Onboarding
Therapy Intake Form Builder for Solo Practices
Build a comprehensive new-client intake form covering demographics, history, presenting concerns, and risk screening.
Demographics
Identifying details and emergency contact.
Presenting concerns & goals
What brought the client in and what they hope to work on.
History
Medical, mental health, family, and substance use history.
Risk screening
Brief assessment of safety. A follow-up suicide-risk assessment is recommended when either risk box is positive.
Ready to share?
Validate the form, then download your intake form PDF.
Intake form preview
Date of birth formatted as —.
Fill out demographics, presenting concerns, goals, and emergency contact to see the formatted intake form.
Founder's Club offer
Related Tools
Explore other therapist calculators
Compare this result with a few adjacent planning tools for pricing, overhead, or private-practice transition decisions.
Assessment Tool
PHQ-9 Auto-Scorer & Tracker
Administer the PHQ-9 depression screening, instantly score responses, and track severity across sessions with a persistent history.
Open toolAssessment Tool
GAD-7 Auto-Scorer & Tracker
Administer the GAD-7 anxiety screening, instantly score responses, and track severity across sessions with a persistent history.
Open toolClinical Documentation
Treatment Plan Goal Builder
Generate measurable SMART treatment plan goals and objectives tailored to a primary diagnosis and presenting concern.
Open toolWhat this intake form builder helps you do
A complete intake sets the tone for treatment. This builder prompts for every section a defensible intake needs — demographics, presenting concerns, goals, history, medications, and a brief risk screen — so nothing important is missed during the first session.
Use it to standardize intake paperwork across the practice, or to draft a printable intake form you can hand to a client. The intake stays in your browser until you copy or print it.
Use it when you need to
- Standardize the intake format your practice uses for every new client.
- Capture demographic, medical, mental health, and family history in one structured pass.
- Run a brief risk screen at intake and document it before treatment begins.
- Convert the finished intake into the first entries of a treatment plan.
FAQ
Questions therapists ask before using this calculator
What sections should a therapy intake form include?
A complete intake covers demographics, presenting concerns, goals for therapy, medical and mental health history, family history, substance use, current medications, and a brief risk screening for self-harm or harm to others.
Can clients fill out the intake form themselves?
This tool is designed for the clinician to capture intake information during the first session. If you want a client-facing online intake form, an EHR like EasyMindCare lets clients complete it in a secure portal before their first appointment.
Is the intake form stored anywhere?
No. This builder runs entirely in your browser, so intake data stays on your device until you print or save it. Move the finished intake into a HIPAA-secure chart as soon as possible.
Why include a risk screening on the intake form?
Asking about suicidal thoughts and self-harm history on intake helps you triage risk from day one. Document a clear risk picture, complete a structured assessment when needed, and have a safety-plan conversation before the first session ends.
How long should a therapy intake take to complete?
Most intakes take 45-60 minutes when reviewed in session. Online pre-intake forms can shorten the in-session portion and give the clinician time to review history before the first appointment.