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)

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.

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.