IntakeQ Reviews & Product Details

I absolutely LOVE scheduling patients through IntakeQ.

It makes it easy for me to keep track of our numerous clinics and providers' changing schedules with their "Block Time" feature to remind myself when they have time off or other responsibilities. I use it every day with ease! Review collected by and hosted on G2.com.

I have had a couple issues with printing documents and demographic information disappearing, BUT customer support has always been amazing at helping me address any concerns in a timely manner. Review collected by and hosted on G2.com.

IntakeQ is very detailed. There is a space for everything a clinician might need -- from creating intake forms and assessments to creating appointments. There is even a way to see invoices. Review collected by and hosted on G2.com.

Adding all of the different tools can be a bit confusing. There are often multiple pathways to get to the same destination. There is a slight learning curve for new employees. Review collected by and hosted on G2.com.

IntakeQ provides a simple solution to client forms and notes in a field full of complex and over-featured practice management software. It's easy to create intake forms that clients can complete online, and the option to attach disclosures and other legal documents for digital signature is a great feature that simplifies the intake process even more. Once the client is in the system, IntakeQ makes it very easy to update each client's timeline with notes and other documents. Form and notes templates are simple to create. Most of all, IntakeQ pricing is reasonable and within reach for the small to medium-sized practice, which is this app's main customer base. Review collected by and hosted on G2.com.

I wouldn't say I "dislike" anything about IntakeQ; however, I would like to see further integrations with third-party apps, such as Wix Bookings, would make it easier to synchronize appointment times across the services my practice uses. Review collected by and hosted on G2.com.

This is the best platform I've evaluated or used for paperwork from a user and a client experience

All of the features you'd want are included - telehealth, scheduling, access control for groups, credit card and insurance billing

Detailed control over processes, workflows, automation

Data export of reports into CSV and PDF

Full 2-way Google calendar sync

Support is fantastic

Integration with Postmark for using custom email addresses (we used this with Spruce Health and Google Workspace) Review collected by and hosted on G2.com.

The platform has moved away from Stripe and Square integrations for new accounts which I think is a downside

Setting it up takes time because it's designed to be highly customizable Review collected by and hosted on G2.com.

Great product at an affordable price. Ideal for healthcare industry. Very easy to use, with straight forward forms and booking procedures. The use of customizable templates and forms makes the task easier. Calender setup, e-signatures, and sending and editing documents work well. Review collected by and hosted on G2.com.

The recurring payment system is unorganized. It works very slowly when tried to operate on mobile. The calendar display may be enhanced. Most of the time, the email is sent to the spam folder. Review collected by and hosted on G2.com.

IntakeQ is a software that is designed for the healthcare industry but can be customized for any profession. It aims to make the lives of practitioners and clients easier by providing a simple booking process, the ability to share forms, e-signatures, billing, and customizable questionnaires/intake forms. The software is user-friendly, with the ability to customize care plans, weight charts, and billing. The messaging system is efficient and it allows for easy editing of documents and sending them to clients. Additionally, it has a wide range of features including billing, intake, notes, and it also includes a Business Associate Agreement (BAA). While the virtual visit feature has yet to be tested, it appears promising. Review collected by and hosted on G2.com.

IntakeQ, designed for the healthcare industry, has some drawbacks that users should be aware of. One such drawback is the learning curve, which is a common issue with many healthcare software programs. The software's navigation can be challenging, and while the provided videos and tutorials are helpful, it could be more user-friendly. Additionally, some users have reported that the software is not very mobile-friendly, which can be a problem for some clients. Another downside is that clients need to be specifically invited to the portal rather than automatically accepted when they book. Furthermore, some users have reported dissatisfaction with the limits on the number of intake forms that can be sent for certain plans. Review collected by and hosted on G2.com.

What I like the most is that it is straightforward to use; it allows you to share forms, electronic signatures, invoicing and customizable questionnaires in a simple way that you do not need any previous knowledge to use. Review collected by and hosted on G2.com.

For the client, it isn't straightforward since it asks them to register first and sometimes it is not compatible with some phones, and many times they do not understand how to carry out the procedure Review collected by and hosted on G2.com.

It helps with documentation collection and keeping them all organized. Review collected by and hosted on G2.com.

I don't have a single dislike. Everything is great. Review collected by and hosted on G2.com.

Tried many available options. IntakeQ seems the most advanced yet simple, will be a great fit to most small health care practices. Must be patiens and take time setting up to fit your needs. Review collected by and hosted on G2.com.

There is a learning curve, but this will be true with most of the programs in healthcare. Review collected by and hosted on G2.com.

I love how easy it is to customize care plans, the weight charts, and the ease of billing. Have not tried out the virtual visit features yet so I can't speak to that, but it looks promising. The messaging system works smoothly. Review collected by and hosted on G2.com.

It can be a bit of a learning curve to learn the software. The videos and tutorials are really helpful in learning to navigate Intake Q. It could be a bit more intuitive, honestly, that's my only complaint. Review collected by and hosted on G2.com.