Forms, consent & online booking
Mental health intake form software, built into ClinDraft
A purpose-built intake, consent, and online-booking workflow for mental health practitioners. Build your own forms or start from clinical templates, send them in one click, and let submissions create contacts and PDFs automatically.
What you get
Drag-and-drop form builder
Build custom intake, consent, feedback, and assessment forms from twelve field types — text, textarea, date, select, radio, checkbox, signature, heading, paragraph, file upload, rating, and email. No coding. Reorder by drag and preview in real time before sending.
System templates you can copy and edit
Start from clinician-reviewed templates: Client Intake Form (personal details, emergency contact, medical history, prior treatment), Mental Health Assessment (PHQ-9 depression screening), and Session Feedback Form. System templates are read-only — copying creates an editable version owned by your practice.
Auto-populated practice and client placeholders
Forms support placeholders like {{practice_name}}, {{practitioner_name}}, and {{client_name}}. They resolve automatically at send time using your practice profile and the contact you are sending to — no copy-paste, no typos in client-facing copy.
One-click email dispatch with secure links
Send an intake or consent form to a contact in one click. Each form link is an HMAC-signed token that expires after 24 hours, scoped to that contact and that template. No client login or app install required to fill it out.
Submissions auto-create or update contacts
When a new client submits an intake form via your public profile, a contact record is created automatically with the email verified. Returning client submissions update the existing contact and append to their form history — no manual data entry.
Branded PDF export with practice letterhead
Every submission generates a PDF stamped with your practice name, address, ABN, and logo. PDFs are stored against the contact and downloadable from the form history panel — ready for clinical records or referrer requests.
Consent capture with revoke audit trail
Consent-type forms record consent_granted and a digital signature. Revoking consent later is a soft revoke — the original submission, signature, and revoke timestamp are preserved for compliance. Forms are never silently deleted.
Form versioning that never breaks history
Editing a template schema bumps its version automatically. Past submissions stay tied to the version they were filled against, so historical PDFs render exactly as the client saw them. Renaming a form does not bump version — only schema changes do.
Public online booking with email OTP
Clients book directly on your public profile with a 6-digit email one-time-password — no client account, no app download. OTP verification uses cryptographically secure randomInt and timing-safe comparison. Returning clients can use OTP login to self-serve rebookings and view their submission history.
Configurable booking rules per practitioner
Set business hours, slot duration, minimum advance notice (default 12 hours), and maximum future bookings per client. Rules cascade from per-practitioner override to system defaults — admins tune defaults without redeploying.
HIPAA-aligned by default
All form submissions, signatures, and PDFs are stored with the same field-level AES-256-GCM encryption and row-level access control as session notes. Form access is team-scoped — practitioners see only their own practice data.
Free plan includes intake forms and booking
The free plan covers up to 20 active contacts, intake forms, and online booking with no credit card. AI transcription and note generation unlock on paid tiers — forms and booking are not gated.
How practices use it
New client onboarding
Send your intake form the moment a booking is confirmed. The client fills it out before the first session, the contact is created with verified email, and a branded PDF lands in their record — all without you touching the keyboard.
Recurring consent renewals
Use the consent form type to capture clinical consent with signature and timestamp. When consent needs to be revisited, send the form again — past versions and revocations are preserved as an immutable audit trail.
Outcome measurement between sessions
Email a PHQ-9 or custom assessment form between appointments. Submissions append to the contact's form history so you can review trends over time alongside your session notes.
Why practitioners pick ClinDraft
Generic form tools don't know what a clinical contact is. Generic EHRs treat forms as an afterthought. ClinDraft is purpose-built for mental health practice — intake, consent, booking, and clinical notes all share the same contact record, the same audit logs, and the same hipaa-aligned security model.
Read about the underlying security and HIPAA posture, see pricing including the free plan, or check the forms FAQ.