PracticeQ Reviews: Discover User Feedback And Key Insights

“Customizable, visually appealing design

Pros

As a user I really like the clean, highly customizable design because the options for font size, style and color let me make forms and interfaces much easier to read and far more visually appealing which has noticeably improved my daily workflow, the platform's flexible features also give me great control over forms, workflows and client communication and I find IntakeQ's tools adaptable enough to meet a variety of practice needs. Setting things up was easy thanks to clear guides and instructional videos so I was able to optimize the system quickly without getting stuck and when I've had questions their Q&A resources and customer support have been responsive during support hours, with reps responding promptly and effectively to resolve issues. On top of that the platform is simple and user-friendly even for beginners which cut down on training time for my team and the pricing feels reasonable given the capabilities included, delivering great value for what we get. I also appreciate the multi-account discount because adding sub-accounts to a main account comes with attractive savings that reduce our overall costs as we scale.

Cons

Occasionally I run into navigation confusion because a few settings are tucked away in menus that aren't immediately obvious which can slow me down when I'm trying to make quick adjustments.

“clean, customizable daily workflow

Pros

As someone who uses this daily, the clean and highly adjustable design really stands out to me. I can change font size, style and colors to make forms easier on the eyes which has improved how I work day to day. The features give me strong control over forms, workflows and client communication and the tools adjust well to different practice needs. Getting everything set up didn't take long thanks to clear guides and videos and whenever I've had questions, the Q&A resources and support team have responded quickly during business hours. Even beginners on my team picked it up fast, pricing feels fair for what's included and the multi-account discount helps lower costs as we grow.

Cons

Sometimes I get slowed down because a few settings are hidden in menus that aren't obvious which makes quick adjustments harder than they should be. I enjoy customizing fonts and colors but a couple of layout areas still feel restricted and I wish I could tweak them more freely.

“Poor customer service

Pros

I really enjoyed how customizable it is and at first I dove in excitedly but after a while those options collapsed into an overwhelming maze of processes and interconnected settings that I couldn't seem to escape and whenever I tried to alter even one thing it tended to break other parts of the system leaving everything messed up.

Cons

My recent customer service experience has been extremely poor. Beyond deflecting responsibility, representatives have attempted to gaslight me over a specific issue: a report titled 'pay period income report' that does not in fact contain the income data for that period. Being told that this incorrect report is accurate rather than having my legitimate concern addressed is both unprofessional and infuriating.

“disappointing experience overall

Pros

What I enjoyed at first was how customizable everything was. After some time though I felt stuck in a web of connected settings that became hard to manage. When I tried to change one thing it often caused issues somewhere else which left me feeling frustrated.

Cons

From my perspective customer service has been really disappointing. I've dealt with reps who deflect responsibility and even make me feel like I'm at fault. Seeing a report labeled "pay period income" that clearly doesn't match and being told I'm wrong, has been incredibly frustrating.

“conflicting support guidance

Pros

Before I started using it many of the features that initially appealed to me disappeared in practice because I kept struggling to get anything to function properly and even though I'm quite tech-savvy the fact that I couldn't fix issues myself was frustrating. The process for getting help is riddled with flaws and having to call four times about the exact same problem felt completely unacceptable and wasted my time.

Cons

When urgent issues arose I experienced very poor follow-up and was often given conflicting guidance that actually increased the workload on me for no sensible reason. Overall the customer service felt inadequate and accountability seemed absent and the product itself left me unimpressed.

“embedded form creation

Pros

Given the specific needs we have the platform delivers everything we require for our workflows and I find that the form creation tools are particularly impressive because they're embedded directly into the clinical note which provides providers with high-quality, relevant information when they see a patient.

Cons

It took me a little while to remember where certain features lived within the limited set of dashboard headings but after a short learning curve I settled into a rhythm and navigating it became second nature.

“Strong forms inside notes

Pros

Based on the specific needs we have the platform gives us everything required for our workflows. I find the form-building tools especially strong because they live directly inside the clinical note so providers get relevant and useful details right when they see a patient.

Cons

At first I had to spend a bit of time figuring out where certain features lived in the dashboard. Once I got past that initial learning period moving around the system started to feel natural and more manageable.

“affordable but reporting and billing features missing

Pros

The pricing felt very reasonable to me and almost the whole system was easy and quick to pick up without much effort.

Cons

For me the report setup was pretty disappointing because it lacked flexibility and on top of that there was no billing feature available.

“great visuals and customization, billing is a nightmare

Pros

What really impressed me were the visuals, they look sharp and polished and the level of customization throughout the system was fantastic.

