Our Service
We have always called them “social histories,” but whatever term you use, gathering a patient’s relevant background information is a fundamental aspect of psychological assessment and treatment. Our forms and reports address the following topics:
Referral information
Living situation (family constellation)
Current medical information
Past medical information
Detailed neurological history (Adults)
Employment history (Adults & Teens)
Education history
Legal history (Adults & Teens)
Religious/spiritual history (Adults)
Military history (Adults)
Adult relationships (Adults)
Childhood history
Prenatal history (Children)
Developmental history (Children)
Social functioning (Children)
Significant events in adulthood (Adults)
Mental health history
Substance use (Adults & Teens)
How It Works
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01
Enter patient information, add multiple respondents, select a form, and send a link to your clients within minutes.
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02
Your client follows a link in their email or text to their secure patient dashboard, where they complete assigned tasks such as a client history or release of information.
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03
You receive notification that tasks have been completed. Log in to your practice dashboard and download the narrative client history in .docx or .pdf format.

We’re currently offering this platform completely free to gather valuable feedback from users like you. Your input helps us expand our offerings, develop new open-source rating tools, and design practical forms that benefit the entire healthcare community.
Our mission is to build a community-driven, cost-effective solution that saves time and supports clinicians and healthcare providers across disciplines. The more feedback we receive, the more we can grow and improve the platform.
We are a small team working on this outside of our full-time jobs. This has been a true labor of love. In today’s overburdened healthcare environment, our top priority remains to enable providers to offer the best patient care possible.
We will keep the platform free as long as we can sustainably manage the workload.
Why do we ask for a credit card?
It’s solely to verify your identity for our business associate agreement.
We will never charge your card or convert the platform to a paid service without your clear permission.