Custom Form Builder for Mental Health Practices
Create custom intake forms, assessments, and client questionnaires tailored to your practice. Build professional forms with drag-and-drop simplicity, collect responses securely, and integrate seamlessly with client records.
The Challenge of Generic Intake Forms
Every mental health practice is unique, with different specialties, treatment modalities, and client populations. Yet most therapists are stuck with generic, one-size-fits-all intake forms that don't capture the specific information they need. This leads to incomplete client histories, repeated questions during sessions, and wasted time gathering essential information.
Generic Forms
Don't capture practice-specific needs
Wasted Time
Re-asking questions during sessions
Custom Forms
Tailored to your unique practice
Everything You Need to Build Custom Forms
A powerful, intuitive form builder designed specifically for mental health professionals to create personalized intake forms and assessments.
Drag-and-Drop Builder - No Coding Required
Build professional intake forms with an intuitive drag-and-drop interface. Add text fields, multiple choice questions, rating scales,checkboxes, and more. Customize everything from field labels to validation rules—no technical skills required.
Intuitive drag-and-drop interface for creating custom therapy intake forms and assessments
Multiple field types: short text, long text, dropdowns, checkboxes, radio buttons, rating scales, and date pickers
Conditional logic: Show or hide questions based on previous answers for personalized client experiences
Field validation: Ensure required fields are completed and responses meet your criteria
Reorder questions easily with drag-and-drop functionality to optimize form flow
Template Library - Start with Best Practices
Choose from a library of professionally designed templates for common mental health specialties. Start with proven intake forms for anxiety therapy, couples counseling,child therapy, and more, then customize them to match your unique approach.
Pre-built intake form templates for common therapy modalities: CBT, DBT, trauma therapy, couples counseling, and more
Specialty-specific forms for child therapy, addiction counseling, eating disorders, and PTSD treatment
Standard assessment templates: PHQ-9, GAD-7, mental status exam, and suicide risk assessment
Customize any template to match your practice philosophy and treatment approach
Save your custom forms as templates for future use across your practice
Secure Form Sharing - Send to Clients Instantly
Share intake forms with clients via secure, unique links that can be completed from any device. Send forms before the first session to gather essential information, or during treatment to track progress. All responses are encrypted and HIPAA-compliant.
Generate secure, unique links for each client to complete forms before their first session
Mobile-responsive forms that clients can complete on any device - phone, tablet, or computer
Email forms directly to clients or share links via your booking system
Track form completion status: sent, in progress, completed, reviewed
HIPAA-compliant form submission with end-to-end encryption for all client responses
Automatic Integration - Seamless Client Records
Form responses automatically populate client records, eliminating manual data entry. All intake information, assessment scores, and client-provided details flow directly intoclinical documentation, accessible alongside session notes and treatment plans.
Automatic integration of form responses into client records and clinical documentation
Zero manual data entry - All client information flows directly from forms to client profiles
View completed forms alongside session notes, treatment plans, and client history
Extract key data points: diagnosis history, medications, emergency contacts, insurance information
Generate pre-session summaries highlighting critical information from intake forms
Smart Forms - AI-Powered Suggestions
Leverage AI-powered suggestions to build comprehensive intake forms faster. Get intelligent recommendations for relevant questions based on your specialty,best-practice field options, and common follow-up questions to ensure you gather all necessary information.
AI-powered question suggestions based on your therapy specialty and treatment modality
Smart field recommendations: Common response options for presenting concerns, symptoms, and history
Suggested follow-up questions based on conditional logic and clinical best practices
Automatic detection of missing critical fields: contact info, emergency contacts, insurance details
Optimize form length and completion rates with AI analysis of question flow and structure
Multi-Purpose Forms - Beyond Intake
Use the form builder for progress assessments, session feedback,outcome measures, and homework assignments. Create forms for any purpose—intake, mid-treatment check-ins, discharge planning, or client satisfaction surveys.
Create intake forms, progress assessments, outcome measures, and client satisfaction surveys
Build session feedback forms to gather client perspectives after each appointment
Design homework assignment forms for CBT exercises, journaling prompts, or skill practice tracking
Develop discharge planning forms to ensure smooth transitions and continuity of care
Track progress over time with periodic assessment forms using standardized scales
Complete Form Management Solution
Version control: Track form changes, revert to previous versions, and maintain audit trails of all modifications
Team collaboration: Share form templates across your practice and maintain consistent intake processes
Analytics dashboard: Track form completion rates, average completion time, and drop-off points
Export capabilities: Download form responses as PDF or CSV for external reporting and analysis
Multi-language support: Create forms in multiple languages to serve diverse client populations
Unlimited forms: Create as many custom forms as you need with no limits on questions or responses