Mental Health Therapist Intake and Scheduling Form

Mental health practices need a compassionate, secure way to welcome new clients while gathering essential information before the first session. This mental health therapist intake and scheduling form combines a confidential questionnaire with flexible appointment booking, so you can understand each client's needs and get them scheduled—all in one seamless experience.

Built for therapists, counselors, psychologists and mental health clinics, this template collects contact details, insurance information, presenting concerns, mental health history and session preferences, then lets clients book their first appointment directly. Whether you offer in-person sessions, teletherapy or both, everything flows into one organized submission.

Why Paperform for mental health intake forms?

Paperform is SOC 2 Type II compliant and GDPR ready, giving you the security and privacy controls that mental health practices require. Conditional logic ensures clients only see relevant questions based on their answers, making the intake process feel personal and less overwhelming. You can accept payments or deposits at the time of booking, send custom confirmation emails with session details, and sync submissions directly into your practice management software or CRM.

Connect this form to Stepper to automate follow-up workflows—send intake summaries to your EHR, trigger reminder emails, update your calendar and notify your team when a new client books. With Papersign, you can turn the submission into a consent or treatment agreement and collect a secure eSignature before the first session, keeping everything linked and audit-ready.

Because Paperform's editor works like a document, you can customize every question, add your practice's branding and adjust the tone to match your therapeutic approach. Whether you're a solo practitioner or part of a group practice, this template helps you deliver a warm, professional first impression while staying organized and compliant.

Trusted by counselors, therapists and mental health professionals worldwide, this intake and scheduling form is ready to use, fully customizable and designed to make your client onboarding as smooth and compassionate as the care you provide.