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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.
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).
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.
The full therapy intake flagship: screening, consent, sliding-scale fees, telehealth.
View the kitPre-visit telehealth flow for therapists who offer video sessions.
View the kitGeneral patient intake if your practice covers more than therapy.
View the kitThe Jotform HIPAA plan covers the platform side. The other three pillars are on you - and they are where almost every audit finding comes from.
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 noteIf 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 noteThe 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 noteTwelve 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 noteGoogle 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 noteMost 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 noteJotform email notifications fail for six common reasons. Here is how to diagnose and fix each one in under 10 minutes.
Read the noteYes: 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.
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.
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.
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.
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.
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.