Free therapy intake form template for Jotform.
Therapists search for free intake templates and get PDFs. PDFs are not intake forms. This is a Jotform template you import, customize, and deploy as a live online form. Encrypted submissions, e-signature consent, PHQ-9 and GAD-7 screening built in, telehealth-ready. Free to import; the Jotform Gold plan ($99/month billed annually) gives you the compliance layer.
Is there a free therapy intake form template I can actually use?
Yes: the template on this page is free to import into Jotform. It includes presenting concern, history, medication, prior providers, insurance, telehealth preference, PHQ-9, GAD-7, and e-signature consent. The template is HIPAA-safe by design (encrypted storage, PHI controls). Full HIPAA compliance requires the Jotform HIPAA-tier plan with a signed BAA.
Source: WorkflowKits /hipaa/therapy/free-intake-template : by Buri (Mustafa Burak Ilter), former Jotform engineer (2020-2025).
The kits, ready to install in your account.
Each kit deploys into your own Jotform HIPAA account. No middleware, no platform fees, no vendor lock-in. Pricing covers the build and a window of support.
- Healthcare · HIPAA
HIPAA Therapy Intake Kit
The full therapy intake flagship: screening, consent, sliding-scale fees, telehealth.
View the kit - Healthcare · HIPAA
HIPAA Telehealth Pre-Visit Kit
Pre-visit telehealth flow for therapists who offer video sessions.
View the kit - Healthcare · HIPAA
HIPAA Patient Intake Kit
General patient intake if your practice covers more than therapy.
View the kit
Four things, all of them load-bearing.
The Jotform HIPAA plan covers the platform side. The other three pillars are on you - and they are where almost every audit finding comes from.
- BAA in place
- The signed Business Associate Agreement with Jotform: the legal foundation. Without it, you do not have HIPAA compliance no matter what features you turn on.
- Integrations audited
- Every downstream tool that touches a submission (Zapier, Google Sheets, your CRM, your email tool) has to be HIPAA-aware too. One non-compliant Zap leaks the whole setup.
- PHI out of notifications
- Default Jotform email notifications often include the submission body. On HIPAA workflows, those go in the email itself. We strip PHI from notifications and route reviewers back to authenticated Jotform views.
- Access locked down
- Individual accounts, 2FA, role-based permissions on Enterprise. Shared logins are the most common audit finding we see. They are also the easiest to fix.
The full HIPAA loop, not just a form.
- Import the template into your Jotform account
- Customize: add your practice name, logo, policies, and specialty questions
- Enable HIPAA plan and sign the BAA
- Configure email notifications without PHI in the body
- Set up conditional logic for telehealth vs in-person paths
- Deploy the form link or embed it on your website
The notes that go deeper.
- Walkthrough · 8 min
How a 6-Therapist Group Practice Sets Up Jotform for HIPAA
An illustrative walkthrough of how a typical 6-therapist group practice sets up Jotform end-to-end: HIPAA plan, BAA, intake by therapist and modality, consent, telehealth pre-visit, and EHR-ready export. Composite, not a real client.
Read the note - Guide · 7 min
Jotform HIPAA: A Practical Setup Guide (From a Former Engineer)
If you handle protected health information, Jotform's HIPAA plan is the right starting point, but the plan alone doesn't make your workflow compliant. Here's what the plan covers, what it doesn't, and what most teams still get wrong.
Read the note - Guide · 9 min
HIPAA-Safe Jotform Integrations: What Breaks PHI, What Doesn't
The Jotform HIPAA plan covers Jotform. It does not cover what happens to a submission once it lands in Zapier, Google Sheets, Slack, or your CRM. Here is the integration-by-integration verdict from a Jotform HIPAA expert who built the integration codepath.
Read the note - Guide · 5 min
The 12-Item HIPAA Jotform Workflow Checklist (Pre-Launch)
Twelve items to check before any Jotform form that handles PHI goes live. If any of these are unchecked, the workflow is not ready. Save the page or copy the list into your decision log.
Read the note - Perspective · 8 min
Is Google Forms HIPAA Compliant? (Short Answer: Sort Of)
Google Forms on a free Gmail account is not HIPAA compliant. With a Google Workspace BAA and specific configuration changes, it can be made compliant. But it lacks clinical workflow features, e-signature, and integration audit trails. Here is the honest breakdown.
Read the note - Guide · 10 min
HIPAA-Compliant Form Builders: What to Actually Look For
Most form builders that advertise HIPAA compliance are telling you about one thing: they signed a BAA. A BAA is necessary but nowhere near sufficient. Here is what a compliant form setup actually requires, from a former Jotform engineer.
Read the note - Tutorial · 7 min
Jotform Email Notifications Not Working: Fix It in 10 Minutes
Jotform email notifications fail for six common reasons. Here is how to diagnose and fix each one in under 10 minutes.
Read the note
Questions, with straight answers.
Is this template really free?
Yes: import it into Jotform at no cost. The Jotform Gold plan ($99/month billed annually, $129 monthly) or Enterprise with a signed BAA is what makes it compliant. Bronze and Silver do not include HIPAA. The template saves you the build; the Gold plan delivers compliance.
Can I customize the template for my therapy specialty?
Yes. The template covers the common core (presenting concern, history, medication, consent). Add fields for your specialty (CBT worksheets, EMDR screening, play therapy parent intake, etc.) via Jotform's drag-and-drop builder.
Does the template include PHQ-9 and GAD-7?
Yes. Both screening instruments are included as scored form fields. The scores calculate automatically, and conditional logic can flag high scores for your clinical attention before the first session.
Can I generate a PDF from the submitted intake?
Yes. Jotform's PDF Editor lets you design a branded intake PDF that auto-generates from each submission. The PDF is stored with the submission under HIPAA-plan encryption.
How does this compare to intake forms inside SimplePractice or TherapyNotes?
Jotform forms are more customizable and faster to iterate than EHR-native intake forms. They work alongside your EHR: patients fill out the Jotform form, and the data exports to your EHR via CSV, API, or integration. For practices that want intake and consent under their control, Jotform is usually the better form layer.
How Jotform compares.
More HIPAA guides.
Ready when you are.
Free 20-minute call. Bring your current Jotform setup (or a blank account); leave with a straight answer about what compliance actually requires for your practice.
Bring the work your team still does by hand.
One 20-minute call: how it runs today, what an agent or automation would change, and whether it is worth building.