---
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"
---

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IntakeQ Reviews

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[Overview](https://www.softwareadvice.com/medical/intakeq-profile/)

Reviews

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# IntakeQ User Reviews

## Reviews summary

- Overall rating: 4.7/5
- Total reviews: 321

### 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: 254 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

- ALSO, I find we have to send multiple forms to patients sometimes and that can affect our reports and skew our stats.
- 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.'
- The system does not recognize the returning users and let them start duplicate forms.

## IntakeQ customer reviews

Showing reviews 1-25 of 321 (page 1).

### 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

---

### 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.

---

### ONLINE BOOKING SYSTEM

- Overall rating: 5/5
- Reviewer: DAWN Z.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: Self-Employed
- Product usage: Used daily for less than 2 years
- Reviewed: July 2019
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

My experience has been positive with support that is available almost immediately.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Forms were easy to create and clients have no problems accessing them.

#### Cons

Can't think of anything that I did not like right now.

---

### 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.

---

### 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.

---

### Good but could be better

- Overall rating: 5/5
- Reviewer: Ashley S.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less 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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 3/5

#### Pros

Ease of use, ease of implementation, cost

#### Cons

Wish there was a way to format forms to print on fewer pages when a patient requests a paper version. Wish you could integrate with Square credit card processing.

#### Reasons for choosing IntakeQ

IntakeQ was easier to demo and set up without a pushy sales person

#### Reasons for switching to IntakeQ

Pricing and ease of use with set up of templates

#### Vendor response

HI Ashley! Thank you for taking the time to review us, we're always working on making forms better and I will pass your feedback for printing onto the team. :)

Replied October 2024

---

### Intake Q review

- Overall rating: 5/5
- Reviewer: Jenni Z.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used weekly 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.

Good, I like the customization feature. I think a video or invitation to show already supported clients what can be done additionally with the service provider would be helpful

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 3/5

#### Pros

Being able to customize my forms, put my label on them.

#### Cons

Not sure him to take it’s utilization further past in taking clients

#### Reasons for choosing IntakeQ

I’m still looking at other products, I’m looking for something more friendly for speech pathologists who see kids and adults

---

### Great Patient Intake System

- Overall rating: 5/5
- Reviewer: Julie K.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 11-50 employees
- Product usage: Used daily 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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

We love how easy it is for our patients to complete the forms we've created on IntakeQ and how easy it was for us to create the forms.

#### Cons

We wish that IntakeQ integrated with our EMR, Practice Fusion.

#### Reasons for choosing IntakeQ

Easier to set up and better value for the money.

#### Vendor response

Hi Julie! Thank you for taking the time to review us, we really appreciate it! We do have an open API that could write into Practice Fusion if they also have one. We do also have our own EMR, PracticeQ that is fully integrated with forms throughout all of our features!

Replied October 2024

---

### Great product - great service

- Overall rating: 5/5
- Reviewer: Victoria H.
- Verified reviewer: Yes
- Industry: Higher Education
- Company size: 10000+ employees
- Product usage: Used weekly 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.

I had a question about how to accomplish something and received a response very quickly with clear instructions.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use, secure, customizable - can create your own forms.

#### Cons

I had a problem understanding signature boxes. Clients were being forced to sign in an opt-out of research box. Was able to rectify with help from IntakeQ.

#### Reasons for choosing IntakeQ

Clinic Director chose IntakeQ because of the ability to create our own forms, ease of use, password authentication for client use and ability to easily download submitted forms.

---

### Small practice - lots of forms

- Overall rating: 4/5
- Reviewer: Erin L.
- Verified reviewer: Yes
- Industry: Hospital & Health Care
- Company size: 2-10 employees
- Product usage: Used weekly for less 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.

It works just how I'd want it to an fills the need we have for user friendly online forms, and even better it saves paper!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 4/5

#### Pros

The form creation is very easy to use and straightforward. Sometimes I have to try a few times to get the boxes how I want them, but it is not too difficult.

#### Cons

Nothing that I can really think of. There might be some additional fields I would like, but overall it works how I would like!

---

### Intake Review

- Overall rating: 5/5
- Reviewer: Erin S.
- Verified reviewer: Yes
- Industry: Medical Practice
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 5/5

#### Pros

Ease of use and templates available to be used/modified easily

#### Cons

It allows multiple forms to be created for the same patient and there is no easy way for the patient to come back and finish their unfinished forms. The system does not recognize the returning users and let them start duplicate forms.

#### Vendor response

Hi Erin! We'd love to assist you with this, your patients should be able to come back and finish their form if they enter the same credentials. Thank you for taking the time to give us a review!

Replied October 2024

---

### Easy to use, very professional

- Overall rating: 5/5
- Reviewer: Amy F.
- Verified reviewer: Yes
- Industry: Alternative Medicine
- Company size: Self-Employed
- Product usage: Used daily for less than 12 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.

Great! I plan to keep using for my practice.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy for me, very professional interface for clients.

#### Cons

Having to create forms vs scan them in. Would love to not have to rebuild my forms.

#### Vendor response

Hi Amy, Thank you so much for your review, we are happy to hear you have been enjoying using IntakeQ!

Replied October 2024

---

### I love IntakeQ and I am glad I switched

- Overall rating: 5/5
- Reviewer: Wendy M.
- Verified reviewer: Yes
- Industry: Mental 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.

