IntakeQ

IntakeQ - Online Intake Forms


5 / 5
232 reviews

Who Uses This Software?

Health Professionals. Counselors, physiotherapists, medical doctors, naturopathic doctors, nutritionists, dentists, massage therapists, coaches, etc.


Average Ratings

232 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.90/month
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • IntakeQ
  • intakeq.com
  • Founded 2014
  • Canada

About IntakeQ - Online Intake Forms

IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing patient onboarding experience, while also optimizing and streamlining the intake process. As a bonus, IntakeQ also offers powerful appointment management features, including an online booking widget, online payment and automated appointment reminders. Affordable pricing, 14-day free trial, no credit card required, no software to install.


IntakeQ - Online Intake Forms Features

  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control
  • Claims Management
  • E-Prescribing
  • EMR / EHR
  • HIPAA Compliant
  • Insurance Eligibility Verification
  • Inventory Management
  • Multi-Office
  • Multi-Physician
  • Patient Billing
  • Patient Portal
  • Patient Records
  • Patient Registration
  • Patient Scheduling
  • Physician Scheduling
  • Appointment Reminders
  • Appointment Scheduling
  • Assessment & Treatment Plans
  • Billing & Invoicing
  • Claims Management
  • E-Prescribing
  • EDI
  • EMR / EHR
  • HIPAA Compliant
  • Inpatient / Residential
  • Multi-Provider Practice
  • Patient Portal
  • Personnel Management
  • Progress Notes
  • Single Provider Practice
  • Activity Tracking
  • Assessment Notes
  • Billing & Invoicing
  • Calendar Management
  • Candidate Identification
  • Case List Management
  • Eligibility Verification
  • HIPAA Compliant
  • Medical History Records
  • Patient Records
  • Referral Management
  • Treatment Planning
  • Appointment Scheduling
  • Care Planning
  • Collaboration
  • Messaging
  • Mobile Access
  • Patient Education
  • Patient Portal
  • Personal Health Reacord
  • Progress Tracking
  • Self Management
  • Appointment Confirmations
  • Appointment Scheduling
  • Bill Payment
  • Care Plans
  • Care Summaries
  • EHR-Agnostic
  • Health Record Access
  • Intake Forms
  • Lab Results
  • Prescription Renewals
  • Secure Messaging
  • Video Consultations

IntakeQ - Online Intake Forms Reviews Recently Reviewed!


Capterra loader

Great balance of cost & features, perfect for small therapy practice

Dec 18, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan.

I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do).

And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session.

They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.

Cons: There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms.

It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features.

I'd love to see a discount for paying for an entire year up-front, too.

Makes Managing Inventories Easy

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there.

I also really enjoy how I'm able to customize forms with fields, of all sorts.

The Customer Support is great.

Ease of Use and Flexibility.

I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out.

Appointment Reminders w/ Text is Great.

Easy Notes, the easiest most streamlined way.

Cons: No Phone App.

Forms do not convert easily to Phone Versions for clients to complete.

The signature (hand drawn signature) is not smooth; and it looks like the brush is not well thought out. Needs some user-interface work.

I wish there were an easier way to message patients via a Phone App. I also wish that instead of a Bubble for messaging patients; it actually just stated, "Messages"

I would like to be able to map out the fields completed in an IntakeQ form field, so that the fields populate on top of a PDF or image, as specified by me. We use very specific PDF forms that we are required to use for contracting. It would reduce paperwork redundancy. I find myself sending forms out, getting them back, and then having to transcribe that information onto other forms. I wish I could just take that PDF form, upload it to IntakeQ, and have fields populate onto it based on responses from IntakeQ surveys, or IntakeQ notes. Not all of our patients manage an e-mail, and so, this has been a challenge with those patients to get them rolled onto IntakeQ.

Overall: Overall, I'm very happy with it, and would recommend it.

Vendor Response

by IntakeQ on December 17, 2018

Hi Julio,

Thanks so much for the positive review!

We have a feature that allows you to map form fields to patient notes. Our support at hello@intakeq.com will be happy to help you set this up.

Regarding patients who don't have an email, this article explains how to enable a setting that allows them to use a phone number instead: https://support.intakeq.com/article/149-choosing-the-login-method-for-your-public-forms

I hope this helps!

Excellent support for my small business!

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I am very pleased to be able to allow clients opportunity to communicate and complete personal health information online in their preferred way to communicate without fear of exposing their personal health information to others. I also appreciate the pricing for this product.

I love the responsiveness of the customer service.

Cons: I wish that the software worked well with PayPal or had their own credit card processor. I also would like to be able to submit payments to insurance companies through the system. Among the features that exist already, I wish that you could click on the clients' name where ever it appears and be able to get back to their profile page without having to go to the client's list. I also wish that when stopping a recurrence, you could have a choice of stopping all including the appointment that is open and not just all of the ones after the one that is open.

When I am in the message center and want to click to another client, I have to refresh the page to ensure that the right page is connected to the right client. Otherwise the name will change, but the page remains on the previous client's page.

Overall: Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me.

Makes running my small biz a breeze

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Reasonable pricing, great user interface, has made running my small business *SO MUCH* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company.

Cons: There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less!

Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have.

Capterra loader

The best customer service on the planet

Jan 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!

