose-built intake workflows for therapists, psychiatrists, psychologists, and counselors that collect comprehensive psychosocial history, presenting concerns, and validated screening assessments — all in a private, secure digital environment that puts patients at ease.
Our mental health forms include clinically validated screening instruments such as the PHQ-9 for depression, GAD-7 for anxiety, PCL-5 for PTSD, and the Columbia Suicide Severity Rating Scale. These screenings are automatically scored upon submission, giving clinicians baseline severity measures before the first session. Intake questionnaires cover medication history, previous treatment, substance use history, family mental health history, and current stressors with thoughtful, non-stigmatizing language.
Privacy is paramount in behavioral health. Formisoft provides 42 CFR Part 2 compliant handling for substance use information, granular consent management for release of records, and encrypted storage that meets the highest standards for protected health information. Telehealth consent forms and practice policies can be bundled into the intake workflow so patients complete everything in one seamless experience before their first appointment.
How it works
Schedule and Send
When a new client books their first session, Formisoft automatically sends a secure link to the intake packet including history forms, consent documents, and screening assessments.
Complete in a Private Setting
Clients fill out sensitive mental health history, presenting concerns, and validated screenings like PHQ-9 and GAD-7 from the privacy of their own home.
Automatic Scoring and Alerts
Validated screening tools are scored automatically. High-severity scores or safety concerns are flagged for immediate clinician review.
Review Before the Session
Clinicians review completed intake materials, screening scores, and consent documents before the first session, enabling a more focused and productive initial meeting.
Key features
Everything you need for patient intake for mental health practices, built into the platform.
Validated Screening Tools
Built-in PHQ-9, GAD-7, PCL-5, and other clinically validated assessments with automatic scoring and severity classification.
Psychosocial History Forms
Comprehensive intake covering trauma history, family dynamics, substance use, previous treatment, and current stressors with sensitive, non-stigmatizing language.
Informed Consent Management
Digital consent forms for treatment, telehealth, practice policies, and release of information — all signed electronically with audit trails.
Safety Screening Alerts
Automatic flagging of responses indicating suicidal ideation, self-harm, or acute safety concerns so clinicians can intervene promptly.
Telehealth Integration
Include telehealth consent and technology requirements in your intake workflow for virtual therapy practices.
42 CFR Part 2 Compliance
Substance use disorder information is handled with the heightened privacy protections required by federal regulations.
Progress Tracking
Re-administer screening tools at follow-up visits to track symptom changes and treatment effectiveness over time.
Automated Reminders
Send automated email and SMS reminders to patients who haven't completed their intake forms.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Are the PHQ-9 and GAD-7 screenings automatically scored?
Yes. When a client submits a screening, Formisoft automatically calculates the total score and classifies severity (minimal, mild, moderate, moderately severe, severe). Scores are highlighted in the clinician's review dashboard.
Can I customize the intake questions for my therapeutic approach?
Absolutely. Our mental health templates are fully customizable. CBT practitioners might add thought-pattern questions, while psychodynamic therapists can include early childhood history sections. You can add, remove, or reorder any question.
How does Formisoft handle substance use information privacy?
Formisoft supports the heightened privacy requirements of 42 CFR Part 2 for substance use disorder records. Consent for release of this information is managed separately, and access controls ensure only authorized staff can view sensitive substance use data.
Can clients complete intake forms on their phone?
Yes. All Formisoft forms are fully responsive and optimized for mobile devices. Clients receive a secure link via text or email and can complete their entire intake packet from their smartphone, tablet, or computer.
Does Formisoft support telehealth consent forms?
Yes. Telehealth consent templates are included and cover informed consent for virtual sessions, technology requirements, emergency protocols, and state-specific telehealth regulations.
Related
Mental Health Intake
Sensitive screening with smart conditional logic
Learn moreWorkflowTelehealth Pre-Visit
Intake, payment, and consent before the video call
Learn moreBy SpecialtyPatient Intake for Behavioral Health Practices
Sensitive, secure intake for behavioral health and substance use care
Learn moreBy WorkflowTelehealth Patient Intake
Streamline virtual visit preparation and patient intake
Learn moreBy WorkflowDigital Consent Forms
Collect legally binding e-signatures on every consent form
Learn moreBy WorkflowPatient Screening Questionnaires
Automate clinical screening with validated questionnaires
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.
