Intake and Assessment Automation

Get more done, faster, with automated intake and assessment forms.

Learn a Client’s History Before You Meet Them

One of the best ways to maximize efficiency at your practice is to collect information on new clients before the first appointment. With Valant’s intake and assessment feature, you can request a new client’s clinical history and consent forms through the encrypted patient portal and minimize the time spent on data-gathering at intake appointments. 

Don’t frustrate your clients with complex paperwork. Their time is precious, so respect it by using forms that are brief and easy to fill out. Valant’s short intake forms utilize box-checking to make the process fast and painless, and collecting signatures is a breeze with the e-signature feature.

Need customized intake forms? No problem. Easily build your own forms and paperwork, including signature fields, and upload it into the portal.

patient filling out online intake form

See How One Large Practice Used Valant’s Automated Outcome Measures to Grow Revenue by 140%

“Having a superior EHR that seamlessly integrates clinical notes, scheduler, and billing, had allowed us to rapidly expand our already large organization, more than doubling our size in just a few years from 3 outpatient offices to 10 across two states.”

Developed for Behavioral Health

Valant’s intake and assessment feature was designed by clinical experts in the field of behavioral health to capture all the information you need—and none that you don’t. You won’t have to wade through the “extras” that generalist EHRs include for physical health providers; our pre-created clinical history form knows which questions to ask in a behavioral health context.

Valant also understands the intricacies of caring for your littlest patients, so we offer a child-specific clinical history form and symptom screener.

clinician and patient
clinician and patient shaking hands

Walk Into A First Appointment Prepared

Valant populates the information from an intake form directly into your clinical notes, so you don’t have to burn chunks of your first appointment filling in the background for yourself. Walk into every first meeting with the client’s medical and family history, symptom screening, self-harm risk assessment, and more already in hand.

The intake feature populates clinical notes with the exact answers clients provided on the form, so the nuances don’t get lost. And no, patients don’t always disclose everything at a first appointment—that’s why the auto-filled notes are completely editable. Return to update them at any time as new information emerges in your treatment sessions.

Screening Tools for Preliminary Assessment

The intake process presents an opportunity to screen clients for additional underlying behavioral health issues they may not even be aware of. Valant’s intake form assesses symptoms of common behavioral health diagnoses and flags areas of interest that you may want to investigate.

You can begin to form treatment ideas before the appointment, rather than react to new information off the cuff in front of your brand-new client. This proactive approach increases your confidence, which helps you built rapport at first meetings and increases your retention rate.

Prescreening also helps you assess whether an individual is a good fit for you or should see a different provider. 

patient intake form on computer

Ready to Get Started?

See Other Ways Valant Can Improve Clinical Care

What They’re Saying

I absolutely appreciate the intake information is so well implemented. I can capture just about everything with minimal typing. I also appreciate the fact that there are so many screening tools that AUTOMATICALLY give the results.

Theresa A.Owner/Director

I especially like the intake questionnaires and follow up measures that can be completed prior to visits and pulled into each note. This feature saves time in documentation and frees up time during the visit to spend with patients.

Jeanne F.ARNP, PMHNP

Valant offers as part of the intake note numerous assessments that are automatically scored!

Theresa A.Owner/Director

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