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Intake forms and parent/teacher questionnaires for therapy practices. Multi-rater intake forms, parent/teacher questionnaires, consent, and custom practice forms. Digital signature capture. Merge into evaluation narratives or patient profiles.
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Intake forms, consent forms, insurance collection forms, all built and sent inside MyTherapyWizard, all tied to the patient record, all stored in MyTherapyWizard's HIPAA-compliant infrastructure.
Admin builds forms with a drag-and-drop builder (the same dnd-kit component used for evaluations and POCs). Therapists with send permission can send a tagged form to a specific patient or copy a public link for untagged distribution. Known-patient sends use a single-use HMAC-SHA256 patient token so submission auto-links. Public sends route to an unlinked submissions inbox for admin to match, create, or discard.
The email template is specific to form type and uses org branding, form name, organization name, client first name, DOB-verification box, client-friendly language. No MyTherapyWizard branding to the recipient. Submissions generate a react-pdf document, store to S3, create the consent record, and flip the send-log status to Completed, all automatic, all without leaving MyTherapyWizard.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Fields, labels, order, required flags all stored as structured JSON. Supports text, dropdown, checkbox, signature, date, and file upload field types. Admin edits via drag-and-drop, no code.
Token = HMAC-SHA256(patient_id + org_id + send_timestamp). Single-use per send event. Embedded in the form URL. Submission with token auto-links to patient; submission without token routes to unlinked inbox.
MyTherapyWizard provides a read-only library of platform templates (consent, intake, insurance collection). 'Use as Starting Point' creates an org-custom copy for editing. Only org custom forms can be sent, platform templates never appear in the send flow.
Subject line + body vary by form type. Example: '[formtype] from [organization_name] · [timestamp]' with client-verification box (first name + birth day/month), complete-form button, fallback link, and org contact block. No generic 'Your input matters' subject line.
Form builder, form sender, and form archive, all in MyTherapyWizard. No JotForm, no DocuSign for consents, no Google Forms for intake. One login, one audit trail, one billable path.
Org name and logo render in the form header and the PDF. 'Powered by Therapy Wizard' stays in the footer only. Your practice's branding is what the family sees.
Pending / Completed / Expired status surfaces in the therapist's Forms & Links log. Completed submissions attach to the patient record without an admin action.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.