Psychology Intake Form Template
Gather the background your clinicians need before the first session. Capture presenting concerns, mental health history, and consent to treatment in a secure, structured form.
The intake process sets the tone for a therapeutic relationship. A well-designed psychology intake form asks the right questions in the right order — establishing rapport through clear, compassionate language while collecting the clinical information practitioners need to plan effective care from session one.
This template covers presenting concerns, previous therapy history, current medications, family history, substance use, and emergency contact details. A consent to treatment section explains your practice's policies and collects the client's agreement before their first appointment. Conditional logic surfaces follow-up questions only when clinically relevant, keeping the form from feeling overwhelming.
Private practices, community mental health centers, and telehealth providers use this form as part of their onboarding workflow. Send it ahead of the first appointment so practitioners can review it in advance. Responses are stored securely and can integrate with practice management software to keep client records complete.
Typeform encrypts data in transit and at rest. Use access controls to restrict who can view intake responses within your workspace.
Yes — send the link via email or your scheduling system. Clinicians can review responses before the session begins.
Yes — add a statement field with your practice's consent language and a signature or checkbox field for the client's agreement.
Add a guardian consent section that appears when the client's age indicates they're under 18. Collect the guardian's details and signature separately.
Typeform integrates with a wide range of tools. Use Zapier to push responses into your EHR or practice management system automatically.
Get inspired by relevant templates and categories
3200+ Templates, 300+ Integrations
Bank Reference Form
A reference request faxed to a bank branch and left sitting in a queue for weeks isn't the kind of turnaround a landlord or business can wait on. Collect the applicant's signed authorization and the specific details you need confirmed before the request even reaches the bank, so a decision isn't stuck behind a letter that hasn't come back yet.
View template
Personal Trainer Intake Form
A PAR-Q filled out in the lobby five minutes before a first session isn't intake, it's a formality nobody has time to read closely. Collect health history, injury information, and fitness goals before the first session, so your trainer isn't building a program blind.
View template
X-Ray Release Form
A phone call asking to send X-rays to a new provider isn't an authorization your compliance file can rely on. Collect patient information, the receiving provider's details, and a signed authorization before the images go out, so your front desk isn't scrambling to prove who approved a release.
View template
Pedicure Consultation Form
An intake card filled out on a clipboard while a client's feet are already in the soak isn't a consultation, it's a formality nobody reads closely. Collect foot health disclosures, allergy information, and service preferences before the technician picks up a tool, so nobody discovers a health condition mid-service.
View template
Bar Inventory Form
A bottle count eyeballed at the end of a shift and scrawled on a paper sheet doesn't hold up against a pour cost report that says something doesn't add up. Collect what your bar actually needs, item, count, and variance, on a schedule you can actually compare week to week.
View template
Equipment Inventory Form
Equipment that leaves a storage room in someone's arms, with no note about where it went, doesn't show up again until someone needs it and can't find it. Collect what your team actually needs, item details, condition, and who's got it, every time something moves.
View template
With Typeform, you can customize everything
Change text, colors, and even logos to match the look and feel of your brand. Then embed forms smoothly onto web and email.
Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.
Stay efficient by connecting forms to your workflow. Typeform integrates with 300+ tools including Slack, Zapier, and HubSpot.
