Skip to main content
Intake Forms & Other Questionnaires

Learn how to use Grow Therapy's automated intake and assessment features.

Updated over 2 weeks ago

Grow offers a range of intake forms and questionnaires that can be sent to clients during their care. With the Grow EHR, you can automatically send the selected forms to the client for completion as soon as they schedule an intake session. You also have the option to send these forms to clients at any time or fill them out for the client while you're in session.

🌟 TIP: For more information on managing your Measurement Informed Care (MIC) assessment settings, please refer to this article on managing recurring measures and check-ins.


Manage your intake form settings


To update your intake form settings, follow these steps:

  • Select your name in the bottom left corner, and click Edit Profile.

  • Next, select Basic Information below the "Profile Photo" header.

Access questionnaire and form settings
  • Scroll down to the "intake form" section. Select Yes or No to indicate whether you'd like intake forms for new clients sent automatically.

Basic information profile settings
  • Please select the Save button to ensure your selection(s) apply to future clients. If intake paperwork is not completed before the session, a client's scheduled appointments will not be canceled.

Note: Please do not cancel new client therapy appointments solely because the intake paperwork was not completed before the session. Instead, complete the initial assessment during the first session to determine if the client is appropriate for your practice and suitable for telehealth.


Manually send forms to clients


You can manually send forms via a client's record. To do so:

  • Select Clients from the sidebar navigation.

  • Search for the desired client and select their name to bring up their profile.

  • Below the client's name, select the Forms & Files tab.

  • Locate the desired form(s). If the client has never completed the form, select the three-dot menu on the same line and select the Send to Client option from the dropdown menu. This action will send the desired form to the client, and you will be notified upon completion.

Manually send a form from the client profile

If you send multiple forms to the client, they will see a progress tracker at the top of the window, letting them know the number of forms included.

Preview of Intake Form progress bar

A video walkthrough of this process is available here.


Fill out on a client's behalf


You can fill out the intake forms and questionnaires on a client's behalf via their profile. To do so:

  • Select Clients from the sidebar navigation.

  • Search for the desired client and select their name to bring up their profile.

  • Below the client's name, select the Forms & Files tab.

  • Locate the desired form(s). If the client has never completed the form, select the three-dot menu on the far right of that line and select the Fill out for client option from the dropdown menu.

Complete a form on a client's behalf


Please read this article to learn more about completing forms with clients in your Grow Therapy Telehealth meeting room.


Request or complete updated forms


If a client has previously completed a form, such as the Intake or Safety Plan, the most recent completion date will be displayed under the form's description. If you'd like the client to fill out an updated form to capture more current and relevant information, you can send an additional copy from their profile or complete it during an appointment.

Completed Safety Plan preview, client chart


To request or complete an updated form:

  • Navigate to the client's profile

  • Toggle to the Forms & Files tab and select the desired form.

  • In the pop-up menu, select Manually send or Fill out for client.

Manually send or fill out for client options


Please read this article to learn more about completing forms with clients in your Grow Therapy Telehealth meeting room.


View previous form entries


Once the client has filled out the form or you have done it on their behalf, you will see that the response has been recorded on their profile.

View previous form entries in the client chart

Select the desired questionnaire to view its results. You will see a list of completion dates if multiple versions have been submitted. In this case, select the desired version.

Safety Plan responses via the client profile

A video walkthrough of this process is available here.

Did this answer your question?