Therapy Intake Form Template

A therapy intake form collects a new client's background before the first session: presenting concerns, previous treatment history, current medications, and contact preferences. Completing it ahead of time lets the opening session focus on the client rather than paperwork.

Submissions are stored within your private workspace and access-controlled to your account. Clients complete the form knowing responses go only to your practice. Always pair the platform with your jurisdiction's privacy requirements and your own retention policy.

The template asks whether a client has been in therapy before. When they answer yes, a follow-up field invites them to describe what felt helpful or unhelpful, giving the therapist useful continuity context before session one even begins.

Yes. Add fields for insurance details, session frequency preferences, or telehealth consent, and remove anything irrelevant. Conditional logic keeps follow-ups hidden until a client's earlier answer makes them relevant, so the form stays short for everyone.

Most practices send the link immediately after booking, giving clients several days to reflect privately before arriving. Submissions arrive timestamped, so you can confirm intake completion before the appointment and send reminders where needed.

Yes. Responses export to CSV with every field intact, so summaries import into your practice management system or clinical notes workflow. Exports keep all conditional answers attached to the right client record.

Start from this ready-made template and customize it in the drag and drop builder, generate one from a short text description with the AI form builder, or assemble fields yourself on a blank canvas. All three routes produce the same editable structure, so you can add logic, calculations, and branding whenever you need them.

Yes. SharaForms does not charge per form or per response, so this template runs on the free plan with unlimited forms and unlimited submissions. Core features such as conditional logic, calculations, signatures, and all three presentation modes are included at no cost. Paid plans only add optional extras like branding removal and premium integrations.

Every application lands in your SharaForms dashboard the moment it is submitted, with a timestamp and full answer history. You can assign entries to teammates for review, leave internal notes, mark decisions as they happen, and export everything to CSV or Google Sheets whenever you need an offline record of your applicants.