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

Starting services with Finni Health begins with a short online intake survey that helps match you or your child with the right provider and services. Knowing exactly where to find this form and what details you’ll need—like diagnosis, insurance, and availability—can make the process much smoother and faster.

Where do I fill out the Finni Health intake survey?

Finni Health’s intake survey is completed online. In most cases, you’ll find it in one of these ways:

From the Finni Health website
- Go to the Finni Health homepage.
- Look for buttons or links labeled something like:
  - “Get Started”
  - “Start Intake”
  - “Schedule an Intake”
  - “New Families”
- Clicking these will take you to a secure intake or sign-up form.
From an email or text invitation
- If a provider, school, or care coordinator referred you to Finni Health, they may send:
  - A direct intake link by email
  - A text message with a survey or “get started” link
- Open the link on your phone, tablet, or computer and complete the survey in one sitting if possible.
From your patient or parent portal (if already created)
- If you’ve already started the process and have a portal login:
  - Log in with your username and password.
  - Find a section labeled “Intake Forms,” “New Patient Forms,” or “Onboarding.”
  - Open and complete the intake survey from there.

If you’re unsure whether you’re on the correct intake page, check that:

The URL begins with the official Finni Health domain (secure site).
The form requests clinical, insurance, and availability details rather than generic marketing info.

When in doubt, contact Finni Health support directly to confirm you’re using the correct intake link.

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

The Finni Health intake survey is designed to gather enough information to understand your needs, check eligibility, and match you with the right clinician and schedule. You can expect to provide details in a few main categories:

Basic contact and family information
Diagnosis and clinical history
Insurance information
Scheduling preferences and availability
Goals, concerns, and support needs

Below is a breakdown of what to have ready before you start.

Basic personal and contact information

You’ll typically need:

Client’s full legal name
Date of birth and age
Gender or pronouns (if requested)
Parent/guardian information (for minors):
- Full name(s)
- Relationship to the child
- Contact details
Primary contact information:
- Mobile phone number
- Email address
- Mailing address and possibly county or state
Preferred communication method
- Phone, email, text, or portal messages

Having this ready helps Finni Health correctly identify the client and keep communication clear and consistent.

Diagnosis information: what you need to share

The intake survey will usually ask about any existing diagnoses and clinical concerns. You do not need to have every detail memorized, but the more accurate you can be, the better. Be prepared to share:

Existing diagnoses (if any)

Any formal diagnoses from psychologists, neurologists, pediatricians, psychiatrists, or other specialists, such as:
- Autism Spectrum Disorder (ASD)
- ADHD or ADD
- Speech or language disorders
- Learning disabilities
- Anxiety, depression, or other mental health conditions
- Developmental delays or intellectual disability
Approximate date of diagnosis or age at diagnosis
Provider or clinic where the diagnosis was made (if known)

If you have evaluation reports, you don’t always need to upload them during the intake survey itself, but it helps to know:

The name of the evaluating provider or clinic
The year the evaluation was completed
Any major recommendations from that report

If you don’t have a formal diagnosis yet

Many families start with Finni Health because they suspect a condition but don’t have a confirmed diagnosis. The intake survey typically allows you to explain:

Your main concerns (e.g., communication, behavior, social skills, attention, school performance)
When you first noticed these concerns
Any school feedback (IEP, 504 plan, evaluations)
Whether your pediatrician or another provider has expressed concerns or suggested an evaluation

Use clear, concrete examples if possible (e.g., “difficulty following directions at school,” “meltdowns in new environments,” “limited speech,” “struggles with peer relationships”). This helps the clinical team quickly understand your situation, even without a formal diagnosis.

Medical and developmental history

Beyond diagnosis, the intake survey may ask brief questions about overall health and development to support clinical decision-making:

Pregnancy and birth history (for pediatric clients), such as:
- Premature birth
- Complications during pregnancy or delivery
Developmental milestones:
- When the child first walked, talked, or used phrases (if known)
Current medical conditions:
- Seizure disorders
- Genetic conditions
- Chronic illnesses
Medications:
- Any current medications and what they’re for
Previous therapies:
- Speech therapy, occupational therapy, ABA, counseling, etc.
- When and where these services were received

You don’t need perfect recall; approximate ages, dates, and types of services are typically sufficient at the intake stage.

