Intake and Assessment Automation

Speed your new patient process with configurable intake automation.

Intake and Assessment Automation Features

Built-in Clinical History Forms

Simplified patient data collection with seamlessly integrated clinical history forms.

Intake Packets by Program

Configurable consent forms auto-sent to new patients by their assigned program – e.g., couples therapy, adolescent psychiatry, by provider.

One-time and Scheduled Assessment Collection

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

80+ Automated Outcome Measures

Schedule behavioral health assessments to send prior to appointments, auto-scored and graphed over time for efficient treatment planning.

Intake Completion Tracking

Identify patients with open and overdue requests for signature to target those who needs follow up.

Clinical History Data in Intake Notes

Autopopulate patient clinical history details into the first appointment note as part of your robust intake process.

Do Less Intake Paperwork and Bring On More New Patients

Get intake tools that let you know patients before you have even met. Digital patient onboarding makes this possible. With Valant, your clients can complete their intake process through email or their MYIO portal – providing their clinical history, signing consent forms, and filling out assessments all before they even step foot in your office. That means you can dedicate the first visit to building rapport and developing a treatment plan, not getting bogged down in paperwork.

Need to use customized intake forms? No problem! You can easily build and update your own forms, including signature fields, all within Valant.

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

Save Time and Effort with Assessment Automation

Automate the clinical assessment process and reclaim valuable session time. Select preferred outcome measures automatically send to their MYIO accounts ahead of appointments. No more remembering to send measures or spending time completing them during sessions. Simple survey format makes assessments quick and easy for your patients.

How One Practice Grew Revenue by 140% with Valant’s Automated Clinical Assessments

“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.”

Intake And Assessment Built for Mental Health

Getting intake and Assessment tools designed by behavioral health experts means you capture the information you need – and nothing you don’t. No more wading through irrelevant fields and forms designed for other medical specialties. Our clinical history forms are built for behavioral health so you can get the insights you need out-of-the-box.

And because we understand the unique needs of your youngest clients, we also offer a child-specific clinical history form and symptom screener.

clinician and patient
clinician and patient shaking hands

Become An Instant Expert on Your New Patients

Want to impress your clients from the very first session? Valant helps you walk into every first meeting fully prepared. Patient information from the clinical history form and assessments automatically populates into your intake note, so you have background information before the start of first session. You’ll have their medical and family history, symptom screening results, self-harm risk assessment, and more at your fingertips.

Valant captures the nuances of your client’s answers, ensuring no detail is lost. And because patients don’t always disclose everything right away, the auto-filled notes are fully editable. You can easily update them as new information emerges in your sessions.

Screening Tools for Preliminary Assessment

Want to identify potential treatment options before your patient even walks in the door? Valant’s intake forms go beyond basic information gathering. They act as powerful screening tools, assessing for symptoms of common behavioral health diagnoses and flagging areas for further exploration. That means you can start forming treatment ideas before the first appointment rather than reacting to new information on the spot.

This proactive approach has multiple benefits:

  • Increased confidence: You’ll feel more prepared and in control, leading to a smoother, more professional first meeting.
  • Stronger rapport: Your client will feel heard and understood from the start, fostering trust and a stronger therapeutic relationship.
  • Improved retention rates: Clients who feel confident in their provider are more likely to stick with treatment.

Prescreening also helps you determine if a client is a good fit for your practice or if they would be better served by a different provider.

patient intake form on computer

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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