Cons

Keeping track of the secondary billing felt like a nightmare and I found the whole setup to be very inefficient and hard to maintain.

“workflows helpful but time zone issues persist

Pros

For managing my patients' information the platform feels incredibly simple and what helps my team most is the ability to build custom processes that guide us step by step. When a patient submits an online interest form, a designated staff member receives both a notification and a reminder to set up a call, then after intake my front office gets a prompt to process the order while I receive a separate alert to schedule the appointment. This coordinated workflow has been extremely helpful in preventing missed steps.

Cons

After using this tool for a year and a half I've come across a few persistent frustrations, the most significant being problems with time zones that affect scheduling and reminders. Whenever a client is located in a different time zone their appointment doesn't display in my schedule in that client's local time so I am forced to manually note the actual call time on the calendar to avoid confusion. And on multiple occasions the system has also sent meeting reminders to clients showing the incorrect time. Another annoyance is that the overview section of a client's chart does not automatically date and time stamp changes and since it took me several months to realize that was missing I now habitually add dated notes in the comments area so there is a clear record with timestamps of conversations and any updates to the client's information.

“time zone scheduling issues

Pros

When it comes to handling patient information the system feels very simple on my end. My team benefits most from building custom step-by-step processes that guide us through tasks. When a patient submits an interest form, staff members get alerts and reminders, the front office is notified after intake and I get a separate alert to schedule the appointment. This setup has helped me avoid missed steps.

Cons

After using this tool for over a year I've run into ongoing issues especially with time zones messing up scheduling and reminders. Appointments don't always show in the client's local time so I have to note the correct time manually and reminders have gone out wrong more than once. I've also noticed that the client overview doesn't auto-date changes so now I add notes myself to keep an accurate record.

“Flexible and adaptable features

Pros

The flexibility and adaptability stand out for me and this feature has genuinely become one of my favorites across the entire system.

Cons

Not a huge thing but because it's so customizable I end up having to configure every detail myself which I suppose is just a byproduct of that level of customization.

“easy workflow integration

Pros

Using the system has been very easy for my workflow and it's been especially helpful that appointment details and other information can be sent electronically to my patients.

Cons

Unfortunately I've been running into issues where emails aren't reliably getting through to our patients which has caused confusion and extra follow-up work for my team.

“navigation is easy now!

Pros

Navigation feels incredibly easy for me and the workflow becomes much smoother with online intake forms that patients can complete with little to no assistance.

Cons

While it generally helps I struggle because it doesn't integrate with my EHR which means I have to manually transfer patient information and spend extra time copying data between systems.

“User-friendly intake forms

Pros

What I love most is how user-friendly it is, my patients can complete tailored intake forms and even sign HIPAA consent virtually which saves me time and reduces extra back-and-forth.

Cons

Would really appreciate if it synchronized with the TAB appointment book and added more automation since I end up handling several manual scheduling tasks that feel avoidable.

“easy and simple setup

Pros

Personally I've found the whole setup to be incredibly convenient and refreshingly simple which removes a lot of hassle and keeps the process completely stress-free.

Cons

I don't like the right-hand column that displays incomplete intake paperwork because it feels distracting and draws attention away from the main tasks I need to complete.

“Patient guidance and support but navigation is glitchy

Pros

From the moment I opened my account, the support team literally helped me put together my forms, offered plenty of guidance and picked up every one of my calls patiently, never showing frustration while answering all my questions.

Cons

I can't smoothly move from page to page. Instead I have to back out and then re-enter each page which makes navigation feel glitchy and interrupts my workflow.

“Faster, hassle-free visits

Pros

For me the software is exceptionally user-friendly and because of that I find that patient visits are completed much faster and with less hassle than we used to experience.

Cons

What I like least about this tool is the way it's configured for iPads because the setup feels awkward and adds extra steps for both staff and patients when we try to use it on those devices.

“Integrated digital processing

Pros

I've really appreciated how well it ties together the payment processing, fax capabilities, Google Drive and Dropbox. Plus the convenience of keeping everything electronic from website booking through to completed forms. Having that digital trail gives me an extra layer of security compared with keeping paper around the office.

Cons

From what I've seen a few functions aren't as fully developed as I would like but the company often checks in with users and adjusts the most necessary elements to fit different practice types which I consider a positive sign that they're addressing the areas where they currently fall short.

“Highly customizable interface

Pros

What I really appreciate about this system is the level of customization it offers and I find its layout attractive and easy enough that I can move through it without getting lost.

Cons

However I run into trouble with several functions that aren't simple especially when I try to sign off on or lock notes and I also struggle with getting forms to integrate smoothly.