Cons: I cannot think of any cons for IntakeQ!

Useful Software, Great Customer Service

Dec 18, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: This software has really streamlined our practice and allowed us to go almost 100% digital. There is a bit of a learning curve, but the help page is generally useful, and IntakeQ has some of the best customer service I have ever worked with. They always respond to my questions (and I've had many questions) within 24 hours, and I always feel like I'm talking to a "real" person that works with me to resolve any issues I'm having.

Cons: Aspects of this software can be very confusing, particularly when it comes to the various "roles" that different accounts have. It is also sometimes unclear where to access certain functions. Sometimes I'm able to resolve these issues through the help page, but other times customer service has to help me figure it out. The software could be a lot more user friendly and intuitive, but the great customer service helps to make up for that.

Overall: Overall positive experience. Expect a learning curve in the beginning, and know that if you want to use IntakeQ for anything more than just the most basic scheduling, you will need to put some time into figuring out how it works. That said, I've been able to make beautiful intake forms, keep track of all of our scheduling, and transition to a nearly 100% digital system through IntakeQ. Recommended.

Capterra loader

We've been with these wonderful folks for several years. I can't imagine our company without them!

Apr 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Initially found the customer service to be exceedingly prompt and abundantly proficient. They set up cost for the forms is more than reasonable and the monthly expense is such a bargain. I have never known their system to go down. Simple to get going and no maintenance. We keep finding new uses for them. It is so great to be able to email a link to the client. The client follows the link, fills out the form(s) and then submits. The forms are easily downloaded. Could not be more pleased. Thank you, thank you, thank you...

Cons: Seriously, I have yet to find one. I truly wish my every interaction could be an interaction like I've had with IntakeQ!

Overall: Tremendous ease! I send out the forms and they get filled out. Not copying of forms. No storing of forms. No purchasing paper and toner. Fewer calls to the copier repair guy. They make my life better...

One of the very best online products I have purchased

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Well designed, well coded. Visually pleasing. Constant improvement and addition of new features. Excellent support.

Cons: I have no significant cons about this software. It is excellent.

Overall: I've been with IntakeQ since the early days. Even from the very beginning, it was a solid product with excellent pricing. I have noticed over time that new and very useful features are added on a consistent and frequent basis, which I love. This service is continually improving and continually impressing me. It has been an important and welcome addition to my medical practice. I fully endorse IntakeQ!

Recommendations to other buyers: I really like the continuous addition of new features, and the pricing is excellent. I think the addition of the analytics feature is HUGE and could generate a ton of new business for IntakeQ for research purposes. I am grateful for Cassio's immediate and positive support through the time I've used it.

Terrific Product AND Service

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use. Cost effective.

Cons: Sometimes hard for patients to log in (though most of these cases are technically impaired folks!)

Overall: I initially stumbled onto IntakeQ when I was searching for a good, cost effective way of handling my medical paperwork. As it turns out, this was the most beneficial "stumble" I could have done. My intake process is now streamlined and efficient. Creating new forms is a breeze. In the few cases I've had problems, the team at IntakeQ has quickly and effectively come to my assistance, even so far as to create the forms I was needing. Anytime I have a question I get a prompt personal response. These guys just keep improving the product more and more. I highly recommend them, particularly if you are a solo doc like me. But even a large group would benefit. High-quality product, HIPAA secured, easy to use, responsive team, very affordable.

The BEST way to automate my busy practice!

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: -Ease of Use

-Ability to fit within my digital practice

-Staff

-Staff always coming up with solutions to my questions

Cons: -Wish there was a feature to have clients put things in chronological order like some other Functional Medicine Software companies.

Overall: WOW! The ease of use is crazy simple....and if you get stuck-- if you send an email to support, you WILL hear back from a rep within the day, and I mean if you send it at 7pm you will get an email back at 8pm. yep even after hours. I secretly want to hire their staff because their customer service is top notch. But not only is the staff amazing, the product is THE BEST solution for my functional medicine practice. HIPAA compliant. Getting started with them-- they were able to convert my current forms into digital questions for a mere $9 or something like that. I would've wasted HOURS trying to figure that out. If you are considering intakeQ, look no further. I would do a video testimony for them because I have been so impressed. (and no I don't work for them)

IntakeQ has made scheduling, sending forms, and reminding clients of appointments much easier.

Jul 17, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I love that clients can schedule their own appointments, get email/text reminders, and fill out paperwork online.

Cons: I wish there were more features available for linked calendars and spacing out appointment times. For example, I have it set within IntakeQ to link with my work Google calendar. When a client schedules an appointment through IntakeQ there is a 15-minute space that is created between sessions. However, sometimes clients schedule an appointment with me which I put into my Google calendar. These appointments are not scheduled through IntakeQ so, therefore, there is not a 15-minute space between sessions with clients. As a result, I'm often left with back to back appointments with clients without any break. I realize I can go into IntakeQ and schedule the appointment however that is not always possible.

Overall: Having clients be able to schedule their own appointments and access paperwork online is a huge benefit. I also love that clients get a text reminder, which means I don't have to remind clients of their appointment time.

We are quite satisfied with IntakeQ platform: it is reliable, convenient and simple to use.

