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How to View the Pre-Assessment or Intake Form Filled By Clients

Updated over a year ago

At Wellnite, accessing and reviewing client questionnaires is an essential step to ensure a smooth therapy session and to identify potential concerns such as suicidal ideation.

Therapy Questionnaire

  • First, click on the 'Members' tab in your Wellnite Help Desk account.

  • Locate the specific client whose questionnaire you wish to view and click on 'View' next to their name.

  • Once you're on the client's profile page, click on 'Clinical Information.'

  • Under 'Clinical Information,' you will find the option for 'Therapy.' Click on it to access the Member Therapy data, including the Initial Questionnaire.

Important Note on Questionnaire Submission

  • Clients are required to complete the questionnaire at least 24 hours before their appointment.

  • Failure to fill out the questionnaire may result in the session being postponed.

  • The responsibility of sending reminders to clients and ensuring timely completion of the questionnaire lies with the admin team.

Progress (Shared Files)

  • The 'Shared Files' folder stores any files exchanged between you and your client via the HIPAA-compliant message inbox.

To help you visualize and navigate better, we have prepared a tutorial video alongside the guide:


If you have any concerns about the member/client or their Intake Form, kindly contact [email protected] or call (415) 449-7796 for assistance.

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