How to Save Time in Private Practice with One Simple Website Upgrade

Running a private practice means juggling client care, admin work, marketing, and everything in between. One of the most overlooked time-wasters? Endless back-and-forth emails with potential clients. If you’re looking for a simple and effective way to streamline your intake process and free up your schedule, we’ve got a tip you can implement today.

Add a Pre-Screening Form to Your Website

Adding a brief pre-screening form to your website—or even including it in your inquiry response emails—can be a game-changer for mental health professionals and private practice owners. Not only does it help filter potential clients, but it also ensures you’re gathering essential information upfront, reducing time spent preparing for consult calls.

Why a Pre-Screening Form Matters

Saves Time: No more digging through long email threads to get basic info.
Improves Fit: You can quickly determine whether a client’s needs align with your expertise and availability.
Reduces No-Shows: Clients who take time to fill out a form are often more committed to the process.
Boosts Professionalism: It creates a smoother, more structured first impression.

What to Include in Your Pre-Screening Form

If you’re not sure where to start, keep it simple and focused. Here are a few key questions you might include:

Reason for seeking therapy
Preferred days/times for appointments
Insurance or self-pay status
Brief mental health history (if relevant)

Optional fields like age, location, or referral source can also be helpful, depending on your practice.

Adding a pre-screening form is one of those small, high-impact changes that can make a big difference in your workflow. You’ll save time, reduce stress, and improve the overall experience for both you and your clients.

Looking for help setting up a pre-screening form on your therapy website? Our team at specializes in helping therapists streamline their processes with simple, effective tools. [Get in touch with us here.]