Consent and Intake Forms

Get customized, automatic intake that works as hard as you do.

Consent and Intake Forms Features

Speed your intake process with tools to set collecting new patient consent on autopilot.

Easy-to-use Custom Form Builder

Expand your services with ease by creating and customizing intake packets in minutes with a versatile form builder.

Auto-Assign Packets

Create a smooth intake experience for everyone by automatically delivering the right intake packet to each patient by program enrollment.

Flexible, Secure Delivery Methods

Validate the right person signs by sending HIPAA-compliant forms via patient portal or email with steps to validate the recipient’s identity.

In-Progress Reminder Cadences

Stay on top of in-progress paperwork by setting reminder cadences that ensure patients complete their assigned forms.

Intake Status Tracking

Make chasing down missing forms a thing of the past by monitoring the progress of active form requests across your entire practice.

Signed Documents in the Chart

Ensure no signed form falls through the cracks by automatically filing signed documents in the patient chart.

Get An Intake Flow for Practice Growth

Tailor intake to fit your needs, no matter what they are. As your practice grows and you expand services, get a system that flexes with your evolving needs to send and store multiple types of consent forms by program.

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.

Put Joy Back Into Welcoming New Patients

Free up task time so you can focus on face time. Minimize your admin burden and keep new patients on track by setting reminder cadences for in-progress consent forms.

Consent Forms and Patient Intake Forms
Man working on laptop

Deliver Automatic Intake Packets

Get the right forms to the right patients by enrolling them in a program that instantly sends them the correct intake packet. Be sure patients sign all necessary paperwork done without the manual lift.

Make Collecting Consent Simple for Patients

Meet the needs of your tech-diverse patients with a simple and convenient way to sign forms through the MYIO portal or email. Signed forms are accessible anytime via the portal, so patients can review at any time.

woman using telehealth on laptop
Build Custom Intake Packets in Minutes

Build Custom Intake Packets in Minutes

Copy document content into the Form Builder, add multiple field answer options and signature lines to collect the information you need. Group forms into custom packets for different programs and patient types.

Keep It Secure Without Extra Work

Feel secure knowing your consent forms are safely delivered, collected, and stored in your patient’s chart. Be HIPAA compliant and keep your documents all in one place without any extra work.

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

eSignature

Related Resources

therapist considers whether to use Wiley Treatment Planners while in session with patientBillingBlogClinical CareClinical DocumentationClinical ReportingComplianceEHR TechnologyGrowing Your PracticeIndustry NewsIntake and Assessment AutomationManaging Your PracticeMeasurement Based CareNon-Prescribing ClinicianOffice ManagerOperating VirtuallyPatient EngagementPatient PortalPractice AdministrationPractice OwnerPrescribing ClinicianRegulations and ComplianceSchedulingTelehealth
September 10, 2024

Should You Use Wiley Treatment Planners?

Effective treatment planning is essential for providing high-quality behavioral health care and achieving positive outcomes. As practitioners seek ways to enhance their clinical practices, digital tools such as Wiley Treatment Planners have gained popularity. These comprehensive, evidence-based resources help behavioral…
clinician uses new tools to market her behavioral health businessBillingBlogClinical CareClinical DocumentationClinical ReportingComplianceEHR TechnologyGrowing Your PracticeIndustry NewsIntake and Assessment AutomationManaging Your PracticeMeasurement Based CareNon-Prescribing ClinicianOffice ManagerOperating VirtuallyPatient EngagementPatient PortalPractice AdministrationPractice OwnerPrescribing ClinicianRegulations and ComplianceSchedulingTelehealth
September 7, 2024

Tips for Using Online Platforms to Market Your Behavioral Health Business

Managing a behavioral health practice involves more than providing excellent client care—it also requires strategic business management, including effective marketing. In the field of behavioral health, marketing is about helping people find the support they need. With more people going…
Clinician works with patients in a group therapy sessionBillingBlogClinical CareClinical DocumentationClinical ReportingComplianceEHR TechnologyGrowing Your PracticeIndustry NewsIntake and Assessment AutomationManaging Your PracticeMeasurement Based CareNon-Prescribing ClinicianOffice ManagerOperating VirtuallyPatient EngagementPatient PortalPractice AdministrationPractice OwnerPrescribing ClinicianRegulations and ComplianceSchedulingTelehealth
September 6, 2024

How to Maximize Your Reimbursement for Group Therapy Sessions

Group therapy is a powerful treatment modality for many patients and can be cost-effective for practitioners. But for many therapists, maximizing reimbursement for these sessions is challenging. Group therapy involves unique documentation and coding practices that can significantly impact your…

Ready To Put Growth Into Practice?

Or Contact Us to Speak with a Specialist