About 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 also offers a practice management solution, PracticeQ. PracticeQ offers tons of useful features and integrations to help smoothly run your practice.

Pricing starting from:

US$49.90/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of IntakeQ

? 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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Canada, Ireland, New Zealand, Singapore and 3 others

Supported Languages

English

Pricing starting from:

US$49.90/month

  • Free Version
  • Free Trial
  • Subscription

Images

IntakeQ Software - Customizeable Practice Dashboard
IntakeQ Software - IntakeQ automatic email appointment reminders that can be customized
IntakeQ Software - IntakeQ automatic SMS based appointment reminders
IntakeQ Software - IntakeQ intuitive & user-friendly dashboard
IntakeQ Software - IntakeQ customizable customer intake form template
IntakeQ Software - IntakeQ's credit card processing module that is integrated with appointments
IntakeQ Software - IntakeQ's treatment notes and patient timeline management view
IntakeQ Software - Team Booking Calendar
View 10 more
IntakeQ video
IntakeQ video
IntakeQ Software - Customizeable Practice Dashboard
IntakeQ Software - IntakeQ automatic email appointment reminders that can be customized
IntakeQ Software - IntakeQ automatic SMS based appointment reminders
IntakeQ Software - IntakeQ intuitive & user-friendly dashboard
IntakeQ Software - IntakeQ customizable customer intake form template
IntakeQ Software - IntakeQ's credit card processing module that is integrated with appointments
IntakeQ Software - IntakeQ's treatment notes and patient timeline management view
IntakeQ Software - Team Booking Calendar

Features

Total features of IntakeQ: 101

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Autofill
  • Bill Payment
  • Billing & Invoicing
  • Charting
  • Chat/Messaging
  • Client Chart Audit Tools
  • Client Portal
  • Clinical Notes
  • Collaboration Tools
  • Communication Management
  • Compliance Tracking
  • Confirmations/Reminders
  • Contact Database
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Documentation Management
  • Drag & Drop
  • EHR-Agnostic
  • EMR/EHR
  • Electronic Signature
  • Email Alerts
  • Email Reminders
  • Event Scheduling
  • File Sharing
  • For Medical Purposes
  • For Mental/Behavioral Health
  • For Occupational Therapists
  • For Physical Therapy
  • For Speech Therapists
  • Forms Creation & Design
  • Forms Management
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Health Record Access
  • Initial Assessments
  • Intake Management
  • Invoice History
  • Invoice Management
  • Live Chat
  • Medical History Records
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Multi-Channel Communication
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • Notes Management
  • One-to-One Messaging
  • Patient Database
  • Patient Engagement Software
  • Patient Intake
  • Patient Management
  • Patient Portal
  • Patient Questionnaires
  • Patient Records Management
  • Patient Scheduling
  • Payment Processing
  • Physician Scheduling
  • Practice Management
  • Process/Workflow Automation
  • Progress Notes
  • Progress Tracking
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Reminders
  • Remote Treatment Planning
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Reminders
  • SOAP notes
  • SSL Security
  • Scheduling
  • Secure Messaging
  • Session Notes
  • Surveys & Feedback
  • Telemedicine Software
  • Template Management
  • Therapy Notes
  • Third-Party Integrations
  • Treatment Planning
  • Two-Way Audio & Video
  • Video Conferencing
  • Video Consultations
  • Web Forms
  • Workflow Management

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Reviews

Overall rating

4.7 /5
(319)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.7/5

Already have IntakeQ?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 319
Marilee
Marilee
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best customer service on the planet

Reviewed on 2019/01/10

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!

Adella
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

most customizable EHR software for our mental health practice

Reviewed on 2023/05/12

we have been with them almost 2 years, prior to them we were with simplepractice (night and day)....

we have been with them almost 2 years, prior to them we were with simplepractice (night and day). We also previously were with TherapyNotes and needed more customization.

Pros

The customization. That they have kept pricing for OGs the same. Great email support. Consistency.

Cons

I wish there was an open API for billing. Their billing is not great for how complex our billing needs are so we have had to create a complicated system- where an open API for billing would be amazing.

Reasons for Choosing IntakeQ

API and customization were the two big draws

Switched From

TherapyNotes, LLC and SimplePractice

Reasons for Switching to IntakeQ

open API, a lot of customization, easier to sign notes for supervisors, permissions for users, autopay feature, pricing for nonprofits, simplicity of use
Erica
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Review

Reviewed on 2023/04/11

Pros

I like the forms because I can send them direct.

Cons

I don’t like that I can’t edit the payment plan.

Sanchita
Overall rating
  • Industry: 2128
  • Company size: 11–50 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Good one to use

Reviewed on 2024/11/08

Love it often times, has an easy setup too

Love it often times, has an easy setup too

Pros

It connects you with the right service provider

Cons

It doesn’t give you too many options to choose from

Erin
Overall rating
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Intake Review

Reviewed on 2024/10/10

Pros

Ease of use and templates available to be used/modified easily

Cons

It allows multiple forms to be created for the same patient and there is no easy way for the patient to come back and finish their unfinished forms. The system does not recognize the returning users and let them start duplicate forms.

Response from IntakeQ

Hi Erin!

We'd love to assist you with this, your patients should be able to come back and finish their form if they enter the same credentials. Thank you for taking the time to give us a review!

Showing 5 reviews of 319 Read all reviews

IntakeQ FAQs

Below are some frequently asked questions for IntakeQ.

IntakeQ offers the following pricing plans:

IntakeQ has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

IntakeQ supports the following languages:

English

IntakeQ supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

IntakeQ integrates with the following applications:

Dropbox Business, Elation Health, Google Calendar, Google Drive, Google Meet, RevolutionEHR, SRFAX, Square Payments, Square Point of Sale, Stripe, Zapier, Zoom Workplace

IntakeQ offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for IntakeQ.