Mental health intake, done before the first session.
Zentake digitizes and automates the entire client intake process. From initial consent and detailed psychosocial histories to recurring assessments like the PHQ-9 and GAD-7, our HIPAA-compliant platform handles the paperwork securely, so you can focus on providing exceptional care.
Focus on your client, not the clipboard.
Reduce administrative burdens and eliminate human error. Clients complete and sign every form on their own device before the session, so each appointment starts on time with everything already filed in their record.
Get started todayStrengthen client privacy
Exceed HIPAA requirements with end-to-end encryption for all client data, from intake forms to secure messages.
Automate clinical assessments
Send and automatically score common mental health screeners, saving valuable clinical time and reducing manual work.
Simplify consent management
Easily manage informed consent, release of information, and teletherapy agreements with secure, time-stamped digital signatures.
A platform designed for your therapeutic workflow.
Everything you need to modernize client onboarding while maintaining strict HIPAA compliance.
Biopsychosocial & clinical templates
Start from a library of mental health intake templates, from biopsychosocial assessments to couples and new-client questionnaires, or build your own from scratch.
Automated assessment scoring
Zentake scores the PHQ-9, GAD-7, and PCL-5 the moment your client hits submit, with the severity band applied and filed in the record. No hand-scoring, no transcription errors.
Score trends over time
Each assessment is charted as a trend across visits, so you can see a client's trajectory at a glance and practice measurement-based care without extra chart review.
Teletherapy consent & e-signatures
Collect e-signed informed consent, releases of information, and teletherapy agreements, timestamped and audit-logged. Every signature is ESIGN and UETA compliant.
Sent by text, no client portal
Clients complete intake from a single SMS or email link on any device, with no app to download and no portal account to create. One tap and they are filling it out.
HIPAA compliant with a signed BAA
Client PHI is encrypted in transit and at rest, with a signed BAA on every plan and full audit logging. Role-based access keeps staff limited to what their job requires.
Zentake is great, very customizable and easy to use. The customer service is really great too.
Questions & answers
What should be included in a mental health intake form?
A mental health intake form should collect client demographics and contact details, presenting concerns and symptom history, mental health and treatment history, medications, emergency contacts and safety information, insurance details, and signed informed consent and HIPAA acknowledgment. Many practices also add screeners like the PHQ-9 and GAD-7 so scores are ready before the first session.
Is Google Forms HIPAA compliant for therapy intake?
No. Google Forms is not HIPAA compliant by default, and even with a Google Workspace BAA it lacks the access controls, e-signatures, and audit trails a therapy practice needs. Zentake is built for HIPAA-regulated intake, with a signed BAA on every plan, encryption in transit and at rest, and audit logging.
Do therapists need a BAA for their intake software?
Yes. If your intake tool creates, receives, stores, or transmits protected health information on your behalf, HIPAA requires a signed Business Associate Agreement before you send any client data through it. Zentake signs a BAA with every practice at no additional cost.
Can Zentake auto-score the PHQ-9, GAD-7, and PCL-5?
Yes. Zentake scores standardized assessments the moment a client submits, applies the severity band, and files the result in the record before the session. It also charts scores over time so you can track progress across visits.
What must a teletherapy consent form include?
A teletherapy consent form should explain the nature and limits of remote care, the technology used and its risks, privacy protections, procedures for technical failures and emergencies, and the client's right to withdraw consent. State requirements vary. Zentake lets clients e-sign teletherapy consent as part of the same digital intake.
How does mental health intake work with Zentake?
You build or choose an intake packet, send the client one secure link by text or email, and they complete and sign it on their own device before the appointment. Scored assessments and signed consents land in the record automatically, so the session starts with everything ready.
Give every client a better first session.
Start your free trial, or book a walkthrough with our team. Setup takes under an hour, with a real human, not a chatbot.