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Psy

Patient materials

Patient intake

Intake form for new patients.

Standard tool; account and usage limits apply. Review the current offer in the app before paying.

The task

When this tool helps

You want a draft intake form for the context you select.

Why use a dedicated tool?

The dedicated form gives you named inputs for this task. Pro makes relevant challenges, needed behavioural change, how many pages, any other preferences available in the current tool, so you can adjust those settings without composing a new instruction each time.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional adult practice needs a short intake outline about the reason for seeking support, previous help, goals, access needs, and questions for the clinician.

Illustrative draft

Intake sections: what brings you here; what you hope for; support you have tried; access needs and preferences; questions you would like to ask. Review what information is necessary before collecting it.

Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.

In the application

Inputs and customization

Current fields for Patient intake
InputChoices or guidanceAccess
Full nameOptionalAdd your own context for this task.Standard
AgeOptional
8 available choices
  • Child
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65+
  • Unknown Default
Standard
Patient condition detailsOptionalAdd your own context for this task.Standard
Patient conditionOptional
17 available choices
  • Anxiety
  • Depression
  • Obsessive-Compulsive Disorder
  • Panic Disorder
  • Social Anxiety Disorder
  • Generalized Anxiety Disorder
  • Post-Traumatic Stress Disorder
  • Phobias
  • Bipolar Disorder
  • Eating Disorder
  • Insomnia
  • Stress Management
  • Grief/Loss
  • Relationship Issues
  • Self-Esteem Issues
  • Anger Management
  • Not specific Default
Standard
Relevant challengesOptional
22 available choices
  • Anxiety
  • Depression
  • Relationship issues
  • Work stress
  • Family conflict
  • Grief and loss
  • Self-esteem issues
  • Substance use
  • Trauma and PTSD
  • Sleep problems
  • Anger management
  • Coping with illness
  • Phobias
  • Life transitions
  • Eating disorders
  • Social anxiety
  • Fear of failure
  • Loneliness
  • Managing chronic pain
  • Communication difficulties
  • Nothing in particular
  • Nothing in particular Default
Pro
Therapy experienceOptional
5 available choices
  • None
  • Brief (1-5 sessions)
  • Moderate (6-20 sessions)
  • Extensive (21+ sessions)
  • Unknown Default
Standard
MedicationOptional
8 available choices
  • Antidepressants
  • Anti-anxiety Medications
  • Mood Stabilizers
  • Antipsychotics
  • Sleep Aids
  • ADHD Medications
  • Pain Management Medications
  • None Default
Standard
Needed behavioural changeOptional
16 available choices
  • Increase social interactions
  • Practice relaxation techniques
  • Improve communication skills
  • Set and maintain boundaries
  • Develop healthy coping mechanisms
  • Reduce avoidance behaviors
  • Increase physical activity
  • Improve time management
  • Practice assertiveness
  • Engage in positive self-talk
  • Improve sleep hygiene
  • Reduce substance use
  • Increase participation in enjoyable activities
  • Improve problem-solving skills
  • Develop a consistent routine
  • No particular Default
Pro
How many pagesOptional
3 available choices
  • 1 Default
  • 2
  • 3
Pro ยท Experimental
Emergency contactOptionalAdd your own context for this task.Standard
Any other preferencesOptionalAdd your own context for this task.Pro

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open Patient intake

Before you begin

Questions about this tool

What do I need to provide?

Choose the available settings and add the context relevant to your task. The current fields and available settings are listed above.

Does this need Pro access?

This is a standard tool with account and usage limits. The following settings are marked Pro: Relevant challenges, Needed behavioural change, How many pages, Any other preferences. Check current access and payment terms in the app.

What must I check before using the result?

A generic form does not establish suitability or informed consent. Tailor collection to your practice and avoid requesting unnecessary sensitive information.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.