--- title: "IntakeQ Software Reviews, Demo & Pricing - 2026" description: "Review of IntakeQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/medical/intakeq-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Medical Practice Management Software](https://www.softwareadvice.com/medical/practice-management-software-comparison/) / IntakeQ Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/medical/intakeq-profile/reviews/)[Alternatives](https://www.softwareadvice.com/medical/intakeq-profile/alternatives/) # IntakeQ Review From $49.90/month Free trial 1 plan Wondering if IntakeQ is right for your practice? Our Medical Practice Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview IntakeQ 4.7 [(322)](https://www.softwareadvice.com/medical/intakeq-profile/reviews/) Pricing Starting at $49.90 flat rate per month ### 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. Do you work for IntakeQ? [Manage this product listing](https://www.g2.com/products/intakeq/claim_requests/new?auto=true) Wondering if IntakeQ is right for your practice? Our Medical Practice Management Software selection experts can help you in 15 minutes or less. ## IntakeQ User Interface ## Popular IntakeQ Alternatives Main Product IntakeQ 4.7 [(322)](https://www.softwareadvice.com/medical/intakeq-profile/reviews/) Ratings Breakdown - 4.63Ease of use - 4.69Value for money - 4.73Customer support - 4.52Functionality Pricing Starting at $49.90 per month Get Price Alternative Product [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/) 4.4 [(860)](https://www.softwareadvice.com/medical/care-patron-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.55Value for money - 4.48Customer support - 4.25Functionality Pricing Starting at $23.00 per month Get Price Alternative Product [EHRYourWay](https://www.softwareadvice.com/medical/ehryourway-profile/) 4.9 [(529)](https://www.softwareadvice.com/medical/ehryourway-profile/reviews/) Ratings Breakdown - 4.83Ease of use - 4.85Value for money - 4.86Customer support - 4.82Functionality Pricing Available upon request Get Price Alternative Product [TheraNest](https://www.softwareadvice.com/medical/theranest-profile/) 4.4 [(1056)](https://www.softwareadvice.com/medical/theranest-profile/reviews/) Ratings Breakdown - 4.30Ease of use - 4.24Value for money - 4.38Customer support - 4.12Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [SimplePractice](https://www.softwareadvice.com/medical/simplepractice-profile/) 4.6 [(2828)](https://www.softwareadvice.com/medical/simplepractice-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.30Value for money - 4.38Customer support - 4.34Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Alleva](https://www.softwareadvice.com/medical/alleva-profile/) 4.5 [(283)](https://www.softwareadvice.com/medical/alleva-profile/reviews/) Ratings Breakdown - 4.50Ease of use - 4.51Value for money - 4.53Customer support - 4.41Functionality Pricing Available upon request Get Price ## IntakeQ Pricing and Plans Starting price: $49.90 per month Free Trial Free Version Forms $49.90 flat rate, per month Plan includes: - Unlimited Form Templates - Branded Custom Forms - Accept Attachments - Client And Provider E-Signatures - Form Reminders - Treatment Notes (SOAP, etc.) - Secure Document Sharing - Export To PDF/CSV/Dropbox - E-Faxing - HIPAA BAA Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## IntakeQ Features - Popular features found in Medical Practice Management Appointment Management Charting Claims Management EMR/EHR E-Prescribing HIPAA Compliant Medical Billing Patient Intake Patient Portal Patient Scheduling Physician Scheduling - More features of IntakeQ Access Controls/Permissions Activity Dashboard Activity Tracking Alerts/Notifications API Appointment Scheduling Autofill Billing & Invoicing Bill Payment Chat/Messaging Client Chart Audit Tools Client Portal Clinical Notes Collaboration Tools Communication Management Compliance Tracking Confirmations/Reminders Contact Database Customer Database Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Import/Export Documentation Management Document Management Document Storage Document Templates Drag & Drop EHR-Agnostic Electronic Signature Email Alerts Email Reminders Event Scheduling File Sharing For Medical Purposes For Mental/Behavioral Health Forms Creation & Design Forms Management For Occupational Therapists For Physical Therapy For Speech Therapists Goal Setting/Tracking Health Record Access Initial Assessments Intake Management Invoice History Invoice Management Live Chat Medical History Records Messaging Mobile Access Mobile Alerts Multi-Channel Communication Multi-Location Multi-Physician Multi-Provider Practice Notes Management Onboarding One-to-One Messaging Online Booking Online Forms Online Intake Forms Patient Database Patient Engagement Patient Management Patient Questionnaires Payment Processing Practice Management Progress Notes Progress Tracking Real-Time Notifications Real-Time Reporting Records Management Reminders Remote Treatment Planning Reporting/Analytics Reporting & Statistics Rescheduling Scheduling Secure Messaging Self Service Portal Session Notes SMS Reminders SOAP notes SSL Security Surveys & Feedback Telemedicine Template Management Therapy Notes Third-Party Integrations Treatment Planning Two-Way Audio & Video Video Conferencing Video Consultations Web Forms Workflow Automation Workflow Management ## IntakeQ Integrations Google Drive Integration rated undefined from -1 review Stripe Integration rated undefined from -1 review Zoom Workplace Integration rated undefined from -1 review Dropbox Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review RevolutionEHR Integration rated undefined from -1 review See all 11 integrations ## IntakeQ User Reviews ## IntakeQ customer ratings - Overall rating: 4.7/5 - Total reviews: 322 ### Rating distribution - 5 stars: 255 reviews (79%) - 4 stars: 56 reviews (17%) - 3 stars: 7 reviews (2%) - 2 stars: 2 reviews (1%) - 1 star: 2 reviews (1%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.7/5 - Customer support: 4.7/5 - Functionality: 4.5/5 --- ### IntakeQ Simplifies digital client intake - Overall rating: 5/5 - Reviewer: Arsalan A. