IntakeQ

IntakeQ

Web-based intake forms management software

4.8/5 (249 reviews)

IntakeQ Overview

What is 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 Overview

Pricing

Starting from
USD 29.90/month

Pricing options

Free Trial
Subscription
Value for money

• Starter - $29.90 per month (1 practitioner & 10 submissions per month)
• Pro - $39.90 per month (1 practitioner & 150 submissions per month)
• Small Team - $59.90 per month (2 practitioner & 300 submissions per month)
• Clinic - $99.90 per month (5 practitioner & 1000 submissions per month)
• For Enterprise level plans contact IntakeQ


IntakeQ Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English

Screenshots

IntakeQ screenshot: IntakeQ automatic email appointment reminders that can be customized
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

IntakeQ Reviews

IntakeQ Reviews

Overall rating
4.8
/
5 249 reviews
Excellent
199

Very good
45

Average
4

Poor
1

Terrible
0

Value for Money
4.7
Features
4.5
Ease of Use
4.7
Customer Support
4.8
98% recommended this app
Lexi S.

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


Julio L.

Makes Managing Inventories Easy

Overall, I'm very happy with it, and would recommend it.


Verified Reviewer

Excellent support for my small business!

Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me.


Judith M.

Makes running my small biz a breeze


Tate M.

Easy and Extremely Effective


Lexi S.
Industry: Mental Health Care
Company size: 2-10 Employees

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

Used Daily for 6-12 months
Reviewed on 18/12/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Julio L.
Industry: Mental Health Care
Company size: 2-10 Employees

Makes Managing Inventories Easy

Used Weekly for 6-12 months
Reviewed on 14/12/2018
Review Source: Capterra

Overall, I'm very happy with it, and would recommend it.

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.

Response from IntakeQ

Hi Julio,

Thanks so much for the positive review!

We have a feature that allows you to map form fields to patient notes. Our support at [email protected] will be happy to help you set this up.

Regarding patients who don't have an email, this article explains how to enable a setting that allows them to use a phone number instead: https://support.intakeq.com/article/149-choosing-the-login-method-for-your-public-forms

I hope this helps!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Mental Health Care
Company size: Self Employed

Excellent support for my small business!

Used Daily for 6-12 months
Reviewed on 05/12/2018
Review Source: Capterra

Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Judith M.
Industry: Hospital & Health Care
Company size: Self Employed

Makes running my small biz a breeze

Used Daily for 6-12 months
Reviewed on 06/12/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Tate M.
Industry: Health, Wellness & Fitness
Company size: 13-50 Employees

Easy and Extremely Effective

Used Daily for 2+ years
Reviewed on 29/05/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 249 user ratings
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IntakeQ Pricing

IntakeQ Pricing

Starting from
USD 29.90/month
Free Trial
Subscription
Value for money

• Starter - $29.90 per month (1 practitioner & 10 submissions per month)
• Pro - $39.90 per month (1 practitioner & 150 submissions per month)
• Small Team - $59.90 per month (2 practitioner & 300 submissions per month)
• Clinic - $99.90 per month (5 practitioner & 1000 submissions per month)
• For Enterprise level plans contact IntakeQ

• Starter - $29.90 per month (1 practitioner & 10 submissions per month)
• Pro - $39.90 per month (1 practitioner & 150 submissions per month)
• Small Team - $59.90 per month (2 practitioner & 300 submissions per month)
• Clinic - $99.90 per month (5 practitioner & 1000 submissions per month)
• For Enterprise level plans contact IntakeQ

Value for Money
4.7/5
Based on 249 user ratings
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IntakeQ Features

IntakeQ Features

Appointment Management
Billing & Invoicing
Calendar Management
Document Storage
HIPAA Compliance
Records Management
Reminders
Workflow Management
Activity Dashboard
Automated Scheduling
Automatic Notifications
Charting
Claims Management
Client Portal
Compliance Management
Customizable Reporting
Customizable Templates
Document Management
Reporting & Statistics
Self Service Portal
Features
4.5/5
Based on 249 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for IntakeQ

Additional information for IntakeQ

Key features of IntakeQ

  • Alerts can be delivered on mobile
  • All transactions are SSL encrypted
  • Automated SMS and voice reminders
  • Book online appointments
  • Capture patient case history
  • Captures billing information for an appointment
  • Credit card processing
  • Custom intake forms
  • E-signature functionality
  • HIPAA compliant
  • Integration with Google Calendars & Stripe
  • Manage intake workflow
  • Manage patient appointments
  • Online payment through credit card
  • Patient information is stored securely
  • Record keeping
  • Sync with Google Calendars
  • Web based forms

Benefits

● 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.

IntakeQ FAQs

IntakeQ FAQs

Below are some frequently asked questions for IntakeQ.

Q. What type of pricing plans does IntakeQ offer?

IntakeQ offers the following pricing plans:

Starting from: USD 29.90/month

Pricing model: Subscription

Free Trial: Available

• Starter - $29.90 per month (1 practitioner & 10 submissions per month) • Pro - $39.90 per month (1 practitioner & 150 submissions per month) • Small Team - $59.90 per month (2 practitioner & 300 submissions per month) • Clinic - $99.90 per month (5 practitioner & 1000 submissions per month) • For Enterprise level plans contact IntakeQ

Q. What are the main features of IntakeQ?

IntakeQ offers the following features:

  • Alerts can be delivered on mobile
  • All transactions are SSL encrypted
  • Automated SMS and voice reminders
  • Book online appointments
  • Capture patient case history
  • Captures billing information for an appointment
  • Credit card processing
  • Custom intake forms
  • E-signature functionality
  • HIPAA compliant
  • Integration with Google Calendars & Stripe
  • Manage intake workflow
  • Manage patient appointments
  • Online payment through credit card
  • Patient information is stored securely
  • Record keeping
  • Sync with Google Calendars
  • Web based forms

Q. Who are the typical users of IntakeQ?

IntakeQ has the following typical customers:

Mid Size Business, Small Business

Q. What languages does IntakeQ support?

IntakeQ supports the following languages:

English

Q. What type of pricing plans does IntakeQ offer?

IntakeQ has the following pricing plans:

Subscription

Q. Does IntakeQ support mobile devices?

We do not have any information about what devices IntakeQ supports

Q. What other apps does IntakeQ integrate with?

IntakeQ integrates with the following applications:

BirdEye, Google Calendar, Stripe

Q. What level of support does IntakeQ offer?

IntakeQ offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials