Formsort for mental health practices

Secure, supportive patient forms can be an integral part of the empowering work you do. Formsort helps you simplify your practice with HIPAA-compliant, customizable forms tailored to meet your unique needs. Streamline intake, improve engagement, and reduce admin work with intuitive solutions designed for mental health providers. Focus on supporting your clients while Formsort takes care of the logistics.

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Companies building with Formsort

FormHealth - Formsort health quiz form builderCandid - Formsort health quiz form builderVial - Formsort health quiz form builderAllara - Formsort health quiz form builderGoodRx - Formsort health quiz form builder

Elevate your mental health practice with Formsort

💡 Empowering mental health professionals
From intake to therapy progress tracking, Formsort’s intuitive platform supports every step of your client journey with secure, efficient, and personalized digital forms.

🔐 HIPAA-compliant and secure
Ensure client privacy at every touchpoint with fully HIPAA-compliant forms and workflows designed to protect sensitive information while fostering trust.

⚙️ Automation tailored to your needs
Automate client intake, assessment scoring, and consent forms, saving time and reducing administrative tasks so your team can focus on providing exceptional care.

🎨 Personalized client experiences
Customize every aspect of your forms with advanced logic and design options, creating a seamless, supportive experience that aligns with your practice’s approach to care.

Formsort’s mental health enterprise solutions

HIPAA & data security

Keep client data secure with Formsort’s fully HIPAA-compliant and SOC II certified platform, ensuring privacy at every step.

Read more about HIPAA compliance.

Dynamic forms for personalized client journey

Create responsive, adaptive forms that adjust in real-time to each user’s input, delivering a streamlined and relevant experience that aligns with the unique needs of your practice.

Read more about dynamic forms

Intuitive form design

Simplify form creation with Formsort’s drag-and-drop interface and mental health-specific templates, like the PHQ-9, PHQ-4, GAD-7, and QIDS.

Healthcare templates

Real-time data validation

Enhance accuracy and reduce errors with real-time data validation and in-line error messages, ensuring clients can complete forms smoothly.

Read more about custom validation

Customizable design

Align your forms with your practice’s branding using customizable design options, including custom CSS, for a cohesive and professional client experience.

How to customize your form design

Reusable form components

Save time with reusable form components, such as repeating questions and our content library to streamline form creation for intake, progress tracking, and assessments.

Reusable Components

API connections

Integrate with client health records, verify insurance coverage, and manage appointments effortlessly using Formsort’s powerful API capabilities.

Deployment API

Partial responses

Automatically save client responses, allowing users to pause and resume forms as needed—ideal for long or reflective assessments.

Returning responders

Integration capabilities with your systems

Sync with your PMS and EHR system for seamless data transfer and automated updates.

Formsort integrations

Data analytics and reporting

Assess your forms’ performance with insights on submission rates, drop off points, completion times, and device types by integrating with secure tools.

Improve conversion rates

Case studies

How Candid increased sales by 30% with better patient onboarding

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Form Health, a personalized medical weight loss company, accelerated its form building timeline from months to days, saving thousands of engineering hours in the process.

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How Formsort enhances mental health forms and workflows

Client intake and registration

Accelerate client onboarding with dynamic intake forms that capture essential personal, medical, and mental health history, reducing manual entry and improving data accuracy for new clients.

Leverage Formsort’s content library to create reusable content blocks across your forms, ensuring consistency, accuracy, and compliance across your practice.

Screening and assessment

Streamline client screening with forms that automatically assess eligibility for services, therapy options, or support programs.

Use advanced logic to create branching paths in the screening process, tailoring questions based on client responses to ensure appropriate care recommendations and service pathways.

Appointment scheduling

Manage therapy appointments, intake sessions, and follow-up care digitally. Allow clients to select time slots, provide necessary health information, and complete any required consent forms.

Use Formsort’s consent module to easily acquire client consent for therapy, treatment plans, or data sharing. Read more about secure appointment scheduling

Health history

Provide secure, personalized medical history forms that adapt to each client’s responses, helping you identify any critical factors and develop individualized care plans for improved client outcomes.

Use repeating questions to efficiently collect information about mental health history, medications, and treatment history.

Diagnostic assessments

Create diagnostic assessments to evaluate symptoms, conditions, and risk factors related to mental health, including Formsort’s pre-built templates for PHQ, GAD, GIDS, and other mental health assessments. Use calculated variables  to automatically generate results, improving both efficiency and accuracy in the assessment process while ensuring comprehensive evaluation of your clients' needs.

Learn more about Formsort’s diagnostic assessments, including those for depression, anxiety, and trauma.

Develop consent and release forms for treatment plans, assessments, or sharing client data. Customize these forms to meet legal and compliance requirements, ensuring clients fully understand and agree to the terms.

Use Formsort’s e-signature  and document storage features to streamline the consent process, enabling secure, HIPAA-compliant documentation.

Insurance and billing authorization forms

Ensure smoother transactions with smart forms that collect and verify insurance details, process billing authorizations, and integrate with your billing systems for efficient claim processing.

Add a fun touch with confetti animation  to confirm verification, providing a positive and engaging client experience.

Client feedback and satisfaction surveys

Capture valuable client feedback through custom satisfaction surveys to help identify areas for improvement in your practice and enhance client experience, leading to better retention and outcomes.

Personalize your surveys with template formatting functions, designed to increase engagement and response rates.