Jul 17, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The crucial thing for us was it to be an HIPAA secure platform (we use it to collect some sensitive (medical) information for a research study). It has exceeded our expectations regarding 1) reliability (the platform works smoothly), 2) simplicity (easy to user - on both ends) and 3) great customer support (we had ran into couple problems that were fixed pretty quickly). Also, the messaging was a bonus feature for us - so far we used it for a few occassions but they were very critical so it was great to have that option. And the price is reasonable - we are an independent research team - paying for this service out of pocket - and we are extremely satisfied with every penny we pay to your service. So, great job to you gals & guys at IntakeQ!

Cons: The questionnaires can be improved:

- such as by adding answer-activated conditional questions , ex: if you check a box at Question1, then skip to Question8 etc.)

The display can be improved by having options

- such as by adding the option of showing the most recently completed form on top

- visually grouping forms - as worked on etc (not just read or unread) by user-activated flagging.

Overall: HIPAA secure platform (it was a must for our IRB approval)

Easy access 24/7

Online - remote access feature

Collection of questionnaire data (predominantly)

Secure messaging (rarely used but it was on target)

Clean and simply designed intake and patient management platform

Dec 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy.

Cons: Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms.

Overall: Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security

IntakeQ is the PERFECT administrative assistant for my business!

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: All the scheduling features, analytics, and customizable forms.

Cons: Still looking for more automated email functions, and more scheduling features, but IntakeQ team seems to always be doing updates that are great.

Overall: I can't say enough good things about how amazing IntakeQ is for me as an independent contractor and licensed massage therapist. IntakeQ has taken so much of the burden of administrative duties off of my plate. All of my health intake forms, waivers, and general information pamphlets are all customized and easily sent to clients. The scheduling feature and integration with gmail is awesome for both me and my family who need to know my schedule. Email features, integration with Square (for standard sales) and Stripe (for gift certificates) is great. This is one powerful tool for HIPPA compliant forms and administrative needs. couldn't survive without it.

Recommendations to other buyers: Have your team look into FullSlate, maybe set up a test account, and integrate some of the automated emails, and other client features.

Loving this program!

Dec 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: easy to use, make changes and send to patients

Cons: the printable version is very long; >20 pages, could be much less if it weren't so spread out in print version.

Overall: This has been a huge time and paper saver for me. Most of my patients love it. Some people that are still uncomfortable with doing online forms can get baffled and occasionally people have a challenge with saving the information (maybe it's their browser?). I also like how easy it is to make changes on the forms.

My only recommendation is to condense the printable form. My health history is >20 pages printed. Probably could be 1/2 that if it wasn't so spread out.

Vendor Response

by IntakeQ on December 01, 2016

Hello Judy,

Thank you so much for the positive review! Regarding the issue with printed forms using up too much paper, you can enable a more condensed version that should work better for you. You can find it in the Settings tab under More -> Settings. You should enable both options in the PDF section.
I hope this helps!

IntakeQ improved client response time

Dec 13, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like how easy it is to create the intake form and how easy it is to edit it.

Cons: I have had clients complain that they lose their password, or they log it from a different link (because sometimes I send two or three emails before they respond) and then their data isn't there. It seems that if they type an email that has already been entered into the system that they should be prompted to re-enter a form they already started or prompted with a password reminder

Overall: For years we sent out questionnaires to learn about our clients via email with an attached PDF. It was not very user-friendly. The client had to either print it out and handwrite their answers or try to edit it digitally which often resulted in lost data. When we switched to IntakeQ it simplified the process for our clients and almost immediately, we noticed an increase in response time. IntakeQ is user-friendly, so even our older clients, who may not be as comfortable using a computer, seem to have an easy time filling out our survey. We switched over six months ago and will never go back to our old system.

Good value!

Dec 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: User-friendly, easy to search.

Cons: some of the glitches where clients haven't filled out forms completely or haven't been able to submit.

Overall: we are using IntakeQ for our intake paperwork only. We are definitely seeing an increase in clients filling out paperwork before their first appointment. I like the new features added especially the analytics. We have had a few glitches with some clients not being able to submit their paperwork and there really was never a resolution. It may have been an issue with their own computer. overall we have been very pleased with the way things have been going. I have been able to make changes to documents myself and that has been very helpful. We have added staff and I have added names. I have had to add options to documents and the interface has been very user-friendly. Customer service has been very helpful and responsive in reopening a clients file so they could finish filling out their paperwork.

Recommendations to other buyers: nothing I can think of.

Exceptional customer service, clean/professional forms & nothing but positive feedback from patients

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: As a practice in our first year of business, IntakeQ really helped us get started on the right foot. Creating all of our forms from the very beginning with IntakeQ has truly made a positive impact on our patient experience. Collaborating with the customer service team makes the design process enjoyable, they are always available and incredibly helpful! Patients have appreciated being able to complete the forms via cell phone and they like that progress is saved as they go. We haven't had a single negative review about IntakeQ from our patients. I am glad that we found IntakeQ and I strongly recommend IntakeQ to any practices looking to be paperless and utilize online intake forms.

Cons: Can't think of any cons to IntakeQ, although at first I wasn't sure if we needed it since we were just starting out as a solo practice. Not the case! The cost is definitely worth it, no questions asked. Between the dedicated customer service team and positive patient feedback, I can't imagine our office opening a year ago without IntakeQ.

