IntakeQ Reviews

.This is the best platform I've evaluated or used for paperwork from a user and a client experience

All of the features you'd want are included - telehealth, scheduling, access control for groups, credit card and insurance billing

Detailed control over processes, workflows, automation

Data export of reports into CSV and PDF

IntakeQ provides a simple solution to client forms and notes in a field full of complex and over-featured practice management software. It's easy to create intake forms that clients can complete online, and the option to attach disclosures and other legal documents for digital signature is a great feature that simplifies the intake process even more. Once the client is in the system, IntakeQ makes it very easy to update each client's timeline with notes and other documents. Form and notes templates are simple to create. Most of all, IntakeQ pricing is reasonable and within reach for the small to medium-sized practice, which is this app's main customer base.

I wouldn't say I "dislike" anything about IntakeQ; however, I would like to see further integrations with third-party apps, such as Wix Bookings, would make it easier to synchronize appointment times across the services my practice uses.

Client intake is a tedious process for a small practice. Most of the solutions available are designed for doctor's offices and medical settings with far more features (and a higher price tag). IntakeQ does a great job of meeting the needs of a small practice, and particularly those, like mine, in the alternative health field. They have features for collecting and billing insurance, if your practice needs that; but the software provides plenty of freedom to operate in a professional, medical-like way, whether you are a therapist, coach, or other complimentary/alternative practitioner.

IntakeQ is a software that is designed for the healthcare industry but can be customized for any profession. It aims to make the lives of practitioners and clients easier by providing a simple booking process, the ability to share forms, e-signatures, billing, and customizable questionnaires/intake forms. The software is user-friendly, with the ability to customize care plans, weight charts, and billing. The messaging system is efficient and it allows for easy editing of documents and sending them to clients. Additionally, it has a wide range of features including billing, intake, notes, and it also includes a Business Associate Agreement (BAA). While the virtual visit feature has yet to be tested, it appears promising.

IntakeQ, designed for the healthcare industry, has some drawbacks that users should be aware of. One such drawback is the learning curve, which is a common issue with many healthcare software programs. The software's navigation can be challenging, and while the provided videos and tutorials are helpful, it could be more user-friendly. Additionally, some users have reported that the software is not very mobile-friendly, which can be a problem for some clients. Another downside is that clients need to be specifically invited to the portal rather than automatically accepted when they book. Furthermore, some users have reported dissatisfaction with the limits on the number of intake forms that can be sent for certain plans.

As a business owner, I have struggled with obtaining intake paperwork from client families, but IntakeQ has completely solved that issue. It allows for setting appointments in under a minute, rather than the previous 10 minutes. I have found it easy to build custom intake forms and questionnaires. So far, we have not encountered any significant problems, but a benefit is the quick and simple access to our clients. As a lactation consulting business, the convenience of billing through the software has been very helpful. The intake forms are thorough and I believe it helps in arriving at a diagnosis and treatment plan that is more tailored to the client's needs. Additionally, the software is user-friendly, with the ability to create intuitive forms, simple display of daily tasks, and easy integration with other programs.

It helps with documentation collection and keeping them all organized.

I don't have a single dislike. Everything is great.

It assists our business with intake paperwork on new or recurring visits.

What I like the most is that it is straightforward to use; it allows you to share forms, electronic signatures, invoicing and customizable questionnaires in a simple way that you do not need any previous knowledge to use.

For the client, it isn't straightforward since it asks them to register first and sometimes it is not compatible with some phones, and many times they do not understand how to carry out the procedure

It helps decrease the time to set up appointments with clients and create the forms.

Tried many available options. IntakeQ seems the most advanced yet simple, will be a great fit to most small health care practices. Must be patiens and take time setting up to fit your needs.

There is a learning curve, but this will be true with most of the programs in healthcare.

Developing intuitive forms, simple display of day to day tasks, integrates easily other programs.

I love how easy it is to customize care plans, the weight charts, and the ease of billing. Have not tried out the virtual visit features yet so I can't speak to that, but it looks promising. The messaging system works smoothly.

It can be a bit of a learning curve to learn the software. The videos and tutorials are really helpful in learning to navigate Intake Q. It could be a bit more intuitive, honestly, that's my only complaint.

Definitely worth the time to give it a try. May take longer to set up, but once you have it customized to your needs it works well.

Managing a lactation consulting business. The ease of billing has been really convenient. The intake forms are very thorough and I find this aids in coming to a diagnosis and treatment plan faster that is better suited to the client's needs.

Designed for the health care industry, but customizable for any profession, intake q simplifies life for the practitioner and client. Simple booking process, ability to share forms, e signatures, billing, and customizable questionnaires/intake forms are all product highlights.

Clients need to be invited to the portal rather than immediately accepted when they book.

I'm setting all appointments in under a minute rather than 10 minutes. I have easily built custom intake forms and questionnaires.

IntakeQ is very user friendly and has a wide range of capabilities including bulling, intake, noted, etc. BAA is also important.

I dislike the limits on number of intake shou can send for certain plans.

I was having a hard time getting intake paperwork back from client families and this has eliminated that problem completey

Great product at an affordable price. Ideal for healthcare industry. Very easy to use, with straight forward forms and booking procedures. The use of customizable templates and forms makes the task easier. Calender setup, e-signatures, and sending and editing documents work well.

The recurring payment system is unorganized. It works very slowly when tried to operate on mobile. The calendar display may be enhanced. Most of the time, the email is sent to the spam folder.

Improving the performance of application and customer service benefits many users. It saves a lot of time in booking appointments and sending forms quickly and easily. Paperwork has been removed to a great extent.