IntakeQ Reviews

“pairs me with right providers well

Pros

The thing I like the most about it is that it reliably pairs me with the right service provider every time.

Cons

I wish it offered a wider selection because for now I don't get many options to pick from.

“User-friendly document creator

Pros

You can create documents really easily on this platform. My clients also find it easy to use and I have not received any complaints about it being difficult. The interface itself is simple and user friendly for me to navigate.

Cons

The cost is a little high. I would also really like to have the ability to build surveys directly on the platform. Plus it would be great if clients could upload their own documents through it.

“Easy for staff to learn

Pros

Storing frequently used documents is a feature I really like, it simplifies both saving and sending them out and overall the platform is very user-friendly, so new staff members can learn it quickly.

Cons

My main wish is for a full integration with our specific electronic health record system. We also have trouble with clients not finishing their forms, so a warning message like 'his form is not complete would be really helpful.

“Highly customizable for client documents

Pros

The best part is how customizable everything is. I can quickly draft documents for my clients without a hassle. It does not take long to learn the system and you can even make complex forms and convert them to PDFs for clients to fill out by hand.

Cons

There is not a button to translate documents automatically. I have to manually translate every single document into Spanish. Another thing that's missing is the option to upload forms that have been filled out by hand.

“Zoom Coordination but Hard to Get Support

Pros

I love that it coordinates easily with Zoom, it's a time-saver.

Cons

Getting answers to my questions is frustratingly difficult.

“Love Building Custom Forms Easily

Pros

I love being able to build custom forms and even like the wide variety of question types available. Also the interface is user-friendly, the support team responds quickly and overall it is simple to use.

Cons

What frustrates me is having to lock the prior note before any changes will carry over to the next one.

“Efficient all in one ehr system

Pros

The thing I really like is that this EHR effectively integrates client documentation, billing and scheduling into a unified system.

Cons

For me it is a bit on the expensive side when I compare it to several other EHR options.

“form creation made simple

Pros

Creating forms with this tool is really simple and I find the whole process pretty user friendly. Though pretty often I need a couple of attempts to position the fields or boxes the way I want them but it is generally not too hard.

Cons

I cannot think of any major drawbacks at the moment. But maybe I did prefer a few more field options in the future but on the whole it does exactly what I need and meets my expectations.

“Very easy and efficient platform

Pros

Using this platform is pretty easy and user-friendly. Overall I find it both efficient and effective.

Cons

there is nothing that I dislike about it. in my experience it is extremely easy to use.

“makes it simple to send intake forms

Pros

I find it really simple to send an intake form and set up a client profile.

Cons

It is frustrating that there are no automations or a method to send documents for e-signature like DocuSign and I would like to have a parent portal.

“Easy, secure and customizable forms

Pros

the software is easy to use, secure and customizable. Plus it allows me to create forms.

Cons

Initially I struggled to configure the signature fields because my clients were forced to tick an opt-out of research box. However support helped resolve this quickly.

“pretty simpe to use but flawed reporting

Pros

Using it has been remarkably easy and whenever I need help the support team responds quickly and really knows what they're doing. Our patients also seem to like it and it syncs smoothly with our EHR. Plus the QR codes are fantastic! My clinic has honestly gotten a lot of value and enjoyment from this program.

Cons

Customizing the intake form header should be simpler. I had IntakeQ design a header and while their turnaround was quick, I was dissatisfied. Our team needs more flexibility with patient search filters. Also sending multiple forms to the same patient creates duplicates that affect our reports and skew statistics. So I would like a way to delete or merge duplicate forms in bulk, rather than opening each chart to remove them individually, for more accurate reporting.

“Easy access with hipaa compliance

Pros

My patient records are easy to access and compliant with HIPAA which I like. I also enjoy being able to add notes across different sections and it is incredibly handy to see when patients have returned their completed forms to me.

Cons

I have not run into any problem so Honestly I have no complaints to share at this point.

“saves us time

Pros

One thing I really like about IntakeQ is its ease of use. Plus the overall interface feels user-friendly and learning to navigate forms, tailor questionnaires and coordinate appointments was surprisingly simple too. It has cut down on our administrative work and saved us significant time. So I recommend it to any practice seeking an easy way to simplify patient intake and enhance workflow. Additionally the pricing for the service seems fair and reasonable.