Overall: Really impressed with IntakeQ. The online forms have allowed our practice to operate smoothly and efficiently from the very beginning. We have always felt valued as a customer too, which isn't necessarily easy to come by these days.

Capterra loader

Excellent product - highly recommend

Nov 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more!

Cons: It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go

Overall: Intake forms are a snap to create, change, edit and send to patients/clients - could NOT be easier. And their service of uploading and formatting for you is SO affordable and easy.

staff and patients love it! helps expedite our patient appointments and flow

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like that our patients can fill this out in the quietness of their homes, it helps my staff prepare for a busy day by entering the patient's information ahead of time, and patients tend to be more thorough with their answers if they have time to complete the questionnaires at home. IntakeQ is always adding new features which is great too. Not all of them apply to how we use the software, however, they are always innovating and improving.

Cons: I wish the forms integrated with our EMR (electronic medical records) software so we didn't have to manually enter the data - but the functions and ability to get the patient's information before they come in outweighs this obstacle.

Overall: see review - :)

I was looking for an online solution for my paperwork for a long time. Intakeq is so perfect!

Jun 15, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: My clients love being able to fill out their paperwork on their smartphone, tablet or laptop. I love knowing that once I electronically sign the forms they are securely and confidentially stored. They were so helpful in getting my forms set up and even inputted them for me from a PDF. The price is very reasonable and is more that offset by the time I save if I had to handle printouts, scan and then file forms in compliance with HIPAA requirements.

Cons: The scheduling software is nice, but the scheduler doesn't commnicate with my google calendar or even the calendar in my practice management software.

Overall: This software saves me time and makes it easy to retrieve contact information and consent forms for my patients.

Love the continuous updates!

Apr 13, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Easy to use. Easy to set up fairly complicated intake form rules and booking settings. Digitizing our intake forms and booking in general has definitely streamlined both processes for our business.

Cons: Lack of family support - e.g. a parent booking appointments for multiple children has to use several different email addresses, and the profiles often fail to "link" properly so we're constantly merging client profiles. Lack of integration is a huge con for us - we have to update our EMR schedule with booking changes manually, payment info doesn't link to our billing vendor (our Google calendar does synch - hoping for more future integrations).

Overall IntakeQ is great. It's allowed me to successfully start my own physical therapy practice

Jul 11, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: -Ease to create forms

-I can use the notes to track all of my daily notes with patients -- no need to buy a separate EMR system.

-Easy for patients to schedule appointments

-Excellent customer service whenever I have an issue

-Constantly updating and improving with new features.

Cons: -The booking settings can be difficult to figure out and manage

-The system isn't great for managing more than one practitioner. I run my practice with my partner, and it would be nice for us both to have full admin privileges. Likewise, I get email notifications about all of her appointments, which is unnecessary.

Overall: Was able to start my practice quickly and without a major investment. I can get up and running with professional intake forms and scheduling, and seamlessly write electronic notes for all of my patients. It is truly excellent.

Great and easy to use!

Dec 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: ease of use, already made forms that questions can be adjusted, can send to clients or have them fill out at the office.

Cons: Support does not respond, though they do fix the issue

Overall: IntakeQ has made creating intakes for our clients and different treatments easy. Customer support has fixed any issues we have had quickly, though they just fix them and do not call us or email us back to let us know it is fixed. It just works.

I like that there is a number of already made forms so I can alter those questions as I need to without having to start from scratch. I like that I can open the forms in the office or send one to the client beforehand depending on how extensive the forms are.

Recommendations to other buyers: great software! I have already recommended it to another company

A Must have for any medical business

Dec 20, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Simple to complete. It has all the features that are needed for a company needing to stay HIPAA compliant in a secure manner. Lot's of good features to compliment the form software (i.e. Scheduling, etc.)

Cons: It would be great if it had a point of sale aspect as well as a feature to hold electronic medical records (similar to practice fusion). If those two systems were able to be combined, it would be the perfect system for our business.

Overall: Intake Q has streamlined our New client paperwork to a simple, online form that can be completed and submitted back within minutes of a patient being seen. This saves us a ton of time and money (no need for paper forms anymore) and we're 100% satisfied with this. The fact that it's able to be placed on our website is another bonus. Highly recommend to anyone who is looking to move away from paper forms.

Recommendations to other buyers: Not at this time.

Makes my work so much easier

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very easy for me to set up and use. My clients appreciate the efficiency and hassle free process of completing paperwork. I think it enhances the professional credibility of my business. AND it's HIPAA compliant!!!

Cons: When I print forms it prints a ridiculous number of pages. That feature could be improved. Maybe add option to print in a smaller font.

Overall: I no longer have to scan client paperwork to upload it to their chart. Saves me on cost of printing and time scanning and storing paper documents! Allows me to get client information ahead of the appointment and maintain privacy.

Vendor Response

by IntakeQ on December 10, 2018

Hi Ashley,

Thanks for the excellent review! The following article shows how to have a more compact print-out of your forms: https://support.intakeq.com/article/29-can-i-make-my-forms-use-less-paper-when-printing-them
I hope this helps!

Love IntakeQ!

Dec 01, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Scheduling, ability to connect with my google calendar, appointment reminders, ease of creating forms, ease of sending out forms, notifications when forms are completed and returned, the dashboard.

