Psychology Intake Forms for Your Practice

Collect client history, consent, and preferences with digital intake forms. Send forms online, store responses securely, and keep everything in one practice management system.

Why Digital Intake Forms?

Digital psychology intake forms let new clients complete history, consent, and practice policies before the first session. You get the information in one place, linked to the patient record, without paper or manual data entry. That means less admin, fewer errors, and a smoother start to care. When intake is part of the same platform as session notes and treatment plans, you have a single source of truth for each client.

What to Include in Intake Forms

Typical elements include: presenting concerns and goals; mental health and medical history; current medications; consent for treatment and (if applicable) recording; practice policies (fees, cancellation, confidentiality); and emergency contact. You can tailor the forms to your setting and regulatory requirements. AINuma’s intake forms are designed to integrate with the rest of your workflow so nothing gets lost between systems.

Secure and Compliant

Intake data is sensitive. AINuma stores it with encryption and access controls. You control who sees the data and how long it is kept. We recommend using a clear privacy notice and, where needed, a signed therapy agreement so clients understand how their information is used. When intake is digital and secure, you reduce the risk of lost or mishandled paper forms.

Benefits for Psychologists

Psychologists benefit from less time spent on manual intake, faster onboarding of new clients, and a consistent record that supports risk management and audits. When intake is automated and linked to the rest of your practice management software, you can focus more on the first session and less on paperwork.

Try It in Your Practice

Intake forms are part of AINuma’s full platform for psychologists. You can try them with a free trial alongside AI therapy notes, session recording, and patient management. Start a free trial or view pricing to get started.

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Frequently Asked Questions

Psychology intake forms are questionnaires and forms that new clients complete before or at the start of treatment. They typically cover presenting concerns, history, medications, consent, and practice policies. Digital intake forms let clients fill these out online so you have the information before the first session and can store it in the same system as your clinical notes.

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