Telehealth Mental Health Intake Form

Streamline Your Telehealth Mental Health Practice with Paperform

The shift to virtual care has transformed how mental health professionals connect with clients. Whether you're a therapist, counselor, psychologist, or psychiatrist offering teletherapy services, this Telehealth Mental Health Intake Form is designed to help you gather essential client information, confirm technology readiness, establish crisis protocols, and obtain informed consent—all before your first virtual session.

Why This Template Works for Mental Health Professionals

This form addresses the unique requirements of providing mental health services remotely. It collects clinical history, current symptoms, medication information, and emergency contacts while also confirming that clients have the necessary technology and internet connectivity for successful virtual sessions. The integrated informed consent section covers telehealth-specific considerations including privacy, confidentiality limitations, and what to do in crisis situations.

Mental health practitioners, group practices, and telehealth platforms use forms like this to ensure compliance, establish clear boundaries, and create a professional onboarding experience that builds trust from the very first interaction.

Automate Your Intake Workflow

Once a client submits this form, you can use Stepper to automatically route information to your practice management system, send appointment confirmations, trigger onboarding emails with session links, or alert your clinical team when crisis risk factors are identified. This means less administrative work and more time focused on providing quality care.

For practices that require signed consent documentation, you can connect this form to Papersign to automatically generate consent agreements based on submission data and send them for secure eSignature—keeping your entire client file organized and compliant.

Designed for Healthcare Providers Who Care About Experience

Paperform is trusted by therapists, counselors, and mental health organizations who need HIPAA-aware workflows (via BAA on Enterprise plans), professional branding, and seamless integrations with scheduling tools, EHR systems, and payment processors. This template strikes the right balance between thoroughness and approachability, creating a welcoming digital front door to your practice.

Whether you're a solo practitioner expanding to teletherapy or a multi-provider clinic scaling virtual services, this form gives you a strong foundation for compliant, compassionate care delivery.