Forms and Intake Management That Fit Into Your Mental Health Practice Management Workflow
Use intake data to deepen understanding so you can tailor care from the very first session.
Start Strong with Thoughtful Onboarding
Your clients' experience begins long before they walk into a session. When intake is clear, purposeful, and personalized, they feel seen from the start. But when it's clunky or repetitive, it creates distance.
With Mynd's forms and intake management built for mental health practice management, you can gather what you need while laying the groundwork for meaningful connection.
Features That Help You Start Strong
The right forms help clients feel known before the first session even begins.
Drag-and-Drop Form Builder
Design custom forms with fields for anything your practice needs — assessments, consents, or client preferences — no tech skills required.
Patient Intake Automation
Send the right forms at the right time. Once a client books, they automatically receive intake paperwork that connects directly to their record.
Clinical Assessment Tools
Create outcome-based assessments and symptom tracking that keep you informed and clients engaged in their progress.
Secure File Upload and Storage
Clients can submit documents like insurance cards or previous records safely, with everything stored securely in your practice dashboard.
Form Analytics and Completion Tracking
See who's completed which forms and where clients tend to pause. Make refinements based on real completion data.
Mobile-Optimized Forms
Clients can complete everything on their phone, tablet, or computer, from anywhere. No printing or emailing required.
Advanced Features That Make Forms and Intake Management Work Smarter
For practices that want onboarding to feel personal, efficient, and aligned with their clinical flow, these features add another layer of support.
Conditional Logic for Personalization
Forms adjust dynamically based on client responses, reducing unnecessary questions and making the process feel tailored.
Workflow Integration
Automatically assign forms based on client type, service booked, or treatment stage. No manual follow-up needed.
Auto-Populated Records
Once submitted, form data goes straight into the client's profile and becomes part of your clinical workflow.
Version History and Sign-Off
Track edits, collect digital signatures, and finalize with full transparency. Maintain audit-ready records for each form.
Reminders and Follow-Up
If forms aren't completed on time, the system follows up gently but consistently. You're free to focus on the therapeutic process.
How the Forms and Intake Management System Works
Here's how Mynd's forms and intake management system helps you start every client relationship with clarity, confidence, and care:
Create What You Need
Build the exact forms your practice requires using the visual builder, from basic intakes to specialty assessments.
Let the System Send and Track
Once a client books, the system automatically sends the right forms, tracks submissions, and reminds those who haven't completed them.
Collect and Review with Ease
Client submissions go straight into their records. You can review ahead of time and come to session prepared, with no extra coordination.
Stay Connected and Compliant
All data is encrypted, logged, and stored in line with HIPAA regulations, keeping you and your clients secure and aligned.
Create What You Need
Build the exact forms your practice requires using the visual builder, from basic intakes to specialty assessments.
Let the System Send and Track
Once a client books, the system automatically sends the right forms, tracks submissions, and reminds those who haven't completed them.
Collect and Review with Ease
Client submissions go straight into their records. You can review ahead of time and come to session prepared, with no extra coordination.
Stay Connected and Compliant
All data is encrypted, logged, and stored in line with HIPAA regulations, keeping you and your clients secure and aligned.
FAQs
Ready to Begin Every Client Relationship with Clarity?
Let your forms and intake system work behind the scenes so you can focus on building trust from the first session.