Mental Health Therapy Intake Form

Finding the right mental health support shouldn't feel overwhelming. This Mental Health Therapy Intake Form streamlines the process of connecting clients with appropriate therapy services by gathering essential information in a compassionate, organised way.

Designed for mental health practices, counselling centres, and therapy clinics of all sizes, this template helps you collect presenting concerns, insurance details, therapist preferences, and session format choices—all in one professional, easy-to-complete form. Whether you're a solo practitioner or managing a multi-therapist practice, Paperform makes it simple to customise the intake experience to match your approach and branding.

The form includes conditional logic to show relevant follow-up questions based on client needs, and you can easily add custom fields for specific assessment scales or clinical questions your practice requires. With Paperform's doc-style editor, you can adjust the tone, add reassuring language, and create an intake process that feels supportive from the very first interaction.

Once a client submits their intake form, you can use Stepper (stepper.io) to automatically route the submission to the appropriate therapist based on specialisation, create a new client record in your practice management system, send welcome emails with next steps, and schedule initial consultations—all without manual data entry. This automation means your team can focus on providing care rather than administrative tasks.

Paperform's secure, SOC 2 Type II compliant platform ensures sensitive client information is protected, and with payment integrations built in, you can collect intake fees or session deposits right within the form. The result is a smoother onboarding experience for clients and a more efficient workflow for your practice.