Intake Form and Other Questionnaires

Learn how to use Grow Therapy's automated intake and assessment features.

Updated over a week ago

In the Grow Therapy EHR, we have a few intake questionnaires available to send to clients at any point during your work with them. These currently include the General Intake Questionnaire, the PHQ9, and GAD7. This system within the Grow Therapy EHR allows you to automatically provide the chosen forms to the client for completion as soon as they schedule an intake session with you. You can also send these forms to clients directly at any time or fill them out for the client on their behalf.


Manage your questionnaire settings


To update your questionnaire settings, follow these steps:

  • Select your name in the bottom left corner, and click Edit Profile.

  • Next, select Basic Information below the Profile header.

Access questionnaire and form settings
  • Scroll down to the "intake paperwork" section at the bottom of the page and select or deselect the forms you want sent to new clients.

Intake questionnaire / paperwork options
  • Select the Save button to ensure your selection(s) apply to future clients. Please note that a client's scheduled appointments WILL NOT be canceled if the paperwork is not filled out before the session. If you would like to cancel a session for this reason, please inform the client that you require the questionnaire to be filled in before the first session.


Manually send questionnaires to clients


You can manually send the questionnaires via a client's profile. To do so:

  • Select Clients from the sidebar navigation.

  • Search for and select the desired client from the dashboard.

  • Locate the Forms & Questionnaires card on their profile.

  • Locate the desired form(s), select the three dots menu on the far right of that line, and select the Send to Client option from the dropdown menu. This action will send the desired form to the client, and you will be notified upon completion. If you send multiple forms to the client, they will see a progress tracker at the top of the window, letting them know the number of forms included.

Manual questionnaire options

Fill out forms on a client's behalf


You can fill out the questionnaires on a client's behalf via their profile. To do so:

  • Select Clients from the sidebar navigation.

  • Search for and select the desired client from the dashboard.

  • Locate the Forms & Questionnaires card on their profile.

  • Locate the desired form(s), select the three dots menu on the far right of that line, and select the Fill Out for Client option from the dropdown menu.

Manual questionnaire options

View questionnaire results


Once the client has filled out the form or you have done it on their behalf, you will see that the response has been recorded on their profile.

Access questionnaire responses

To view the results of the desired questionnaire, select it. You may see a listing of dates if multiple versions have been received. If this is the case, select the desired version.

Reviewing questionnaire responses

Understand and review recurring assessments


To provide more insight into client care and progress, clients who have completed at least three (3) sessions since their last recorded assessment response will be re-prompted to fill out the Anxiety and Depression assessments via email. Each completed assessment will be stored by date and can be accessed via the client's profile. To access previous results:

  • Select Clients from the sidebar navigation.

  • Search for and select the desired client from the dashboard.

  • Locate the Forms & Questionnaires card on their profile.

  • Locate the desired form and select it. If multiple responses to a given questionnaire or form exist, you will see them listed by date, like in the example below.

Multiple responses
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