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Forms & assessments

Paperwork that's done before the first session.

Send built-in forms or your own to a client's portal. An intake questionnaire, informed consent, telehealth consent and a release of information are ready to use. The PHQ-9 and GAD-7 score themselves, with results tracked over time and a safety flag when PHQ-9 item 9 is endorsed.

Illustration of a scored PHQ-9 with a total of 11 (moderate), a downward score trend across five check-ins, a safety flag on item 9, and signed consent forms.

Why it helps

What it does for you

Ready-made forms

Intake questionnaire, informed consent, telehealth consent, authorization to release information, PHQ-9 and GAD-7.

E-signatures

Consents and releases are signed in the portal with a typed signature, and the time of signing is recorded.

Automatic scoring

PHQ-9 and GAD-7 totals and severity bands are calculated as soon as the client submits.

Safety flags

A PHQ-9 item 9 answer above zero, or an intake reporting recent thoughts of ending their life, is flagged for your follow-up.

Score trends

See each client's PHQ-9 and GAD-7 scores over time, next to their chart.

Custom form builder

Build your own forms from short and long answers, choices, scales, dates, consent checkboxes and signatures.

How it works

A few steps, mostly out of your way.

  1. Step 1: Choose a form

    Pick a built-in form or one you've built.
  2. Step 2: Send it

    It appears in the client's portal, with a due date if you set one.
  3. Step 3: Client completes it

    They fill it in and sign where needed.
  4. Step 4: Review

    Answers, scores and any flags appear in the client's chart.

What’s included

  • Intake questionnaire
  • Informed consent and telehealth consent
  • Release of information
  • PHQ-9 and GAD-7 with scoring
  • Safety flag on PHQ-9 item 9
  • Score trends per client
  • Custom form builder
  • Typed e-signatures

Good to know

  • A safety flag is a prompt to follow up when you review the response. It isn't real-time monitoring and doesn't replace a risk assessment.
  • A sent form keeps the version the client saw, even if you edit the template later.
  • Screening scores support clinical judgment; they aren't a diagnosis.

Send your first intake from Tidemend

Practice features come with the Clinician plan, alongside unlimited notes. The free Starter plan covers notes only.

A therapist leaving her office in the evening light, smiling