Overview
Before meeting with your therapist for the first time, you’ll receive an email with a link where you can access and fill out your intake forms. These documents provide both Alma and your therapist with the important information we need to get you set up to start receiving care.
Please note, at this time, that Alma clients generally do not have access to a client portal, and therefore do not need login information to access intake paperwork. Instead, you will access relevant paperwork through a secure link sent from your provider via email. If at any point you need to access these forms again, please reach out to your provider to request a new secure link.
Your intake paperwork may include some or all of the following forms:
- Insurance and Payment Information
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Intake Forms
- Email/Text Consent
- Consent to Receive Text Messages and E-mails
- Informed Consent for Assessment and Treatment
- Notice of Privacy Practices
- Telehealth Consent
- Clinical Intake Questionnaire
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Clinical Assessments
- PHQ-9 (Depression Assessment)
- GAD-7 (Anxiety Assessment)
The Intake Experience
After clicking the secure link within the welcome email, you will be asked to enter your phone number to verify your identity.
- You’ll then be brought to a landing page that includes the list of intake documents to be completed, as well as the date each document was requested.
- You will click Complete to the right of each document, then follow the steps to fill out the requested information.
As you complete each document, you will be directed to move onto the next form in the intake packet. You can click Back to All Documents at any time to view a list of completed and incomplete intake documents.
After completing all intake paperwork, you will be brought to the original landing page, where you’ll see a list of all documents with the date of completion. Your provider will receive an email confirmation once you have completed your intake paperwork.
Please Note: While Autopay is now required for all insurance clients, you do not need to enroll in Autopay before adding your insurance information or completing other intake forms. You can wait to enroll in Autopay after your Eligibility Check is completed and you confirm that you would like to proceed with scheduling sessions. Once you are enrolled in Autopay, your payment method will only be charged after your provider submits a claim or sends you an invoice for a cancellation fee (if applicable).
Appointment Scheduling and Reminders
Clients need to connect with their providers directly to schedule their sessions. Apart from consultation requests, you cannot self-schedule sessions via the Alma portal. The Alma Member Support team is unable to assist with scheduling, rescheduling, or canceling sessions, and will redirect you to follow up with your provider directly for these inquiries. We recommend obtaining your provider’s contact information during your initial consultation, before starting care.
When your provider schedules a session with you through Alma, Alma will send you reminders via email and text. You can opt out of either or both, if you'd prefer.
- Alma sends an email reminder to clients 24 hours before the scheduled appointment time. You can unsubscribe from these emails by clicking 'unsubscribe from email reminders' at the bottom of the email.
- Alma also sends a text reminder two hours before the appointment start time. You can also unsubscribe from text reminders by replying to the text 'no more texts'.
Insurance Information
We collect your insurance details to determine if Alma is in-network with your plan, and to determine your estimated payment responsibility. This form asks for specific information about your insurance plan, like your name, address, and the insurance policy holder. You’ll also be asked to upload a photo of the front and back of your insurance card.
The information you share here will be accessible by your provider and the Alma team for billing purposes. If you choose to see another Alma provider, they will not have access to your information.
Autopay
Autopay is a simple, hassle-free way to manage your payments by allowing Alma to automatically charge the card on file for sessions with your provider. New insurance clients are now required to enroll in Autopay in order to schedule sessions on the Alma Calendar.
Please note: if you are unable to enroll in Autopay but still want to continue insurance sessions through Alma, please discuss this with your provider.
If you’re paying for sessions out of pocket, this form will be included in your intake paperwork if your therapist chooses to use Autopay. If you don’t receive this form, but wish to enroll in Autopay, please speak to your therapist directly about enabling Autopay.
Please note: As of September 22, 2025, all insurance clients are required to enroll their card in Autopay. More information on this policy can be found here: Autopay.
Intake Forms
Consent Forms
Consent forms are legal documents that allow you to make well-informed decisions about your care. They notify you of your rights to receive information and ask questions about your treatment, and help to ensure ongoing communication between you and your therapist. The consent forms your therapist sends you depends on their practice, but these are the ones Alma recommend and that you can likely expect to receive:
- Email/Text Consent: Signing this form authorizes your therapist to send you email and text communications.
- Informed Consent for Assessment and Treatment: Signing this form confirms that you are voluntarily entering into treatment for mental and behavioral health.
- Notice of Privacy Practices: This form explains how medical information about you may be used and disclosed as part of your treatment. It also describes how you can get access to your medical information.
- Telehealth Consent: Signing this form gives your therapist permission to see you over video calls as part of your treatment.
Intake Questionnaire
The Clinical Intake Questionnaire asks questions like “What brings you to counseling at this time” and “What are your goals for treatment”. Answering these questions as honestly and completely as possible helps your provider to get to know you better so they can provide you with the best possible mental health care.
Clinical Assessments
Your therapist may include the following self-assessments in your intake paperwork depending on their own policies and your reason for seeking therapy.
- Depression Assessment: This is a questionnaire your therapist may use to identify, diagnose, and monitor depression.
- Anxiety Assessment: This is a questionnaire your therapist may use to identify, diagnose, and monitor anxiety.