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Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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Starting a relationship with a new psychiatric patient requires gathering comprehensive, sensitive information in a way that feels safe, professional, and efficient. This Psychiatric Practice New Patient Registration Form template is designed specifically for mental health professionals who need to collect medical history, current symptoms, medication details, and risk assessments—all before the first appointment.
For psychiatrists, psychiatric nurse practitioners, and mental health clinics, gathering accurate intake information is critical to patient safety and treatment planning. This template helps you:
The form includes conditional logic to show follow-up questions only when relevant, making the experience feel personalized rather than overwhelming. Responses flow directly into your practice management system via integrations with your EHR, Google Sheets, or other tools you rely on.
Once a patient submits their registration, you can use Stepper (stepper.io) to automatically trigger your intake workflow: send a confirmation email with pre-appointment instructions, notify your clinical team, create a patient file in your practice management system, and schedule follow-up tasks for chart review. This means less administrative work and more time focused on patient care.
Whether you're a solo practitioner, group practice, or outpatient mental health clinic, this template gives you a HIPAA-compliant starting point for professional psychiatric patient registration that prioritizes both thoroughness and patient experience.