Therapy Intake Forms Built Into Your EHR

Q: Does Upheal have a free client intake form template?

Yes. Upheal offers a free downloadable therapy intake form template available as a Word and PDF file. The platform also includes pre-built digital intake forms you can send directly to clients.

Q: Can I customise intake forms in Upheal?

Yes. Upheal includes a drag-and-drop form builder. You can start from pre-built templates or build your own from scratch.

Q: Is Upheal's intake form HIPAA compliant?

Yes. All forms in Upheal are HIPAA compliant. Client data is collected and stored securely within the platform, and Upheal is SOC 2 Type II certified.

Q: Can I send automated reminders to my clients when forms haven't been completed?

Yes. Upheal sends automated email reminders to clients with incomplete forms so everything is collected before the first session. You can set up packets of multiple forms to send at once.

Q: Can Upheal score PHQ-9 and GAD-7 automatically?

Yes. You get automatic scoring and severity levels for standardized assessments like PHQ-9 and GAD-7, shown as a trend chart in each client's Insights tab, along with an AI-generated read of what changed and why.

Q: Can I fill out a form on behalf of a client?

Yes. During a session, you can open a sent form from the client's chart and complete it yourself. Signature, card fields, and consent forms still require the client to complete them directly.

Q: Can I add my own branding to Upheal forms?

Yes. Your practice name, logo, and brand color appear on the Client Portal and on any form your clients view.

Never build a form from scratch

Start from clinician-created templates for intake, consent, and clinical assessments. Adapt them to your practice, or use them as is.

Upload a PDF and get a working form

Upload a PDF of your existing forms, and Upheal turns it into a native digital form. Provider, practice, and client details fill in automatically. Upheal Assistant can also write a biopsychosocial assessment from an intake PDF your client already completed.
Rich text, links, and formatting make every form feel like yours.

Send a PHQ-9 or GAD-7 and get more than a number back

Every submission is scored automatically and plotted on a chart with severity zones, paired with an AI-generated read that ties the score to what came up in your client's most recent session.
And if a client scores above zero for suicidal ideation, you're flagged immediately.

Send everything at once

Bundle multiple forms into one packet clients complete in a single sitting before their first session.
Automated reminders nudge anyone who hasn't finished, so you don't have to. Upheal Assistant can also flag missing intake forms before the first session.

Fill it out together

When a client can't complete a form beforehand, open it during the session and fill it out together. It opens in a distraction-free view, so nothing else in your Upheal account is visible to the client. Or have Upheal Assistant fill a clinical form from what's already in the chart for you to review.

Brand it like your practice

Add your practice's name, logo, and brand color to your forms. That includes PDFs, consent documents, invoices, and superbills on your end, as well as anything a client views in their portal.

Upheal AI Insights

Understand what's behind your client's PHQ-9 and GAD-7 scores

Your most popular FAQs

What should a therapy intake form include?

A therapy intake form should include the client's contact information, reason for seeking therapy, relevant mental health history, current medications, emergency contact, and consent for treatment. Upheal includes pre-built, clinician-created intake templates covering all of these fields, which you can customise for your practice.

Does Upheal have a free client intake form template?

Yes. Upheal offers a free downloadable therapy intake form template available as a Word and PDF file. The platform also includes pre-built digital intake forms you can send directly to clients.

Can I customise intake forms in Upheal?

Yes. Upheal includes a drag-and-drop form builder. You can start from pre-built templates or build your own from scratch.

Is Upheal's intake form HIPAA compliant?

Yes. All forms in Upheal are HIPAA compliant. Client data is collected and stored securely within the platform, and Upheal is SOC 2 Type II certified.

Can I send automated reminders to my clients when forms haven't been completed?

Yes. Upheal sends automated email reminders to clients with incomplete forms so everything is collected before the first session. You can set up packets of multiple forms to send at once.

Can Upheal score PHQ-9 and GAD-7 automatically?

Yes. You get automatic scoring and severity levels for standardized assessments like PHQ-9 and GAD-7, shown as a trend chart in each client's Insights tab, along with an AI-generated read of what changed and why.

Can I fill out a form on behalf of a client?

Yes. During a session, you can open a sent form from the client's chart and complete it yourself. Signature, card fields, and consent forms still require the client to complete them directly.

Can I add my own branding to Upheal forms?

Yes. Your practice name, logo, and brand color appear on the Client Portal and on any form your clients view.

The complete AI-native EHR for private practice

Intake forms, notes, scheduling, and billing in one platform. Included in our EHR plans.

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100% HIPAA compliant

Unlimited AI notes

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Clients get the forms. You get the data. Nobody chases anyone.