Practice Management
Clients get the forms. You get the data. Nobody chases anyone.
Send intake, consent, and clinical assessments before the first session, and get real scoring and an AI-generated read on every submission.
Understand what's behind your client's PHQ-9 and GAD-7 scores
A therapy intake form should include the client's contact information, reason for seeking therapy, relevant mental health history, current medications, emergency contact, and consent for treatment. Upheal includes pre-built, clinician-created intake templates covering all of these fields, which you can customise for your practice.
Yes. Upheal offers a free downloadable therapy intake form template available as a Word and PDF file. The platform also includes pre-built digital intake forms you can send directly to clients.
Yes. Upheal includes a drag-and-drop form builder. You can start from pre-built templates or build your own from scratch.
Yes. All forms in Upheal are HIPAA compliant. Client data is collected and stored securely within the platform, and Upheal is SOC 2 Type II certified.
Yes. Upheal sends automated email reminders to clients with incomplete forms so everything is collected before the first session. You can set up packets of multiple forms to send at once.
Yes. You get automatic scoring and severity levels for standardized assessments like PHQ-9 and GAD-7, shown as a trend chart in each client's Insights tab, along with an AI-generated read of what changed and why.
Yes. During a session, you can open a sent form from the client's chart and complete it yourself. Signature, card fields, and consent forms still require the client to complete them directly.
Yes. Your practice name, logo, and brand color appear on the Client Portal and on any form your clients view.
Intake forms, notes, scheduling, and billing in one platform. Only $1/session, capped at $69/month.
