Intake Forms
Smarter Client Onboarding with TheraSoar Intake Forms
TheraSoar’s intake forms transform your client intake process into a seamless digital experience. No more paper clutter or manual data entry. Our AI-powered form builder lets you create professional, customizable client intake forms tailored to your practice.

Whether you need medical histories, emergency contact details, or consent forms, you can build and send digital forms that simplify how you collect essential client information.
Why Use Intake Forms?
Efficient and thorough client intake is the foundation of great therapy. Intake forms help you gather all the important information upfront, reducing paperwork during sessions and ensuring you’re fully prepared to support each client’s unique needs.
Save Time: Collect essential client information before the first session.
Customize Easily: Tailor forms to fit your practice’s needs with flexible question types.
Secure and Confidential: Ensure client data is stored safely and complies with privacy standards.
Paperless Process: Clients can complete forms online anytime, anywhere—no printing or scanning needed.
TheraSoar supports comprehensive care with features that help therapists deliver quality patient care while spending less time managing admin tasks.
Easy Form Sharing

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.

Submission Tracking

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.

AI-Powered Form Generation

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.

Downloadable Responses

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.

Optimize your workflow with built-in smart features
Generate forms in seconds
Adapt content for specific use cases
Edit and customize before saving
Access and review submissions anytime
Reduce paperwork and save time
Empower clients with self-booking

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.

How to Get Started with Intake Forms
Setting up your intake forms is simple and fast. Follow these easy steps to create, customize, and send forms that simplify gathering client information before their first session.
Go to the Intake Forms Section: Navigate to your dashboard and select “ Forms”
Create or Customize Your Form: Use our AI feature or build your own from scratch.
Send Forms: Share intake forms directly with clients through their accounts whenever ready.
Can I receive notifications when someone submits a form?

Yes, you can enable notifications to receive email alerts every time a form is submitted.

Can multiple clients fill out the same form simultaneously?

Yes! Each client receives their own copy of the form, so multiple clients can complete the same intake form independently without interference.

Can I edit a form after I have already shared it with clients?

Yes. You can edit the form, but changes will only apply to new shares. Forms already sent to clients will not update automatically to prevent confusion or data inconsistency.

Why Mental Health Practices Trust TheraSoar's Practice Management Software?
Curious? Let’s Clear Things Up

Reduces time spent on repetitive admin tasks
Helps maintain smoother workflows and smoother cash flow
Supports solo and group practices in delivering exceptional care
Flexible invoicing solutions from customizable templates to unlimited invoices
No setup fees. Free trial. Transparent pricing.
Still have questions?
We’ve got your back
Can I add team members or assistants to my account?
Yes! TheraSoar allows you to add assistants, co-therapists, or admin staff to help manage sessions, documents, and communication — all with customized permissions.
Can clients book their own sessions?

Clients can request appointments through their portal, and you can approve or reschedule them directly. This keeps your calendar in your control while still offering flexibility.

Is client information secure?

Yes. TheraSoar is built with client confidentiality at its core. We use secure servers and encrypted storage to keep your data safe, and are actively working toward full HIPAA compliance.

How do I get started?

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.

Is there customer support available?

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.

Can I use TheraSoar if I don’t live in the U.S.?

Yes! TheraSoar is available internationally and works across time zones, making it a great fit for global practices and remote teams.

What kind of AI features are included?

TheraSoar’s AI supports you with structured session note suggestions, client progress tracking, and insightful trends — helping you reflect and grow without added effort.

Does TheraSoar include session reminders for clients?

Yes. Automated reminders are sent to clients before each session, helping reduce no-shows and improve attendance.

What happens after the free trial ends?

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.

Still have questions?
We’ve got your back
The names used are fictional and for illustration only.