The customer service is stellar. You get live human beings and in less than an hour. They also have a great support page. I like the customizability, that I can use my favorite clearinghouse, choose which credit card processor I want to use, and even with video sessions, I can choose my platform. The more I use the program, the more wonderful features I discover. They are also always open to feedback and updating the EHR. I have been very happy with their product.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I absolutely love that I can easily create and edit forms. The appointment calendar allows me to color code events. There are 3 different ways to accept credit cards, three different ways to do a video session, and three different ways to incorporate clearinghouses for claims processing. You get to choose which company you would like to use, not get stuck with the one option the other programs choose.

#### Cons

I would love a very clear accounting page that shows me the charge for service, what the client owes, what the client paid, what the insurance owes, what the insurance paid, and any discounts to the fees. There is one but it is not right there in the client file where you can readily see it.

#### Reasons for choosing IntakeQ

The interface, ease of use, and the customization

#### Reasons for switching to IntakeQ

Simple Practice has horrible customer service, a nonsensical accounting page - it was always wrong, and crummy customer service. There was a major billing issue with BC/BS, and they provided no updates, no apologies, nothing. No one in SC got paid for one month. Did I mention BC/BS is our largest payer in SC? You cannot speak with the clearinghouse directly. You ask for help and you are referred back to the help page, and if you are lucky, you get an emailed response th e next day. I was a customer for 5 years, referred them many people, and they did not reach out when I wrote why I was leaving.

---

### Ahead of its time ( 10 year ago)

- Overall rating: 4/5
- Reviewer: Ben o.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used daily for less than 12 months
- Reviewed: October 2023
- Review source details: This review was submitted organically. No incentive was offered

The provided color schemes and templates are not only unappealing but also lack the much-needed customization capabilities. Users are cornered into utilizing their default email templates, which unfortunately have a strong spam-like appearance. There's no available option to incorporate personal branding with a unique domain or to employ a white label solution. The support team continually praises the product's adaptability, but their grasp on the actual setup and customization for distinct business applications appears shaky at best. They're quick to spotlight its adaptability, often suggesting that users can tweak it as they see fit. However, the reality is that there's a glaring absence of crucial features and functionalities. My list of its deficiencies could extend for pages.You're limited to setting up triggers or actions based solely on new clients or scheduled appointments. There's no mechanism to automatically add or remove tags based on specific actions, which is a significant oversight. Although they have a feature request section, their response is often sluggish, with a tendency to prioritize trivial updates that don't genuinely cater to user needs. A pivotal enhancement would be to simplify workflows and provide integrations with platforms geared towards selling services, like Shopify. While this platform might suit office functionalities, it severely underperforms for companies aiming to sell their services online and seeking seamless integrations.Moreover,

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 3/5

#### Pros

The customization options for setting up your work flows are pretty good.

#### Cons

Gross colors schemes and templets that aren't customizable. You're stuck sending there email templets that look like Spam and you can't brand your own domain or white label. The support set-up just likes to talk about how cool the product is but they don;t know how to set it up or optimize it for yor business. They say thats whhy it's so cool, bevause you can do whatever you want with it. I could go on for hours about the missing feature and

---

### Easy to use

- Overall rating: 5/5
- Reviewer: Karalyn H.
- Verified reviewer: Yes
- Industry: Health, Wellness and Fitness
- Company size: 2-10 employees
- Product usage: Used weekly for less 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.

Helps us keep track of new patients and registrations for our business.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use. Helps keep my business organized.

#### Cons

nothing that stands out that I do not like.

---

### 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

---

### Makes Managing Inventories Easy

- Overall rating: 5/5
- Reviewer: Julio L.
- Industry: Mental Health Care
- Company size: 2-10 employees
- Product usage: Used weekly 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, I'm very happy with it, and would recommend it.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

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 hello@intakeq.com 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!

Replied December 2018

---

### We've been with these wonderful folks for several years. I can't imagine our company without them!

- Overall rating: 5/5
- Reviewer: Chuck R.
- Verified reviewer: Yes
- Product usage: Used daily for more than 2 years
- Reviewed: April 2018
- Review source details: This review was submitted organically. No incentive was offered

Tremendous ease! I send out the forms and they get filled out. Not copying of forms. No storing of forms. No purchasing paper and toner. Fewer calls to the copier repair guy. They make my life better...

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Initially found the customer service to be exceedingly prompt and abundantly proficient. They set up cost for the forms is more than reasonable and the monthly expense is such a bargain. I have never known their system to go down. Simple to get going and no maintenance. We keep finding new uses for them. It is so great to be able to email a link to the client. The client follows the link, fills out the form(s) and then submits. The forms are easily downloaded. Could not be more pleased. Thank you, thank you, thank you...

#### Cons

Seriously, I have yet to find one. I truly wish my every interaction could be an interaction like I've had with IntakeQ!

---

### 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

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### 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!

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### Customizable EHR

- Overall rating: 5/5
- Reviewer: Laurie S.
- Verified reviewer: Yes
- Industry: Mental Health Care
- 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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

IntakeQ is really user friendly and intuitive. New therapists at our agency are able to learn it quickly. My favorite part is that the forms are highly customizable so we can make changes and improvements easily.

#### Cons

The fact that the income report isn't itemized in one page for downloading.

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### 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.

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IntakeQ Reviews, Pros and Cons - 2026 Software Advice