Consent and Intake Forms

Structure intake the way you want with Valant Custom Forms

Consent and Intake Forms Features

Easy-to-use Form Builder

Craft consent documents or clone and modify existing ones with our versatile form builder.

Flexible, Secure Delivery Methods

Send HIPAA-compliant forms via patient portal or email with steps to validate recipient ID.

Intake Status Tracking

Monitor the progress of active form requests across your practice with ease.

Collect Guardian Consent

Obtain swift and secure consents for underage patients, with the power to route forms to parents and guardians for eSignature.

Operate Remotely and Streamline Your Patient Intake Process

With electronic signature capabilities integrated into your EHR, your behavioral health practice can save time, reduce errors, and maintain record hygiene by automatically attaching consent documents to the patient record.

Valant’s Custom Forms solution reduces the administrative burden and offers the flexibility to structure your intake process in whatever way best serves your practice.

  • Secure: Confidently adhere to HIPAA-compliancy regulations
  • Flexible: Customize forms any way you want with just a few clicks
  • Convenient: Make signing forms easy for your patients by sending packets through MYIO portal or via email

Compare Your Options for Completing Paperwork Remotely

As technology continues to evolve and patient care progressively shifts to a more virtual environment, having the right tools for your practice to adjust to these times is becoming increasingly important. Research your options for obtaining patient signatures remotely.

Ultimate Flexibility to Customize Consent Forms & Patient Intake Packets

Setting up your patient intake paperwork is a breeze. Simply copy and paste your form content into the Form Builder and select from dropdown, short answer, and multiple choice fields to collect rich data from your patients. You decide where to put signatures, date fields, check-boxes and more. Once your forms are ready, you can group documents into custom packets for different client types, greatly simplifying the intake process for your staff.

Consent Forms and Patient Intake Forms
Man working on laptop

Eliminate Intake Errors

Because Custom Forms is integrated in your EHR software, signed documents are automatically filed in the patient’s chart, saving you time and eliminating room for human error. Easily monitor outstanding requests for eSignature and trigger reminder emails right from the patient record.

Simple for Your Patients

Your clients can complete intake forms and eSignatures in a hassle-free process through their MYIO account or via email. Completed paperwork is automatically sent back to your practice and added to their patient record. Signed forms are accessible by the patient anytime via the portal, so they can review forms without asking your staff to find and send them.

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Ready to Get Started?

See Other Ways Valant Can Improve Your Administrative Efficiency

What They’re Saying

I cannot say strongly enough how helpful Valant has been in integrating each of the steps involved with consumer care- from registration, insurance, clinical scheduling and documentation to billing.

Kenneth Z.Clinician

Easy access to everything our mental health practice needs to assure professional documentation and accountability.

Nelda H.Office Manager/Billing Agent

Truly can't function with Valant

Haylie B.Admin Lead


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