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.

Pricing starting from:


  • 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.


Business size



Canada, United States

Supported Languages


Pricing starting from:


  • Free Trial
  • Subscription


IntakeQ automatic email appointment reminders that can be customized
IntakeQ automatic SMS based appointment reminders
IntakeQ customizable customer intake form template
IntakeQ intuitive & user-friendly dashboard
IntakeQ's credit card processing module that is integrated with appointments
IntakeQ's treatment notes and patient timeline management view
View 7 more
IntakeQ video
IntakeQ video
IntakeQ screenshot: IntakeQ automatic email appointment reminders that can be customized IntakeQ screenshot: IntakeQ automatic SMS based appointment reminders IntakeQ screenshot: IntakeQ customizable customer intake form template IntakeQ screenshot: IntakeQ intuitive & user-friendly dashboard IntakeQ screenshot: IntakeQ's credit card processing module that is integrated with appointments IntakeQ screenshot: IntakeQ's treatment notes and patient timeline management view


Total features of IntakeQ: 64

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Appointment Management
  • Appointment Scheduling
  • Archiving & Retention
  • Assessment Notes
  • Autofill
  • Bill Payment
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Claims Management
  • Client Chart Audit Tools
  • Collaboration Tools
  • Compliance Tracking
  • Confirmation/Reminders
  • Credit Card Processing
  • Customer History
  • Customizable Forms
  • Digital Signature
  • Document Management
  • Document Storage
  • EHR-Agnostic
  • Electronic Payments
  • Electronic Signature
  • File Storage
  • Forms Creation & Design
  • HIPAA Compliant
  • Health Record Access
  • Initial Assessments
  • Inpatient/Residential
  • Intake Management
  • Invoice Management
  • Medical Billing
  • Medical History Records
  • Messaging
  • Mobile Access
  • Multi-Location
  • Multi-Physician
  • Multi-Provider Practice
  • Patient Intake
  • Patient Management
  • Patient Portal
  • Patient Records Management
  • Patient Scheduling
  • Payment Processing
  • Physician Scheduling
  • Process/Workflow Automation
  • Records Management
  • Reminders
  • SSL Security
  • Secure Messaging
  • Self Payment
  • Self Service Portal
  • Single Provider Practice
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Treatment Planning
  • Video Consultations
  • Web Forms
  • Workflow Management



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Overall rating

4,8 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 260
Marilee F.
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


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!


I cannot think of any cons for IntakeQ!

Elana H.
Overall rating
  • Industry: Medical Practice
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

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

I love this platform

Reviewed on 2020/10/14

I am incredibly satisfied!
I was looking for something highly customizable and it met ALL of the...

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 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 !


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.

Valerie P.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11-50 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

Super Customizable, thanks to [SENSITIVE CONTENT HIDDEN]!!!

Reviewed on 2021/03/01

I cannot say enough GREAT things about [SENSITIVE CONTENT HIDDEN] with IntakeQ. When I let him...

I cannot say enough GREAT things about [SENSITIVE CONTENT HIDDEN] with IntakeQ. When I let him know that, due to the answers received from the other Customer Service/our Onboarding rep, we may need to move to a new product after all, he jumped on the case!

Not only was he able to give us answers that we needed, but he was able to get the system set up for us in a way that made it so we didn't need to switch products after all! I cannot say enough about how he went above and beyond to make sure we were able to work with the system, really showcasing how flexible it can be based on our needs.


We have been able to implement this into our needs rather easily! It's exciting to be able to provide our clients with a far more seamless option to go from sign-up with us to appointment.


We did have some issues with getting it to reflect the things we needed, at first. After speaking to several Customer Service reps, they made it sound as if it might not be possible to implement what we needed.

Te D.
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

I like the tool but need more flexibility and workflows to support my business.

Reviewed on 2017/07/16


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.


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


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!

Lexi S.
Overall rating
  • Industry: Mental Health Care
  • 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 8.0 /10

Great balance of cost & features, perfect for small therapy practice

Reviewed on 2018/12/18


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.


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.

Showing 5 reviews of 260 Read all reviews

IntakeQ FAQs

Below are some frequently asked questions for IntakeQ.

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

We do not have any information about IntakeQ features

IntakeQ has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

IntakeQ supports the following languages:


IntakeQ supports the following devices:

iPad (Mobile)

IntakeQ integrates with the following applications:

Dropbox Business, Google Calendar, Google Drive, RevolutionEHR, Square Payments, Square Point of Sale, Stripe, Zapier, Zoom Meetings & Chat

IntakeQ offers the following support options:

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

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