Intake and Assessment Automation

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

Intake and Assessment Automation Features

Built-in Clinical History Forms

Simplified patient data collection with seamlessly integrated clinical history forms.

One-time and Scheduled Assessment Collection

Patient-reported measures save clinical session time and drive short and long term insights.

80+ Auto-scored Outcome Measures

Behavioral health assessments auto-score and graph over time for efficient treatment planning.

Flexible Packets for Intake

eSignature and read-only forms can be assembled in multiple packets, adaptable to practice needs.

eSignature Tracking

Worklists identify patients with open and overdue eSignature requests to identify who needs follow up.

Seamless eSignature Integration

Effortless digital signatures for paperless consent through one simple, secure system.

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 ahead of the first appointment. Digital patient-led onboarding makes this possible.

With Valant’s automated intake and assessment features, clients can complete their own onboarding process through a MYIO patient portal account. They provide their clinical history, e-sign consent forms, and fill out assessments online before their first clinical visit. This saves you time on the intake process so the patient’s first visit can be spent on treatment planning, not data gathering.

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

patient filling out online intake form
MYIO shots - Intake Forms - New Patient Intake with Valant's MYIO Patient Portal

Schedule Ongoing Assessments Ahead of Time

Outcome measures can be set to auto-send to patients’ MYIO accounts before their appointments, so you don’t have to keep track of sending outcome measures to scheduled patients or spend time during sessions completing assessments. Valant’s short clinical forms utilize box-checking to make ongoing assessments of their mental health journey fast and painless for clients.

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 underlying issues they may not even be aware of Valant’s intake forms also assess symptoms of common behavioral health diagnoses, and flags items 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.


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

Theresa A.Owner/Director

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