IntakeQ - Online Intake Forms

IntakeQ - Online Intake Forms

by IntakeQ

Who Uses IntakeQ - Online Intake Forms?

Health Professionals. Counselors, physiotherapists, medical doctors, naturopathic doctors, nutritionists, dentists, massage therapists, coaches, etc.

What Is IntakeQ - Online Intake Forms?

IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing onboarding experience, while also optimizing and streamlining the intake process.

As a bonus, IntakeQ also offers powerful practice management features, including scheduling, payment, appointment reminders, secure messaging, invoicing and insurance billing.

Affordable pricing, 14-day free trial, no credit card required, no software to install.

IntakeQ - Online Intake Forms Details

IntakeQ

https://intakeq.com

Founded 2014

IntakeQ - Online Intake Forms Pricing Overview

IntakeQ - Online Intake Forms starts at US$29.90/month. IntakeQ - Online Intake Forms does not have a free version but does offer a free trial. See additional pricing details for IntakeQ - Online Intake Forms below.

Starting Price

US$29.90/month

Free Version

No

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Documentation

Support

Business Hours

Online

IntakeQ - Online Intake Forms Features

Forms Automation Software
Access Controls/Permissions
Archiving & Retention
Collaboration
Drag & Drop
Forms Creation & Design
Full Text Search
Process/Workflow Automation
Version Control
Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling
Appointment Reminders
Appointment Scheduling
Claims Management
Compliance Tracking
E-Prescribing
EMR/EHR
Employee Management
Initial Assessments
Inpatient/Residential
Medical Billing
Multi-Provider Practice
Self Service Portal
Single Provider Practice
Treatment Plans
Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning
Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Personal Health Record
Progress Tracking
Self Management
Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

IntakeQ - Online Intake Forms Reviews

Showing 5 of 251 reviews

Overall
4.8/5
Ease of Use
4.7/5
Customer Service
4.8/5
Features
4.6/5
Value for Money
4.7/5
Marilee F.
Owner
Hospital & Health Care, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/01/2019

"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!

  • Reviewer Source 
  • Reviewed on 10/01/2019
Lexi S.
Owner and Therapist
Mental Health Care, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 18/12/2018

"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.

  • Reviewer Source 
  • Reviewed on 18/12/2018
Tate M.
Clinic Director
Health, Wellness & Fitness, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/05/2019

"Easy and Extremely Effective"

Pros: This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay.

Cons: If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far.

  • Reviewer Source 
  • Reviewed on 29/05/2019
Jessica C.
Insurance Biller
Health, Wellness & Fitness, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 03/12/2019

"Easy System"

Comments: I love that we have been using this program for almost two years now. I am very pleased with it and don't think we will ever switch.

Pros: I love how easy it is to send documents, edit them, and upload them. You can also send out reminders for clients to finish their forms which has helped our practice so much.

Cons: Its organized a little weird on the main page. I feel like it could be organized a little better but its not the worst thing.

  • Reviewer Source 
  • Reviewed on 03/12/2019
Te D.
Owner
Used the Software for: 1-5 months
  • Overall Rating
    2/5
  • Ease of Use
    2/5
  • Features & Functionality
    2/5
  • Customer Support
    4/5
  • Value for Money
    3/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 16/07/2017

"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.

Vendor Response

by IntakeQ on 17/07/2017

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 [email protected] if you need any assistance with improving your workflow!

  • Reviewer Source 
  • Reviewed on 16/07/2017