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 501-1000 employees - Product usage: Used weekly for less than 6 months - Reviewed: October 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, IntakeQ has been amazing tool to manager patient data. Digital forms reduce manual paperwork.Although some features need customization and upgradation. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros It’s a great intuitive for clients appointments and management features. Its interface allows providers and clients to have access to their data. #### Cons Learning software could take more than usual time. Customer support response may vary. It’s quite expensive for small businesses. --- ### Intake Q made our paperwork way more seemless - Overall rating: 4/5 - Reviewer: Bridget M. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: November 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, I’ve been very happy using IntakeQ with my company. It’s made managing client forms, scheduling, and documentation so much easier and more organized. The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care. I really appreciate the customization options that allow us to tailor everything to our specific workflow and branding. While there was a bit of setup involved at the beginning, once everything was in place, the system ran smoothly. IntakeQ has definitely improved our efficiency and streamlined daily operations. I’ve already recommended to a couple practice owner friends! #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Switching to IntakeQ was truly seamless! The setup process was straightforward, and I was able to start using it right away without any confusion or extra training. Everything about the platform feels intuitive — from creating forms to managing client information. It has streamlined our intake process and saved us so much time on paperwork. I love how professional and easy it looks for clients, too! The transition couldn’t have gone smoother, and I wish we had made the switch sooner. IntakeQ has made our workflow more efficient, organized, and stress-free. #### Cons t can take some time to fine-tune everything and create a customized workflow that fits your specific needs (i.e. our intake forms ect.), but once you do, it’s completely worth it. IntakeQ offers so many options for personalization that you can really make the system work exactly how you want it to. There’s a bit of a learning curve as you explore all the features, but the flexibility and customization make up for it. Once everything is set up, the workflow runs smoothly, efficiently, and in a way that truly supports your practice. It’s an investment of time that definitely pays off in the end. #### Reasons for choosing IntakeQ It was too expensive for us at this time. #### Reasons for switching to IntakeQ A big part of why we switched as the the ease of use especially with the different administer and clinician account options. --- ### Great value for the money! - Overall rating: 5/5 - Reviewer: Kassidy K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use it for new patient intake, progress exam questionnaires, testimonials, and consent forms. Overall we are pleased with the product for the price. We would love to be able to brand the paperwork so it matches our brand. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Simple to use and customizable! Very affordable and great value for what you pay. Easy to send to patients. #### Cons You can’t save log-in information so it is constantly logging out, which is very inconvenient when you need to review paperwork in a short amount of time. #### Reasons for choosing IntakeQ ChiroHD doesn’t haven’t customizable forms, chirotouch is high price #### Reasons for switching to IntakeQ Switched EHR systems and needed new way to do intakes --- ### Easy, intuitive, and functional - Overall rating: 5/5 - Reviewer: Wesley B. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have been satisfied with its functionality. The platform does what it intends to well. It would do well to add a couple of extra features and reduce the price. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The platform allows the easy creation of documents. My clients seem to have found it easy to use, and I have not had complaints about usability. I find the platform interface simple and intuitive. #### Cons It is a bit expensive. I also would love to be able to create surveys on the platform and/or for clients to be able to upload documents via the platform. #### Reasons for switching to IntakeQ My clients found CounSol confusing and difficult to use. --- ### Easy and Simple - Overall rating: 5/5 - Reviewer: Julia B. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I've been using IntakeQ for several months now and I enjoy it more than most other document signing programs. We've decided to leave our last document program to use this full-time. This is by far the easiest I've used. