Sensitive screening with smart conditional logic
Mental health intake requires sensitivity and depth. This workflow uses Formisoft's conditional logic to guide patients through validated screening instruments (PHQ-9 for depression, GAD-7 for anxiety), detailed medical and medication history, consent and confidentiality agreements, and emergency contact information. The form adapts based on responses, showing follow-up questions only when clinically relevant, so patients aren't overwhelmed by irrelevant fields.
At a glance
5
Steps
SMS + email
Outreach
HIPAA
Aligned
Screening questionnaires are presented → Medical history and medications → Consent and confidentiality agreements → Emergency contact and safety information → Provider reviews the complete intake
5 steps from first patient touch to staff handoff, what patients see, and what happens without another round of phone calls.
Step 1
PHQ-9 and GAD-7 validated instruments are embedded as form fields with automatic scoring. Conditional logic shows follow-up questions based on severity.
Conditional logic · Healthcare field types · Multi-page forms
Step 2
Patients enter their medical history, current medications, allergies, and prior treatment history. Repeatable field groups allow listing multiple items.
Custom fields · Medical history fields
Step 3
HIPAA notice of privacy practices, informed consent for treatment, and telehealth consent (if applicable) are presented with e-signature capture.
E-signatures · Consent forms · PDF generation
Step 4
Emergency contact details and safety-related questions are collected. Conditional logic adapts based on screening scores to include safety planning when appropriate.
Conditional logic · Required fields
Step 5
The provider reviews all responses, screening scores, and signed documents in one place. Patient record is created and ready for the first session.
Submission review · Auto patient creation · Document management
Turn this playbook on in Formisoft Flow — no developers required.
