Workflow
Digital Intake Forms for Therapy Practices
Which forms to digitize first and why portal delivery keeps PHI out of personal inboxes.
Published June 3, 2026 · 4 min read
Digital intake for therapy practices cuts waiting-room clipboard time and gives clinicians context before the first session.
What to digitize first
- Informed consent and privacy notices
- Demographics and emergency contact
- Insurance card capture where applicable
- Release of information and telehealth consent
- Standardized screeners (PHQ-9, GAD-7) when appropriate
Send through the portal, not email
Portal delivery keeps PHI in your BAA-covered system. Staff should see completion status on the schedule, not chase PDFs in inboxes.
Ready to simplify your practice?
Calendar, notes, billing, payroll, and client portal — in one workspace.
No card required to sign up. Your trial begins when you complete clinic activation; fixed platform billing starts when your agreement says so. Usage meters (video, SMS, AI) apply only when those features are used.