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Best AI tools for intake assessments

Generating structured intake forms, psychosocial assessments, and diagnostic summaries for new clients.

7 tools reviewed and ranked · Updated May 2026

7 tools for intake assessments

Blueprint logo
#1

Blueprint

AI-assisted EHR — free practice management, pay only per session.

4.7 / 5

Blueprint is a HIPAA-compliant, SOC 2 Type II certified EHR for mental health professionals that includes free scheduling, telehealth, notes, and billing — with an optional AI scribe billed at $0.99–$1.49 per session.

From $0/moFree tierHIPAA ✓
Heidi Health logo
#2

Heidi Health

AI clinical documentation for any specialty — free tier, no time limit.

4.6 / 5

Heidi Health is a HIPAA-compliant AI scribe for clinicians that transcribes sessions and generates clinical notes, with a permanent free tier and paid plans adding evidence-based suggestions, EHR integration, and team features.

From $0/moFree tier14-day free trialHIPAA ✓
Upheal logo
#3

Upheal

AI notes, telehealth, and practice tools — all in one.

4.5 / 5

Upheal is a usage-based AI platform for therapists that combines HIPAA-compliant telehealth, automatic session notes, treatment planning, scheduling, and billing in a single tool.

From $1/moFree tier30-day free trialHIPAA ✓
Eleos Health logo
#4

Eleos Health

AI documentation and clinical insights for behavioral health organizations.

4.4 / 5

Eleos Health is a HIPAA-compliant, HITRUST-certified AI platform for community behavioral health organizations that delivers real-time note suggestions, compliance scanning, revenue cycle management, and clinical decision support via a browser extension that works with any web-based EHR.

Custom pricingHIPAA ✓
DeepCura logo
#5

DeepCura

AI scribe, receptionist, billing, and comms — one platform for any specialty.

4.4 / 5

DeepCura is a HIPAA-compliant AI platform for clinicians offering a real-time scribe, AI receptionist, automated ICD-10/CPT billing, patient intake, and multi-channel communications — starting at $129/month with native EHR integrations included.

From $129/moHIPAA ✓
Supanote AI logo
#6

Supanote AI

AI therapy notes with EHR Super Fill — built for mental health, one click to your records.

4.2 / 5

Supanote AI is a HIPAA-compliant AI scribe for therapists that generates notes in 10+ formats, integrates natively with SimplePractice and TherapyNotes via one-click Super Fill, and learns each clinician's documentation style from the first session.

From $29.99/mo14-day free trialHIPAA ✓
Scribeberry logo
#7

Scribeberry

AI scribe built by a physician — SOAP notes, EHR integration, and a free tier for solo practices.

4.2 / 5

Scribeberry is a HIPAA and SOC 2 Type II certified AI scribe used by 30,000+ healthcare providers, offering SOAP notes, 2,000+ customisable templates, and one-click EHR integration with Epic, Jane, Accuro, and more.

From $0/moFree tier3-day free trialHIPAA ✓

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