Confidential Digital Intake for Mental Health and Counseling Practices
Collect presenting concerns, history, and consent through secure forms, so the first session starts with the work and not the paperwork.
Clients arrive early to fill out long intake packets in the waiting room. The forms are sensitive, the handwriting is hard to read, and re-keying it all takes time your practice does not have.
Free plan available · No credit card required · 14-day trial on paid plans
Built for Independent Therapists and Group Practices
- Plans that start at $99 per month, sized for a solo therapist or a small group, not a hospital system.
- No contracts and no hidden fees. Cancel anytime, and your client records stay yours.
- HIPAA-compliant from the first form, with encryption built in rather than bolted on.
Save time on every patient visit
Digital intake eliminates manual data entry, reduces errors, and lets your staff focus on patient care.
12+
Staff hours saved per month
8 min
Average patient completion time
No more incomplete history or unreadable handwriting on sensitive forms
Review presenting concerns and history before the first session begins
Built for Counseling Practice Intake
Pre-built fields designed for the specific needs of your counseling practice practice.
Presenting Concerns
What brings the client in and what they hope to work on
Mental Health History
Past diagnoses, treatment, and hospitalizations
Current Medications
Medications and prescribing provider
Safety Screening
Brief screening for risk to self or others
Informed Consent
Consent to treatment with a digital signature
Telehealth Consent
Agreement for video sessions where offered
Up and running in minutes
Three simple steps to digitize your counseling practice patient intake.
Create Your Form
Use the drag-and-drop builder with pre-built counseling practice sections. Add specialty-specific fields and customize everything to match your practice.
Share With Patients
Send patients a simple link before their appointment. They complete forms on any device - no app, no login. Auto-save protects their progress.
Review Submissions
View completed intake forms in your admin dashboard. Search, filter, and mark as reviewed - all before the patient arrives.
Everything your counseling practice practice needs
Purpose-built features for modern counseling practice patient intake.
HIPAA-Compliant by Design
AES-256 encryption, field-level encryption for sensitive answers, and full audit logging. Built for protected health information from day one.
Sensitive Intake, Handled Privately
Clients answer difficult questions at home, in their own time, instead of in a busy waiting room.
Consent and Telehealth Agreements
Collect informed consent and telehealth agreements with a signature before the first session.
Mobile-First Forms
Clients complete intake on any device in a few minutes. No app to download, just a secure link.
Frequently asked questions
Common questions about PatientForms.io for counseling practice practices.
Still have questions? Reach out to our team
Ready to modernize your counseling practice intake?
Join hundreds of independent practices that have eliminated paper intake forms. Start free - upgrade when you're ready.
- Free plan available - no credit card required
- HIPAA-compliant from day one
- Set up your first form in minutes