Know your client before they reach the table.
A new client fills and signs their intake form on their phone before the first session. Conditions, medications, pregnancy, and preferences are on their record when they walk in. No clipboard, no separate form tool, no extra cost.
No credit card required
- A ready-made clinical massage intake is set up for you on day one.
- Edit the form by describing the change in plain words. No form builder.
- Sends itself on a client's first session, and again after the months you choose.
- Signed forms attach to the client and the session, in the app and as a PDF.
Start from a form that already fits
The first time you open Intake forms, a clinical massage intake is waiting: health conditions, medications, pregnancy, areas of concern, pressure preferences, and a typed-name signature step. It deliberately asks only what a session needs. If it fits your practice, you never touch it again; sending can start the same day.
Edit by saying what you want
Type "add a question about neck injuries" and watch the preview update. Reed, Riverd's AI assistant, reshapes the form while you describe changes in plain words; you apply the draft when it looks right and publish when it is ready for clients. There is no drag-and-drop builder to learn. Reed only works on the form's structure and never sees a client's answers.
It sends itself
Set a form to go out when a new client books their first session, and again after a set number of months so long-time clients' health details stay current. On every plan you can keep more than one form and point each at its own session types: a solo LMT with a prenatal-heavy week can send a prenatal intake for prenatal sessions only. Gentle email reminders follow up until the form is done, and both the client's record and the session show a clear warning while an intake is outstanding. You can always send or re-send by hand from the client or session page.
Filled on a phone, signed, and kept
Your client taps the link and fills the form on their phone in a few short steps. No account, no login, no app. They sign with their typed name, and the completed form lands on their client record and their session, with the highlights (flagged conditions, medications, pregnancy, preferences) surfaced where you prep. Open the full form in the app or as a PDF whenever you need it; your client can download their own copy once, right after signing. Riverd is a practice management tool, not a medical provider; intake forms support your own professional judgment and do not constitute medical advice.
Frequently Asked Questions
By the Riverd teamLast updated
Ready to try Client Intake Forms?
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