Counseling Intake Form

Start every therapy journey with a secure, streamlined intake and consent process.

Give your clients one private form to share their history, current symptoms, goals, and background before their first appointment. This Counseling Intake and Consent template also captures informed consent, privacy acknowledgments, telehealth consent, and treatment policies, so your practice stays compliant and organized.

With this template, you can:

• Gather personal details, medical and mental health history, current concerns, and therapy goals.
• Gather electronic signatures for consent documents and practice policies in a single workflow.
• Include attachments such as insurance cards or previous records for faster verification.
• Send automatic confirmations and reminders to reduce no-shows and follow-up calls.
• Store every submission in a searchable log that supports HIPAA-compliant record keeping.

Whether you are a solo practitioner or part of a group practice, this form streamlines onboarding so you can focus more on care and less on paperwork.