Client journey
Client journey
From first contact to ongoing assessment—intake, legal agreements, and questionnaires live on the same patient timeline as session documentation.
Digital psychology intake
Send intake forms electronically before the first appointment. Responses are stored securely and linked to the patient—reducing clipboard work in the waiting room.
- Presenting concerns, history, and practice policies in one flow
- Responses available when you open the patient before session one
- Consistent intake across solo and multi-therapist practices
Therapy agreements & digital signature
Manage consent, privacy notices, and treatment contracts with digital signature support—fewer paper stacks and clearer audit trails.
- Templates aligned to your practice policies
- Signed agreements stored on the patient record
Questionnaires and progress tracking
Create custom assessments, distribute to patients, and track responses over time with quantitative and qualitative views.
- Standardized tools for progress monitoring
- Results visible alongside session notes and plans
Intake forms
Digital intake connected to the patient from day one.
Agreements
Consent and treatment contracts with digital signature.
Questionnaires
Custom assessments and longitudinal response tracking.
Deep dives: Intake forms · Agreements · Questionnaires