Cons: The patient documentation portal and customization don't meet my needs. It would be nice to be able to have my documentation connected to my schedule, though.

Overall: I use IntakeQ for scheduling, appointment reminders and new patient intake forms and consents. It has saved me so much time and helped to keep me better organized. It is so easy to use and very intuitive, and my patients all seem impressed by it. The customer service is also very receptive to suggestions and requests, which is reflected in the updates and new features. I don't use it for my documentation because it doesn't work for my needs, but that is an option for those who are looking for it.

Pure 5 star experience

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: IntakeQ has everything I need to run my clinic, skipping none of the features. I've spent the last month creating sheets to weigh in all of the options, with IntakeQ winning over and over again. The interface is clean, modern, and easy to use for both clients and clinicians. Adding assistants and non-clinical staff is simple, without any limitations to what they can see or interact with unless I create said limitations. The ability to use Zapier and export the API means those of us looking to really make something fancy are able to explore endless possibilities. For my clinic, which hinges on being state of the art, this is the perfect platform.

Cons: Clinical note templates and treatment plans leave a bit to be desired, especially in comparison to Simple Practice or Thernest- both of which have robust templates. This is really only a con if you find yourself regularly using quick labels or quick notes, which our non-clinical staff like to do. Though, our clinicians often correct said notes and customize them, which is something IntakeQ allows for.

Capterra loader

The best system to manage your Massage/Physio/Coaching business online!

Aug 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love IntakeQ! Before I started with IntakeQ, I did a deep search and tried different systems for my Massage/Coaching business.

My main criteria were to go completely paperless and I was looking for a fully automatic way: Client book the session/ or I manually book a client; then the system will send the Intake form (You can even create your own Intake forms, with your own questions and is so easy!), Reminders (both email and SMS to choose), online booking. And after the session, I can easily update my clients details from my Ipad or phone (SOAP notes).

The most importantly, the IntakeQ team is so responsive and always helpful, I asked for a few updates, and these were implemented in no time! Thank you so much IntakeQ team!

Cons: None! The IntakeQ system is perfect! And the team is implementing new improvements on an ongoing basis.

Overall: I can manage the whole client booking experience in one place. The latest addition to automatic birthday email is incredible! And just love Client Portal, place where clients can check their appointments, packages, invoices, etc..

I like the tool but need more flexibility and workflows to support my business.

Jul 16, 2017
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful.

Cons: Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs.

Vendor Response

by IntakeQ on July 17, 2017

Hello,

Thank you for your feedback! We understand that your business has a special workflow after the intake is completed. Unfortunately, custom document workflows is a little out of our scope at this time. You may want to look into our client tags feature, which can be automated and allows you to filter by tags later. Also, you can always use our APIs if your business needs something more sophisticated. Feel free to contact our support at hello@intakeq.com if you need any assistance with improving your workflow!

Great customer service! Great functions but wish I could receive faxes as well as send them.

Jul 17, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The functions and convenience~ I really like being able to send my intake packet on-line. My clients love this also because they are used doing things on-line. It is so helpful because I usually get the packet completed and returned the same day I send. It allows me time to prepare for a new client. I like NOT having paper and instead of having a comprehensive electronic client file. The appointment reminder for a first appointment is wonderful!

Cons: Not user friendly and not very intuitive. Great customer service but I would like to be able to do things without having to contact customer service! I would like to be able to click on a current form to see out something was created so I could then do it myself on other forms . I find my self looking at a form that was done for me my customer service and wondering "Now how did they do that?"

I really dislike that I can send but not receive faxes -- how great would this be to receive a client fax and be able easily to attach it to that file! I would even pay extra for that function,

Everything works efficiently and customer service is superb.

Jan 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: How easy it is for the patients to use. How amazing the customer service team is. No matter how small the issue they respond and fix the problem faster than any other customer service I have ever dealt with.

Cons: My only complaint would be when you trying to block a time off, when you click on the hour block you want it defaults to 15 minute increment time instead of an even hour.

Much better than Massage Book!

Dec 05, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Integration with iCal and Google Calendar is great and very easy to set up. Love the online forms options and that they are automatically sent when a patient schedules, very easy and is saving me time in this aspect of the schedule/documentation flow.

Cons: I really would like if there was a way that you could "complete" a visit and have it change color when you either issue an invoice or finish a note. I really need another checks/balances system to remind me that I have finished a note.

The invoice/superbill is a bit cumbersome, but glad that I have the option of offering these as Massage Book did not allow me to do this. I am hoping that the more I do it the easier it will be, but as of right now it is NOT saving me any time.

I would like to be able to go directly from the patient's note to the "check out" screen where I can issue the invoice so I don't have to go back out to my schedule and click on the patient again. Again, just time consuming and a bit cumbersome - sometimes causing me to lose my train of thought.

Customer Service is Exceptional!

Jan 31, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We can condense our packets into all different folders and send them out accordingly. We can also edit everything to cater it to each client.

Cons: sometimes the documents are situated in a way that can make them difficult to find.

Overall: We have been using IntakeQ for a while now, with ZERO issues, and recently made some changes to our business.

With one email I was guided though the process of how to edit and add what I needed. I had documents uploaded and everyone at Intake Q was quick and efficient in uploading them for me.

