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IntakeQ Reviews & Product Details

AR
Vocational Counselor & Hypnotherapist
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

What problems is IntakeQ solving and how is that benefiting you?

Client intake is a tedious process for a small practice. Most of the solutions available are designed for doctor's offices and medical settings with far more features (and a higher price tag). IntakeQ does a great job of meeting the needs of a small practice, and particularly those, like mine, in the alternative health field. They have features for collecting and billing insurance, if your practice needs that; but the software provides plenty of freedom to operate in a professional, medical-like way, whether you are a therapist, coach, or other complimentary/alternative practitioner.

The main problem IntakeQ solves is client information management - as the name implies, online intake is the focus, and this software does a great job. A simple link sent by email or text allows the client to complete and sign their forms online. Once the form is completed, session and treatment notes are organized in a timeline for each client. If you want to provide your client access to a portal for documents and interactions, that option is also available at an additional cost (still reasonable!) Review collected by and hosted on G2.com.

IntakeQ Overview

What is IntakeQ?

IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share HIPAA compliant forms with their patients, and receive them back completed & signed electronically before their next appointment. IntakeQ eliminates paperwork and tedious administrative tasks through our digital platform. The product automates the form intake process thereby improving record keeping and customer/patient onboarding. IntakeQ is well suited for the needs of any size practice from individual practitioners to clinics and big hospitals.

IntakeQ Details
Languages Supported
English
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Product Description

IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments.


Seller Details
Seller
IntakeQ
Year Founded
2014
HQ Location
Hamilton, Ontario
Twitter
@intakeQ
145 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®

Jessica H.
JH
Overview Provided by:

Recent IntakeQ Reviews

AB
Andrew B.Small-Business (50 or fewer emp.)
5.0 out of 5
"My favorite EHR so far"
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 - t...
AR
Anthony R.Small-Business (50 or fewer emp.)
4.5 out of 5
"Solid Intake Solution for Private Practice"
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 t...
Varsha  R.
VR
Varsha R.Enterprise (> 1000 emp.)
4.0 out of 5
"IntakeQ - Application for best practice management"
Great product at an affordable price. Ideal for healthcare industry. Very easy to use, with straight forward forms and booking procedures. The use ...
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IntakeQ Media

IntakeQ Demo - IntakeQ Questionner
IntakeQ allows practitioners to send anonymous questioners to patients. View and compare feedback on your dashboard.
IntakeQ Demo - IntakeQ Note Template
Utilize note templates on IntakeQ regardless of your specialty.
IntakeQ Demo - IntakeQ Patient Intake Form
IntakeQ patient intake forms to easily access patient data.
Answer a few questions to help the IntakeQ community
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10 out of 11 Total Reviews for IntakeQ

4.7 out of 5
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10 out of 11 Total Reviews for IntakeQ
4.7 out of 5
10 out of 11 Total Reviews for IntakeQ
4.7 out of 5
G2 reviews are authentic and verified.
AB
Clinical Director and Owner
Mental Health Care
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

What problems is IntakeQ solving and how is that benefiting you?

All included mental health platform with integrated billing, telehealth, and paperwork

Ability to scale out to multiple users with administrative supports at an affordable price point

Custom email addresses for appointment reminders (we used this with Spruce Health and Google Workspace) Review collected by and hosted on G2.com.

Varsha  R.
VR
Digital Marketing Specialist
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

What problems is IntakeQ solving and how is that benefiting you?

Improving the performance of application and customer service benefits many users. It saves a lot of time in booking appointments and sending forms quickly and easily. Paperwork has been removed to a great extent. Review collected by and hosted on G2.com.

Verified User in Health, Wellness and Fitness
IH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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 problems is IntakeQ solving and how is that benefiting you?

As a business owner, I have struggled with obtaining intake paperwork from client families, but IntakeQ has completely solved that issue. It allows for setting appointments in under a minute, rather than the previous 10 minutes. I have found it easy to build custom intake forms and questionnaires. So far, we have not encountered any significant problems, but a benefit is the quick and simple access to our clients. As a lactation consulting business, the convenience of billing through the software has been very helpful. The intake forms are thorough and I believe it helps in arriving at a diagnosis and treatment plan that is more tailored to the client's needs. Additionally, the software is user-friendly, with the ability to create intuitive forms, simple display of daily tasks, and easy integration with other programs. Review collected by and hosted on G2.com.

Carla B.
CB
Product Owner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

What problems is IntakeQ solving and how is that benefiting you?

It helps decrease the time to set up appointments with clients and create the forms. At the same time, it solves the problem of paperwork and lieutenant, all protected in a single tool Review collected by and hosted on G2.com.

Sani M.
SM
Revenue Cycle Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

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

What do you dislike about IntakeQ?

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

What problems is IntakeQ solving and how is that benefiting you?

It assists our business with intake paperwork on new or recurring visits. Review collected by and hosted on G2.com.

Sharon D.
SD
Nurse Practitioner in Psychiatry
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

What problems is IntakeQ solving and how is that benefiting you?

Developing intuitive forms, simple display of day to day tasks, integrates easily other programs. Review collected by and hosted on G2.com.

Danielle S.
DS
Registered Nurse
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

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.

What do you dislike about IntakeQ?

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.

Recommendations to others considering IntakeQ:

Definitely worth the time to give it a try. May take longer to set up, but once you have it customized to your needs it works well. Review collected by and hosted on G2.com.

What problems is IntakeQ solving and how is that benefiting you?

Managing a lactation consulting business. The ease of billing has been really convenient. The intake forms are very thorough and I find this aids in coming to a diagnosis and treatment plan faster that is better suited to the client's needs. Review collected by and hosted on G2.com.

Verified User in Mental Health Care
UM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about IntakeQ?

I like how easy it is to make changes to our documents and how easy it is to send out to clients. We use IntakeQ to send out new client paperwork prior to their first appointment Review collected by and hosted on G2.com.

What do you dislike about IntakeQ?

I have heard from clients that it isn't very smartphone-friendly. Review collected by and hosted on G2.com.

Recommendations to others considering IntakeQ:

Might want to look into Review collected by and hosted on G2.com.

What problems is IntakeQ solving and how is that benefiting you?

We haven't really had any problems that we have needed to solve. A benefit is how fast and easy it is to get to our clients. Review collected by and hosted on G2.com.

Erika Anne E.
EE
Adjunct Professor of Law
Law Practice
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

Designed for the health care industry, but customizable for any profession, intake q simplifies life for the practitioner and client. Simple booking process, ability to share forms, e signatures, billing, and customizable questionnaires/intake forms are all product highlights. Review collected by and hosted on G2.com.

What do you dislike about IntakeQ?

Clients need to be invited to the portal rather than immediately accepted when they book. Review collected by and hosted on G2.com.

What problems is IntakeQ solving and how is that benefiting you?

I'm setting all appointments in under a minute rather than 10 minutes. I have easily built custom intake forms and questionnaires. Review collected by and hosted on G2.com.

Kelsi Y.
KY
Director
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about IntakeQ?

IntakeQ is very user friendly and has a wide range of capabilities including bulling, intake, noted, etc. BAA is also important. Review collected by and hosted on G2.com.

What do you dislike about IntakeQ?

I dislike the limits on number of intake shou can send for certain plans. Review collected by and hosted on G2.com.

What problems is IntakeQ solving and how is that benefiting you?

I was having a hard time getting intake paperwork back from client families and this has eliminated that problem completey Review collected by and hosted on G2.com.