Client Intake Redefined

Automate and improve the client intake and onboarding process for clinics of any size, so that you can prioritize care for those who need it most and ensure your providers have all the client context they need at their fingertips.

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Symptom Improvement
Therapeutic Alliance

The Benefits: How Greenspace will transform your intake process

Collect all of the information you need, with one intuitive workflow.

A Sneak Peek into the Platform

The automated intake process you’ve been waiting for.

Customized Intake Platform

For organizations, regional systems, hospitals, or individual clinics--Greenspace works with your team to build an intake platform and workflow tailored to your needs. Completely customize all aspects of intake from assessments to demographic questions, branding, intake forms, and more.

A Sneak Peek into the Platform

Prioritized Intake List

Improve your triage by providing administrators with an up-to-the-minute intake list that automatically sorts clients by your chosen criteria. The information your organization needs, all in one place - so that you can focus on providing immediate services to those with the most urgent needs.

A Sneak Peek into the Platform

Client Intake Report

Baseline assessment results and other key information collected at intake are easily accessed in a visual and user-friendly format. Use the client profile to guide intake, develop a treatment plan, and help inform the approach to care.

A Sneak Peek into the Platform

Dynamic Forms

Any type of form or assessment that needs to be included will be presented in a dynamic format that is easy to complete and is responsive to answers provided by each client.

The Features

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.

Health Systems

350+ Evidence-Based Assessments

Choose assessments according to your clients unique needs, with up to 350 evidence-based assessments. We’re always adding new assessments to our platform and can add in any additional ones you may need.

Filters and Tags

Organize and filter your intake list by unique tags specific to your organization, or by simple identifiers like age, gender, location, and more.

highest security standards

Highest Privacy Standards

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.

flexible assessment completion options

Flexible Intake Completion

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.

Scalable Technology

Scalable Technology

Greenspace can adapt to your changing needs, allowing you to easily modify your intake workflow as your organization scales or evolves.

MBC Compatibility

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.


Discover how we can help simplify and automate your intake process.

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Data used to monitor symptoms over time
  • Patients
  • Therapists
  • Analytics
  • Clinic


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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The digital intake report gives me a wonderful glimpse into exactly what it is that new clients are feeling challenged by.

Alyson Pancer

Social Worker, Mindful Therapist
Partnering with North America’s leading organizations to deliver the highest quality behavioral health care.
Catholic Charities Logo

Implementing MBC in school, residential, and outpatient mental health programs.

The Children's Guild Logo

MDCBH organization supporting child and youth clients with MBC.

Pathways Behavioral Healthcare Logo

Largest provider of community-based mental health services in St. Mary’s County, Maryland.

California Assisted Supportive Living Logo

Providing housing and services to individuals experiencing homelessness.

Texas Tech University Sports Medicine Program Logo

Working primarily with student athletes in the sports psychology program.

Sheppard Pratt Health System Logo

Largest private, nonprofit provider of mental health and social services.


Does Greenspace maintain security practices in line with industry best practices and US standards?

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.

Where is patient information and data stored?

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.

Can we customize our Intake assessments?

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.

Can the platform be custom branded?

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.

Ready to transform your intake process?

Find out how Greenspace can help support your organization.

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Data used to monitor symptoms over time