Streamline Your Group Therapy Intake Process

Group therapy offers powerful peer support and shared learning experiences, but finding the right fit between clients and groups is essential to therapeutic success. This Group Therapy Pre-Screening Intake Form helps mental health professionals, therapists, and counseling practices efficiently assess whether potential participants are well-suited for specific group therapy programs.

Built for Mental Health Professionals

Whether you're running support groups for anxiety, depression, trauma recovery, substance abuse, or life transitions, this intake template captures all the critical information you need upfront. The form guides clients through sharing their therapeutic goals, mental health history, current challenges, and expectations—helping you make informed placement decisions before the first session.

The template includes a built-in confidentiality agreement section, ensuring clients understand group therapy boundaries and privacy expectations from the start. You'll also gather scheduling availability to match clients with groups that fit their calendars, reducing no-shows and scheduling conflicts.

Assess Group Fit with Confidence

Beyond basic intake information, this form includes targeted questions to evaluate interpersonal comfort levels, communication preferences, and readiness for group work. These insights help you identify potential conflicts, ensure appropriate group composition, and create safe, supportive therapeutic environments where all members can thrive.

The form seamlessly integrates with Paperform's conditional logic, so you can tailor follow-up questions based on specific responses—such as asking about trauma history only when relevant, or diving deeper into substance use concerns when indicated. This creates a more personalized, sensitive intake experience for clients while giving you comprehensive clinical information.

Automate Your Therapy Workflows

Connect this form to your practice management system, EHR, or CRM using Stepper to automatically create client records, schedule follow-up assessments, and trigger intake interviews. You can route submissions to different therapists based on group specialty, send personalized welcome packets, and keep your team aligned—all without manual data entry.

Paperform's SOC 2 Type II compliance and robust security features protect sensitive mental health information, giving you and your clients peace of mind. While Paperform is not HIPAA compliant, it provides enterprise-grade security suitable for initial intake and screening workflows in many counseling contexts.

Transform your group therapy intake process from paperwork overload to streamlined, client-centered assessment. With this template, you'll spend less time on administrative tasks and more time doing what you do best—facilitating healing and connection.