TheraPlatform offers a built-in library of intake forms, which you can electronically send to your clients and your clients can compete them at their own convenience via our secure client portal. Completed by clients forms will be automatically saved under their charts. We also allow you to set up reminders for clients to fill them out in a timely manner.
In addition to our built-in intake forms, you can build your own intake forms from scratch to meet your needs. You can also modify/edit our intake forms. To learn how to modify our intake forms, refer to this article.
Note: TheraPlatform also offers a demographic form. To learn how to request demographic information from clients, refer to this article.
TIP: Watch our built-in video tutorials (log in to your platform) under the orange button Watch video tutorials, titled "How to set up intake forms" (under Set-up section) and "How to request demographic information from clients", "How to send intake and consent forms to clients" (under Documentation section).
Here are directions on how to create your own intake forms from scratch:
Step 1: Click on Settings.
Step 2: Click on Forms.
Step 3: Click on Intake.
Step 4: Click on Add Form.
Step 5: A pop-up box with a toolbar will open.
Step 6: Enter the name of your new intake form in the From Title box.
Step 7: If you want this new form to be available for you (administrator) and your therapists to send to clients, make sure that the switch Enabled is on.
Step 8: Using our toolbar, add fields with your questions or statements.
Text Box: This will allow you to write your question or statement and your client will be able to provide a short answer with a sentence or two.
Numeric Options: This will allow you to add numbers.
Options: This will allow you to ask your question (or state) and add multiple options but your client will be only able to select ONE of the options. To add multiple options to your statement or question, click on edit.
Multiple options: This will allow you to ask your questions (or state) and add multiple options and your client will be able to select MORE than one of the options. To add multiple options to your statement or question, click on edit.
Paragraph: This will allow you to ask your question (or state) and your client will be able to provide a paragraph long answer.
Yes/No: This will allow you to ask your yes/no questions and your client will be able to either select yes or no.
Date: This will allow you to write your statement or question and calendar will be inserted to your new intake form. Your client will be able to mark the date on the calendar on your intake form.
Date and Time: This will allow you to write your statement or question and calendar with time will be inserted to your new intake form. Your client will be able to mark time and the date on the calendar on your intake form.
Header: This will allow you to insert header to your new intake form.
Signature: This will add a signature field and one can draw signature in it.
Table: This will add a table and you can specify how many columns.
Step 9: After you add your fields and questions/statements, click on Save Changes.
Step 10: To preview your intake form and see how your clients will see it, click on Preview before you close the builder.
Step 11: To delete a field or your questions from the intake form, click on Remove.
Step 12: To move the order of your question or field on your intake form, left-click on the field you wish to move and drag it to the new position.
Step 13: Click on Save Changes.
To add footers to your Intake forms follow these steps:
Step 1: Click on Settings < Notes< Settings
Step 2: Follow directions on the screen and enter footers in the fields needed.
Step 3: Click on Save changes.
Customize Your Template Footers
To learn how to add a footer to your templates, visit: How to Add Footer to Note Templates, Intake and Consent Forms for a step-by-step guide that walks you through adding patient or physician details to your notes and forms quickly and easily.
Related Articles:
How to edit our note templates
How to build note templates from scratch
How to request demographic information from clients
How to Add Footer to Note Templates, Intake and Consent Forms
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