Referral & pre-intake
Create a short pre-intake questionnaire tailored to the presenting concern and practice intake needs.
Standard tool; account and usage limits apply. Review the current offer in the app before paying.
The task
You want a short set of questions that helps prepare for an initial conversation.
The dedicated form keeps region, client age band, session format in one task-specific starting point. You supply the context, review the draft, and decide what to use.
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
Sample input
Fictional practice offering adult individual therapy. Prepare six plain-language questions about the reason for contact, goals, availability, access needs, previous support, and preferred contact method. Do not request identifying clinical records.
Illustrative draft
What brings you to seek support now? What would you like to change? When can you attend? Is there anything that would make appointments easier to access? What support have you tried? How would you prefer us to contact you?
Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.
In the application
| Input | Choices or guidance | Access |
|---|---|---|
| RegionOptional | 3 available choices
| Standard |
| Client age bandOptional | 4 available choices
| Standard |
| Session formatOptional | 4 available choices
| Standard |
| Questionnaire briefRequired | Presenting concerns, must-have intake items, practice constraints… | Standard |
Region labels describe available settings, not legal or regulatory certification. Experimental options may change.
Before you begin
Questionnaire brief The current fields and available settings are listed above.
This is a standard tool with account and usage limits. Check current access and payment terms in the app.
Review appropriateness, accessibility, and collection practices. A questionnaire cannot establish suitability or replace an assessment.
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.
