Daily Case Notes Form

Mental health forms are structured documents used to collect, assess, and manage information related to emotional well-being, psychological support, and behavioral health needs. They help professionals understand a person’s mental health context, identify concerns, and document support or care processes in a clear and consistent way. Mental health forms are commonly used by therapists, counselors, psychologists, clinics, schools, wellness programs, and employee assistance programs. Typical use cases include new client intake, mental health screenings, ongoing therapy check-ins, consent documentation, and program feedback. By standardizing how sensitive information is collected, mental health forms support better decision-making, continuity of care, and clearer communication between providers and individuals.

With Jotform, mental health forms can be created quickly using a no-code, drag-and-drop Form Builder and adapted to different care settings. Conditional logic helps show only relevant questions based on responses, making forms easier and less overwhelming to complete. Submissions are stored in Jotform Tables, allowing authorized teams to review responses, track progress, and maintain organized records. Automated notifications and confirmations help streamline workflows while reducing manual follow-ups.

Use Cases of Mental Health Forms

Mental health forms support a wide range of support, assessment, and documentation workflows. Below are common ways these forms are used and the problems they help solve.

Possible Use Cases:

• New client or student mental health intake
• Mental health screenings and wellness check-ins
• Therapy session preparation and follow-up
• Crisis support and referral requests
• Consent and communication preference collection
• Program evaluation for counseling or wellness initiatives

Problem-Solving Points:

• Create a consistent way to collect sensitive mental health information
• Help identify concerns early and route cases appropriately
• Reduce administrative burden for providers and support teams
• Improve continuity by keeping mental health records organized

Possible Owners and Users:

• Therapists, counselors, and psychologists
• Clinics, wellness centers, and telehealth providers
• School counselors and student support services
• HR and employee assistance program teams
• Clients, students, or participants completing forms

Differences of Creation Methods:

• Mental health intake forms focus on background, main concerns, symptom history, triggers, prior treatment, medications, and support systems.
• Mental health screening and check-in forms emphasize structured rating scales and brief prompts to capture current mood, stress or anxiety indicators, functioning, and any risk flags.
• Mental health consent and privacy forms prioritize informed consent acknowledgments, confidentiality boundaries, communication preferences, and required confirmations.

How to Create a Mental Health Form

Creating a mental health form with Jotform helps you collect sensitive information in a clear, respectful, and structured way. A well-designed form should feel easy to complete while still capturing the details needed for support or care decisions.

1. Choose a Template or Start from Scratch

In My Workspace, click “Create” and select “Form.” You can start with a mental health or intake-related template or build a custom form. A Classic Form works well for comprehensive intake, while a Card Form can reduce form fatigue by guiding respondents step by step.

2. Add Identification and Context Fields

Use Add Element to collect basic information such as name, age or date of birth, contact details, and the reason for completing the form. If anonymity is important, make identifying fields optional and explain this clearly in the form description.

3. Build the Core Mental Health Sections

Add sections for concerns or goals, symptom descriptions, duration, and impact on daily life. Use rating scales or multiple-choice questions for mood, stress, or anxiety levels, and include open-text fields only where additional context is helpful.

4. Use Conditional Logic to Keep Forms Focused

Conditional logic helps reduce unnecessary questions. For example, show follow-up questions only if someone reports high stress, low mood, or specific concerns. This makes the form feel shorter while still capturing important details.

5. Add Consent and Communication Preferences

Include required checkboxes for consent, confidentiality acknowledgments, and preferred communication methods. This helps set expectations and supports ethical and professional standards.

6. Publish, Test, and Manage Responses in Jotform Tables

Preview and test the form before publishing. Share it via a secure link, email, or internal portal. All submissions are stored in Jotform Tables, where authorized users can review, filter, and manage responses efficiently.