Therapy intake forms for group practices
Streamlined onboarding fromconsult to intake, with formsclients actually complete.
You’ve spent years defining what excellent care looks like. Now every intake form reflects it — without adding more tasks to your already-full plate.
Therapy intake form features on Oasys
Customizable intake forms for every client and every service.
Oasys comes pre-loaded with robust templates that you can customize to your unique intake process.
Clients and clinicians can securely sign through our HIPAA-compliant, mobile-friendly portal.
Our template library allows you to store different intake packets for different populations and services, so your staff doesn’t have to send the same generic forms to every client.
Forms that fit seamlessly into an automated intake pipeline.
Clients’ insurance information is automatically sent for verification over an encrypted connection.
No more payroll delays. Oasys pulls key information about copays and deductibles, and client cards are securely and automatically charged.
Set the automations that work for your practice, including instantly scored screeners once intake forms are complete and reminders for pending paperwork.
Forms built to reduce redundancy.
Your forms collect more than basic details. Billing information, insurance cards, and personal identifiers all flow through Oasys with HIPAA-compliant safeguards, so sensitive client data stays protected from intake to claim.
Multiple customized intake packets mean clients receive forms with fields that are actually relevant to them, reducing the chances of drop-off and missing the first session from skipping through unnecessary pages.
Our form library features pre-installed screeners like the GAD-7 and PHQ-9, designed as fillable forms with automatic scoring so your staff and clients get the data they need quickly, and clients actually complete them.
Group practice automations built in.
You’re training the next generation of clinicians. Automatically route intake forms to supervisors so every pre-licensed clinician’s work gets experienced eyes before it’s finalized.
Supervisors can return forms with targeted clinical feedback, so the clinicians you’re developing can keep growing their documentation skills.
Set reminders for collecting intake form signatures to gently nudge busy supervisors. E-signatures are time-stamped and HIPAA-secure to support compliance, too.
"As a solo practice owner, every hour matters. Oasys has simplified my day-to-day, reduced the admin burden, and helped me spend more time on what actually matters — working with clients."
Mary TateSolo Practice Owner
Imagine intakes that add momentum, not friction.
Oasys is a customizable group practice operating system that’s designed to support mental health leaders like you. With Oasys as your administrative foundation, you can focus on leading — not managing.
Why Oasys
What makes Oasys different.
Generic EHRs were built for a practice you’ve already outgrown. Oasys is a true group practice operating system, shaped around every component of your business — because someone building the next era of mental health care shouldn’t rely on yesterday’s tools.
- Shaped around every part of your business
- Built past the limits of generic EHRs
Frequently asked questions about our therapy intake forms
Absolutely. You’ve painstakingly built your practice brick by brick, and your forms should reflect that level of intention. Oasys comes pre-loaded with an extensive template library that you can shape to your practice’s needs, including saving unlimited intake packets for different services and populations. Your clinicians also have access to fillable, self-scoring standardized screeners like the PHQ-9 and GAD-7.
Yes — as many as your practice needs. Leaders scaling multi-service practices shouldn’t be boxed into one-size-fits-all onboarding. Curate a distinct packet for every population, specialty, or service line you offer, so each client receives relevant forms that they’ll actually complete, and your clinicians never waste energy sorting through unnecessary paperwork.
Yes. Your clients live on their phones, and your forms meet them there. Our HIPAA-compliant, fully encrypted client portal works seamlessly across phone, tablet, and desktop, so clients can fill out and sign forms wherever they are. Clinicians are notified the moment a form comes in, and automatic reminders nudge clients to finish their paperwork before session one — no more chasing.
Clients can upload a photo of their insurance card, avoiding potential typos that may stall claim processing. All data is transmitted securely and encrypted in transit and at rest, and eligibility checks happen automatically. Oasys also pulls copay and deductible details, so your practice is equipped with the information they need to streamline payment.
You decide, and the system carries it out. Administrators choose which staff members’ forms route automatically to supervisors for review, so paperwork remains compliant and pre-licensed clinicians can continue developing their documentation skills. Supervisors can also return forms with targeted clinical feedback to further mentor associate therapists.
Definitely. Customize your intake packets to require HIPAA-compliant e-signatures from multiple parties (e.g., two partners in a relationship or two parents of a minor) before being marked as complete.
Optional AI features include synthesizing client intake information into a draft biopsychosocial assessment or intake note, generating intake forms with AI so you’re asking the questions you want to address, generating practice-wide intake forms so your clinicians can access and send practice resources, and setting custom scheduled sends for individual intake forms or sets of forms and assessments.
Envision your group practice supported by Oasys.
You’re not just running a group practice — you’re leading the next generation of clinicians. Meet with our team to see how Oasys supports and automates the day-to-day behind your vision.