Cons

For me the biggest drawback is that it does not fully sync with our EHR. While it handles intake forms by uploading them, it cannot automatically refresh or update patient demographic fields in our records based on form responses. I know another vendor that provides that functionality and having it here would make our process much smoother and more efficient. Because of this missing integration, we still must manually transfer some details into the EHR, costing extra time and effort.

“Extremely useful for client intake

Pros

Our charity finds this program extremely useful for handling client intake and document management.

Cons

The only drawback is that we cannot edit the form after we have uploaded it.

“Very user-friendly and simple

Pros

I find the platform very user-friendly easy, and simple to use, making it perfect for both me and my clients.

Cons

So far I have not run into any problems and do not have any suggestions for improvements.

“Allows to customize my forms

Pros

Having the option to customize my forms, allowing me to apply my own label for a more branded experience is what I like the most.

Cons

I am unsure how to expand its use beyond simply collecting client intake forms.

“Easy to use with modifiable templates

Pros

I find it easy to use with templates I modify.

Cons

One thing I have noticed it allows multiple forms for the same patient with no simple way for patients to return and complete unfinished forms. The platform also fails to recognize returning users, causing them to start duplicate forms.

“great interface with quick support

Pros

Even though I am not a tech wizard, yet I find the interface incredibly easy to use. You do not need special technical skills to start and whenever I have questions the team responds quickly and is genuinely helpful.

Cons

Since it does not integrate with our system, I find uploading forms takes a bit longer than I'd like.

“Simple for patients and our team to use

Pros

We really like how simple it is for our patients to complete the forms we have set up in IntakeQ and how simple it was for our team to design those forms.

Cons

Nothing major but we wish it would integrate with our EMR, Practice Fusion because having that connection would streamline things for us.

“allows me to send customized forms

Pros

I love how simple it is for me to send customized forms to my patients and track when they have received and completed them.

Cons

What I like least is that I sometimes face formatting issues when building a new form, as it does not always lay out correctly initially. Plus it takes some time getting used to but fortunately the tutorial videos and customer support have been extremely helpful in guiding me through those hiccups.

“Really simple and well organized

Pros

Overall it is simple to use and it helps me keep all the parts of my business neatly organized.

Cons

Honestly there is not anything about it that I dislike or that particularly bothers me.

“Customizable and simple for patients to use

Pros

I really like how I can customize forms and how simple it is for my patients to use.

Cons

right now I do not have any specific drawbacks to mention.

“offers lots of form types

Pros

The thing I love is how many different forms I can use and how easy the setup was.

Cons

Unfortunately, I cannot skip a form and still submit an intake which is a major issue.

“User friendly, simple and affordable

Pros

I find it very user-friendly, simple to implement and affordable

Cons

I wish there were an option to reformat intake forms so they print on fewer pages when a patient requests a paper copy. I would also love to see native integration with Square for card payments.

“provides quick responses

Pros

For me, the information is easy to read through. Plus I get quick responses and it is simple to send forms.

Cons

One thing I noticed is that the automatic name recognition when sending forms can be unreliable and annoying.

“Simple to use and professional interface

Pros

It is simple for me to use and my clients always get a very professional-looking interface.

Cons

I find it frustrating that I have to build each form from scratch instead of scanning them in and I'd really prefer not to have to reconstruct my forms every time.

“Very easy to import information

Pros

I find it very easy to import the information into our systems which makes it our top choice

Cons

there are times when patients leave forms incomplete since they are not sure how to proceed through the rest of them.

“Simple and user-friendly from start

Pros

Overall i have found it simple and user-friendly as I was able to start using it immediately

Cons

When I need help, the customer support feels notably weaker than the rest of the product

“The best platform for paperwork

Pros

I have tried many platforms for handling paperwork and this one genuinely stands out as the best for both my experience and my clients. It includes everything I expect such as telehealth, appointment scheduling, group access controls and both credit card and insurance billing. I also like the granular control over processes, workflows and automation, allowing me to shape things to how I work. Exporting reports to CSV and PDF is easy and the full two-way Google Calendar sync keeps everything aligned. Support has been excellent too and I was able to integrate Postmark to send from custom email addresses.

Cons

One drawback I noticed is that new accounts no longer get Stripe or Square integrations which I find unfortunate. So it feels like a step back for anyone preferring those payment processors. Also because the system is built to be extremely customizable, it takes a fair amount of time to set up and configure everything the way I want.