I had a little bit (ok, a lot) of difficulty figuring a few things out and customer service was nothing short of amazing! Emails answered within minutes and anything I needed help with was solved with no frustration and kindness.

It is always such a pleasure to work with them!

Capterra loader

THE BEST SOFTWARE EVER- I'm not kidding!!

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I run a chiropractic practice and I have tried at least 3 other softwares to run my intakes and daily scheduling. IntakeQ has been the best BY FAR and all the other ones were at least $200-300/month so it is amazingly priced as well. I am impressed by all of the functions that IntakeQ can do and most importantly it is extremely reliable. I have never had an issue with appointment reminders or anything else crashing, everything always send out in a timely manner. I LOVE this software and recommend it to everyone because at the end of the day it makes my day a million times easier.

Cons: I haven't really found anything that I don't like.

We like intakeQ

Dec 04, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Patients to book online, online forms, use from multiple computers, customization settings

Cons: We'd like to be able to customize more settings, mainly that we can color-code appointments on the booking page.

Overall: There are a lot of great features and has made scheduling so much better for our office. So glad to have gotten rid of the paper version of the schedule. We love the option for paperwork to be completed online as well as other forms. There have been a few glitches and some features we wish were available. We love seeing what updates come out each month.

Recommendations to other buyers: We'd like to be able to customize more settings, mainly that we can color-code appointments on the booking page. Basically, to indicate at a glance if everything is ready ex. could be green prior to the appointment and ex. yellow if records are needed to be received prior to exam or blue to still verify insurance. We also would like more space in the notes section on the bookings window. It would be nice if on the bookings window how there is a feature to "add notes" it's very helpful to also add a quick link to go to "overview" or profile. It would just be a lot faster than having to click add a note then cancel to see their overview/ profile or re-typing the name at the top to search clients.

Happy to have found IntakeQ

Dec 13, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that once it is set up I can just send it out and not worry about it. I also like that I can see it instantly once a client fills it out.

Cons: Difficult at moments to set up. Not everyone receives the email.

Overall: Overall, I am happy to have found IntakeQ. I have had a little difficulty with a few things while setting up my survey, because I am not a very tech-savvy person. But I was able to make it work. I compared prices of all of these types of services and this one was the best. I do a lot of online marketing and health surveys are a good way to filter out those with a dis-genuine desire for the work (I'm a female massage therapist). I would recommend this to friends and family, particularly those in the massage field.

Recommendations to other buyers: If you're not sure what to put in your intake (I wasn't), google various intakes and combine the best aspects of what you find. Explain to clients that your thorough nature is to ensure the best service and that it will only need to be done once. When you're done, send it to yourself and time yourself so that you can say it will take __(your time)__ to __(your time plus 5 minutes)__ to do. This will also allow you to see what they see. I have referred back to my intake more than once.

Best Choice I Made for My Practice

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ease, customer service, paperless

Cons: wish it could develop into a fully functional EMR :)

Overall: There are so many options out there. I am SOOO glad I found intakeQ. It makes my day go much more smoothly. My patients are able to complete and sign all my intake forms and consent forms. I can reject an incomplete intake and ask the patient to complete it. No paper is involved. I also use intakeQ to accept payment for my services.

Customer service is the best of any software I use. They graciously listen to my recommendations to improve my work flow and are very professional.

I recommend intakeQ to everyone who will listen.

Full-featured intake forms and booking service

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Full-featured forms, automated emails, various options for booking, great support and the regular updates to the service

Cons: Lack of integration

Overall: IntakeQ has been essential for our office in digitizing the intake process and allowing patients to book online, which has saved a ton of time previously spent on administrative tasks. Online forms have been instrumental in saving us and our clients time, effort, and the hassle of printing/scanning/faxing. The automated emails are very useful as well. If the service integrated with our EMR, our intake process would be almost entirely hands-off for administration. Support is great, very responsive, and new features are added very regularly. Definitely, would recommend the service to any practice looking for more automation in their intake process.

Fantastic tool with a little room to grow

Dec 13, 2016
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: No paper, online storage of forms, can create multiple forms

Cons: Not intuitive on how to send forms, navigation feels clunky and not clear

Overall: I absolutely love this product and can see it getting better in the future. Love that clients have a convenient way to sign consent forms and that there is no paper. I wish it was more intuitive to send forms.

Customer support has been really supportive and responsive. It more than makes up for the shortcoming.

Recommendations to other buyers: If the use of the software was intuitive and navigation was clearer this product would be a five out of five!

Continually updated

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like that it is simple to use and that they continue to respond to customers and add new services and solutions

Cons: I have found it a little less user friendly with the medical notes section, but this is because it does not do some things I would like which may be a bit outside the mainstream.

Intake Q overall experience

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Online Forms and customer service

Cons: The buttons when you convert to HTML on a website are not customizable. More neutral coloured button options would be nice

Overall: The service at intake q has been phenomenal. Very helpful and prompt to assist. The forms are easy to use and edit and have had very few technical problems. Their booking system has a variety of options including custom options to add Different booking locations and hours which is perfect for a mobile private practice. I love the overall function of this software for my practice and patients

Overall Wonderful Product

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use intake forms and scheduling, and it's reasonably priced.

Cons: Double room/location function would be great.

Overall: I shopped around a bit when starting my practice and ultimately went with IntakeQ because of the easily customizable intake forms and simple to use scheduling. As my practice has grown, IntakeQ continues to grow too. Every time I think "hey, it would be nice if my software could to this," I check the updates, and they've already thought of it. Easy to use and affordable. I've recommended this software to several colleagues already.

The customer service is outstanding. Their quick response and assistance is second to none.

Aug 23, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of obtaining important information and my clients appreciate being able to complete the forms before they come to my office. Fantastic software.

Cons: The software is expensive. I would like a plan between the Small Team and Clinic for 3 practitioners.

Overall: I use this software every day and it makes my practice run smoothly and I appreciate that it is Hipaa compliant. My clients like the opportunity to complete the forms in the comfort of their home and have it done when they come into my academy. The customer service is outstanding, especially Mike. His quick response to all of my questions and requests is far beyond any other company I have dealt with over the last 10 years.

Very happy with software, glad I found it:)

Jul 15, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Being able to set things up and send quickly to clients. I really like the online booking calendar, this has helped me a ton! I have not hooked it up to my website yet, but plan on doing that soon. Has definitely helped me streamline my business. I still need some work with notes and that kind of thing.

Cons: Just wish I could email my info to them in a better manner. Still have to figure that out. I have not used customer service, yet....to be determined

Overall: Easy to use. Streamline what I use for forms. Easy for people to fill out. I like how it saves as they go. Love online booking. Still working on the package thing on my end.

Awesome Support!

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, and not tied to any reimbursement platform - this is great for a health professional who is not working with insurance claims. Those products linked to insurance reimbursement seem to be average in doing what IntakeQ does great!

Overall: I have been very happy with IntakeQ over the past 2 years. The product does what I want, and the support has been first class. Whenever there has been an issue they have responded immediately, and have even implemented features based on my suggestions.

Made converting to paperless much easier.

Dec 20, 2016
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The convenience of it has made going paperless fairly easy.

Cons: It does not work well with out Tablets and Ipads.

Overall: I run and manage a high volume chiropractic and wellness office. We see 350+ patient visits per week and in May of this year, we switched to a paperless office. Intake Q made the transition bearable. Customer support was very helpful in editing our forms and went above and beyond to assist us. Now if only Intake Q offered an app it would make using your services with an IPAD or Tablet so much easier. Also making it so we can send the signer a password would be helpful as well other than that I Love INTAKE Q and tell everyone who wants to switch to paperless to give them a try.

Recommendations to other buyers: Making it easier to use as an app with tablets.

Exceptional Customer Service & wonderful software that saves us HOURS!

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Once it's setup, there's very little maintenance. It's very easy to send forms out to patients and the information we can collect electronically really saves us time.

Cons: the only improvement that would help us, even more, would be the ability to integrate with other online software such as our emr.

Overall: Have loved working with ItakeQ since the beginning. Our patients also love the fact that they can come at the time of their appointment and not 30 minutes early to fill out paperwork.

Excellent system

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I have been able to use his to reduce all the time we spend on paperwork and been able to get this done easily for clients with positive feedback from them as well.

Cons: Nothing so far all works great for us.

Overall: They have been so helpful getting new forms developed and running smoothly and quick to respond with any questions we have. We use all of our intake forms on this and it also helps us for any part is we are acting with clients as part of a group practice it is really streamlined are at missions process and helps to keep us up-to-date much more efficiently directly upload to our dropbox and can be added to the charts so easily and seamlessly

Reviewing your program

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: easy to use and you are always improving it.

Cons: seems like depending on the browser or the device, my clients will not be able to save or navigate their way through it. It has been frustrating for them to have to refill it out.

Overall: We have been so very happy and impressed with your customer service. excellent!! You respond very quickly to our inquiries. My clients love having intakes digitally. There have been some bumps along the way but you have always been so helpful.

Recommendations to other buyers: none at this point

Fantastic for what we needed!

Jul 17, 2017
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how easy it is to make my own forms and templates. I love the affordable price as well. Intake Q is the best Stand alone Software I could find after 4 years of research. It is simple practical and makes so much sense. I have zero programming experience but knew this was exactly what we needed after just a few days on the free trial mode! I signed up before the free trial was even over. Also I love how they have actually taken some of my suggestions and made them features! Bravo!

Cons: I wish there were a few additional features such as if a table equaled a score that the score could mean something. Also a better way for clients and provider to use the same form (kisok mode??) And allow for color customization as well for the side bar where they are just blue and green right now. Oh and a little more security on who can delete what. that would be good.

Overall: this software has helped us become a paperless office!

Mixed Experience...

Dec 01, 2016
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Its security and ability to design my own intake questionnaires.

Cons: Some of the functionality, inability to organize files, etc. I also wish the set up for the consent forms was easier, i.e. being able to add drop downs and multiple choice, multiple entry types of questions on them.

Overall: I really like and appreciate this service overall. Where I think that it can improve its functionality is the ability for the user to organize and categorize their questionnaires.

Customer Support is Outstanding!

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how quick, polite, and helpful the customer service is. I always receive an email reply back about my question or concern within one business day - usually much quicker, within the hour!

Cons: For our purposes, it would be helpful to have more options with sending forms back to clients once complete (like after a year or so) for them to update info. But, other than that we are very pleased!

