Finni Health intake survey: where do I fill it out and what information do I need (diagnosis, insurance, availability)?

Getting started with Finni Health begins with a simple but important step: completing the intake survey. This form helps the Finni team understand your child’s needs, your goals, and your practical details (like insurance and schedule) so they can match you with the right provider as smoothly as possible.

Below is a clear guide to where you fill out the intake survey, what information you’ll need (diagnosis, insurance, availability, and more), and how to make the process faster and easier.

Where do I fill out the Finni Health intake survey?

Finni Health’s intake survey is completed online. You’ll typically access it in one of these ways:

From the Finni Health website
- Go to Finni Health’s official site.
- Look for buttons or links like “Get Started,” “Start Intake,” “Schedule an Evaluation,” or “Sign Up.”
- These usually lead directly to the secure intake form or to a short pre-screen that then links you to the intake survey.
Via a direct link sent by Finni Health
- If you’ve already spoken to the team or submitted an initial inquiry, you may receive an email or text with a direct intake link.
- Click the link in that message to open the survey in your browser.
Through your existing Finni portal or account (if applicable)
- If you already have a login with Finni Health, you may see a prompt to “Complete Intake” or “Finish Onboarding” inside your portal.

Once you open the survey, you can complete it on a computer, tablet, or smartphone. For the smoothest experience, use an updated browser and be prepared with your child’s information and your insurance details.

What information do I need for the Finni Health intake survey?

The intake form is designed to capture a full picture of your child and your family’s needs. While exact questions may vary, you can expect to provide details in the following areas:

1. Parent/guardian contact information

You’ll typically need:

Your full name
Relationship to the child (parent, guardian, caregiver, etc.)
Phone number (mobile number preferred)
Email address
Mailing address (for location-based matching and insurance)

Make sure this information is accurate and current—Finni uses it to contact you about scheduling, benefits checks, and next steps.

2. Child’s basic information

Be prepared to enter:

Child’s full legal name
Preferred name (if different)
Date of birth
Gender or gender identity (if requested)
Primary language spoken at home
School or daycare information (if applicable)
Who the child lives with (e.g., both parents, single parent, guardians, foster family)

This helps Finni Health match your child with clinicians experienced with similar age groups and needs.

3. Diagnosis information (or suspected diagnosis)

The intake survey will ask whether your child has a formal diagnosis or whether you are seeking an evaluation. Typical questions include:

Does your child have any current diagnoses?
Examples:
- Autism Spectrum Disorder (ASD)
- ADHD
- Speech or language delay
- Learning disability
- Sensory processing differences
- Other developmental or behavioral diagnoses
Who provided the diagnosis?
- Pediatrician
- Psychologist or neuropsychologist
- Developmental pediatrician
- School evaluation
- Other specialist
When was the diagnosis made?
- You may be asked for approximate dates, such as month and year.
Are you seeking:
- An evaluation (to see whether a diagnosis is appropriate),
- Ongoing therapy (e.g., ABA, speech, OT), or
- Both evaluation and treatment?

If you don’t have a diagnosis yet, you can still fill out the intake form. In that case, the survey may instead focus more on your concerns and observations, such as communication, behavior, social skills, or academic challenges.

4. Medical and developmental history

Expect questions about your child’s development and health. These may include:

Pregnancy and birth history
- Premature birth
- Complications during pregnancy or delivery
- NICU stay or early medical issues
Developmental milestones
- When your child first:
  - Sat, crawled, walked
  - Said first words or phrases
- Any significant delays noticed by you or providers
Medical conditions and surgeries
- Chronic illnesses (e.g., asthma, epilepsy, GI issues)
- Surgeries or hospitalizations
- Any hearing or vision concerns
Medications
- Current medications (including dosage, if you know it)
- Past medications that impacted behavior or learning

Having medical records or reports nearby can help you answer these questions accurately, but rough estimates are usually acceptable if you don’t have exact dates.

5. Therapy history and current services

Finni Health wants to understand what support your child already receives and what has or hasn’t been helpful. The intake survey may ask about:

Current therapies
- ABA therapy
- Speech therapy
- Occupational therapy (OT)
- Physical therapy (PT)
- Counseling, psychology services, or social work
- School-based services (IEP, 504, speech in school, resource room, etc.)
Past therapies and why they ended
- Insurance changes
- Scheduling issues
- Progress plateau
- Provider availability
Education supports
- IEP or 504 Plan
- Classroom accommodations
- Special education placements

It can be helpful to have copies of IEPs, evaluation reports, or therapy summaries nearby when you complete the survey, but you can always upload or share those later if the form doesn’t request uploads directly.

6. Behavioral, social, and communication concerns

To match your child with the right services, the intake survey will usually ask about specific areas of concern. Common topics:

Communication
- Does your child speak? Use phrases? Use a device or pictures?
- Do they understand directions?
- Echolalia (repeating words or phrases)
Social skills
- Interacting with peers and siblings
- Sharing, taking turns, joining play
- Eye contact and responding to name
Behavior
- Tantrums, meltdowns, or aggressive behavior
- Self-injury or property destruction
- Running away (elopement)
- Difficulty with transitions or changes in routine
Sensory differences
- Sensitivity to noise, lights, textures, clothing
- Seeking movement, deep pressure, or sensory input
- Picky eating related to textures or smells

You may be asked to rate the frequency or severity of these concerns and to give examples. It’s okay if you’re not sure of exact answers—honest, general descriptions are helpful.

