PDF guide for child psychologists and behaviour therapists

2 min read·15 October 2026

Child psychologists handle confidential case files: intake conversations, test reports, treatment plans, and referral letters. With the right PDF tools the client file is complete, secure, and managed in compliance with GDPR.

Merge test reports and intake forms

A psychological file consists of multiple separate documents: the intake form, score reports from intelligence or behaviour questionnaires (e.g. WISC, SDQ), the treatment plan, and progress notes. Merge everything into one PDF file using the merge tool. The file is then easy to transfer upon referral or when a client changes therapist.

Secure files (GDPR)

Psychological reports are special category personal data under GDPR. Protect every client file with an opening password via the protect tool. Always send the password through a separate channel (e.g. by phone). Remove metadata from scanned forms (scanner name, date) with the metadata tool before external use.

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Anonymise for peer supervision

When discussing cases in peer supervision, identifying data must not be visible. Use the redact tool to permanently black out names, dates of birth, schools, and other identifying elements in test reports before sharing. Important: drawing a black box on top of a PDF is not secure — the text is still readable underneath. Use proper redaction.

Fillable intake forms

Create intake forms as fillable PDF forms via the formFill tool. Parents can fill in the form digitally on a tablet in the waiting room or receive it by email, complete it, and return it. No printing, no manual retyping into the file.

Professional referral letters

When referring to a child psychiatrist or specialist institution, you send a referral letter together with relevant test results. Merge the referral letter, test report, and any observation reports into one PDF. Stamp the document with the referral date and sign it digitally.