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Client Intake & e-signatures

Onboarding done before the first session.

The moment a client books, Mediyn sends a complete intake packet — forms, consents, insurance, and a Good Faith Estimate. They finish it on their phone, sign digitally, and their record fills itself in. No printer. No clipboard. No first-session paperwork.

Included on every plan · set up in minutes · works on any phone

ST
Sarah Thompson
New client · onboarding
4 / 5 done
Demographics & contact
Insurance card · scanned
Consent for treatmentSigned
Good Faith EstimateAcknowledged
Clinical history
Completed before the first session
Intake packets

Sent the moment they book.

The instant a client confirms a booking, Mediyn assigns the right packet and sends it — demographics, insurance, clinical history, and every consent bundled into one flow they finish on their phone. You don’t chase anyone or hand a clipboard across the desk; you watch each item turn green on the dashboard as it’s completed. By the time the first session starts, the paperwork is already done, filed, and in the chart.

Right packet auto-assigned the moment they book
Live completion status before the first session
One-tap resend or extend a deadline
Finished on any phone — nothing to install
See the client portal
New Client Intake · template
Editable
Demographics & contactRequired
Insurance informationRequired
Presenting concernsLong text
Medical & medication historyStructured
Emergency contactRequired
Clone, edit, and reuse across your practice
Custom form templates

Your forms, your fields.

Build a packet once and reuse it everywhere. Start from a Mediyn template or clone your own, add or remove fields, and assign different packets by session type or modality — a couples intake shouldn’t look like a solo new-client intake, and now it doesn’t have to. Every answer a client gives maps directly onto their chart, so the data you collect is the data you actually work from — never re-keyed off a PDF.

Start from a template or build your own
Different packets per session type or modality
Field-level required / optional control
Answers map straight onto the client chart
New Client Intake · template
Editable
Demographics & contactRequired
Insurance informationRequired
Presenting concernsLong text
Medical & medication historyStructured
Emergency contactRequired
Clone, edit, and reuse across your practice
Consent & e-signature

Signed, timestamped, defensible.

Consent here isn’t one blanket signature. Treatment, telehealth, and financial policy are tracked as separate, named consents — each captured with a timestamp, device identifier, and IP, the details that make a signature hold up if it’s ever questioned. When a client withdraws a consent, Mediyn records the change and runs the withdrawal through cleanly, so the chart always reflects exactly what they’ve agreed to right now, not what they signed a year ago.

Per-type consent — not one catch-all form
Timestamp, device & IP captured on every signature
Satisfy a consent with an uploaded document
Withdrawals recorded and handled cleanly
Informed Consent for Treatment
Recorded
I have read and agree to the terms above
Signature
Sarah Thompson
Signed electronically
SignedMar 28, 2026 · 9:14 AM
DeviceiPhone · Safari · iOS 19
IP recordedYes — in audit log
Insurance capture & OCR

Snap the card. We read it.

Asking clients to type a member ID off a tiny card is how bad data gets into billing. Instead, they photograph the front of the card and Mediyn’s OCR reads the payer, member ID, and group for them. Your staff confirms the extraction with a single tap rather than keying it in, and the verified details flow straight into an eligibility check — so you know what’s covered before the client ever sits down.

Clients upload the card from their phone
OCR reads payer, member ID & group
Staff confirm in one tap — no manual entry
Verified details feed real-time eligibility
Explore insurance billing
Insurance card · scanning
AI-extracted
Health InsuranceAetna
W2049 8831 02
Member
SARAH THOMPSON
PPO
Payer
Aetna
Member ID
W2049 8831 02
Group
884412
Plan
PPO
Human-verified in one tap
Good Faith Estimates

No Surprises Act, handled.

The No Surprises Act requires a Good Faith Estimate for self-pay clients — and Mediyn generates a compliant one automatically, with the federal rights notice attached, then delivers it through the portal for digital acknowledgment. You keep timestamped proof that it was sent and seen; the client keeps a downloadable PDF. No printing, no certified mail, no scrambling to show you complied if anyone ever asks.

CMS-compliant estimate generated automatically
Federal GFE rights notice included
Digital delivery with acknowledgment tracking
Downloadable PDF for the client’s records
Good Faith Estimate
No Surprises Act
Estimated cost · 12 sessions
$1,800.00
Session rate
$150 / session
Frequency
Weekly
Acknowledged by client · Mar 28, 2026
Clinical intake

Walk in already knowing the story.

Presenting concerns, history, current medications, and risk screens arrive structured and dated — not as a blurry PDF you decode minutes before the session. Mediyn organizes the clinical intake directly into the chart and surfaces anything that needs a closer look, like a positive risk item, so it isn’t buried in paragraph three. You start the first session already holding the story, doing the work instead of data entry.

Structured, dated clinical history
Risk items surfaced, not buried
Flows straight into the client chart
Sets up AI documentation from session one
Explore AI documentation
Clinical intake → chart
Ready
Presenting concernAnxiety, sleep
HistoryStructured & dated
Medications2 recorded
Risk screenFlagged for review
How it works

From booking to chart in four steps.

01
Client books

Intake packet is assigned and sent automatically.

02
They complete it

Forms, insurance card, and consents — all on their phone.

03
They e-sign

Each consent signed with a timestamped audit trail.

04
Chart fills in

Responses populate the record; GFE acknowledged. Ready.

Built for trust

Every signature is defensible.

Consents are tracked per type, e-signatures carry timestamps and device identifiers, and every action lands in an immutable audit log. If a client withdraws consent, the workflow is clean and recorded. Compliance isn’t a checkbox here — it’s the foundation.

See our security
Audit log
Consent · Treatment — signed
Consent · Telehealth — signed
GFE — acknowledged
Insurance — verified
One Platform

Connected to everything else.

Intake answers don’t sit in a PDF. Demographics flow to the chart, insurance details power eligibility checks, and the clinical history is there for your AI documentation from session one.

Your evenings belong to you. Not your notes.

Join the therapists who stopped staying late for documentation and started focusing on what matters — their clients.

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