Build reusable forms for your practice, send them to clients or share a public form link. Keep the form, its responses and any intake review easy to find.
Arrange questions, information blocks and signatures in the form builder. Use conditional questions when the next answer depends on the previous one, map supported fields to client details, and preview the form before saving it.
Switch to Preview to check the questions, instructions and order before you save and share. Make the request clear while you are still building it, then send the form to a client or copy a public form's share link.
Each form has a response history; client-assigned forms also show who has not yet answered. For incoming public submissions, use the cross-form filing queue to open answers individually and review the details prepared for a new client record before deciding what to do next.
Open that form's response view. Client-assigned forms show the recipients and their completion status, including people who have not answered. Public forms show received submissions, with each response available for individual review.
No. The public-form filing queue gives your team a review step. You can read the answers and inspect mapped details before creating a new client. Do not assume public submissions have been identity-verified or automatically merged into an existing record.
No. Custom forms collect your practice's own intake, consent and information requests. The separate psychology assessment library contains 180+ supported instruments, free to use, with assessment-specific delivery and results workflows.
Explore Forms & Assessments in the context of your whole practice.
