IntakeQ Overview
What is IntakeQ?
IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share case forms with their patients, and receive them back completed & signed electronically before their next appointment. The product automates the form intake process thereby improving recordkeeping and customer/patient onboarding. The solution is well suited for the needs of individual practitioners, as well as for clinics and big hospitals.
IntakeQ helps to eliminate paperwork by converting customers’ existing forms or re-creating the forms into an electronic form for a small fee. The product also enables customers to integrate intake forms into their website, providing customers with their branded questionnaires. The software offers an intuitive interface for creating customized intake forms with flexible question formats that can be accessed from any device including tablets. IntakeQ offers automated voice based, email and SMS reminders to patients by using an opt-in checkbox in the forms, the feature helps in the reduction of no-shows or appointment cancellations. The product also offers an online booking widget that can be embedded into the customer website, which allows users to set up flexible hours, sending intake package upon booking, allowing booking for multiple location from a single interface, and syncing appointments with Google Calendars.
IntakeQ is HIPAA compliant and is hosted on the cloud. The product offers the support of e-Signatures to their customers, as well as integration with all major credit card gateways. The software also allows users to create detailed patient treatment notes and case histories that include diagrams & attachments. Some of IntakeQ's key customers include Propel Physical Therapy, LEO Training, Winston Center, and several individual healthcare practitioners.
IntakeQ Overview
Pricing
Pricing options
• Forms Only - $49.90 per month
• Practice Management - $59.90 per month
• For Enterprise level plans contact IntakeQ
IntakeQ Features
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IntakeQ Reviews
IntakeQ Reviews
I love this platform
I am incredibly satisfied!
I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms!
I like the tool but need more flexibility and workflows to support my business.
New patients no longer ruin my day
Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.
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The best customer service on the planet
Pros
I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!
Cons
I cannot think of any cons for IntakeQ!
I love this platform
I am incredibly satisfied!
I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms!
Pros
I have been using IntakeQ since Jan 2020. I found this platform after being dissatisfied with the one I was previously using. I couldn't be happier with the change.
1. I was already using SRfax and this is integrated with that fax program
2. It take a little time to customize everything, but it is well worth it and the customer service response is great and fast.
3. I love that the booking and billing and EMR are all in one program
4. Faxing notes to doctors offices, receiving them back and then assigning them the to appropriate patient chart is fast and easy.
5. I can easily use this platform from my phone to book appointments, check faxes, review notes etc.
6. I can send automatic forms prior to the first visit and custom forms (including a COVID screening) prior to each visit.
And much more !
Cons
While the customer service is fast and generally meets my needs, it is always be email and sometimes I would prefer a phone conversation. If needed, they will schedule a phone call, but email is definitely the "go to" way they address inquiries.
I like the tool but need more flexibility and workflows to support my business.
Pros
Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful.
Cons
Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs.
Response from IntakeQ
Hello,
Thank you for your feedback! We understand that your business has a special workflow after the intake is completed. Unfortunately, custom document workflows is a little out of our scope at this time. You may want to look into our client tags feature, which can be automated and allows you to filter by tags later. Also, you can always use our APIs if your business needs something more sophisticated. Feel free to contact our support at [email protected] if you need any assistance with improving your workflow!

Great balance of cost & features, perfect for small therapy practice
Pros
I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan.
I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do).
And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session.
They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.
Cons
There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms.
It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features.
I'd love to see a discount for paying for an entire year up-front, too.
New patients no longer ruin my day
Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.
Pros
For years we stressed about new patient paperwork not being filled out and causing my schedule to run 30-45 minutes behind when they forget to fill out 8 pages of paperwork. The forms are easy to make and send. Patients can fill them out on their cell phone which is a huge help for my practice since we have many seasonal visitors in Scottsdale. The customer service is excellent. Always above and beyond and super fast. A huge refreshing change from my last portal. Horrible customer service. The membership option is very helpful and if you want to switch to a concierge membership program I would highly recommend using the IntakeQ billing system.
Cons
I hate their schedule. It is ugly. It is clunky. I can never see all my patients in one day well. The print outs of the schedule waste a lot of paper. This could all be easily improved upon. But we make it work.
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IntakeQ Pricing
IntakeQ Pricing
• Forms Only - $49.90 per month
• Practice Management - $59.90 per month
• For Enterprise level plans contact IntakeQ
• Forms Only - $49.90 per month
• Practice Management - $59.90 per month
• For Enterprise level plans contact IntakeQ
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IntakeQ Features
IntakeQ Features
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Categories
Categories
Additional information for IntakeQ
Additional information for IntakeQ
Key features of IntakeQ
- Alerts can be delivered on mobile
- All transactions are SSL encrypted
- Automated SMS and voice reminders
- Book online appointments
- Capture patient case history
- Captures billing information for an appointment
- Credit card processing
- Custom intake forms
- E-signature functionality
- HIPAA compliant
- Integration with Google Calendars & Stripe
- Manage intake workflow
- Manage patient appointments
- Online payment through credit card
- Patient information is stored securely
- Record keeping
- Sync with Google Calendars
- Web based forms
Benefits
● IntakeQ enables healthcare professionals to electronically share case histories & other forms with their patients, and have them back before their appointment is scheduled.
● The product helps in automating the form intake process resulting in reduced paperwork, and improved record keeping.
● The solution offers integration with the customer's website from where they can deliver embedded questionnaires.
● IntakeQ enables customers to convert or re-create their existing intake and consent forms into an electronic format.
● The product provides automated SMS and voice based reminders to patients to reduce no-shows, through a simple reminder opt-in check-box in the form.
IntakeQ FAQs
IntakeQ FAQs
Below are some frequently asked questions for IntakeQ.
Q. What type of pricing plans does IntakeQ offer?
IntakeQ offers the following pricing plans:
Starting from: US$49,90/month
Pricing model: Subscription
Free Trial: Available
• Forms Only - $49.90 per month • Practice Management - $59.90 per month • For Enterprise level plans contact IntakeQ
Q. What are the main features of IntakeQ?
IntakeQ offers the following features:
- Alerts can be delivered on mobile
- All transactions are SSL encrypted
- Automated SMS and voice reminders
- Book online appointments
- Capture patient case history
- Captures billing information for an appointment
- Credit card processing
- Custom intake forms
- E-signature functionality
- HIPAA compliant
- Integration with Google Calendars & Stripe
- Manage intake workflow
- Manage patient appointments
- Online payment through credit card
- Patient information is stored securely
- Record keeping
- Sync with Google Calendars
- Web based forms
Q. Who are the typical users of IntakeQ?
IntakeQ has the following typical customers:
Small Business, Mid Size Business
Q. What languages does IntakeQ support?
IntakeQ supports the following languages:
English
Q. Does IntakeQ support mobile devices?
We do not have any information about what devices IntakeQ supports
Q. What other apps does IntakeQ integrate with?
IntakeQ integrates with the following applications:
BirdEye, Dropbox Business, Google Calendar, Google Drive, RevolutionEHR, Square Payments, Square Point of Sale, Stripe, Zapier, Zoom
Q. What level of support does IntakeQ offer?
IntakeQ offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials