Couples Therapy Intake and Scheduling Form

Finding the right couples therapist and getting started with therapy shouldn't add more stress to an already challenging time in your relationship. This Couples Therapy Intake and Scheduling Form template helps mental health professionals gather all the essential information they need before the first session—allowing therapists to understand the couple's situation, prepare appropriately, and hit the ground running.

This template is designed for therapists, counselors, psychologists, and mental health practices who work with couples and want to create a welcoming, thorough intake experience. Rather than juggling phone calls, emails, and paper forms, you can collect relationship history, individual backgrounds, insurance details, and scheduling preferences all in one organized, HIPAA-friendly flow.

The form includes a relationship assessment section that captures how long the couple has been together, what brought them to therapy, current challenges, and what they hope to achieve. It collects individual background information from both partners—including mental health history, previous therapy experience, and current medications—so the therapist can understand each person's context. Insurance coordination fields make it easy to verify coverage and handle billing, while session format preferences (in-person, telehealth, or hybrid) ensure you're set up for success from day one.

With Paperform's conditional logic, you can show or hide fields based on responses—for example, only asking about previous couples therapy if they indicate they've tried it before, or collecting different information for in-person versus telehealth preferences. The professional design options let you create a form that feels calm, private, and aligned with your practice's brand, helping couples feel comfortable sharing sensitive information.

Once the form is submitted, you can use Stepper (stepper.io) to automatically add the couple to your practice management system, send appointment confirmation emails, create calendar events, and trigger your intake review workflow. You can also use Papersign (papersign.com) to seamlessly send consent forms, treatment agreements, and privacy policies for eSignature right after the intake is complete, keeping all documentation connected and compliant.

This template is ideal for private practices, group therapy practices, community mental health centers, and relationship counselors who want to reduce administrative burden while creating a thoughtful, client-centered first impression that sets the tone for the therapeutic relationship ahead.