Mental Health Screening Form

Mental health screening in primary care settings is essential for early identification and intervention. This Mental Health Screening Form provides a structured, evidence-based approach to assessing depression and anxiety symptoms using validated clinical tools—the PHQ-9 (Patient Health Questionnaire-9) and GAD-7 (Generalized Anxiety Disorder-7) scales.

Designed specifically for physicians, nurse practitioners, medical assistants, and healthcare administrators, this template streamlines the screening process while ensuring patient safety through integrated crisis intervention protocols. The form automatically identifies high-risk responses and provides clear pathways for immediate action when patients indicate thoughts of self-harm or suicide.

Why Primary Care Offices Need This Form

Primary care providers are often the first point of contact for patients experiencing mental health challenges. Regular screening helps:

• Identify depression and anxiety early before conditions worsen
• Document baseline mental health status for ongoing patient care
• Meet quality metrics for integrated behavioral health screening
• Facilitate appropriate referrals to mental health specialists
• Provide quantifiable data for tracking patient progress over time

Key Features

This mental health screening form includes:

• Patient demographics and consent for screening and treatment
• PHQ-9 Depression Scale with automatic scoring for severity assessment
• GAD-7 Anxiety Scale with severity level calculation
• Crisis assessment questions that flag suicidal ideation or self-harm
• Substance use screening to identify co-occurring issues
• Previous mental health treatment history
• Referral and follow-up planning based on screening results

The conditional logic built into this form ensures that high-risk responses trigger additional safety questions and alert clinical staff to take immediate action. This protocol-driven approach supports your duty of care while maintaining a compassionate, patient-centered experience.

Streamline With Paperform + Stepper

Use Paperform to collect screening responses digitally in your waiting room or via patient portal, eliminating paper forms and manual data entry. Responses sync automatically to your EHR or practice management system.

Enhance your workflow with Stepper to automate follow-up actions: when a patient scores above clinical thresholds, automatically create tasks for your care team, send referral information to behavioral health specialists, schedule follow-up appointments, and trigger care coordination workflows—all without manual intervention.

This integrated approach helps busy primary care practices deliver comprehensive mental health screening efficiently, ensuring no patient falls through the cracks while maintaining compliance with behavioral health integration standards.