Template guide
Overview
Designed for initial mental health triage where clinicians need consistent structured data before the first session. Sections follow common screening patterns while staying flexible for your practice policies.
Who should use this template
- Therapists and counselors
- Clinic intake coordinators
- Telehealth practices
What this template covers
Presenting concerns
- Primary symptoms
- Duration and severity
- Functional impact
Safety and risk
- Crisis indicators when applicable
- Support network
History and context
- Prior treatment
- Medications
- Goals for care
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
I've had trouble sleeping for 3 months and feel overwhelmed at work. No current safety concerns; I've been in therapy before during college…
Triage summary
- Chief complaint: sleep disruption and work stress (3 months)
- Safety: no immediate risk reported
- History: prior therapy (college); goals: coping and sleep
FAQ
- Does this replace clinical judgment?
- No. It standardizes intake data; licensed professionals remain responsible for assessment and care decisions.
- Can I customize fields for my practice?
- Yes. Edit blocks in the builder to match your forms policy and jurisdiction.