Therapy Client Intake Blueprint
An intake system for therapists and counselors—screen inquiries, manage your waitlist, schedule intake sessions, and track client readiness. Delivered for Notion or Google Sheets.
Linked databases with Board, Table, and Calendar views. Duplicate to your workspace in one click.
Full preview available after purchase. Same data model, different interface.
Why this blueprint exists
Screening before scheduling: Fields for presenting concern, insurance status, and availability so you assess fit before the first session.
Waitlists are real: A dedicated waitlist status with position and estimated start date—not just a generic backlog.
Session cadence starts at intake: Fields for preferred frequency, day/time, and modality (in-person, telehealth) so scheduling begins immediately.
Most intake templates are built for sales funnels. Therapy practices need screening, waitlist management, and structured intake completion—where the goal is client readiness, not conversion.
A generic form captures name and email. Therapists need to capture presenting concerns, insurance coverage, scheduling preferences, and whether the client is a fit for your practice—before the first session.
Waitlist management is another gap. When your caseload is full, you need a clear queue with estimated start dates and automatic follow-up to keep waitlisted clients warm.
This blueprint handles the full intake arc from inquiry through screening, waitlist (if needed), and intake completion—with fields designed for clinical practice, not sales.
What you get
Intake Board
Inquiry → Screening → Booked → Intake Complete → Active → Paused → Closed.
Screening Fields
Presenting concern, insurance/self-pay, availability, referral source, and fit assessment.
Waitlist Management
Waitlist status with queue position, estimated start date, and follow-up tracking.
Session Cadence Setup
Preferred frequency, day/time, and modality (in-person/telehealth) captured at intake.
Intake Checklist
Track completion of consent forms, payment info, emergency contact, and intake questionnaire.
Follow-up Reminders
Configurable reminders for unresponsive inquiries and waitlisted clients.
Client Profile
Contact info, insurance details, session history summary, and notes.
Caseload View
See active client count vs. capacity at a glance.
Inside the system
The exact tables, fields, and views you receive. Nothing hidden.
Full intake pipeline for therapy clients
Views & reports included
How it works
Buy the blueprint.
Answer 2 questions (tool + workflow variant).
Copy instantly + run the 5-minute setup wizard.
FAQs
Yes. Notion free tier and standard Google Sheets.
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Therapy Client Intake
Instant delivery · Notion + Google Sheets
Includes