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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 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:
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IntakeQ Reviews
Feature rating
5 reviews of 294
View all reviews
Marilee
- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 10/01/2019
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!
Adella
- Industry: Health, Wellness & Fitness
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 12/05/2023
most customizable EHR software for our mental health practice
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.
Alternatives Considered
FormDr, My Clients Plus, Power Diary, Jane, Tebra, TherapyAppointment, TherapyMate, Sessions Health, CounSol.com and AdvancedMD EHRReasons for Choosing IntakeQ
API and customization were the two big drawsReasons 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
Verified Reviewer
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Value for Money
1
Features
1
Ease of Use
1
Customer Support
1
1
Reviewed on 18/08/2024
Spend extra money elsewhere
I wish I didn’t start with them now that my practice is growing.
Pros
Their forms cost money to generate. After they sell you, they leave you high and dry for setup.
Cons
Customer service is not great. All they do is send you a link to a guide. If I’m paying $6000+/ year per practice, I want to speak to someone when I have technical questions
Alternatives Considered
ChiroFusionReasons for Switching to IntakeQ
Entry price pointResponse from IntakeQ
Hi there,
I am sorry to hear that you did not been have a good experience with IntakeQ. We value your feedback and you as a former user. It sounds like there was some crossed wires as our pricing for our average practice is well under $100 per month. Additionally, form templates are free to self-build or we have a library with over 100 standard forms. We only charge if you want us to convert a file you currently have.
We would love to speak about your issues further, please email us at [email protected].
Replied 03/10/2024
Amy
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 11/04/2023
Enjoying IntakeQ
We switched from Practice Better (PB) to IntakeQ in July 2022 and it's saved me on average 8 hours a week just in insurance billing alone. PB does not have an integrated clearinghouse, which meant manually tracking claims via a Google Sheet for every clinician and every client. With IntakeQ, all it takes is 3 button clicks and the claim is submitted, and the integrated clearinghouse options automatically update status and communicate this back to IntakeQ. Such a lifesaver!Note functionality is also much better than PB. Namely I disliked how PB would display every single checkbox and row in a chart even if they were not selected or answered. It made notes extremely long, cluttered, and virtually impossible to read. IntakeQ is customizable to where you can choose to show unselected/unanswered questions or not. There's also loads of options with conditional formatting and the ability to automate a task based on the answer received.The IntakeQ team is highly responsive and they work hard to implement feature requests that are strongly supported by the community. So far we are very pleased!
Pros
Highly customizable forms and features with task automation and pinned notes. They are also very active in their Facebook support group and highly value the feedback they receive from their customers.
Cons
Limited ability to transfer/upload patient records from another system (when transitioning the practice over to IntakeQ); no document library; inability to fax more than 1 document from a patient record at a time; no meds list or allergies function yet.
Alternatives Considered
SimplePracticeReasons for Choosing IntakeQ
Lack of an integrated clearinghouse in Practice Better in addition to the high costs and poor note template customization.Switched From
Practice BetterReasons for Switching to IntakeQ
Features and price
Asha
- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Weekly for 1-5 months
-
Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 07/01/2022
Perfect for small practice
Overall perfect for providers with their own cash pay practice and especially those focused on wellness. Because everything has to be created (ie no pre-installed icd codes , you have to put them in manually) this may not be best for physician in regular practice.I hope they increase a few features without making it complicated
Pros
I should first emphasize I am a solo practitioner , with focus on wellness and limited services. I wanted a program that allows online patient scheduling, visit notes , pay via credit card and some billing of insurance and Hippa communication. Most programs that offer this have excessive features and design for practices with front desk and support staff instead of the practitioner. IntakeQ offered all I needed but simpler format that largely builds on creating own forms and rules. The set up guide and using help feature explains everything you can think of. The plus was it allows sharing of documents and creating journals for patients to complete, which was something I was struggling with, seeing patients via telehealth. The visit notes can take a while to perfect because it doesn’t feature templates physicians would use, but I am still playing with it to create the perfect template. They created a snippet feature which allows you to create text you would re -use , ie lung exam . You can also duplicate previous note and just adjust what is new. Some other programs look more esthetic but have poor execution of needed features. Intake Q doesn’t look grand, but it thought of everything you need. Works exactly the same on the phone without having to download an app. I’ve tried at least 5 other programs, this was the most intuitive
Cons
Patient portal and emails could be more simple . Sometimes patient get up to 3 emails for steps related to appointment. Patient should be able to complete consent and intake while making appointment instead of after . Wish you could pull journal and intake entries in to visit or SOAP note. I would like them to add features that may be more helpful for advanced practitioners such as labs , or pictures into note . I have submitted claim yet , so not sure how smooth that is.
