--- title: "IntakeQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about IntakeQ Software - reviews, pricing plans, popular comparisons to other Medical Practice Management products and more." source_url: "https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # IntakeQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) IntakeQ ## What is IntakeQ? IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing onboarding experience while optimizing and streamlining the intake process. IntakeQ also offers PracticeQ, powerful practice management including scheduling, payment, appointment reminders, secure messaging, telehealth, invoicing and insurance billing. ## What is IntakeQ used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Medical Practice Management](https://www.capterra.com/medical-practice-management-software/)[Patient Portal](https://www.capterra.com/patient-portal-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 322 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $49.9 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Physical Therapy / 2026 - Appointment Reminder / 2025 - Patient Engagement / 2025 - Therapy / 2025 Our "Best of" badge program showcases products with the highest ratings... - Chiropractic / 2026 Our "Best of" badge program showcases products with the highest ratings... Do you work for IntakeQ?[Manage this product listing](https://www.g2.com/products/intakeq/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### IntakeQ 4.7 (322) VS. [4.6 (2,828)](https://www.capterra.com/p/130710/SimplePractice/reviews/) Starting Price $49.9 Flat Rate, Per Month Starting Price $49 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (322) Ease Of Use 4.4 (860) Value For Money 4.7 (294) Value For Money 4.3 (787) Customer Service 4.7 (300) Customer Service 4.4 (764) ## IntakeQ alternatives [4.4 (1,056)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars Highest Rated [4.8 (538)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (972)](https://www.capterra.com/p/118981/TherapyNotes-com/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (217)](https://www.capterra.com/p/180530/Power-Diary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/alternatives/) ## FAQs about IntakeQ Overview ### What problems does IntakeQ solve? IntakeQ solves paper-based, incomplete, and time-consuming patient onboarding by letting practices create customized intake and consent forms, send them digitally, track completion, and store responses in client records. Mental health providers, medical clinics, wellness practitioners, and front-office staff benefit from reduced phone follow-up, faster check-in, and more appointment time for care. Answer based on 255 reviews Overview ### Which roles and teams benefit most from IntakeQ? IntakeQ is most used by practice owners, office managers, and clinic administrators who collect client information, manage appointment intake, and reduce paperwork. Physical therapists, chiropractors, psychologists, physicians, and other clinicians use it to send forms, document patient histories, and prepare for visits. Clinical directors and executives oversee standardized intake processes across practices. Answer based on 285 reviews Overview ### What company size and industries is IntakeQ built for? IntakeQ is built for small health practices, with 97% of reviewers from small businesses and Health, Wellness and Fitness leading at 39%. It is intended for health and allied health professionals, including counselors, physiotherapists, doctors, nutritionists, dentists, coaches, and lactation consultants. Medical Practice accounts for 22% and Mental Health Care for 17%. Answer based on 322 reviews Features and Usability ### What are the key features of IntakeQ? IntakeQ includes forms creation and design, customizable fields, customizable forms, and forms management for creating, editing, storing, and organizing intake documents. Electronic signature capabilities support signed forms, while appointment scheduling, patient portals, and secure messaging extend workflows for patient communication. IntakeQ also meets HIPAA Compliant requirements. Answer based on 21 reviews Pricing ### How much does it cost and what fees or limitations are included? IntakeQ starts at $49.90 per month on its flat-rate Forms plan, with additional practitioner seats costing 20 each. A free trial is available. The plan includes two assistant accounts, branded forms, e-signatures, HIPAA BAA, and secure sharing. Reviewers often consider the price reasonable, though some find it pricey and cite booking-system usability gaps. Answer based on 45 reviews Integrations ### Which third-party tools and platforms does IntakeQ integrate with? IntakeQ integrates with 12 third-party tools, including Google Calendar, Dropbox, Google Drive, Google Meet, Zoom Workplace, Zapier, Stripe, Square Payments, Square Point of Sale, Elation, RevolutionEHR, and SRFAX. Google Calendar is the most frequently reviewer-confirmed connection, supporting appointment visibility and scheduling across calendars. Answer based on 20 reviews Getting Started and Support ### What training and onboarding options does IntakeQ offer? IntakeQ provides live online sessions, documentation, and videos for training and onboarding. Live online sessions support guided setup and instruction, documentation offers written reference materials for self-paced review, and videos provide visual walkthroughs of key features and workflows. Answer based on 8 reviews Getting Started and Support ### What customer support options does IntakeQ offer, and how do users rate the experience? IntakeQ offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users frequently describe prompt, friendly, and effective assistance, often receiving detailed replies within hours or sooner. Some report inconsistent technical guidance, links to documentation instead of direct answers, or difficulty resolving complex setup and account issues. Answer based on 110 reviews Security ### How does IntakeQ handle data security and access control? IntakeQ uses HIPAA-compliant secure forms and a secure patient platform for sending, receiving, storing, and confidentially signing client documents. Staff can receive individual logins with assigned roles, and users can configure roles to control access. It also supports secure messaging and document sharing. Some users report password problems and request tighter controls over who can delete records. Answer based on 29 reviews ## Features AI summary Based on 2,052 Medical Practice Management reviews Capterra data shows that buyers of Medical Practice Management software rank the following features as their top priorities: - **Practice Management** (**58%** of reviewers rated this feature as critical) - **Appointment Management** (**59%**) - **Patient Records Management** (**59%**) IntakeQ supports all three of the features reviewers value most: **Practice Management**, **Appointment Management**, and **Patient Records Management**. Together, these capabilities help businesses coordinate daily operations, manage scheduling more efficiently, and maintain accurate patient information, allowing teams to deliver more organized and consistent care. HIPAA