Intake assessments

Create therapist‑led intakes or send a secure intake link for clients to complete. Choose sections, use Format & Add for structure, and review everything before saving—your clinical judgment comes first.

2‑week free trialNo credit card required

How it helps

Therapist‑led or client‑completed

Build an intake inside PepperChat during session, or generate a secure link with selected sections for clients to complete remotely. Submissions appear in the client’s Intake inbox for your review.

Select sections that fit your practice

Choose the sections you want—demographics, history, risks, and more. PepperChat remembers your preferences so you can reuse them next time.

Select intake sections and remember preferences

Format & Add for clean, structured entries

Use Format & Add to quickly structure raw details into clear, consistent entries while preserving your clinical voice. Accept, edit, or skip—always clinician‑controlled.

Format & Add to structure intake content

Review, approve, complete

Review client submissions in the Intake inbox, approve what’s relevant, and complete the assessment when ready. All data is encrypted in transit and at rest.

Spend more time with clients — and less time on paperwork.

Start your 2-week free trial today, no credit card required.