Complete Client Intake Before the Session Starts

Clients complete their intake before you even say hello. Their profile and assessment results are ready in NovoPsych, and their session is ready to start in NovoNote.

Try It In Your Account
Trusted by 75,000+ mental health professionals
Static Link
QR Code
Auto-Matched Profiles
New to NovoPsych? Activate a free trial. No credit card required.
Last updated: August 2026

NovoPsych lets you send a client an assessment link or QR code before their session, so intake questionnaires are already complete when they walk in. Clients don't need an existing profile: they enter their own name and date of birth, and they're added automatically to both NovoPsych and NovoNote. Their results are ready to view in NovoPsych, and the session itself is ready to run and document with our AI scribe, NovoNote.

How This Fits Your Workflow

From the waiting room to your session notes in NovoNote, here's how it fits together.

1 In Reception A QR code or link is displayed in your waiting room, booking email, or website. 2 Client Completes Forms They scan or click, and finish intake assessments on their own device, before their session. 3 You Run the Session in NovoNote Results are ready in NovoPsych, and NovoNote is set to run the session.
Same client returns? Reuse the same QR code or link. Matching details save automatically to their existing profile. No duplicates, nothing to merge by hand.

Why Practices Automate Intake

Save admin time

No photocopying, no manual data entry, no chasing paper forms.

Walk in with data in hand

Baseline scores and history are ready before you say hello.

A better client experience

Clients complete forms in their own time, on their own device, before they're sitting in a waiting room.

Routine outcome measurement

Reuse the same link every session, so pre-session measurement becomes routine, not an afterthought.

Two Ways to Send Intake Forms

Clicking Generate Link on the NovoPsych home screen, the first step to send an intake assessment
Step 1: press "Generate Link" to start
The Selected tests screen with Copy URL circled, used to get a reusable static intake link

Static Link

Generate a reusable link and drop it into a booking confirmation email, your website, or a text message. The client opens it on their own device and completes their assessment in their own time, before their session.

The Selected tests screen with Generate QR circled, used to create a QR code for a client

QR Code

Generate a QR code for a chosen assessment, then print it for the waiting room or display it on screen for the client to scan on the spot.

Both use NovoPsych's "Respondent to Enter Own Details" option, so clients can enter their own name and date of birth. No profile needs to exist beforehand, NovoPsych creates or matches one automatically.

Common Ways Practices Use This

  • Booking confirmation emails. Add your static intake link to the confirmation a client already receives.
  • Waiting room signage. A printed or on-screen QR code clients scan while they wait.
  • New client onboarding. Send intake and history forms ahead of the first session, so nothing gets missed.
  • Routine outcome monitoring. Reuse the same link at every session for repeat measures, with no manual setup each time.

FAQ

Do clients need a NovoPsych account to complete an intake form?

No. When a client opens your static link or scans your QR code and selects "Respondent to enter own details," they don't need an existing profile.

What happens if the same client uses the link or QR code again?

If their name and date of birth match an existing client record, their new responses save to that same profile automatically. Nothing is duplicated, and there's nothing to merge by hand.

Can I use a QR code without printing anything?

Yes. Display it on your screen during the session, or on a waiting room monitor.

Is the same link reusable for every new client?

Yes. Generate it once and reuse it indefinitely as your default intake flow, for new and returning clients alike.

Where can I find the exact setup steps?

See the step by step guide for generating links and QR codes.

What NovoPsych Users Say

See how mental health professionals have transformed their practice with NovoPsych.

Ready to Start Automating Your Intake?

Try It In Your Account