Before and during your therapy sessions, your provider may ask you to fill out a short intake form and periodic questionnaires. These help your provider understand your needs and allow you to track your progress over time. This guide explains how to find and complete these forms in the client portal.
Key Points
Intake forms and check-ins are accessible via email or in your client portal under "My tasks."
Complete your intake form before your first appointment if you can — it helps your provider prepare for your session.
If you don't receive an intake form email, check the "My tasks" section on your client portal dashboard.
You can review your questionnaire scores and track your progress over time in the "My progress" section of your dashboard.
Complete the intake form
If your provider has enabled intake forms, you'll receive an email with a link to complete yours after booking your first appointment. If possible, complete this form before your intake session so your provider can review your information ahead of time. If you have questions about the form, you can ask your provider during your session.
✉️ Access the intake form via email
After booking a full-length appointment, you'll receive an email reminder with a direct link to your intake form. If multiple forms are required, they'll appear together with a progress bar at the top showing your completion status.
🌟 Tip: Outstanding tasks also appear on your client portal dashboard under "My tasks." If you didn't receive the email or can't find it, log in to your portal and check there. Refer to this guide for help activating your client portal.
🖥️ 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, then select Submit in the top right to send the form to your provider.
Complete mental health check-ins
While the intake form is completed once per provider, you'll receive shorter questionnaires periodically as part of your ongoing mental health check-ins. These help your provider track your progress and adjust your care over time. You can access them via email, your client portal, or by entering your provider's Grow Therapy Telehealth room at least five minutes before your appointment.
✉️ Complete check-ins via email
You'll receive an email reminder with a link to your check-in forms. If you're assigned multiple forms, they'll appear together with a progress bar at the top.
🖥️ Complete check-ins in your client portal
To complete check-ins 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 where you can complete your forms. If multiple forms are assigned, they'll be grouped together with a progress bar at the top.
Track your progress
Each time you complete a check-in, your results are available to view immediately afterward. You can also review your history at any time under the "My progress" section of your dashboard.
Questionnaire scores are based on your responses to each form and are totaled into a single score. For more details on how scores are calculated, see this guide.
Keep in mind that scores represent a snapshot in time — it's normal for them to fluctuate. If you have questions about your results or how your provider uses them, ask your provider directly. They can explain how this information shapes your care and what to expect going forward.