“Great for forms and client onboarding

Pros

IntakeQ is quite good for handling client forms and notes in a landscape filled with overly complicated practice-management systems. Creating online intake forms for clients is simple too and being able to attach disclosures and other legal documents for electronic signature streamlines onboarding. After adding a client, it is very easy to keep their timeline current with session notes and related files. Building templates for forms and notes does not require much effort. Above all the pricing is fair and accessible for small to mid-sized practices which seems to be the target audience. The setup itself is also quick and easy.

Cons

That said I would not say I dislike anything about it. however I'd really like broader integrations with third-party tools. For example a Wix Bookings connection because that kind of syncing would make aligning appointment times across the different services my practice uses much easier.

“perfect product at an affordable price

Pros

I am pleased with this great product that is available at an affordable price. It suits the healthcare industry. Plus it is easy to use with simple forms and appointment booking. Customizable templates and forms simplify tasks. Calendar setup, e-signatures and document sending and editing work reliably.

Cons

Well I have found the recurring payment feature to be poorly organized. Using the app on mobile feels boring too. Also the calendar view could use improvements. And frequently my messages end up in recipients spam folders instead of arriving normally.

“IntakeQ Gets Privacy Right

Pros

I appreciate how secure and private it feels when I receive documents through IntakeQ. It really gives me confidence that my privacy is protected.

Cons

Honestly, there's nothing about intakeQ that stands out to me as a negative.

“Spend Smart, Go Elsewhere

Pros

Their forms come with a price. Once they get you to buy, the support for setting things up is not really there, leaving you to figure it out on your own.

Cons

The customer service could be much better. When I reach out for support, they just send me a link to some guide. Given that I'm paying over $6,000 a year per practice, I expect to speak directly to someone when I have technical questions.

“Need better customization

Pros

The options for personalizing your workflows are quite impressive and flexible.

Cons

The color schemes and templates are really unpleasant, and the fact that they are not customizable is frustrating. You're forced to send out their pre-designed email templates, which honestly look like spam, and you can't personalize your domain or use white labeling. Their support team mostly talks about how great the product is but doesn't seem to know how to set it up or optimize it for individual business needs. They claim it's amazing because you can supposedly do anything you want with it, but I could go on forever about the missing features.

“Favorite EMR

Pros

IntakeQ has completely changed how I feel about doing my patient notes! What used to be the most tedious part of my practice is now something I actually enjoy. I love how I can make it my own with the adaptable processes and workflows. It's truly an all-in-one solution with features like audio/video appointments, scheduling, reminders, website links, Fullscript integration, and documentation built right into my notes. The voice-to-text feature is a huge bonus for me. Plus, the notes look professional and are easy to read. The messaging feature is essential for my virtual practice and helps me stay connected with my patients.

Cons

I don't have any complaints. After trying so many other EHR systems, intakeQ is honestly a win for me.

“IntakeQ = Stellar EMR

Pros

Their customer service is exceptional. The design and user experience are excellent, the patient portal works smoothly, and the features are almost limitless.

Cons

There are a lot of features and options, and setting everything up for your practice can take a little time, but in the end, it's definitely worth the effort.

“Mental Health Practices, Rejoice!

Pros

I love how customizable it is, and I appreciate that they've maintained the same pricing for long-time users. Their email support is great, and there's a lot of consistency in their services.

Cons

I wish they had an open API for billing. Their current billing system isn't ideal for our more complex needs, so we've had to create a complicated workaround. Having an open API would be a game-changer.

“Run Your Business, Your Way

Pros

IntakeQ is so customizable that you can truly design the business and services that suit your needs best. It's not a one-size-fits-all kind of software.

Cons

We would really appreciate it if signing supervising notes were a bit more simple and efficient.

“Fantastic & Budget-Friendly

Pros

Once it's set up, it's so simple and has fully automated my workflow, allowing me to manage a multimillion-dollar practice on my own.

Cons

Some of the automations can't be turned off, and there are still occasional glitches with the e-prescription feature.

“Why I�m Loving IntakeQ

Pros

Everything is now centralized for our business. The portal, calendar, and all the forms are in one place, so we don't need to rely on multiple programs anymore. Plus, the ease of use and top-notch customer service are definite perks.

