--- title: "IntakeQ Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of IntakeQ. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if IntakeQ is a good fit for you!" source_url: "https://www.softwareadvice.com/medical/intakeq-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Medical Practice Management Software](https://www.softwareadvice.com/medical/practice-management-software-comparison/) / [IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/) / IntakeQ Reviews 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](https://www.softwareadvice.com/medical/intakeq-profile/) Reviews [Alternatives](https://www.softwareadvice.com/medical/intakeq-profile/alternatives/) # IntakeQ User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 322 ### Secondary ratings - Ease of use: 4.6/5 - Customer support: 4.7/5 - Value for money: 4.7/5 - Functionality: 4.5/5 ### 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%) ### Most mentioned 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. - It’s made managing client forms, scheduling, and documentation so much easier and more organized. - Everything about the platform feels intuitive — from creating forms to managing client information. ### Most mentioned cons - 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.' - ALSO, I find we have to send multiple forms to patients sometimes and that can affect our reports and skew our stats. - The system does not recognize the returning users and let them start duplicate forms. ## IntakeQ customer reviews Showing reviews 1-25 of 322 (page 1). ### 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. --- ### Easy intakes, intuitive platform. - Overall rating: 5/5 - Reviewer: Trisha R. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - 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. Been a customer for 4 years. Makes the intake process easy. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It's intuitive, simple, and easy to use for both myself and my clients. #### Cons Luckily, nothing yet to suggest for improving. #### Reasons for choosing IntakeQ It offered exactly what i needed with the option to add more services if and when needed. --- ### Make your business your own - Overall rating: 5/5 - Reviewer: Joeleen W. - Verified reviewer: Yes - Industry: Mental Health Care - 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. I have had a wonderful experience and I have never once regretted switching systems to intakeQ #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros IntakeQ is so customizable that you really get to create the business and services that serve you best. There is no one size fits all with this software. #### Cons We want supervising note signing to be easier and more streamlined #### Reasons for choosing IntakeQ More features #### Reasons for switching to IntakeQ Form signing and customization --- ### FANTASTIC and WELL PRICED - Overall rating: 5/5 - Reviewer: Brian R. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: Self-Employed - 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. Super easy and works fantastically for the most part #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to use and once its set up has completely automated my process and allows me to run a multimillion dollar busy practice alone #### Cons Some automations cant be turned off and e scripting is still a bit glitchy #### Reasons for switching to IntakeQ Better options and less money --- ### Best Product for the Budget - Overall rating: 5/5 - Reviewer: Kelsey K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - 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. I was happy that IntakeQ’s user friendliness in set-up was sufficient to allow immediate use, but we did take a significant amount of time getting all the forms we wanted to be electronically available. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work. For instance, events on google calendar can be selected to appear in IntakeQ calendars and visits can appear on google calendar, while still remaining HIPAA compliant by labeling ‘busy.’ This is just one of numerous examples, but integrations with expert products supports the superiority of IntakeQ as an EMR. #### Cons While having setting near the functions that you want to change can be helpful, I think a single settings page might be beneficial to quick reference changes, rather than in each area. Think how iPhone manages individual app settings and subscriptions even. #### Reasons for choosing IntakeQ Price, customizability, ease of use, automatic intake, availability of self scheduling #### Reasons for switching to IntakeQ Price and ease of use --- ### Still in free trial but struggling to commit because of one critical missing feature - Overall rating: 5/5 - Reviewer: Heather S. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for free trial - Reviewed: February 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I want to join IQ because of the robust nature of the platform and the support they offer, but there is one feature missing that is non-negotiable for me given the client populations I work with. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The customization and automation are both robust in this platform. There are multiple question types when creating new forms/templates. Almost every aspect of the platform is customizable to your needs and business. The support/help part of the website is also super helpful, and the facebook group is great for finding answers to questions that may be time-sensitive usually. #### Cons According to the facebook group for IntakeQ (this doesn't include any private requests for this), over 15 clinicians have requested the feature to be added where two people can have separate and independent access to the client portal of a client. For example, a minor client with separated/divorced parents who are high conflict -- this is the only feature preventing me from committing. I don't want to go back to another "simple" EHR but it seems to be one of the only platforms that offers this. It's pretty much the only feature missing from IQ. --- ### A great EHR for therapists - Overall rating: 5/5 - Reviewer: Hannah G. - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. A very positive experience. It is extremeely efficient and smooth. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is an incredibly efficient EHR that integrates client notes, billing, and scheduling. #### Cons It is a little pricey compared to a few other EHRs. --- ### Clean and simply designed intake and patient management platform - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Biotechnology - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy. #### Cons Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms. --- ### lntakeQ - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2019 - 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 and I love being able to have organized information of my clients. It saves time by sending completed forms right to their file. