Practice HarborA packet, not a pile
Enabled documents come pre-checked every time you send an intake, so sending the whole packet from a new client’s chart takes two clicks. The client gets one checklist with one progress bar.
Intake forms & e-signature
Consent forms, questionnaires, demographics, scored measures, and a card on file, bundled into one packet sent from the chart and tracked per client and per document.
The packet
- Consent forms, signed in the portal
- Intake questionnaires you build
- Demographics and insurance, straight to the chart
- Scored measures as a baseline
- A card on file for AutoPay
Paperwork done before the first session
Build your own questionnaires
Add questions and sections, choose each question’s type, duplicate a form to make a variant, and print a clean paper version for clients who prefer it.
Consent forms with e-signature
The standard set ships built in; add your own. Clients read and sign in the portal, and the signed PDF lands on their Files tab.
Demographics straight to the chart
Choose which fields appear and which are required. Contact details, emergency contact, insurance, and the policyholder are written to the chart as the client enters them.
Minors, couples, and families
Packets route through a guardian for minors and go to each member individually for couples and families. Bulk sharing sends a document to many clients at once.
Track completion
See each document’s status per client, send a reminder, and find the finished paperwork on the chart. Pre-appointment document reminders can nudge automatically.
HIPAA compliant BAA included at sign-up Encrypted in transit and at rest
How it works, step by step
From the help center, written for the people who use it every day.
Works with
Common questions
Do clients need an account to fill out forms?
The intake email carries a one-time sign-in link that opens the portal with the checklist waiting. No password is needed unless the client wants one.
Can I collect a card during intake?
Yes. Tick Request credit card on file when sending the packet and the client adds a card in the portal; it is saved for AutoPay and future charges. For minors the card saves to the guardian.
Can I send a form to every client at once?
Yes. Bulk sharing sends a consent form, questionnaire, or measure to many clients in one go, each to their own portal.
Where do signed consents go?
To the client’s Files tab as PDFs, alongside completed questionnaires and anything you upload. A form a client has ever been sent can’t be deleted, so their paperwork stays readable.
More answers in the help center.
Start for free
Try every feature free, with no credit card. Your Business Associate Agreement is signed the moment you create your account.
Start free trial