Cognitive Behavioral Therapy Intake Form

Starting cognitive behavioral therapy is an important step toward better mental health. This Cognitive Behavioral Therapy Intake Form helps mental health professionals gather essential background information, screen for depression and anxiety symptoms, and work with clients to establish meaningful therapy goals—all in one streamlined process.

Whether you're a private practice therapist, mental health clinic, counseling center, or telehealth provider, this CBT intake form template creates a professional first impression while collecting the clinical data you need to provide effective, personalized care. The form includes standardized screening tools, therapy history questions, and space for clients to articulate their goals and concerns in their own words.

Built with Paperform, this template is fully customizable to match your practice's brand and clinical approach. Use conditional logic to show follow-up questions based on screening responses, embed the form on your website or share it via secure link, and automatically send submissions to your EHR, practice management software, or Google Sheets. With Papersign integration, you can turn intake responses into consent forms and treatment agreements that clients can sign digitally, keeping all documentation linked and organized.

For practices managing multiple therapists or locations, Stepper workflows can route new intakes to the right clinician, trigger welcome emails, schedule initial appointments, and update your CRM—so your team can focus on care, not admin tasks.

This template is ideal for licensed therapists, psychologists, counselors, social workers, and mental health clinics offering cognitive behavioral therapy and related evidence-based treatments.