“Square integration for invoicing

Pros

One thing I appreciate is the Square integration for handling invoices and I'm particularly fond of being able to invoice packages.

Cons

I'm limited to seeing the team's schedule only as separate columns and only within the single-day view which feels restrictive.

“easy pet management

Pros

As a medusa owner I find it really easy to use since it covers the essential features I need to manage my pet without complication.

Cons

There are some features missing and although I've submitted feature requests before they rarely get addressed or implemented in a timely manner.

“All-in-one consolidation

Pros

Everything staying congreatated in a single place has been a huge help saving me from switching between multiple apps and making it much faster to find what I need.

Cons

What frustrates me is how fiddly pinning notes can be and that forms fail to update for clients who originally started on older versions of the progress note or treatment plan.

“Flexible form design

Pros

Designing my own forms has been fantastic since the flexibility allows me to tailor fields and layouts precisely to the way I work capturing the most relevant details for each client.

Cons

I'd love it if a built-in scribe feature or dictation tool were integrated into the app because having automatic note-taking would save me time and reduce the need to transcribe conversations after sessions.

“Strong support team

Pros

The level of customization continues to amaze me and the support team has always been phenomenal whenever I've reached out for help.

Cons

Although I had to wrestle with a fairly steep learning curve at the start once I completed the setup it proved to be extremely helpful and dependable for what I needed.

“easy to use and simple controls

Pros

Interface feels easy and tweaking custom controls is easy for me which makes using the software smooth and effortless.

Cons

Since the program is still so new I find that several functions and abilities I would expect are missing which sometimes limits what I can do.

“Advanced automation workflows

Pros

Automations stand out for me and no other EHR I've used, in demos, research or hands-on, matches this tool's depth of automation. Workflows stay mostly hands-off, navigation is simple and the learning curve is much gentler than other systems so setting up or making edits is refreshingly easy.

Cons

I do find it runs a bit slower overall than some other EHRs I've used and it doesn't include quite as many features as competing platforms. Also the visual design feels somewhat plain to me although I recognize that's largely a matter of personal taste.

“Simple, clean notes

Pros

Customizing my notes has been extremely easy and the interface remains clean and simple so I don't get bogged down while using it.

Cons

I'm frustrated that I can't send forms to multiple patients at once and I'm also unable to change a client's display name which feels like an unnecessary limitation.

“covenient system layout

Pros

The system feels easy and simple for me with a clear layout that makes changing forms whenever necessary quick and easy.

Cons

I think the Rx pricing isn't great and I also feel the interface could be improved because it's not as simple or ideal as the rest of the app.

“Simple billing and scheduling

Pros

This tool merges billing, notes and calendar scheduling easily which has been very helpful for my workflow.

Cons

Unfortunately I've noticed the card processor requires a larger processing fee than IvyPay and PracticeQ's overall price exceeds many other EHRs currently.

“Quick form building

Pros

Building my own forms is easy saving me time and avoiding frustration during setup.

Cons

Not being able to bill secondary insurances is a big problem for me and I also constantly find myself hunting through multiple menus and locations just to locate a specific setting which is really frustrating.

“Integrated billing platform

Pros

Integration with billing is a feature I really appreciate as everything can be managed within a single platform and patients find it easy to log in and navigate as well.

Cons

I find creating superbills when using payment plans really difficult to figure out and because of that I've had to produce my own superbills on several occasions which is frustrating.

“exceptional customer service

Pros

Customer service has been truly exceptional whenever needed making the experience smoother and easier for me.

Cons

Adapting to any new EMR has been a persistent challenge for me and although I'm still getting up to speed I can't honestly assert that it completely falls short of meeting our needs at this stage.

“Workflow customization

Pros

The flexibility of the platform allows me to customize so many aspects to match my workflow which has been a huge advantage.

Cons

One downside for me is the absence of lab integration and I'm also frustrated that e-prescribing carries a rather high price tag which makes the overall cost feel heavier than it should.

“some inconsistent features

Pros

Interface is clean and simple and navigating through it rarely causes confusion. The calendar feature works flawlessly for clients booking appointments, text message reminders are inexpensive or free and telehealth works reliably. Copying and tweaking forms to fit my workflows has been simple and I feel optimistic about future AI enhancements.

Cons

There are a few inconsistencies I have noticed that scattered throughout the platform. For example voice recording is accessible in certain areas but inexplicably missing in others which has been a bit frustrating when I want to capture audio quickly. I was also impressed by the Snippet tool during the demo, its potential seemed promising but in actual use I haven't discovered many situations where it adds value and it's not available everywhere I take notes which limits its usefulness. Those inconsistencies are the main drawbacks I've come across during my first three months of using the system.

