IntakeQ 2026: Benefits, Features & Pricing

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
Pricing and Plans
Features
Integrations
User Reviews

Overview

IntakeQ

4.7

(321)

Pricing

Starting at $49.90 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 Screenshots

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

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
Process/Workflow Automation
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 Management

IntakeQ Integrations

Google Drive

Stripe

Zoom Workplace

Dropbox Business

Google Calendar

RevolutionEHR

See all 11 integrations

IntakeQ User Reviews

Overall Rating

4.7

Ratings Breakdown

79%

18%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.7

Functionality

4.5

Kassidy K.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Review source

Reviewed December 2025

Great value for the money!

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

Value for money

Customer support

Functionality

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

Bridget M.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2025

Intake Q made our paperwork way more seemless

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

Value for money

Customer support

Functionality

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.

DAWN Z.

Verified reviewer

Health, Wellness and Fitness

Self-Employed

Used daily for less than 2 years

Review source

Reviewed July 2019

ONLINE BOOKING SYSTEM

Previously 4

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

Ratings Breakdown

Ease of use

Value for money

Previously 4

Customer support

Functionality

Previously 4

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.

Wesley B.

Verified reviewer

Mental Health Care

Self-Employed

Used weekly for more than 2 years

Review source

Reviewed October 2025

Easy, intuitive, and functional

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

Value for money

Customer support

Functionality

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.

Julia B.

Verified reviewer

Medical Practice

11-50 employees

Used daily for less than 6 months

Review source

Reviewed March 2025

Easy and Simple

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

Functionality

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.

Annie K.

Verified reviewer

Medical Practice

2-10 employees

Used daily for less than 6 months

Reviewed October 2024

USER FRIENDLY

So user friendly and I love the website design.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Ashley S.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 2 years

Reviewed October 2024

Good but could be better

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Julie K.

Verified reviewer

Medical Practice

11-50 employees

Used daily for more than 2 years

Reviewed October 2024

Great Patient Intake System

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Jenni Z.

Verified reviewer

Medical Practice

2-10 employees

Used weekly for more than 2 years

Reviewed October 2024

Intake Q review

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

Value for money

Customer support

Functionality

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

Victoria H.

Verified reviewer

Higher Education

10000+ employees

Used weekly for more than 2 years

Reviewed October 2024

Great product - great service

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 10 of 321 Reviews

See All Reviews