Once you schedule an intake appointment, your provider may send you an intake form and measurement-based questionnaires. These tools help your provider determine the best approach for your care and allow you to monitor your progress over time. This guide explains how to access and complete intake and check-in forms, as well as measure your progress in the client portal.
Key Points
Providers may send an intake form and measurement-based questionnaires to understand your needs.
Intake forms and check-ins are accessible via email reminders or in the client portal under the “My tasks” section.
Submitting your intake form ahead of time allows your provider to properly assess and plan for your first appointment.
You can review your results and track progress over time. Questionnaire scores offer snapshots of your well-being and allow you to monitor trends after each submission.
Complete the intake form
If your provider sends you an intake form, you can access it via email or directly in your client portal. If possible, it's essential to complete this form before your intake session so your provider can prepare for your initial assessment. If you need help completing it, don’t hesitate to ask your provider during your session.
✉️ Access the intake form via email
If your provider has enabled automatic intake forms and questionnaires, you'll receive an email reminder with a direct link to complete them after booking a full-length appointment. When multiple forms are required, they will appear together, and a progress bar at the top will show your completion status.
🌟 Tip: Outstanding tasks appear right on your client portal dashboard in the "My tasks" section. Activating your client portal helps streamline communication, keep everything in one place, and ensure you get the most out of your therapy experience. Refer to this guide for step-by-step directions.
🖥️ Access the intake form in your client portal
To complete the intake form in your client portal:
Log in to your client portal and navigate to your Dashboard.
Under "My tasks," select Complete intake paperwork for (provider name).
Complete the required fields of the intake form, then select Submit in the top right to send the form to your provider for review.
Complete mental health check-ins
While the intake form is only completed once per provider (if required), you'll receive measurement-based questionnaires periodically as part of your ongoing "mental health check-ins." You can access these check-ins through email, your client portal, or by entering your provider's Grow Therapy Telehealth room at least five minutes before your appointment.
✉️ Complete measures via email
You can access measurement-based forms using the link in your reminder email. If you're assigned multiple forms, they will be grouped together, and a progress bar at the top will show your completion status.
🖥️ Complete measures in your client portal
To complete measures in your client portal:
Log in to your Client Portal and navigate to your Dashboard.
Under "My tasks," select Prepare for your appointment.
A new tab will open to access and complete the forms. If multiple forms are requested, they will be grouped together, and a progress bar will be visible at the top to indicate your completion status.
Measure your progress
Each provider has their own methods, preferences, and areas of expertise, so your experience will be customized to meet your needs. If you have any questions about these forms or questionnaire results, please ask your provider how they will be utilized in your care. Your provider can offer personalized advice and explore potential treatment options to help you make informed decisions.
Please keep in mind that these results represent a snapshot in time, and it's normal for these levels to fluctuate.
Understand how scores are calculated
Responses to each measurement-based questionnaire are scored in points, which are then summed to produce a total score. Click here to learn how scores are calculated.
Track your progress
Each time you complete a new mental health check-in, you can view your results and monitor progress made on previous submissions immediately afterward. When you complete measures regularly, you can monitor your progress at any time in your client portal.
You can track your progress over time under the "My progress" section of your dashboard. Click here for guidance on using measurement-based features in the client portal.
