Therapy Intake
Healthcare
Start behavioral-health scheduling with contact, format, timing, and what they want help with — intake, not an assessment.
Therapy waitlists stall when the only fact you have is a first name. This GRTforms template asks for format, timing, and what they want the first conversation to cover. It is scheduling intake — not an assessment, not a diagnosis, and not medical advice.
Who it is for
Group practices, college counseling centers, and solo clinicians who still offer a consult by hand.
When to use it
Use it before you assign a clinician. New Patient Intake is the medical-clinic cousin. Consultation Booking is a generic intro call. Wellness Screening is a population check, not therapy.
What this form collects
Contact identity, format, new-or-returning, time windows, hoped start, a required focus note, and an optional referral file.
- Group-practice “request a therapist” page
- College counseling first contact
- Community clinic behavioral-health desk
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Therapy Intake
Frequently asked questions
Is this a clinical assessment?
No. The first session is still the assessment. This form only helps you offer a time and a fitting clinician.
Should I ask about crisis or safety here?
If you do, put emergency instructions in the page intro and have a human read submissions quickly. A form is not a crisis line and is not medical advice.
Can I ask about insurance or sliding scale?
Add a coverage radio after you clone the template. Do not add a payment field — GRTforms templates in this catalog do not take cards.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
New Patient Intake
Open a first-visit file with identity, a reason for coming, and optional coverage details — intake only, not a chart.
Consultation Booking
Take sales and advisory consults with topic, format, and a preferred window — not a silent calendar hold.
Appointment / Booking Request
Request an appointment with a preferred date and time window.
Wellness Screening Signup
Sign people up for a scheduled screening event with which checks they want and a group affiliation — not a clinical result.
Appointment Cancellation
Let a patient release a slot with the visit date, who they were seeing, and whether they want a new time.