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Intake, consent, and re-consent

Therapy intake forms and consent workflows for modern practices

MindDiary supports intake workflows that help therapists and clinics collect client information, consent acknowledgements, and re-consent updates without relying on scattered files and manual follow-up.

Workflow layer, not an EHR
  • Send focused intake workflows through tokenized links.
  • Collect consent acknowledgements and supporting workflow records.
  • Manage re-consent updates when policies or packets change.
What MindDiary does
  • Supports configurable intake modules and therapist-managed policy text.
  • Collects consent and privacy acknowledgements through public tokenized workflows.
  • Tracks packet versions and re-consent activity where those workflows are enabled.
What MindDiary does not do
  • MindDiary does not replace legal review of your intake or consent language.
  • MindDiary does not guarantee that a form packet meets every jurisdictional or payer requirement.
  • MindDiary is not an EHR and should be used alongside your records workflow.
Workflow fit

Bring intake into the therapist workspace

Configurable modules

Use intake modules for presenting concerns, therapy goals, emergency contact, acknowledgements, and other practice-defined fields.

Consent records

Capture acknowledgements, timestamps, packet versions, and related workflow artifacts.

Re-consent support

Use re-consent workflows when policy text or consent packets need client review again.

Clinic readiness

Support consistent intake workflows across solo and small group practice settings.

FAQ

Questions therapists ask

Can MindDiary create therapy intake forms?

MindDiary supports intake workflows and configurable modules for therapist and clinic teams.

Does MindDiary provide legal consent language?

MindDiary can manage therapist-provided policy and consent text, but practices should have language reviewed by counsel.

What is re-consent?

Re-consent is a workflow for asking clients to review and acknowledge updated policy or consent materials.

Do clients need an account for intake?

Current workflows use tokenized public links for intake-style tasks, so clients can complete forms without signing into the therapist dashboard.

Does intake replace my EHR records?

No. MindDiary intake should be used alongside the records process your practice maintains.

Start with the workflow layer

Use MindDiary alongside the systems your practice already relies on.

Prepare for sessions, review client context, draft notes, manage intake workflows, and inspect CSV exports while keeping your system of record in place.

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