“easy invoicing and payments but lacking pediatric features

Pros

Integrated billing makes invoicing and payments easy which has been very convenient in my practice.

Cons

I find it frustrating for pediatric cases because there's no way to put a child's email address and phone number under a linked parents' account and that limitation makes managing and treating siblings much less easy.

“Fast document creation

Pros

The level of customization has become invaluable letting me create documents quickly and easily.

Cons

What frustrates me is that it never keeps me signed in so I end up having to log in every single time I use it.

“Role-based personalization

Pros

Personalization features such as deciding what different roles can see, make the platform feel secure and tailored and the help search almost always provides instant answers saving me the hassle of contacting support.

Cons

When I'm saving files the whole process feels confusing because the folders automatically populate across every account so I end up with duplicated or irrelevant folders on different profiles and struggle to keep my documents organized the way I want.

“easy and configurable features

Pros

It's easy and highly configurable I appreciated that it didn't weigh me down with complexity but still allowed me to tailor features exactly the way I preferred.

Cons

There's a bit of a learning curve when I try to tweak settings and I wish it offered out-of-the-box integrations with more services. For example alternate clearinghouses like Waystar or major lab networks such as Labcorp and Quest.

“Pinning and mapping features

Pros

The pinning and mapping features have been really useful in my opinion. I really like that building procedures and templates from scratch works easily especially with the PDMD integration tying everything together.

Cons

As a user I've noticed there's no lab integration and I also wish the video calls supported a customizable background.

“highly flexible and adaptable tool

Pros

What really stands out for me is how flexible and adaptable the system is. That part has honestly become one of my favorite aspects of using it.

Cons

Because the system is so flexible I end up having to configure nearly every detail myself. I get that this comes with customization but it definitely adds to the workload during setup.

“Easy billing integration

Pros

One thing I truly value is the Square connection for invoices and I really enjoy being able to bill for packages without extra work.

Cons

What limits me is only being able to see team schedules in separate columns and only in a single-day view. That setup feels restrictive when I want a broader picture.

“Simple pet care management

Pros

As a Medusa owner I find it simple to manage since it includes the key features I need to take care of my pet without extra confusion.

Cons

There are features I feel are missing and even though I've submitted requests they rarely get addressed or rolled out in a timely manner.

“everything in one place

Pros

Having everything stored in one place has made a big difference for me. I no longer jump between multiple apps and finding information takes much less time.

Cons

One thing that really bothers me is how fiddly it is to pin notes. I've also run into problems where forms don't update correctly for clients who started on older notes or treatment plans.

“Easy custom form creation

Pros

Creating my own forms has been a great experience because I can adjust fields and layouts to match how I work. This helps me capture the exact details I need for each client.

Cons

I'd really like a built-in dictation or scribe feature. Automatic note-taking would save me tons of time and cut down on having to transcribe sessions later.

“impressive customization, great support

Pros

What continues to surprise me is the level of customization available. Every time I reach out for help, the support team has been excellent and consistently helpful.

Cons

Early on I struggled with a steep learning curve and had to put in a lot of effort to get everything set up. Once that was done though the system became dependable and really helpful for my workflow.

“Manageable, smooth interface

Pros

I think the interface feels very manageable and adjusting custom controls doesn't take much effort. That makes day-to-day use feel smooth and comfortable.

Cons

Since the program is still new some features I would normally expect just aren't there yet. That sometimes limits what I can do day-to-day.

“Powerful automation, easy learning

Pros

What stands out most to me is the automation. Compared to other EHRs I've researched, demoed or used, none match the depth offered here. Most workflows run with minimal hands-on effort, navigation feels clear and learning the system didn't take nearly as long as others I've tried.

Cons

Compared to other EHRs I've used this one feels a bit slower and doesn't have as many features. The visual design also seems plain to me though I know that's a personal preference.

“clean, customizable notes

Pros

Customizing my notes has been very simple and the layout stays clean so I don't feel slowed down while working.

Cons

It frustrates me that I can't send forms to multiple patients at once and I also can't change a client's display name which feels unnecessary.

“inconsistent features with limited snippets

Pros

Overall the interface stays clean and easy to move through without confusion. Clients book appointments without issues using the calendar, text reminders cost little or nothing and telehealth works reliably. I can copy and adjust forms to match my workflows and I feel optimistic about upcoming AI improvements.

Cons

Over my first few months I've noticed some inconsistencies. For example voice recording is available in some sections but missing in others which is inconvenient. I was excited about the Snippet tool during the demo but in practice I haven't found it that useful and it isn't available everywhere I need it.