Intake & Assessments
Create therapist-led intakes or send secure assessment links for clients to complete. Choose sections, structure entries, and review everything before finalizing—your clinical judgment comes first.
How it helps
Therapist-led or client-completed
Build an intake during session, or generate a secure link with selected sections for clients to complete remotely. Submissions appear in your review inbox, ready for your approval.
Structured sections with flexibility
Choose the sections you need—demographics, history, risks, and more. Use structured fields where helpful, and add narrative capture where nuance matters. Golden Thread remembers your preferences.
Review-first workflow
All submissions, whether therapist-entered or client-completed, go through your review before finalizing. Approve, edit, or request changes—you control what becomes part of the record.
Connected to plans and notes
Assessment data stays linked to treatment plans and progress notes. See how initial concerns map to goals, and track how assessments inform ongoing care decisions.
Spend more time with clients — and less time on paperwork.
See how Golden Thread can transform your documentation workflow.