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.

Counselors using IntakeQ can create progress notes templates, which can be personalized and shared with coworkers and clients. With questionnaire analytics, physiotherapists can gain insights into their clients and practice by aggregating data from feedback forms, surveys and polls. The messaging portal enables nutritionists to exchange documents, files, intake forms and treatment notes with clients whilst...


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Supported Operating System(s):

Web browser (OS agnostic)

264 Reviews of IntakeQ

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(211)

211

4 stars

(47)

47

3 stars

(4)

4

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 264 results

January 2019

User Profile Picture

Marilee from Life Counseling Institute

Verified Reviewer

Company Size: 2-10 employees

Industry: Hospital & Health Care

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

The best customer service on the planet

Pros

I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!

Cons

I cannot think of any cons for IntakeQ!

October 2020

Elana from Peaceful Pelvis Physical Therapy

Company Size: 1 employee

Industry: Medical Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

October 2020

I love this platform

I am incredibly satisfied! I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms!

Pros

I have been using IntakeQ since Jan 2020. I found this platform after being dissatisfied with the one I was previously using. I couldn't be happier with the change. 1. I was already using SRfax and this is integrated with that fax program 2. It take a little time to customize everything, but it is well worth it and the customer service response is great and fast. 3. I love that the booking and billing and EMR are all in one program 4. Faxing notes to doctors offices, receiving them back and then assigning them the to appropriate patient chart is fast and easy. 5. I can easily use this platform from my phone to book appointments, check faxes, review notes etc. 6. I can send automatic forms prior to the first visit and custom forms (including a COVID screening) prior to each visit. And much more !

Cons

While the customer service is fast and generally meets my needs, it is always be email and sometimes I would prefer a phone conversation. If needed, they will schedule a phone call, but email is definitely the "go to" way they address inquiries.

Reasons for Choosing IntakeQ

It had the capability of EVERYTHING I was looking for and the price-point was right.

Reasons for Switching to IntakeQ

I found WebPT not to be user friendly. It couldn't do simple billing (I do not bill insurance and needed only to generate a Superbill). The program couldn't make a Superbill and there was no work-around. I couldn't easily send AND receive faxes through the program with my established fax number.

July 2017

Te from Real weight loss, llc

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

4.0

Functionality

2.0

July 2017

I like the tool but need more flexibility and workflows to support my business.

Pros

Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful.

Cons

Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs.

Response from IntakeQ

Replied July 2017

Hello, Thank you for your feedback! We understand that your business has a special workflow after the intake is completed. Unfortunately, custom document workflows is a little out of our scope at this time. You may want to look into our client tags feature, which can be automated and allows you to filter by tags later. Also, you can always use our APIs if your business needs something more sophisticated. Feel free to contact our support at hello@intakeq.com if you need any assistance with improving your workflow!

March 2021

Valerie from Psyche PLLC

Company Size: 11-50 employees

Industry: Hospital & Health Care

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2021

Super Customizable, thanks to [SENSITIVE CONTENT HIDDEN]!!!

I cannot say enough GREAT things about [SENSITIVE CONTENT HIDDEN] with IntakeQ. When I let him know that, due to the answers received from the other Customer Service/our Onboarding rep, we may need to move to a new product after all, he jumped on the case! Not only was he able to give us answers that we needed, but he was able to get the system set up for us in a way that made it so we didn't need to switch products after all! I cannot say enough about how he went above and beyond to make sure we were able to work with the system, really showcasing how flexible it can be based on our needs.

Pros

We have been able to implement this into our needs rather easily! It's exciting to be able to provide our clients with a far more seamless option to go from sign-up with us to appointment.

Cons

We did have some issues with getting it to reflect the things we needed, at first. After speaking to several Customer Service reps, they made it sound as if it might not be possible to implement what we needed.

Reasons for Choosing IntakeQ

It looked like IntakeQ was going to be customizable to the point where it would cover everything we needed. From forms being immediately uploaded into clients files, to setting up appointments, widgets for bookings, etc.

Reasons for Switching to IntakeQ

They did not have all of the services and features that we needed.

December 2018

User Profile Picture

Lexi from The Growlery

Verified Reviewer

Company Size: 2-10 employees

Industry: Mental Health Care

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

December 2018

Great balance of cost & features, perfect for small therapy practice

Pros

I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan. I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do). And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session. They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.

Cons

There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms. It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features. I'd love to see a discount for paying for an entire year up-front, too.