Once your custom form is ready, just click “Share Form” and select the client you want to send it to directly from your dashboard. Clients receive a notification and can securely complete the form within their account. No extra logins or apps are required.
Keep track of how many clients have submitted their intake forms with real-time tracking on your dashboard. This overview helps you follow up efficiently with clients who haven’t completed their forms yet.
Need a client intake form template but not sure where to start? TheraSoar’s AI assistant can generate customized forms based on your specialty or service model in seconds.
All completed intake forms are securely stored in your TheraSoar dashboard. Access client responses anytime and download them with a single click. Whether you want to print physical copies, save digital records, or integrate data into your own systems, this feature offers you complete control over your client information.
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Let your clients request or book sessions directly through your secure Client Portal. No more endless back-and-forth messages. You stay in control with real-time approvals and customizable intake workflows.
Yes, TheraSoar allows you to enable email notifications whenever a client submits an intake or consent form. This ensures you’re immediately informed of new submissions, so you can review the information and stay on top of your intake workflow without delay.
Yes. TheraSoar automatically generates a unique version of the form for each client, allowing multiple clients to fill out the same intake form at the same time without any overlap or data conflicts. This is especially helpful for practices managing a steady flow of new clients.
Yes. You can design and assign unique intake forms for each service you offer such as individual therapy, couples counseling, or group sessions. This ensures clients only complete forms relevant to their treatment, keeping the intake process efficient and focused.
While TheraSoar doesn’t currently offer automated deadlines for form submissions, you can manually follow up with clients by sending reminders or messages. This helps keep the intake process on track and encourages clients to complete their paperwork before their scheduled session.
You can edit intake forms at any time; however, changes will only apply to future shares. Forms that have already been sent to clients will remain unchanged to avoid confusion or inconsistencies in client data. If needed, you can send an updated version manually.
Absolutely. Our team is just a message away. You can reach out through the in-app support tab, or schedule a 1:1 call anytime via our Calendly link.
Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.
Yes. TheraSoar makes it easy to duplicate or clone existing forms. This feature allows you to quickly create variations tailored to different services, providers, or client types—saving you time and maintaining consistency across your practice.
You can sign up for a free 14-day trial here. Once you’re in, we’ll guide you through onboarding with tutorials, live demos, and support as you set up.
You’ll have the option to continue on a paid plan that suits your needs. Don’t worry — we’ll send reminders before your trial ends, so you’re never caught off guard.
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