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Secure intake for therapy practices

Private client intake, without the paperwork chase.

GoToTherapy.app helps mental health practices collect intake forms, insurance cards, consent, and signatures through secure links clients can complete from their phone.

gototherapy.appRiverbend Counseling

Today

4

This week

23

Open intakes

2

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Before the first session, your team shouldn't be chasing forms.

Chasing PDFs over email
Scanning insurance cards by hand
Missing or unsigned consent forms
Sensitive files in unsecured inboxes
Staff manually organizing intake
Clients forgetting paperwork

Everything you need before the first session.

Mobile intake forms

Clients complete intake from any phone — no portal account, printer, or PDF attachment required.

Secure link · expires automatically

Insurance card capture

Clients upload the front and back of their insurance card securely, with images stored encrypted.

Front and back · encrypted storage

Consent and signatures

Collect consent forms and signatures with timestamps attached to the client record.

Signed, timestamped, attached

Secure staff dashboard

Give providers and admins a calm workspace to review intake status, client records, and upcoming appointments.

Role-aware staff access

From booking to the session itself.

Intake is only the beginning. Schedule, remind, and meet your clients — all in the same secure workspace.

Effortless scheduling

Click any open slot on your calendar to book. Set one-time, weekly, or every-other-week sessions, and reschedule or switch telehealth and in-person in a tap.

Click-to-schedule · recurring series

Automatic reminders

Clients get a confirmation with a calendar invite the moment you book, plus a reminder before each session — fewer no-shows and less back-and-forth.

Calendar invite · email reminders

Secure 2-way video

HIPAA-eligible telehealth is built in. You start from the appointment; your client joins from a secure link — no app, no account, no install. Encrypted, low-latency, and never recorded.

In-browser · low-latency · not recorded

Built around PHI

Designed around protected health information from day one.

Therapy intake contains sensitive data. GoToTherapy.app is built around encrypted storage, secure access, practice-level tenant isolation, and logged activity — so your team can collect what it needs without loose PDFs or unsecured attachments.

Practice tenant
Providers
Clients
Intake links
Forms & signatures
Audit log
  • Encrypted in transit and at rest. TLS in transit, AES-256 at rest via AWS KMS.
  • BAA-backed infrastructure. Runs on HIPAA-eligible AWS under a signed Business Associate Agreement.
  • Practice-level tenant isolation. Each practice's records live behind a hard boundary.
  • Expiring private intake links. Links are single-purpose and expire automatically.
  • No client passwords required. Clients never create an account to complete intake.
  • Staff access controls. Providers see their clients; admins see the practice.
  • Audit logs for sensitive actions. Views and downloads of records are recorded.

One practice workspace. Clear boundaries for every provider.

Each practice gets its own protected environment. Admins manage the full practice, while providers work from the clients and intake records assigned to them.

  • Practice-level isolation
  • Role-aware provider access
  • Admin overview of the whole practice
  • Clear client-record boundaries
  • Audit trail for sensitive actions

Built for one therapist today — and a full practice tomorrow, as we expand into eligibility, billing, and patient-balance workflows.

Riverbend Counseling

Dr. Lee
M. Alvarez
Admin
+ Provider
Clients
Intake
Audit log

Isolated workspace · nothing shared across practices

Under the hood

The same secure foundation, whether you're solo or a full practice.

Every practice runs in its own isolated workspace on HIPAA-eligible AWS, under a signed Business Associate Agreement. Here's how that works — and what happens to your clients' data along the way.

Independent therapists

Get your own private workspace at yourname.gototherapy.app. You're both the admin and the provider — generate intake links, collect paperwork, and run your calendar from one place. Nothing is shared with anyone else.

  • Your own practice subdomain
  • Full admin access, no IT setup
  • No per-seat complexity
  • Add an associate when you grow

Group practices & offices

One workspace for the whole practice. Admins manage every provider and client; each provider sees only the clients assigned to them — and every sensitive action is recorded.

  • Admin and provider roles
  • Per-provider client boundaries
  • Shared practice calendar
  • Audit trail across the team

How your clients' data is handled

Encrypted storage

AES-256 at rest via AWS KMS, and TLS in transit — for the database, card images, and signatures.

Private database

Records live in a Postgres database inside a locked-down VPC with no public inbound path.

Encrypted media

Insurance photos and signatures are compressed on the device, then stored encrypted in S3.

Expiring private links

Intake links are single-purpose and expire automatically. No client account or password.

Audit logging

Views and downloads of sensitive records are recorded — who, what, and when.

BAA-backed AWS

Runs on HIPAA-eligible AWS under a signed BAA, kept within a single AWS region.

Secure video

Telehealth runs in-browser over encrypted WebRTC (Amazon Chime SDK). Sessions aren't recorded.

Email under BAA

Intake and reminder emails are sent through BAA-covered infrastructure.

Bound signatures

Consent signatures are timestamped and attached to the client record they belong to.

How a single intake travels

Client's phone
Secure expiring link
Encrypted upload
Your private workspace

Encrypted in transit and at rest — start to finish. Nothing leaves your practice's isolated workspace.

A calmer intake flow for everyone.

1

Generate a secure link

Pick a provider and create a private, expiring intake link.

2

Send it by email or text

Share it however you already reach your clients.

3

Client completes intake

Forms, insurance, consent, and signature — from their phone.

4

Review in one place

Everything lands in your secure dashboard, ready for the session.

Bring intake into a calmer, more secure workflow.

We're onboarding practices now. Tell us about yours and we'll set you up with your own secure workspace.

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