formisoft

Thoughtful intake before the first session.

Clients answer screeners, history, and consent privately at home, so the first session starts with care.

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The form builder editing an intake form

The problem

Long intake packets eat into the first session, and sensitive questions are hard to answer on a clipboard in a waiting room.

The playbook

  1. 01Start from the mental health templateHistory, medications, safety, and emergency contact. Add PHQ-9 and GAD-7 scoring if you use them.
  2. 02Intake goes out when the session is bookedClients get a secure link by email or text.
  3. 03Clients answer at homeFollow-up questions appear only when they apply, and consent is signed on screen.
  4. 04You review before the sessionAnswers and signed consent are on the client's chart.

What you need

Questions

Yes. Map form questions to chart fields so submissions sync into the patient record.

Every signature audit trail includes: the exact timestamp of signing, the signer's IP address, the browser and device used (user agent), a SHA-256 cryptographic hash of the signature image, the signer's name and email, and a verification status indicating whether the hash was confirmed server-side.

Admins and providers can view all patient records. Staff can access records relevant to their duties (scheduling, form management). Patient-level users can only see their own information. All access is logged for HIPAA compliance.

More playbooks

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

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