About IntakeQ

IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment scheduling, initial assessments, multi-provider practice, treatment plans, claims management and compliance tracking. Providers using IntakeQ can create progress notes templates, which can be personalized and shared with coworkers and clients. With questionnaire analytics, users can gain insights into their clients and practice by aggregating data from feedback forms, surveys and polls. The messaging portal enables providers to exchange documents, files, intake forms and treatment notes with clients whilst maintaining compliance with HIPAA guidelines. Additionally, the mobile-friendly solution lets practitioners add reminder opt-in to forms and send automated emails, SMSs and voice messages to reduce no-shows and cancellations. IntakeQ facilitates integration with Stripe, Square, Office Ally, Microsoft Outlook, Zoom and other third-party applications to streamline processes related to billing, invoicing, appointment management and telehealth video sessions. IntakeQ is available on monthly subscriptions and support is extended via documentation, FAQs and online inquiry form. IntakeQ also offers a practice management software, PracticeQ. With tons of features and integrations, PracticeQ allows providers to successfully run their practice.
IntakeQ Software - Customizable practice dashboard
IntakeQ Software - Secure Patient Portal
IntakeQ Software - IntakeQ client profile
IntakeQ Software - IntakeQ patient intake form
IntakeQ Software - IntakeQ mobile interface
IntakeQ Software - Booking Appointment Calendar
IntakeQ video
IntakeQ Software - Customizable practice dashboard - thumbnail
IntakeQ Software - Secure Patient Portal - thumbnail
IntakeQ Software - IntakeQ client profile - thumbnail
IntakeQ Software - IntakeQ patient intake form - thumbnail
IntakeQ Software - IntakeQ mobile interface - thumbnail

IntakeQ pricing

IntakeQ does not have a free version but does offer a free trial. IntakeQ paid version starts at USD 49.90/month.

Starting Price:
USD 49.90/month See pricing details
Free Version:
No
Free trial:
Yes

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IntakeQ Reviews

Feature rating

Value for Money
4.7
Functionality
4.5
Ease of Use
4.6
Customer Support
4.8
5 reviews of 292 View all reviews
Chuck
Chuck
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/04/2018

We've been with these wonderful folks for several years. I can't imagine our company without...

Tremendous ease! I send out the forms and they get filled out. Not copying of forms. No storing of forms. No purchasing paper and toner. Fewer calls to the copier repair guy. They make my life better...

Pros

Initially found the customer service to be exceedingly prompt and abundantly proficient. They set up cost for the forms is more than reasonable and the monthly expense is such a bargain. I have never known their system to go down. Simple to get going and no maintenance. We keep finding new uses for them. It is so great to be able to email a link to the client. The client follows the link, fills out the form(s) and then submits. The forms are easily downloaded. Could not be more pleased. Thank you, thank you, thank you...

Cons

Seriously, I have yet to find one. I truly wish my every interaction could be an interaction like I've had with IntakeQ!

Julie
  • Industry: Medical Practice
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 05/10/2023

The best EHR I have used in 30+ years in practice

When I first started using IntakeQ, I thought this software must have been written by a practitioner who actually does notes! All the other software I have used was slanted to the computer tech who wrote the program. Then, it all made sense when I found out about the suggestion to change or improve things from the practitioners actually using the software. Thank you for not only asking but for actually continually improving things to make it just that much better!

Pros

IntakeQ has actually allowed me to enjoy doing my patient notes! This has always been the worst part of practice - not anymore! I love the flexibility of making it "my own" with the flexible flows and processes. It truly is an all-in-one from the audio/video appointments, scheduling, appointment reminders, links to put on my website, and the connection to Fullscript, and it documents right in my notes. I love the voice-to-text feature as well. The ease of reading the notes and the professional look is amazing. The messaging is critical to me with the virtual practice and helps me stay connected with my patients.

Cons

Honestly I have not cons. After using so many other EHR's in the past, intakeQ is a homerun for me.

Verified Reviewer
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
3

1
Reviewed on 17/08/2021

Patient Data Management Nightmare - Not HIPPA - CANNOT manage your patient data

Horrific. Caused more problems than it solved. Do NOT use to manage patient data, you will be sorry. You have been warned.

Pros

Was cheap and easy to use, but not worth the headache

Cons

Software uses patients first name and email address to identify them. This is NOT OK for medical patient identification. Unfortunately, the company said there is no way around it, and we cannot use "full name" and "birth date", which is common medical practice to identify patients. What's worse, if a patient makes an appointment with the same first name and email address (like a parent would do when registering their child that has mom or dad's first name, which is very common), the system thinks it is the parent being registered and will overwrite the parents' data. This is completely unusable, completely unthoughtful, and will cause you great stress in trying to (futiley) fix the data management nightmares that could easily be avoided by using name and birthdate. Tech support says there is no way around it and the system is hardcoded for this....completely useless! User beware!

Response from IntakeQ

Hi there,

Sorry to hear our system didn't work for your needs, we cannot cater to all situations unfortunately. I wanted to clear up a few things noted in this review.

We are fully HIPPA compliant.

You can most certainly manage your client data, each client has a profile where all of their information is stored. There are various lists, reports, and exports available as well.

The issue you noted about clients who have the same email address and first name does exist, as we use the email and first name as the primary client identifiers. Most using our platform don't have an issue with this, though some may.

Take care,

Ryan, IntakeQ Support Team Lead

Replied 10/09/2021
M. Victoria
M. Victoria
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 30/11/2018

Excellent product - highly recommend

Intake forms are a snap to create, change, edit and send to patients/clients - could NOT be easier. And their service of uploading and formatting for you is SO affordable and easy.

Pros

Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more!

Cons

It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go

Kelly Elise
Kelly Elise
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 04/11/2022

My Favorite EHR

Incredible! Such great customer service and an amazing product.

Pros

This EHR is so affordable for a group practice compared to others that I've used. The customization is incredible as well. While the front-end work is a lot, it is so worth it to set up your systems well.

Cons

I wish there was slightly more of an ability to customize insurance billing information.

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