Complete intake forms and clinical assessments your provider requests directly in the Alma Client Portal. If you do not have portal access yet, you will receive these documents through a secure link sent via email instead.
See: What to Expect from Your Intake Paperwork.
Complete Intake Forms
- Go to Tasks to Complete on your homepage, or select the Consent Forms tab.
- Select Complete next to the form you need to review and sign.
Complete Clinical Assessments
- Go to your homepage, or select the Clinical Assessments tab.
- Select Complete next to the assessment, such as the Depression Assessment or Anxiety Assessment.
| Note: Alma sends your results to your provider automatically. You cannot edit your results after you complete an assessment. |
Request Your Clinical Records
If you want a copy of your clinical records, such as therapy notes or assessments, contact your provider directly. Your provider can explain their process for sharing records. Alma does not manage clinical record requests.
Still Need Help?
Contact us by selecting the Help button in the bottom right corner of the page.