3.4 Creating Intake Forms

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Customizable intake questionnaires for your New Client Intake Portal are included in the Essential and Professional plansLearn more about SimplePractice pricing and plans.

This feature is great for creating forms, assessments, questionnaires, or anything else that you need a client to fill out.  

After setting up your Client Portal, you can create a custom intake questionnaire to send to your new clients. You have the option to create multiple intake questionnaires if you like. Frequently providers will create one for minor clients and one for adult clients, but you have the flexibility to create any type of intake questionnaire you like.

 

In This Article:

1) Create or Duplicate a Form/Questionnaire
2) Name your Form/Questionnaire 
3) How to Add a Question
4) How to Edit a Question
5) How to Move a Question
6) How to Delete a Question
7) Question Types in the Form/Questionnaire Builder 
8) Important Details to Know

 

Create or Duplicate a Questionnaire to Edit

To begin, go to MY ACCOUNT > SETTINGS > NOTES AND FORMS

From Notes and Forms, you can create a brand new questionnaire from scratch by clicking the "Create New Template" button in the upper right. 

 

Or, you can edit the Standard Intake Questionnaire Template that's already built in your account. To do this, click the Copy icon.

 

An editable copy of the intake questionnaire template will be created. 

 

Name Your Questionnaire

Give your new questionnaire a name that will help you identify it.

 

Be sure to indicate that this questionnaire is "for Intake Forms" and not a Progress Note template.

 

How to Add a Question

1) Click the blue Add Question button at the bottom of the page.

2) Enter the question you want to ask in the Question Text field.

3) Select the question type: Open Question, Single Choice, or Multiple Choice. An Open Question gives the client a free text entry box to submit an answer. The Single Choice option allows the client to pick one, and only one answer from a list of options. The Multiple Choice option allows the client to select multiple answers from a list. The Text Field option gives the client the opportunity to fill in blank text fields from a list of pre-selected options or to enter their own response to a question. 

For examples skip ahead in this article to Question Types in the Builder. 

4) If you select Single Choice or Multiple Choice, add the appropriate answers you'd like to present to the client by clicking the +Answer link:

5) Create the first answer option you'd like to make available for this question.

6) If you'd like the client to elaborate on this answer select "Allow one line of response" or "Allow multi-line response."

7) For multi-line and one line responses you have the option to prompt your clients to elaborate by adding your own text to the answer field. Enter your prompt in the "Free Text Label" field. This text will disappear once the client clicks into the field and begins typing. Often this field is used to say things like "Please describe" or "Please specify dates."

8) To create the next answer option click the +Answer link again and follow the same steps. You can add as many answer options as you like, but be sure to offer at least two. 

 

 

How to Edit a Question

1) Click on the Question link to begin editing it.

 

2) You can now change the question by editing the text in the Question field.

3) You can also modify the type of question by making it either an Open Question, a Single Choice, or a Multiple Choice. For examples skip ahead in this article to Question Types in the Builder.

 

How to Move a Question

You can rearrange the order of questions by clicking on the Order icon to the left of each question and dragging it the position you like:

 

 

How to Delete a Question

1) Click on the question link to begin editing it.

2) Click the trash icon to delete the question.

3) The question is now permanently deleted. This cannot be undone so be careful when deleting questions.

 

 

Question Types in the Builder:

In the questionnaire builder you have the option of creating three different types of custom questions:

 

Open Question

An open question gives the client a free text entry box to submit an answer. Here's an example:

 

Single Choice

A Single Choice question asks the client to select a single answer from a list of potential answers. Here's an example:

For this question type, you have the option of allowing your client to elaborate if they select a specific answer. Here's an example of a multi-line response option:

 

Multiple Choice

A Multiple Choice question gives the client the opportunity to select multiple answers from a list. Here's an example:

 

For this question type, you have the option of allowing your client to elaborate if they select a specific answer. Here's an example of a one line response option:

 

Text Field

A Text Field question gives the client the opportunity to fill in blank text fields from a list of pre-selected options or to enter their own response.

 

Important Details to Know

  • If your changes to the questionnaire do not appear to save, click save and then refresh the page. When the page loads again, return to your questionnaire and you will see your changes.
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