IntakeQ

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.

Pros

My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there.
I also really enjoy how I'm able to customize forms with fields, of all sorts.
The Customer Support is great.
Ease of Use and Flexibility.
I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out.
Appointment Reminders w/ Text is Great.
Easy Notes, the easiest most streamlined way.

Cons

No Phone App.
Forms do not convert easily to Phone Versions for clients to complete.
The signature (hand drawn signature) is not smooth; and it looks like the brush is not well thought out. Needs some user-interface work.
I wish there were an easier way to message patients via a Phone App. I also wish that instead of a Bubble for messaging patients; it actually just stated, "Messages"
I would like to be able to map out the fields completed in an IntakeQ form field, so that the fields populate on top of a PDF or image, as specified by me. We use very specific PDF forms that we are required to use for contracting. It would reduce paperwork redundancy. I find myself sending forms out, getting them back, and then having to transcribe that information onto other forms. I wish I could just take that PDF form, upload it to IntakeQ, and have fields populate onto it based on responses from IntakeQ surveys, or IntakeQ notes. Not all of our patients manage an e-mail, and so, this has been a challenge with those patients to get them rolled onto IntakeQ.

Pros

I am very pleased to be able to allow clients opportunity to communicate and complete personal health information online in their preferred way to communicate without fear of exposing their personal health information to others. I also appreciate the pricing for this product.
I love the responsiveness of the customer service.

Cons

I wish that the software worked well with PayPal or had their own credit card processor. I also would like to be able to submit payments to insurance companies through the system. Among the features that exist already, I wish that you could click on the clients’ name where ever it appears and be able to get back to their profile page without having to go to the client’s list. I also wish that when stopping a recurrence, you could have a choice of stopping all including the appointment that is open and not just all of the ones after the one that is open.
When I am in the message center and want to click to another client, I have to refresh the page to ensure that the right page is connected to the right client. Otherwise the name will change, but the page remains on the previous client’s page.

Pros

Reasonable pricing, great user interface, has made running my small business *SO MUCH* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company.

Cons

There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less!

Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have.

Pros

This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay.

Cons

If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far.