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Counseling Intake Form Template

Easily send and receive your counseling intake forms online. Send patients your online intake form to fill out on their phone, tablet, or computer. Patients securely sign and submit completed counseling intake forms directly to your account online. Track the progress of new client counseling intake forms, send automated reminders, and receive completed forms online.
Setup a Counseling Intake Form
Counseling Intake Form

Counseling Intake Form Template

Give clients the freedom to complete counseling intake forms with any device, anywhere. Streamline the way you collect signatures and consent forms by setting up your counseling intake form online. 

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What is included in the Counseling Intake Form Template?

01Patient Information

Your counseling intake form will require the patient’s information, which will include; the patient’s name, phone number, address, email address, date of birth, NHS number, and other identifiable information that is relevant. 

02Health History

Health history will collect important information and give you all you’ll need to correctly assess your patients based on their personal health history, as well as the history of any family members. 

03Questionnaires

Our questionnaire templates make it easy for you to get all the other information you need from your patients regarding specific diagnostic tests. Included in this packet template is a GAD-7 patient questionnaire, a self-administered test that can help identify probable cases of Generalized Anxiety Disorder. Also in the packet is the PHQ-9 patient health questionnaire which will help you assess your patients for possible depression. 

04Privacy Practices and Consent Forms

This Counseling Intake Form Template packet has included a notice of privacy practices as well as an informed consent form. Cover all of your bases in one simple location!

05Mobile-Friendly Forms

Easily build fully-responsive medical forms online that allow your patients to sign and submit on any device, anywhere, at any time.

06Save And Continue Later

Allow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time.

07Secure Electronic Signatures

Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer.

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Setup secure online forms. Streamline your process of collecting information.
HIPAA Compliant Electronic Signatures

Electronic Signatures

Easily collect electronic signatures from customers, clients, and patients. Anyone can digitally sign from their phone, tablet, or computer.

HIPAA Compliant File Upload

File Attachment Upload

With file upload fields, your customers, clients, or patients can easily upload documents, pictures, and other items with their online form.

Mobile Friendly Forms

Mobile-Friendly Forms

Build fully-responsive online forms that allow your customers, clients, and patients to sign and submit on any device, anywhere, at any time.

HIPAA Compliant Tablet Forms

Forms on iPads or Tablets

Give customers, clients, or patients the option to sign and complete online forms with an iPad or tablet. Online forms work on all tablets, regardless of operating system.

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    Not having an online custom form to offer patients was a huge struggle. FormDr makes paperwork seamless and saves a ton of time and money by allowing us to upload to patients EMR rather than print, fill out, scan, and then attach. That is now a hindrance of the PAST!

    Woodlands Dermatology
    Angela H.
  • “

    Patients can fill out the forms at their leisure, and don’t have to print anything. We’re collecting more completed forms than ever, and patients love not having to do anything when they come to the office for the first time.

    FYZICAL MetroWest
    Lauren A.
  • “

    FormDr allows me to send and receive attractive, professional forms from patients. Very helpful that I can remind patients of their appointment time and check the status of the form.

    Banks Hepatology Institute PC
    Alpha B.
  • “

    Sending a PDF was too time consuming for the patients to do, and it required the additional steps of printing and scanning it into our own systems. FormDr made it easier to get patients to complete the forms by email, and it’s a more secure way to provide info than simply emailing back a completed PDF.

    Reload Therapy
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  • “

    Before FormDr, the most common struggle were our patients taking a long time to complete forms in our office. Now patients are able to be seen faster when forms are completed prior to visit. Very easy service to create forms online!

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    The support is second to none. FormDr has been instrumental in streamlining our intake of new patients.

    Lang Orthodontics
    Eric L.
  • “

    Before, clients weren’t signing our forms before the appointment. FormDr has allowed us to share our documents for client review and signatures. I really appreciate the support, it has been super helpful simplifying our forms!

    Meridian Behavioral Health
    Laura W.

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FormDr gives you everything you need to easily send and receive Secure GPDR compliant forms and documents. We help businesses and practices that:

  • Are having customers, clients, or patients fill out paper forms
  • Are emailing customers a PDF or Word Doc to print out, fill out, scan, and send back
  • Are spending time manually printing and scanning paper forms