Pre-screening: Streamline your intake process

How long do you spend pre-screening prospective new patients/clients? Initial screening calls (not to mention phone tag!) take an inordinate amount of your time, and the majority of online web forms out there are not HIPAA-compliant. Our secure, HIPAA-compliant intake form covers the essential clinical, scheduling, and payment information you need to know in order to move forward in the screening process. And if our mental health private practice screening essentials don’t cover everything you want to know upfront, you can add your own questions to it as well. Best of all, our pre-screening form is free!

In addition, your Public Profile is displayed on the same page, making it easy and convenient to show your general availability and information alongside the request form. And, we will time-stamp your availability for you automatically, which prospective patients/clients overwhelmingly prefer when faced with contacting multiple providers.

Once a patient or client is accepted, you can streamline the intake process even further by sending them a customizable questionnaire via the portal that they fill out. Once completed, their responses can automatically populates your intake note with one click!

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Pre-screening Request Form

Here’s an example of a clinician pre-screen request form in action.

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