How to create and customize Intake and Note templates


Note: This feature is only available with the Professional Plan. Learn more about SimplePractice pricing and plans.

With SimplePractice's Notes and Forms Builder, you can easily design and edit your intake forms and progress notes. This tool is great for creating custom forms, assessments, questionnaires, or anything else that you need a client to fill out.

After setting up your Client Portal, you will be able to completely customize the content of your forms. You will also be able to create multiple versions, such as an intake for minors and an intake for adults. This article will guide you through the process of how to create a custom form. 

Create a custom form template 

You can create a new custom template from scratch, or you can modify an existing form. Here's how to create a new form from scratch:

  1. Log into your SimplePractice account.
  2. Click Settings > Notes and Forms.
  3. Click Create New Template, as shown below, to create a new intake from scratch.

Create_New.pngCreate a new custom form based on an existing form

  1. Select the form that you want to use as the basis for a new custom form.
  2. Click the copy icon located in the same row of the one you wish to copy as shown below. A new form will be created with the name “Copy of [NAME OF ORIGINAL FORM]”. 


How to name your questionnaire

  1. Enter a descriptive name in the name field.
  2. Set the form: for Intake Forms or for Progress Notes in the field next to the name field.

FYI: The following information applies to creating both custom Intake Forms and Progress Notes. Although the steps below focus on customizing Intake Forms, you can use the same exact process to customize your Progress Note templates. 

How to add a question

Adding a new question is the first step to customizing your form. Here’s how:

  1. Click the blue Add question button at the bottom of the page.
  2. Chose a question type (i.e., Paragraph, Single Choice (Radio Buttons), Multiple Choice (Checkboxes), or Short Answers) as shown below. Additional information on the questions types are provided below.intakequestions_2x.png
  3. Click +Answer to add the responses you would like to present to the client. (Note that this does not apply to Paragraph or Short Text Answer questions.)
  4. Enter your first response in the Answer text field.
  5. Repeat steps 3 & 4 until you have added all responses for a given question. 
  6. Select Allow one line of response or Allow multi-line response to allow a client to add additional information for a specific response.

How to edit a question

  1. Click on the question link to open it for editing.
  2. Change the text in the question field. You can also change the question type here as well.

How to move a question

When building a form, you may need to rearrange the order in which the questions appear. Here’s how:

  1. Click and hold the order icon (circled in red below) next to the question you wish to move.
  2. Drag the icon up or down to move the question to a new location.

How to delete a question

  1. Click on the question link to open it for editing.
  2. Click the trash icon to delete the question. This action cannot be undone so make sure to delete questions carefully.

Question types

SimplePractice offers several types of question to choose from, including Paragraph, Single Choice (Radio Buttons), Multiple Choice (Checkboxes), Drop Down, and Short Text Response. 

Note: To include a Drop Down or Short Text Response, you must first select Short Answer. 


Use this question type for more open-ended questions that may result in responses of a few sentences or paragraphs.

Single Choice (Radio Buttons)

This type is used for questions that allow only one response. Here's an example: 

For this question type, you can allow your clients to elaborate if they select a specific answer. To do this, change the field next to the answer from No Free Text Field to Allow one line response or Allow multi-line responses as shown below. 

Multiple Choice (Checkboxes)

This question type allows clients to select more than one response. Here's an example:


For this question type, you can also allow your clients to elaborate if they select a specific answer. To do this, change the field next to the answer from No Free Text Field to Allow one line response or Allow multi-line responses.

Short Answers

There are currently two questions types nested under this type: Drop Down and Short Text Entry.

Drop Down

Drop Down questions are used for single-select questions, similar to the Single Choice (Radio Buttons) question type. The primary difference is that the Drop Down question type takes up much less space. Here is an example of a Drop Down:


To set up a Drop Down like the one above, enter the responses, separated by commas, as shown below.

Short Text Entry

Also located under Short Answers, this question type gives clients a single-line text input area for shorter responses. Here's an example:



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