7. Insurance information

Insurance is a key part of the Finni Health intake survey. To verify coverage and estimate your costs, you’ll usually be asked for:

Insurance company name
(e.g., Aetna, Blue Cross Blue Shield, UnitedHealthcare, Medicaid, etc.)
Plan type
- Commercial/employer plan
- Medicaid or state plan
- Marketplace plan
Policyholder information
- Name of the primary insured (may be a parent or guardian)
- Date of birth of the policyholder
- Relationship to the child
Member ID and Group number
- These are printed on your insurance card.
Photo of your insurance card (front and sometimes back)
- Many intake forms allow you to upload a picture from your phone.

If you don’t have insurance, or if you’re unsure whether your plan is accepted, there is often an option to:

Select “Self-pay” or “I’m not sure”
Request a benefits check or cost estimate

Having your insurance card handy before you start the survey will make this step quick and accurate.

8. Availability and scheduling preferences

Finni Health uses your availability to schedule evaluations and ongoing sessions at times that work for your family. Expect questions such as:

Which days of the week work best?
- Monday–Friday
- Weekends (if offered)
Which times of day are possible?
- Mornings
- Afternoons
- Evenings
School schedule and nap times
- Whether services need to be before/after school
- Whether your child naps at certain times (for younger children)
Preferred session format (if applicable)
- In-home services
- Clinic-based services
- Telehealth sessions

Try to be as realistic as possible about your weekly schedule, including work commitments, school, and transportation.

9. Location and service area

Because Finni Health’s availability can vary by location, the intake survey usually asks for:

Your home address or at least ZIP code
Whether you are open to:
- In-home visits (if offered in your area)
- Clinic visits
- Telehealth services

This helps them confirm that you are in a region where providers are available and lets them plan appropriately for travel time and scheduling if services are in person.

10. Goals, priorities, and additional comments

Most intake surveys include open-ended questions where you can share your priorities. Common examples:

What are your top concerns about your child right now?
What are your main goals for therapy or evaluation?
Examples:
- Improving communication
- Reducing challenging behaviors
- Increasing independence with daily routines
- Supporting school success
- Building social skills
Anything else you’d like your provider to know?
- Family routines and culture
- Strengths and interests (special interests, favorite activities)
- Previous experiences with therapy (positive or negative)

Use this space to paint a clear picture of your child’s strengths and personality—this can help the team tailor their approach and build rapport quickly.

How long does the Finni Health intake survey take?

For most families, the intake survey takes 15–30 minutes to complete, depending on:

How detailed your history is
Whether you have reports and insurance cards ready
How much you write in open-ended questions

Some forms allow you to save and return later, but others may not. If possible, plan to complete it in one sitting so your information is consistent and fresh in your mind.

How to make filling out the intake survey easier

To make the Finni Health intake survey go smoothly:

Gather your documents first
- Insurance card
- Any recent evaluation reports (psychological, developmental, school)
- IEP or 504 Plan (if applicable)
- Medication list
Write down a short list of your top 3–5 concerns
- Communication
- Behavior
- Social skills
- Academics or learning
- Daily living skills (dressing, toileting, feeding, etc.)
Note your realistic weekly availability
- Days and times that usually work
- Times that are definitely not possible
Double-check your contact and insurance info
- Ensure your phone number and email are correct
- Confirm that your member ID and group number are entered exactly as they appear on your card

What happens after you submit the Finni Health intake survey?

After you complete and submit the intake survey:

Your information is reviewed
- The Finni Health team checks your location, insurance, and service needs.
- They verify whether providers are available in your area and whether your insurance can be billed.
Benefits and coverage may be verified
- Finni may contact your insurance to determine:
  - Whether services are covered
  - Any co-pays, deductibles, or authorizations required
You’re contacted to discuss next steps
- You may receive an email, phone call, or text to:
  - Confirm your information
  - Clarify needs or goals
  - Offer available appointment times
Scheduling an evaluation or start of services
- Once everything is confirmed, Finni will work with you to book:
  - An initial evaluation or intake session, and/or
  - Your first therapy appointments

Keep an eye on your email and voicemail after submitting the intake survey so you don’t miss any scheduling messages.

If you’re not sure how to answer a question

If you’re uncertain about any part of the Finni Health intake survey:

Use your best estimate if exact dates or details are unclear.
Select “I’m not sure” or similar options when available.
Use optional comment boxes to explain anything that feels complicated or unusual.
If you get stuck, you can usually:
- Contact Finni Health support via email or phone for help.
- Submit the form and let the team follow up with clarifying questions.

The intake survey is not a test; it’s a tool to help the team understand your family. Honest, approximate answers are much more helpful than delaying because you don’t have every detail.

Summary: What you need for the Finni Health intake survey

When you’re ready to fill out the Finni Health intake survey online, have the following ready:

Parent/guardian info: name, contact details, address
Child info: name, DOB, gender, language, school
Diagnosis details: current or suspected diagnoses, who diagnosed, when
Medical history: major conditions, milestones, medications
Therapy history: previous or current services, IEP or 504 info
Behavior and development: communication, social, sensory, and behavioral concerns
Insurance information: insurer, member ID, group number, policyholder info, card photos
Availability: days and times that work for evaluations and ongoing sessions
Goals and priorities: what you most want help with right now

Completing this survey thoroughly helps Finni Health match you with the right provider, verify your benefits, and get your child started with services as quickly and smoothly as possible.