Forms and measures

Forms you build, measures that score themselves.

CoralEHR has a form builder and a library of 58 ready forms, including intake, consent and 32 scored measures.

Forms go out in packets when a client books, clients sign in the portal, and scores like PHQ-9 and GAD-7 calculate on their own and drop into your note.

Free for 2 weeks · We move your data for you · A signed BAA on every plan

Form builder

Build any form your practice uses.

Start from a blank page or from one of our forms, and change anything. Practice details like your name, address and fees fill in on their own.

  • Short and long text, choices, scales, dates and file uploads
  • Signatures, typed or drawn, with the date
  • Saved automatically as you edit
  • Fills in your practice details
Packets and e-signature

Paperwork signed before the first session.

A new client gets the whole packet as soon as they book. You see what's signed and what's still waiting.

  • Group forms into a packet that goes out when a client books
  • Send forms to many clients at once
  • A record of who signed, when and exactly what they signed
Measures

32 measures that score themselves and flag risk.

Scores calculate on their own and drop into your note, so measurement-based care doesn't mean adding up columns. You can try one first: our free assessments score in your browser.

  • PHQ-9, GAD-7, PCL-5, C-SSRS, Y-BOCS, DASS-21, AUDIT, EPDS and more
  • Answers that signal risk raise a flag
  • Scores drop into your note with "Add to note"
  • The trend for each client over time

Clinically advised by a practicing psychologist.

Clinical advisor

Meir Flancbaum, PsyD

Psychologist · Director, Center for CBT

Meir advises CoralEHR on clinical accuracy across assessments, modality tools and documentation, drawing on his practice in CBT for anxiety and tic disorders.
About Meir and the Center for CBT

Questions therapists ask

Does CoralEHR have a form builder?

Yes. Build your own forms from a blank page, or start from one of ours and change it. Question types include short and long text, multiple choice, yes or no, checkboxes, dropdowns, dates, numbers, scales, choice grids, file uploads, initials and signatures.

What forms come with Coral?

A library of 58 ready forms: 32 scored measures plus intake, consent and policy forms. They fill in with your practice details, and you can edit any of them or keep your own library.

Which measures are scored automatically?

32 measures, including PHQ-9, GAD-7, PCL-5, C-SSRS, Y-BOCS, DASS-21, AUDIT, EPDS and WHO-5. Scores calculate on their own, and answers that signal risk raise a flag for you.

How do clients fill in forms?

In the client portal, on a phone or a computer. Group forms into a packet that goes out when a client books, or send forms to many clients at once.

How do e-signatures work?

Clients sign consents in the portal, typed or drawn, with the date. Coral keeps a record of who signed, when and exactly what they signed.

Can AI turn my PDF forms into fillable forms?

An AI form builder is coming to Pro. Today, you can build any form in the form builder or start from one in our library.

Send the paperwork before the first session.

A 20-minute call, then 2 weeks free. We set it up with you and move your data for you.