Replace paper forms and fragmented workflows with a digital intake experience tailored to your organization. Gather assessments, documentation, and client information in one place to help clinicians kickstart treatment with a complete picture of each client.
Book a DemoCollect all of the information you need, with one intuitive workflow.
We’ve designed our Client Intake platform to be reliable, flexible, and effective, no matter how complex your organization is, how many clients you serve, or the types of programs you offer.
Choose assessments according to your clients unique needs, with more than 500 evidence-based assessments. We’re always adding new assessments to our platform and can add in any additional ones you may need.
Organize and filter your intake list by unique tags specific to your organization, or by simple identifiers like age, gender, location, and more.
Greenspace is committed to maintaining privacy and security that exceeds PIPEDA, PHIPA, HIPAA and all regional standards, as well as being SOC II Type II certified.
Your intake process can be scheduled and delivered in multiple ways, so that everyone has equal access. Clients can complete assessments at home via email or SMS or using our Kiosk function before, after, or during sessions.
Greenspace can adapt to your changing needs, allowing you to easily modify your intake workflow as your organization scales or evolves.
While our intake platform stands up on its own, it can also can be integrated alongside our MBC platform to allow you to better support your clients as they move through their care journey.
Choose assessments according to your clients unique needs, with more than 500 evidence-based assessments. We’re always adding new assessments to our platform and can add in any additional ones you may need.
Organize and filter your intake list by unique tags specific to your organization, or by simple identifiers like age, gender, location, and more.
Greenspace is committed to maintaining privacy and security that exceeds PIPEDA, PHIPA, HIPAA and all regional standards, as well as being SOC II Type II certified.
Your intake process can be scheduled and delivered in multiple ways, so that everyone has equal access. Clients can complete assessments at home via email or SMS or using our Kiosk function before, after, or during sessions.
Greenspace can adapt to your changing needs, allowing you to easily modify your intake workflow as your organization scales or evolves.
While our intake platform stands up on its own, it can also can be integrated alongside our MBC platform to allow you to better support your clients as they move through their care journey.
Our Intake platform can integrate with over 85 EHR/EMR systems, and our team will do the work for you. We also provide an open API that an organization can leverage directly, or through a more collaborative implementation process.
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Named G2’s 2026 Best MBC Software
Implementing MBC in school, residential, and outpatient mental health programs.
MDCBH organization supporting child and youth clients with MBC.
Largest provider of community-based mental health services in St. Mary’s County, Maryland.
Providing housing and services to individuals experiencing homelessness.
Working primarily with student athletes in the sports psychology program.
Largest private, nonprofit provider of mental health and social services.
Security of patient information and privacy is the foundation of the Greenspace platform. We take this responsibility very seriously and have implemented significant measures to safeguard patients’ private health information that exceed industry standards and best practices. Greenspace is SOC 2 Type II compliant and conforms to digital and physical security protocols (including HIPAA), with SSL-secured access, AES encryption at the filesystem level, and firewalls protecting all data. We take many additional precautions to protect privacy including: requiring strong passwords, automatic logouts, automatic access logging, secured data backups, two factor authentication and restrictive data access procedures. All data and information is stored in the US. Please review our Security Page for more details.
All patient information and data is stored in the US. Greenspace works with a secure cloud hosting provider called Aptible, which is specifically designed to securely manage and store confidential and highly sensitive healthcare information. Aptible has been tested and certified by security professionals from Kaiser Permanente, MD Anderson, UnitedHealth Group, Johns Hopkins, Stanford, and many others. In addition, Aptible is certified for compliance with ISO 27001, SOC 2, and HITRUST CSF.
Absolutely! We are happy to work with your team to ensure you can capture all of the patient information and assessments your providers need to jump start the care process.
Absolutely! The platform can be custom branded to reflect your organizations identity. Custom branding includes, (i) a custom web address; (ii) inclusion of your organization’s logo and colour scheme; (iii) custom patient resources; (iii) customized messaging and emails (iiii) removal of all references to Greenspace; and (iv) custom terms of use and privacy policies.
The time required to complete intake depends on the number of forms and assessments included in your organization’s intake workflow. In most cases, clients can complete the intake process in 10–20 minutes.
Organizations can customize intake forms and assessments so they collect the information that is most relevant to their programs and client populations. Clients typically complete intake materials digitally before their first appointment using a secure link sent by email or text, which allows them to complete the process at a time that is convenient for them.
Organizations can configure the intake process to include validated outcome measures that are most relevant to their programs and populations.
Greenspace offers access to a large library of evidence-based mental health assessments, allowing organizations to select measures that assess common issues like depression, anxiety, trauma, substance use, wellbeing and functioning. The specific assessments included during intake vary depending on the organization’s clinical focus, care model, and client population. By using standardized measures at intake, providers gain a structured baseline understanding of a client’s symptoms, needs, and goals at the very start of care.
Intake results provide clinicians with early clinical insight before the first appointment, helping them prepare for more focused and meaningful initial conversations with clients.
Assessment results collected during intake establish a baseline of symptoms and functioning, which can help clinicians identify key areas of concern, understand the severity of presenting challenges, and prioritize topics for discussion during the first session. Reviewing these results together with the client can support collaborative conversations about treatment goals and expectations. By beginning treatment with structured information about the client’s experiences, providers can more quickly tailor their approach and ensure that early sessions address the client’s most pressing needs.
Greenspace’s intake platform streamlines the intake process by digitizing forms, automating workflows, and organizing information in a centralized system.
Instead of manually distributing intake paperwork, tracking completion, and entering data into multiple systems, organizations can automate key steps in the process. Intake forms and assessments are automatically sent to clients, responses are securely collected, and results are scored and organized within the platform.
This automation helps reduce manual data entry, minimize paperwork, and ensure that clinicians receive complete and structured information before the first session. As a result, administrative teams spend less time managing intake logistics, and providers have more time to focus on delivering care.
The intake process can become powerful when leveraged as the first step in Measurement-Based Care. By collecting standardized outcome measures during intake, organizations establish a baseline understanding of a client’s symptoms, functioning, and needs before care begins.
Once a client completes their intake assessments, providers can immediately begin tracking progress using the same measures throughout treatment. After intake, assessments can be automatically scheduled and delivered at regular intervals. The platform continuously aggregates and visualizes this data so clinicians can easily see trends in symptoms, engagement, and progress over time.
Because intake data flows directly into our MBC platform, clinicians do not need to move between separate tools or manually re-enter information. Instead, Greenspace provides a continuous measurement framework from the first interaction through the entire care journey, supporting more informed treatment decisions, stronger client engagement, and clearer insights into outcomes.
Speak with our team to find out how Greenspace can help positively impact patient outcomes.
Privacy and security are the foundation of everything we do.
Speak with our team to find out how Greenspace can help positively impact patient outcomes.
Privacy and security are the foundation of everything we do.
Privacy and security are the foundation of everything we do.