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros I love the customizability. I'm able to easily and quickly write up documents for my clients. It does not take much time to learn how everything works and to quickly make complicated documents which you can also turn into PDFs for clients to do by hand! #### Cons There is no automatic translation button. Each document I need translated into Spanish has to be hand translated. There is also not an option to upload documents that have been filled out by hand. #### Reasons for switching to IntakeQ Limited customizability, no way to check progress of documents, no notification when documents are finalized. --- ### most customizable EHR software for our mental health practice - Overall rating: 5/5 - Reviewer: Adella J. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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. #### Reasons for choosing IntakeQ open API, a lot of customization, easier to sign notes for supervisors, permissions for users, autopay feature, pricing for nonprofits, simplicity of use #### Reasons for switching to IntakeQ API and customization were the two big draws --- ### USER FRIENDLY - Overall rating: 5/5 - Reviewer: Annie K. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. So user friendly and I love the website design. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's amazingly user friendly and customer service is always super prompt and helpful with their responses. Patients also seem to enjoy it and it interfaces really well with our EHR. Oh and the QR codes are GREAT! My office has genuinely enjoyed this program a ton. #### Cons I wish the intake form header was easier to customize. I had someone at IntakeQ create a header for me and didn't LOVE it (although the designer was super fast to create it, so that was nice). I also wish I had more freedom with my filters to look up patients. ALSO, I find we have to send multiple forms to patients sometimes and that can affect our reports and skew our stats. I wish there was a way to delete duplicate forms without going into each patient chart and deleting the duplicate forms so our reports were more accurate. #### Reasons for choosing IntakeQ I looked at a BUNCH of other products and reviewed basically every other option, but IntakeQ lead the pack from the start. It was a no-brainer, honestly. --- ### Enjoying IntakeQ - Overall rating: 5/5 - Reviewer: Amy W. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: April 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. #### Reasons for choosing IntakeQ Features and price #### Reasons for switching to IntakeQ Lack of an integrated clearinghouse in Practice Better in addition to the high costs and poor note template customization. --- ### IntakeQ Makes Documents Easy! - Overall rating: 4/5 - Reviewer: Jeffrey H. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 11-50 employees - Product usage: Used weekly for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I really like IntakeQ because it’s easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organized. The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I like being able to store documents that are commonly used. It makes it easy to store and send the documents. It is also very user friendly and can be picked up easily and taught to new staff. #### Cons I wish is that it would fully integrate with the electronic health record that we use. Another issue that we run into is clients not fully submitting documents, It would be nice if there was a warning that said something along the lines of 'this is not fully completed.' --- ### Nice tool to Minimize Paperwork - Overall rating: 4/5 - Reviewer: Glauber C. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall experience with IntakeQ for the GP was good, it simplified new clients information in our data and #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros It is definitely a handy tool for the gps, custom forms tools helps to collect all the customer info that a GP needs upfront, without the back and forth emails. #### Cons The reporting feature is bit limited, it covers the basics but a need is felt to have more details. --- Showing 1 - 10 of 322 Reviews [See All Reviews](https://www.softwareadvice.com/medical/intakeq-profile/reviews/) ## IntakeQ Popular Comparisons [Carepatron vs IntakeQ](https://www.softwareadvice.com/medical/care-patron-profile/vs/intakeq/)[EHRYourWay vs IntakeQ](https://www.softwareadvice.com/medical/ehryourway-profile/vs/intakeq/)[SimplePractice vs IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/vs/simplepractice/)[Jane vs IntakeQ](https://www.softwareadvice.com/compare/86099-Jane-App/vs/137242-intakeq/)[TherapyNotes, LLC vs IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/vs/therapynotes/)[Tebra vs IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/vs/kareo/)[Healthie vs IntakeQ](https://www.softwareadvice.com/medical/healthie-profile/vs/intakeq/) [Compare All Alternatives](https://www.softwareadvice.com/medical/intakeq-profile/alternatives/) ## Other Top Recommended Medical Practice Management Software [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/) **4.3** (512) Recently recommended **346** times [athenaOne](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/) **3.8** (915) Recently recommended **279** times [Tebra](https://www.softwareadvice.com/medical/kareo-profile/) **3.9** (1388) Recently recommended **250** times [CharmHealth](https://www.softwareadvice.com/medical/charmehr-profile/) **4.2** (153) Recently recommended **143** times Stuck Between Options? 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