Compliant 4.8 (30) 70.00% of 30 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Appointment Scheduling 4.1 (9) 55.56% of 9 reviewers that rated this feature as important or highly important Schedule appointments via a calendar Forms Creation & Design 4.6 (27) 74.07% of 27 reviewers that rated this feature as important or highly important Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Customizable Forms 4.7 (25) 80.00% of 25 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Customizable Fields 4.9 (17) 88.24% of 17 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Forms Management 4.8 (16) 81.25% of 16 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location IntakeQ 105 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Scheduling: Schedule appointments via a calendar - Autofill: Automatically populating fields or sections within a form - Bill Payment: Complete outstanding payments - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Chat/Messaging: Communicate using direct chat or messages within the system - Claims Management: Process of submitting and following up on claims with insurance companies - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinical Notes: Record and organize clinical notes and progress notes for each patient after interaction with a physician - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Documentation Management: Manage product specific documents in a categorized order - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - EHR-Agnostic: Electronic patient health records, including records from multiple doctors - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Reminders: Reminders sent via email - EMR/EHR: Create and securely store digital patient records - Event Scheduling: Plan an event's time and location - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Mental/Behavioral Health: For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc. - For Occupational Therapists: Designed for the use of occupational therapists - For Physical Therapy: Designed specifically for physical therapy practices - For Speech Therapists: Designed for the use of speech therapists - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Health Record Access: Gaining access to confidential health documents and information - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc. - Intake Management: Activities related to the initial admission of a charge into the organization's care - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Live Chat: Ability to chat online in real time - Medical History Records: Records of patients' medical history - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Multi-Physician: Supports practices with multiple healthcare professionals - Multi-Provider Practice: For practices with multiple providers - Notes Management: Allow users to create, edit, and sort multiple notes - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - One-to-One Messaging: Send personal messages to clients or attendees - Online Booking: Book meetings and appointments through a website or digital platform - Online Forms: Create new forms and/or use ready-made online form templates - Online Intake Forms: Online forms for managing client intake - Patient Database: A repository of patient data, including their past and current health issues, treatment history, and more - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. - Patient Scheduling: Book and manage patient appointments and follow-ups - Payment Processing: Accept, record, and reconcile financial transactions - Physician Scheduling: Manage physician availability and schedules - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Progress Notes: Customizable notes that help healthcare professionals document and track patient progress - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rescheduling: Manage the rescheduling of appointments - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Messaging: Exchange messages in a secure and encrypted manner - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Session Notes: Private client session notes for coaching, therapy, etc. - SMS Reminders: Reminders sent via SMS/text message - SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan) - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Telemedicine: Meet with patients remotely - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Therapy Notes: Tools to help therapists document, record, and recall patient encounters - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress - Two-Way Audio & Video: Presenter can see and hear participants and vice versa - Video Conferencing: Connect with meeting participants remotely over video - Video Consultations: Speaking to a doctor or healthcare professional using online video tools - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (315) 4.5 Based on 315 reviews ## Pricing Value for money 4.7 (294) Free Trial [View pricing plan details](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/pricing/) Forms $49.90 Flat Rate,Per Month It includes: - Unlimited Form Templates - Branded Custom Forms - Accept Attachments - Client And Provider E-Signatures - Form Reminders - Treatment Notes (SOAP, etc.) - Secure Document Sharing - Export To PDF/CSV/Dropbox - E-Faxing - HIPAA BAA - 2 Assistant Accounts Value for money 4.7 (294) 4.7 Based on 294 reviews ## Integrations [ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[ Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[ RevolutionEHR](https://www.capterra.com/p/124589/RevolutionEHR/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (300) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (300) 4.7 Based on 300 reviews ## User reviews Overall rating 4.7 Based on 322 reviews Filter by rating 5(255) 4(56) 3(7) 2(2) 1(2) Mentioned topic Sorted by most recent Arsalan A. Pharmacy assistant Health, Wellness and Fitness ### "IntakeQ Simplifies digital client intake" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 6, 2026 Overall, IntakeQ has been amazing tool to manager patient data. Digital forms reduce manual paperwork.Although some features need customization and upgradation. Pros It’s a great intuitive for clients appointments and management features. Its interface allows providers and clients to have access to their data. Cons Learning software could take more than usual time. Customer support response may vary. It’s quite expensive for small businesses. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KK Kassidy K. Chiropractor Health, Wellness and Fitness ### "Great value for the money!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 26, 2025 We use it for new patient intake, progress exam questionnaires, testimonials, and consent forms. Overall we are pleased with the product for the price. We would love to be able to brand the paperwork so it matches our brand. Pros Simple to use and customizable! Very affordable and great value for what you pay. Easy to send to patients. Cons You can’t save log-in information so it is constantly logging out, which is very inconvenient when you need to review paperwork in a short amount of time. