IntakeQ

Web-based intake forms management software

4.8 /5 (255 reviews) Write a Review!

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

Cost

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
Excellent
205

Very good
45

Average
4

Poor
1

Terrible
0

Value for Money
4.7
Features
4.6
Ease of Use
4.7
Customer Support
4.8
98% recommended this app
Marilee F.

The best customer service on the planet


Lexi S.

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


Te D.

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


Nicole S.

New patients no longer ruin my day

Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.


Arin R.

The best option for our therapy office!

We use the bookings functions (only internal bookings, not client direct bookings), invoicing, payment, electronic consent forms and SOAP notes.


Marilee F.
Industry: Hospital & Health Care
Company size: 2-10 Employees

The best customer service on the planet

Used Daily for 1-5 months
Reviewed on 10/01/2019
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

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

Te D.

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

Used Daily for 1-5 months
Reviewed on 16/07/2017
Review Source: Capterra

Pros

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.

Cons

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

Hello,

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Nicole S.
Industry: Health, Wellness & Fitness
Company size: 2-10 Employees

New patients no longer ruin my day

Used Daily for 6-12 months
Reviewed on 09/04/2020
Review Source: Capterra

Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.

Pros

For years we stressed about new patient paperwork not being filled out and causing my schedule to run 30-45 minutes behind when they forget to fill out 8 pages of paperwork. The forms are easy to make and send. Patients can fill them out on their cell phone which is a huge help for my practice since we have many seasonal visitors in Scottsdale. The customer service is excellent. Always above and beyond and super fast. A huge refreshing change from my last portal. Horrible customer service. The membership option is very helpful and if you want to switch to a concierge membership program I would highly recommend using the IntakeQ billing system.

Cons

I hate their schedule. It is ugly. It is clunky. I can never see all my patients in one day well. The print outs of the schedule waste a lot of paper. This could all be easily improved upon. But we make it work.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Arin R.
Industry: Medical Practice
Company size: 2-10 Employees

The best option for our therapy office!

Used Daily for 2+ years
Reviewed on 13/04/2020
Review Source: Capterra

We use the bookings functions (only internal bookings, not client direct bookings), invoicing, payment, electronic consent forms and SOAP notes.

Pros

We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point.

Cons

Wish we could integrate email marketing beyond just extracting our client's email address.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 255 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 255 user ratings
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IntakeQ Features

IntakeQ Features

API
Activity Dashboard
Appointment Management
Automated Scheduling
Automatic Notifications
Billing & Invoicing
Calendar Management
Charting
Claims Management
Client Portal
Compliance Management
Customizable Reporting
Document Management
Document Storage
HIPAA Compliance
Records Management
Reminders
Reporting & Statistics
Self Service Portal
Workflow Management
Features
4.6/5
Based on 255 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