Insurance information: what to have ready

Insurance coverage is a key part of the Finni Health intake survey. Having the correct details ready will speed up eligibility and benefits checks. Prepare:

Your insurance card

Keep your insurance card in front of you while filling out the survey. You’ll likely need:

Insurance company name
Plan name or type (e.g., PPO, HMO, Medicaid, state plan)
Member ID number
Group number (if applicable)
Policyholder information:
- Name of the person who holds the policy
- Their date of birth
- Relationship to the client (self, parent, spouse, etc.)
Customer service phone number from the back of the card (sometimes requested)

Some intake forms allow or require you to upload photos of the front and back of your insurance card. If so:

Take clear, well-lit photos
Make sure all numbers and names are legible
Double-check that the image is not blurry or cut off

If you’re self-pay or not using insurance

If you do not plan to use insurance, or do not currently have coverage:

Select the option that best matches your situation (e.g., “Self-pay,” “Uninsured,” “Out-of-network insurance”).
Be prepared that the intake team may contact you to explain:
- Self-pay rates
- Payment options or financial policies

Even if you aren’t sure whether your plan will cover services, still provide all insurance details you have so Finni Health can verify benefits.

Availability and scheduling preferences

The Finni Health intake survey will ask when you or your child are available. This helps determine:

Whether you can be matched with providers in your region or time zone
What appointment times are realistic for your schedule
How soon you might be able to start services

Plan to share:

Days and times you are available

Typical availability by day:
- Weekdays: mornings, afternoons, evenings
- Weekends: if you’re open to them (if offered)
Specific time windows:
- Example: “Monday–Thursday after 3:30 pm,” “Friday mornings,” “No Wednesdays”
School or work schedules that must be accommodated

Time zone and location

Even if sessions are telehealth, you’ll usually need to provide:

State or region of residence
Your time zone (or at least your city/state so it can be inferred)

This is important because providers must often be licensed in the state where you live, and your time zone affects scheduling.

Flexibility and preferences

You may also see questions like:

How many sessions per week are you hoping for?
Are you open to telehealth, in-person, or both (depending on Finni Health’s offerings)?
Are there days/times you absolutely cannot do?

Being honest about your constraints upfront helps avoid scheduling issues later and may speed up matching with a clinician whose schedule aligns with yours.

Goals, concerns, and what you’re hoping for

The intake survey usually includes free-text questions about your goals and concerns. This is your chance to tell Finni Health:

Why you’re seeking services now
What has been most challenging lately
What changes you’d most like to see in:
- Behavior
- Social skills
- Communication
- Academic functioning
- Family stress or daily routines

Examples of goals you might list:

“Fewer daily meltdowns at home and easier transitions.”
“Improved attention and task completion for school.”
“Better social skills and peer relationships.”
“Help managing anxiety and emotional regulation.”

Providing thoughtful answers here helps the clinical team prioritize your needs and plan appropriate next steps.

Technical tips for completing the Finni Health intake survey

To make the intake process smooth and avoid needing to re-enter information:

Use a stable device and connection
- A computer or tablet is usually easiest, but most surveys are also mobile-friendly.
Allow 10–30 minutes
- Set aside enough time to complete the form without rushing.
Save as you go (if possible)
- Some forms allow saving progress; if you see this option, use it.
Have documents handy
- Insurance card
- Diagnosis or evaluation reports (if you might need names/dates)
- School documents (IEP or evaluation summaries) if relevant

If you lose your place or accidentally close the form, check your email or texts for the intake link again, or reach out to Finni Health for assistance.

What happens after you submit the intake survey?

Once you complete and submit the Finni Health intake survey:

Verification and review
- The intake or administrative team reviews:
  - Your contact details
  - Insurance information and eligibility
  - Clinical needs and goals
  - Availability
Follow-up communication
- You may receive:
  - An email or call with next steps
  - Requests for additional documents (e.g., diagnostic evaluations, school reports)
  - Further consent forms or telehealth agreements to sign
Matching with a provider (if eligible)
- Finni Health will try to match you with:
  - A clinician licensed in your state (if applicable)
  - Someone whose expertise fits your diagnosis or concerns
  - A schedule that aligns with your availability
Scheduling your first appointment
- You’ll be offered initial appointment options.
- You may also receive instructions to set up or log in to a client/parent portal for ongoing scheduling and communication.

Quick checklist: what you need before starting the intake survey

Before you open the Finni Health intake survey, gather:

Having these details ready will make the Finni Health intake survey faster to complete and help the team start supporting you as soon as possible.