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Switched EHR systems and needed new way to do intakes Alternatives considered [ChiroHD](https://www.capterra.com/p/218059/ChiroHD/) [ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) Reasons for choosing IntakeQ ChiroHD doesn’t haven’t customizable forms, chirotouch is high price Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BM Bridget M. Owner Health, Wellness and Fitness ### "Intake Q made our paperwork way more seemless" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 10, 2025 Overall, I’ve been very happy using IntakeQ with my company. It’s made managing client forms, scheduling, and documentation so much easier and more organized. The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care. I really appreciate the customization options that allow us to tailor everything to our specific workflow and branding. While there was a bit of setup involved at the beginning, once everything was in place, the system ran smoothly. IntakeQ has definitely improved our efficiency and streamlined daily operations. I’ve already recommended to a couple practice owner friends! Pros Switching to IntakeQ was truly seamless! The setup process was straightforward, and I was able to start using it right away without any confusion or extra training. Everything about the platform feels intuitive — from creating forms to managing client information. It has streamlined our intake process and saved us so much time on paperwork. I love how professional and easy it looks for clients, too! The transition couldn’t have gone smoother, and I wish we had made the switch sooner. IntakeQ has made our workflow more efficient, organized, and stress-free. Cons t can take some time to fine-tune everything and create a customized workflow that fits your specific needs (i.e. our intake forms ect.), but once you do, it’s completely worth it. IntakeQ offers so many options for personalization that you can really make the system work exactly how you want it to. There’s a bit of a learning curve as you explore all the features, but the flexibility and customization make up for it. Once everything is set up, the workflow runs smoothly, efficiently, and in a way that truly supports your practice. It’s an investment of time that definitely pays off in the end. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) A big part of why we switched as the the ease of use especially with the different administer and clinician account options. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reasons for choosing IntakeQ It was too expensive for us at this time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. WB Wesley B. Owner and therapist Mental Health Care ### "Easy, intuitive, and functional " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 25, 2025 I have been satisfied with its functionality. The platform does what it intends to well. It would do well to add a couple of extra features and reduce the price. Pros The platform allows the easy creation of documents. My clients seem to have found it easy to use, and I have not had complaints about usability. I find the platform interface simple and intuitive. Cons It is a bit expensive. I also would love to be able to create surveys on the platform and/or for clients to be able to upload documents via the platform. Switched from [CounSol.com](https://www.capterra.com/p/124769/CounSol-com/) My clients found CounSol confusing and difficult to use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jeffrey H. Reception and Billing associate Medical Practice ### "IntakeQ Makes Documents Easy!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 25, 2025 I really like IntakeQ because it’s easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organized. The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion. Pros I like being able to store documents that are commonly used. It makes it easy to store and send the documents. It is also very user friendly and can be picked up easily and taught to new staff. Cons I wish is that it would fully integrate with the electronic health record that we use. Another issue that we run into is clients not fully submitting documents, It would be nice if there was a warning that said something along the lines of 'this is not fully completed.' Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Julia B. Patient Care Coordinator Medical Practice ### "Easy and Simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 22, 2025 I've been using IntakeQ for several months now and I enjoy it more than most other document signing programs. We've decided to leave our last document program to use this full-time. This is by far the easiest I've used. Pros I love the customizability. I'm able to easily and quickly write up documents for my clients. It does not take much time to learn how everything works and to quickly make complicated documents which you can also turn into PDFs for clients to do by hand! Cons There is no automatic translation button. Each document I need translated into Spanish has to be hand translated. There is also not an option to upload documents that have been filled out by hand. Switched from [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/) Limited customizability, no way to check progress of documents, no notification when documents are finalized. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GC Glauber C. Admin Mechanical or Industrial Engineering ### "Nice tool to Minimize Paperwork " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 27, 2024 Overall experience with IntakeQ for the GP was good, it simplified new clients information in our data and Pros It is definitely a handy tool for the gps, custom forms tools helps to collect all the customer info that a GP needs upfront, without the back and forth emails. Cons The reporting feature is bit limited, it covers the basics but a need is felt to have more details. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sanchita S. Care takes Child Day Care Services ### "Good one to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 November 8, 2024 Love it often times, has an easy setup too Pros It connects you with the right service provider Cons It doesn’t give you too many options to choose from Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Jennifer R. Licensed Psychotherapist Mental Health Care ### "IntakeQ is the best EHR" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2024 I used it at my previous place of employment and took it upon myself to continue using it for my EHR once I left and opened my own practice Pros The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate Cons Needing to lock the previous note for things to apply to the next note Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HG Hannah G. Psychologist Mental Health Care ### "A great EHR for therapists" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 21, 2024 A very positive experience. It is extremeely efficient and smooth. Pros It is an incredibly efficient EHR that integrates client notes, billing, and scheduling. Cons It is a little pricey compared to a few other EHRs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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