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Working in the Mental Health field, we need software that is HIPAA compliant, but also reasonable in price. IntakeQ offers both!!! It also has a sleek design that looks professional. Auto-save is also a life saver. I have had several notes lost due to internet cutting out. Notes take a while and not having to redo them makes life so much easier. Customer service is friendly and always there to help whenever things may go wrong. #### Cons One thing I would like is that if you click on a Client's name, then it would take you to their home page. An app would also be beneficial since the forms don't convert well to phones. --- ### Ease of non contact paperwork - Overall rating: 4/5 - Reviewer: Beth L. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: June 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I overall love the ease this has make paperwork. Not all patients like it, but we do. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros I love that we can send all forms needed to patients to fill out prior to the appointment. The ease of checkin is a huge importance to use. The non-contact is also helpful with recent events. Intake uploads these forms directly to the patient's chart. #### Cons I would like the schedule to be synced from Rev to Intake. That way we wouldn't have to type in each individual patient. #### Reasons for choosing IntakeQ Cheaper --- ### Love the continuous updates! - Overall rating: 5/5 - Reviewer: Daphne R. - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: April 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Easy to use. Easy to set up fairly complicated intake form rules and booking settings. Digitizing our intake forms and booking in general has definitely streamlined both processes for our business. #### Cons Lack of family support - e.g. a parent booking appointments for multiple children has to use several different email addresses, and the profiles often fail to "link" properly so we're constantly merging client profiles. Lack of integration is a huge con for us - we have to update our EMR schedule with booking changes manually, payment info doesn't link to our billing vendor (our Google calendar does synch - hoping for more future integrations). --- ### IntakeQ is a fabulous EMR - Overall rating: 5/5 - Reviewer: Avigail S. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The customer service is phenomenal, great aesthetics/UX, patient portal works well, and the feature options feel almost endless. #### Cons There are many features and options, which can take some time to navigate and set up a practice- but it's worth it! --- ### Makes running my small biz a breeze - Overall rating: 5/5 - Reviewer: Judith M. - Industry: Hospital & Health Care - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### The best system to manage your Massage/Physio/Coaching business online! - Overall rating: 5/5 - Reviewer: Sebastian U. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: August 2018 - Review source details: This review was submitted organically. No incentive was offered I can manage the whole client booking experience in one place. The latest addition to automatic birthday email is incredible! And just love Client Portal, place where clients can check their appointments, packages, invoices, etc.. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I love IntakeQ! Before I started with IntakeQ, I did a deep search and tried different systems for my Massage/Coaching business. My main criteria were to go completely paperless and I was looking for a fully automatic way: Client book the session/ or I manually book a client; then the system will send the Intake form (You can even create your own Intake forms, with your own questions and is so easy!), Reminders (both email and SMS to choose), online booking. And after the session, I can easily update my clients details from my Ipad or phone (SOAP notes). The most importantly, the IntakeQ team is so responsive and always helpful, I asked for a few updates, and these were implemented in no time! Thank you so much IntakeQ team! #### Cons None! The IntakeQ system is perfect! And the team is implementing new improvements on an ​ongoing basis. --- ### THE BEST SOFTWARE EVER- I'm not kidding!! - Overall rating: 5/5 - Reviewer: Christina B. - Verified reviewer: Yes - Industry: Medical Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I run a chiropractic practice and I have tried at least 3 other softwares to run my intakes and daily scheduling. IntakeQ has been the best BY FAR and all the other ones were at least $200-300/month so it is amazingly priced as well. I am impressed by all of the functions that IntakeQ can do and most importantly it is extremely reliable. I have never had an issue with appointment reminders or anything else crashing, everything always send out in a timely manner. I LOVE this software and recommend it to everyone because at the end of the day it makes my day a million times easier. #### Cons I haven't really found anything that I don't like. --- ### Useful Software, Great Customer Service - Overall rating: 5/5 - Reviewer: Fani A. - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall positive experience. Expect a learning curve in the beginning, and know that if you want to use IntakeQ for anything more than just the most basic scheduling, you will need to put some time into figuring out how it works. That said, I've been able to make beautiful intake forms, keep track of all of our scheduling, and transition to a nearly 100% digital system through IntakeQ. Recommended. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This software has really streamlined our practice and allowed us to go almost 100% digital. There is a bit of a learning curve, but the help page is generally useful, and IntakeQ has some of the best customer service I have ever worked with. They always respond to my questions (and I've had many questions) within 24 hours, and I always feel like I'm talking to a "real" person that works with me to resolve any issues I'm having. #### Cons Aspects of this software can be very confusing, particularly when it comes to the various "roles" that different accounts have. It is also sometimes unclear where to access certain functions. Sometimes I'm able to resolve these issues through the help page, but other times customer service has to help me figure it out. The software could be a lot more user friendly and intuitive, but the great customer service helps to make up for that. ## More reviews [Next reviews](https://www.softwareadvice.com/medical/intakeq-profile/reviews/?page=2) --- IntakeQ Reviews, Pros and Cons - 2026 Software Advice