Intake forms & consents
When services begin, you complete a set of client-facing forms with the family — the consents and agreements your agency needs on file before the work starts. You fill them in, the family signs on your device at the visit, and each signed form becomes part of the case record.
Any staff member assigned to the case can create and complete these forms and capture the family's signature. Practice managers and admins can see them all.
The forms
There's a fixed set of intake forms, grouped together as an intake packet:
- Cancellation policy
- Consent to release information
- Consent for therapy / services
- Visitation agreement
You don't build these from scratch — they're ready-made. You tailor each one to the family through the choices you make while filling it out (for example, the cancellation window, the supervision level, or who information may be released to).
How completing a form works
- Open the case and go to its intake forms (the intake packet).
- Start the form you need and fill in its details — make the selections that fit this family and situation. Your work saves as a draft as you go.
- At the visit, have the family member sign on your device.
- Submit. The form is now signed.
On the consent to release, your signature (as the witness/agency) is added automatically from your profile signature — so make sure you've drawn one. See Logging in & your account.
Draft vs. signed
An intake form has just two states, and the difference matters:
- Draft — still editable. You can change the selections and come back to it.
- Signed — locked permanently. A signed form is a frozen snapshot of its content, the choices you made, and the signatures, exactly as they were at signing.
Once a form is signed it can't be changed — that's what makes it a trustworthy record of what the family agreed to. If something needs correcting after signing, complete a new form rather than trying to edit the signed one.
Each signed form is saved as its own document under the case, alongside the family's other records.
Frequently asked questions
Can I edit a form after the family signs it? No — signed forms are locked for good. For a correction, complete a new form.
Where does the family sign? On your device, during the visit — the family member signs directly on screen.
Why is my signature already on the release form? On the consent to release, your witness/agency signature is filled in automatically from your profile signature.
Can I create a custom version of a form? The forms are a fixed set. You tailor each one through the selections you make while filling it out, not by editing the form itself.
Who can complete intake forms? Any staff member assigned to the case. Practice managers and admins can view them.
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