Qualify every mental and behavioral health lead before the first conversation
Give every inquiry a guided intake tailored to whether they're seeking child and adolescent therapy, psychiatry, psychological testing, or another service line, then send qualified leads straight to your CRM instead of a shared inbox.
Browse every mental and behavioral health intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Child and Adolescent Therapy
Preview 6 intake templates for child and adolescent therapy, including social skills support, behavioral concerns, child anxiety support.
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Individual Therapy
Preview 7 intake templates for individual therapy, including grief counseling, trauma-focused therapy, anxiety support.
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Psychiatry
Preview 6 intake templates for psychiatry, including initial psychiatric evaluation, anxiety disorder evaluation, sleep-related mental health evaluation.
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Psychological Testing
Preview 6 intake templates for psychological testing, including autism evaluation, learning disability evaluation, pre-surgical psychological evaluation.
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Group Therapy
Preview 5 intake templates for group therapy, including recovery support group, grief support group, social skills group.
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Couples and Family Therapy
Preview 6 intake templates for couples and family therapy, including separation and divorce support, couples counseling, communication problems.
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Substance Use Treatment
Preview 6 intake templates for substance use treatment, including intensive outpatient program, residential treatment assessment, outpatient assessment.
View intakes →Information mental and behavioral health teams need before the first conversation
Across every mental and behavioral health service, Cliont intakes are built to capture:
Mental and behavioral health covers the intake needs of practices offering therapy, psychiatry, testing, and related care to children, adults, couples, families, and groups. A hub-level intake helps a practice route each inquiry to the right service line and clinician before staff time is spent on a call or paperwork.
- Age Range Child Or
- Social Situations Most Challenging
- Parent Or Legal Guardian
- Soon Begin Services
- Setting Would Prefer This
- Person Needing Support
- Behaviors Most Concerned About
- Long Have These Behaviors
- This Person Received Therapy
- Anxiety Affecting Daily Life
How mental and behavioral health lead scoring works
Every answer across every mental and behavioral health intake is weighted automatically.
Value signals
- Parent Or Legal Guardian: yes
- School behavior or discipline issues
- Aggression toward others
- Social withdrawal or isolation
- Impulsivity or trouble focusing
- Other behavioral concern
Urgency signals
- Immediately
- Defiance or anger outbursts
- Severely disrupting daily routines
- Severely, most days
- Immediate safety concern for self or others
- Urgent, within days
Route leads by service, area, urgency, and value
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Mental and Behavioral Health lead-intake FAQs
Can one intake form cover all our service lines, like therapy, psychiatry, and testing?
Yes. Cliont lets you build a separate qualification flow for each subservice you offer, so a family asking about child therapy sees different questions than someone asking about psychological testing, and both route to the right clinician or team in your CRM.
How does Cliont handle sensitive information collected during intake?
You control exactly which fields and uploads are requested in each intake, so you can limit what's collected to what your practice actually needs. Confirm any specific compliance or consent requirements with your own legal or clinical team before finalizing question sets.
Do referrals from other providers go through the same intake?
You can build a distinct path for provider referrals versus self-referred clients, since the information a referring physician or school counselor has is different from what a parent or adult client would provide directly.
Can the intake tell the difference between an adult seeking individual therapy and a parent inquiring for their child?
Yes, each service line under the mental and behavioral health umbrella (child and adolescent therapy, individual therapy, couples and family therapy, and others) has its own intake, so the questions and required uploads match who's actually being scheduled.
What happens to an inquiry that doesn't fit any of our service lines?
Inquiries that fall outside the service lines you've configured, or that don't meet your intake criteria, can be flagged as a lower-priority lead rather than automatically taking up a slot on your calendar.
Turn your mental and behavioral health traffic into booked patients
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.