Your recovery starts before your first visit.
Complete your screening, upload your referral, and receive a personalized preparation checklist — all before you sit down with your therapist.
HIPAA-compliant · Your information is encrypted and secure
Four steps to a prepared visit.
Each step builds toward the moment your name is called — and you're already ready.
Identify Your Referral Type
Let us know why you're here
Select the area that best describes your therapy need — post-surgical recovery, pediatric developmental evaluation, workplace functional capacity, neurological rehabilitation, or another concern. This routes your intake to the right clinical pathway and ensures your therapist is fully prepared.
Answer a Brief Screening
5 questions · Under 2 minutes
Our evidence-based intake questions gather the clinical context your occupational therapist needs before your first session. You'll describe your area of concern, rate your current limitation, and share your referral source — so your evaluation hour focuses on treatment, not paperwork.
Upload Your Documents
Physician referrals, imaging, prior notes
Securely attach your physician referral, any relevant imaging reports, prior therapy notes, or insurance authorization. All uploads are HIPAA-encrypted. Accepted formats: PDF, JPEG, PNG. Maximum file size 10 MB per document.
Receive Your Preparation Checklist
Personalized to your session focus
Within seconds of completing your intake, we generate a tailored checklist: what to wear, which movements to practice noting, what documentation to bring, and what to expect during your evaluation. You'll arrive informed — and your therapist will arrive ready.
Start Your IntakeBegin your intake screening.
Five questions. Under two minutes. Your therapist reviews your answers before you arrive.
What brings you to occupational therapy?
Select the option that best describes your primary concern.
Prepared patients. Better outcomes.
From post-surgical adults to pediatric families and employers — here's what arriving prepared feels like.
"After my carpal tunnel release I was anxious about what to expect. Completing the intake the night before meant my therapist already had a plan when I walked in. We started grip exercises on day one."
Marcus Delgado
Post-surgical patient, hand & wrist
"The pediatric screening asked exactly the right questions about my daughter's sensory sensitivities. The therapist referenced my answers throughout our evaluation — it felt like she already knew Priya."
Sunita Raghavan
Parent, pediatric sensory processing
"Our HR department uses TherapyIntake for every return-to-work clearance. The functional capacity pathway is thorough, fast, and the documentation holds up for our insurance requirements."
Jennifer Okafor
HR Director, Midwest Manufacturing Co.
Ready to begin?
Your therapist will review your intake before your first visit.