Psychiatry Medication Management Intake Form

Streamline Your Psychiatry Practice with a Professional Medication Management Intake Form

If you're a psychiatrist, psychiatric nurse practitioner, or mental health clinic administrator, gathering accurate medication histories and treatment preferences from new patients is critical—but it doesn't have to mean stacks of paperwork or messy PDFs sent back and forth over email.

This Psychiatry Medication Management Intake Form template is designed specifically for behavioral health practices that need to collect detailed psychiatric medication information, side effect profiles, substance use history, and patient preferences before the first appointment. Built with Paperform, it replaces paper forms with a secure, professional online experience that works seamlessly on any device.

Why mental health professionals choose Paperform

Paperform's doc-style editor lets you create intake forms that feel clear, compassionate and on-brand—not like a generic survey tool. You can mix headings, instructions, and questions in any order, add your practice logo and colors, and use conditional logic to show follow-up questions only when relevant (for example, asking about side effects only if a patient is currently taking medication).

Because patient privacy is paramount, Paperform is SOC 2 Type II compliant and GDPR-ready, with data residency controls and secure submission handling. While Paperform is not HIPAA compliant, many practices use it for pre-appointment intake and non-PHI workflows, then transfer clinical details into their EHR during the visit.

From intake to workflow automation

Once a patient submits their form, you can use Stepper (stepper.io)—Paperform's AI-native workflow builder—to automate what happens next. Route new intakes to the right provider, send confirmation emails with pre-appointment instructions, flag urgent responses (like active suicidal ideation or high-risk substance use), and sync key details into your practice management system or scheduling tool—all without manual data entry.

This means your clinical and administrative teams spend less time chasing down incomplete forms and more time focused on patient care.

Built for psychiatry, trusted by healthcare providers worldwide

Whether you're a solo practitioner, group practice, or community mental health center, this template gives you a professional starting point that covers:

• Current psychiatric medications (name, dosage, duration, prescriber)
• Side effects and medication concerns
• Previous psychiatric medications and why they were discontinued
• Substance use history (alcohol, cannabis, tobacco, other substances)
• Treatment goals and patient preferences (therapy, medication, frequency)
• Emergency contact and pharmacy information

You can customize every question to match your clinical workflow, add your practice policies, and embed the form directly on your website or send it as a secure link before the first appointment.

With over 500,000 teams worldwide trusting Paperform for professional forms, you can confidently move your psychiatric intake online and deliver a better experience for both your patients and your practice.