What skin concerns are you hoping to address?
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Esthetician & Cosmetology Intake
Concierge agent · 1.3K uses
Concierge Agent
Screen Therapy Clients
Your intake forms miss the signals that prevent dropouts. Intake forms for therapy practices ask checkbox questions that don’t capture what really matters. This template uses an AI conversation to screen new clients, understand presenting concerns, assess fit, and set expectations — automatically, at any hour.
Better client fit
Crisis detection
Complete profiles
Used 1,400+ times
How this AI template works
When a prospective client reaches out, this template triggers an AI-powered screening conversation. It asks about their presenting concerns, therapy history, what they’re hoping to achieve, and practical details like insurance and scheduling preferences. The AI adapts based on their responses — asking more about trauma history when relevant, exploring couples dynamics for relationship concerns, or assessing severity for crisis situations. Your practice gets a complete intake profile before the first session.
Getting started
- 1
Define your screening criteria — specializations, populations served, and red flags
- 2
Customize the AI conversation for your practice’s intake workflow
- 3
Connect to your practice management system or EHR for automatic record creation
- 4
Deploy on your website or send via intake email — available 24/7
Template Details
- Agent Type
- Concierge
- Category
- Healthcare intake & survey
- Role
- SalesOperations
- Industry
- Health & Wellness
- Business outcome
- Convert more leadsOperate more efficiently
- Job to be done
- Run client intake
- Journey stage
- Intake & qualification
- Times Used
- 1,400+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Static forms reduce complex trauma to checkbox lists — a client checking 'PTSD' could mean childhood abuse, combat exposure, or recent assault, but the form never asks for context that determines treatment approach.
- Paper intake misses therapeutic fit because forms can't assess communication preferences or past therapy failures — therapists walk into first sessions blind to what triggers the client or what approaches have backfired before.
- Rigid mental health forms create disclosure barriers around sensitive topics like substance use or self-harm because clients won't check boxes that feel permanent and judgmental in a clinical setting.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- Adaptive conversations explore trauma history with appropriate follow-ups, distinguishing between resolved past experiences and active triggers so therapists can tailor their approach from session one.
- Conversational intake assesses therapeutic fit by asking about communication style, past therapy experiences, and treatment preferences — giving therapists the context to avoid approaches that have failed before.
- Private conversational format increases disclosure of sensitive information by 40% because clients can share gradually and feel heard rather than interrogated through clinical checkboxes.
What should a therapy intake form include?
A therapy intake form should capture presenting concerns, trauma history, previous treatment experience, current medications, family mental health background, substance use patterns, safety assessment, and therapeutic goals. Traditional forms collect these as checkbox lists that miss critical context. This template uses conversational flow to gather the same clinical information with appropriate depth. When clients mention anxiety, the conversation explores triggers and severity. When they share trauma history, it assesses current impact and coping strategies. Therapists receive structured clinical data plus narrative context.
FAQ
Frequently Asked Questions
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Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.
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