Public Form URL
Each organization has a unique intake form URL::slug is your organization’s portal slug, configured in Settings → Portal.
Form Steps
The PDI wizard guides counselees through seven steps:| Step | Fields Collected |
|---|---|
| About You | Full name, email, phone, address, birth date, sex |
| Family | Marital status, spouse info, children count, education, employment |
| Background | Referral source, church membership, attendance frequency, previous counseling |
| Health | Physical health rating, emotional health rating, sleep quality, medications, diagnoses |
| Spiritual Life | Salvation assurance, Bible reading frequency, prayer frequency, church involvement |
| Your Story | Self-description tags (e.g., Anxious, Hopeful), reason for seeking counseling, life story narrative |
| Attachments | Optional PDF upload (up to 10MB) stored in a private bucket |
Spam Protection
The form includes two layers of automated spam prevention:- Honeypot field — A hidden field that bots fill but humans don’t see
- Time challenge — Submissions faster than 3 seconds after page load are rejected
Submissions Queue
Submitted intake forms appear in the Submissions tab within Cases.Review Workflow
Submission Statuses
| Status | Description |
|---|---|
| Pending | New submission awaiting review |
| Reviewed | Reviewed but no action taken yet |
| Accepted | Converted into an active counseling case |
| Declined | Submission was declined |
When a submission email matches an existing AdoraCare member, the system automatically links the counselee to that member record. When you accept a submission, a new Case is created with the counselee pre-populated — no duplicate data entry needed.
Sharing the Intake URL
In the Submissions tab, click Copy URL to copy the public intake link to your clipboard. Share it via email, your church website, or printed materials.Related Guides
Cases
Manage cases created from intake submissions
Sessions
Document session notes after case creation