Mental Health Intake
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.
How it works — 5 steps
Screening questionnaires are presented
PHQ-9 and GAD-7 validated instruments are embedded as form fields with automatic scoring. Conditional logic shows follow-up questions based on severity.
Medical history and medications
Patients enter their medical history, current medications, allergies, and prior treatment history. Repeatable field groups allow listing multiple items.
Consent and confidentiality agreements
HIPAA notice of privacy practices, informed consent for treatment, and telehealth consent (if applicable) are presented with e-signature capture.
Emergency contact and safety information
Emergency contact details and safety-related questions are collected. Conditional logic adapts based on screening scores to include safety planning when appropriate.
Provider reviews the complete intake
The provider reviews all responses, screening scores, and signed documents in one place. Patient record is created and ready for the first session.
Features used in this workflow
Expected results
Ideal for
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