Cons

I needed some HELP from someone more technically inclined to help me set up our initial forms. Partly because I was short on time and knew they could get it done faster than I could.

“Invest in Your Practice with This

Pros

IntakeQ's team responds quickly to emails, usually within a few hours during business hours. The client portal is outstanding, allowing clients to schedule appointments, view and pay invoices, update credit card information, submit forms and journals, and communicate with the provider. Once you get the hang of it, the form creator, booking module, and billing system are quite straightforward.

Cons

The task manager can create automatic tasks, but the issue is that completed tasks don't automatically disappear from the list. There's a bit of a learning REQUIRED when setting up intakeQ to suit your specific needs, but that's to be expected from something so adaptable.

“Glad I Made the Switch to IntakeQ

Pros

I absolutely love how easy it is to create and edit forms. The calendar lets me color-code events, and I have three different options for accepting credit cards, conducting video sessions, and incorporating clearinghouses for claims. It's great to have the freedom to choose, unlike other programs that limit you to one option.

Cons

I would really appreciate a clear and easy-to-access accounting page that shows charges for services, what the client owes, what they've paid, what the insurance owes, what the insurance has paid, and any discounts applied. There is one, but it's not easily visible in the client's file.

“Automation Made Easy for Clinics

Pros

The form design is really simple to use, and it's great to be able to take our existing PDFs and just add a signature box where it's needed.

Cons

While it's on the pricier side for the features we use, we're still willing to pay for the paperless automation and overall ease of use.

“Streamlines scheduling and client interactions

Pros

While it was built for healthcare, it can be adapted to other professions without much commotion. Plus it streamlines scheduling and client interactions as booking is simple, sharing forms is simple and e-signatures and billing are built right in. I also like that questionnaires and intake forms are customizable so I can tailor them for different clients. The interface feels great overall too and I can adjust care plans, weight charts and billing settings to match how I work. Messaging is also smooth and I can quickly edit and return documents to clients. It even covers the core features I need, such as billing, intake, notes and includes a Business Associate Agreement (BAA). I have not tried the virtual visit option yet, but it looks promising too.

Cons

In my experience it has a few pain points to be aware of. Like there is a noticeable learning curve which is not unusual for healthcare platforms but it did take me some time to get comfortable. Navigation can be awkward at times. Though the help videos and tutorials were useful, yet I still wish the overall layout felt more�user-friendly. I also found the mobile experience less polished than the desktop version and that could be frustrating for clients who prefer managing things on their phones. Another annoyance is that clients must be invited into the portal instead of being automatically added when they book which adds extra admin work. Finally some plans restrict how many intake forms you can send and that limit bothered me and others I know on certain subscriptions.

“Really useful for document gathering

Pros

I have found it really useful for gathering documents and keeping everything neatly organized.

Cons

At this point I cannot think of anything I dislike as it just works great.

“Easy to use for the whole team

Pros

What I like most is how easy it is to use. I can share forms, collect electronic signatures, handle invoicing and set up customizable questionnaires without any prior experience, so anyone on my team can start using it right away.

Cons

However I find it confusing for clients because they must sign up before accessing anything. Plus it can fail on certain phones and more often than not they need help figuring out how to complete the whole process.

“By Far the Best Practice Management Software Out There

Pros

The software is highly simple and very easy to set up, making the onboarding process much easier than I initially expected.

Cons

If I had to point something out, it would be that intakeQ doesn't have a few features I'd like, but that's not really surprising.

“Top Choice for Budget-Conscious Practices

Pros

IntakeQ excels at integrating with other platforms without reinventing the wheel. They're also very forward-thinking and help reduce duplicate work. For example, events from Google Calendar can sync with IntakeQ while still being HIPAA-compliant by marking them as 'busy'. This is just one example, but their integration with other expert tools makes IntakeQ stand out as an EMR.

Cons

Having the settings near the functions you want to change can be convenient, but I think a single settings page might be a better solution for quick access to changes. Kind of like how iPhones manage individual app settings and subscriptions.

“Solid Product That Delivers

Pros

IntakeQ offers high levels of customization, giving you full control over forms and processes. The automation features make workflows smooth, especially for group practices. Their scheduling and form/questionnaire tools are the best I've come across.

Cons

Setting everything up takes a lot of time because the system is so flexible. It can also be tricky to find things sometimes because of all the options and settings.