Super easy, clean, enhanced, affordable.. all with superior customer service. Very hard to beat!

May 04, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Excellent forms creations, including the ability to electronically send & receive to client. And with that, so many options too, such as sending a link by email or having it embedded right on your website. But it doesn't stop there, their amazing online booking program works flawless. And third, the ability to store securely client notes, progress charts and more. It's like combining all 3 critical aspects of running a private practice into one program. And the price is fair. All this from a Canadian company makes it unbeatable!

Intake Q is a great resource

Dec 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is easy to use and convenient for patients. It also make the office look better being paperless.

Cons: We would like better integration with Revolution EHR. We would like to be able to somehow have the demographics, but load our questionnaire where it would pre populate in the REV exam portion.

Overall: We have enjoyed Intake Q. We would like to have a way for patients with no email. The integration with our software, Revolution EHR could be better. It creates duplicate patients all the time. We would like to see capabilities of showing on a separate computer screen patient info to confirm and sign for HIPAA and consent to treat. The overall function is great.

Vendor Response

by IntakeQ on December 17, 2018

Hi Angela,

Thank you so much for the positive review! We have a setting that lets you handle patients with no email: https://support.intakeq.com/article/149-choosing-the-login-method-for-your-public-forms

Regarding duplicated clients in the EHR, this will happen if the patient name or date of birth don't match, so make sure that the DOB is required in your intake forms.

I hope this helps!

We love Intake Q

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Intake Q has really streamlined our new paperwork process and created increased efficiency in our office. our practice is a mental health private practice and there is a lot of background information we try to capture. It works very well with our EMR and our clinical and support team love it. The forms are easy to complete online for patients and we get lots of positive feedback.

Cons: We are really happy with Intake Q and don't have any concerns at this point.

Overall: We added Intake Q about a year ago and it is one of our best decisions of 2018!

Easy to use, most patients have no problem using it and are pleased with the simplicity of use.

Jun 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The software is easy to use and to modify. I am happy to be able to download and upload the completed forms to save in our EMR. >90% of our clients appreciate the simplicity and ease.

Cons: Occasionally it will give users feedback that the form is incomplete and can be confusing for them. Sometimes the email goes to their spam and they miss the email and we need to remind them.

Capterra loader

IntakeQ is an incredible product

Aug 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: From the moment we inquired about IntakeQ it was evident that the customer service was exceptional. They walked our team through the pros and cons of the platform and took time to make sure we understood how it worked, and what the specific application would be for our practice. What I appreciate most about support team is we asked them which plan would best suit our organization. It was refreshing to see someone who was 100% honest. They did not try to up-sell and said that the lower of the two plans would fit our organization perfectly.

Adding the forms was a breeze and it has been amazing for our office staff and the patients we see.

Cons: There is nothing that we are seeing as a con at the moment.

Overall: We are using Intake Q for our online medical forms, surveying our clients, and soon we will be adding another HR account to handle our HR needs and new employee forms.

A great value for forms

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very intuitive with cleanly designed forms and easy managing of completed paperwork.

Cons: I wish that either they offered a full package to run a private practice, or made the forms and other items available at separate price points since I only use the forms.

Overall: I use this software for the paperwork in my private practice as a psychologist. A very easy form building and usage system. There are pre- built templates and questions that can be used and a very intuitive form building process. Terrific help from support converting some of my existing paperwork. Super helpful and reasonably priced. The workflow is a dream with client information and it is all HIPAA compliant. There are other scheduling and note feature included that I do not use since I have other software for that, but it's well worth it just for the form capabilities. You won't find anything else out there that is this good at this price point. Bravo!

Recommendations to other buyers: Shop and compare, but I doubt you'll find an HIPAA compliant form management system that's this inexpensive let alone this easy to use.

Reliable and user-friendly platform

Dec 07, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Based on my almost a year experience, I can say that this is by far more convenient platform that I ever used.

It is simple, reliable, and very intelligent.

The team behind IntakeQ Is very responsive and quick.

Cons: Invoices data export does not currently show actual amount paid. I believe it can be fixed soon.

Vendor Response

by IntakeQ on December 10, 2018

Hello there,

Thank you for the positive review! Invoices export should definitely show the amount paid. Please get in touch with our support at hello@intakeq.com and we'll be happy to look into this for you.
Thanks again!

IntakeQ is the best option/alternative for managing forms and schedules

Dec 05, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love the automated forms - so easy to use and update.

Overall: We use Intake Q to manage all of our patient forms - that alone has saved us a ton of admin time and effort. The schedule and billing are easy to, but the forms make all the difference to our patients and providers - this is a tool that we could not run our business without!

Recommendations to other buyers: I wish it were easier to embed on our website - it's probably me being the holdup, but it's something on my to do list.

Getting started takes time but they have excellent customer service and it's very easy to use.

Mar 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: 1. IntakeQ has excellent customer service; they respond to questions very quickly, they will help you get everything set up or they will provide step-by-step instructions if you're the DIY type. 2. Saves a lot of paper which helps your wallet and the environment. 3. Saves time and makes you more efficient; you don't have to scan and attach documents manually for example. 4. Helps you stay on schedule; most patients have the paperwork done before they come in for their first visit so you can have the chart ready to go when the patient checks in.

Cons: 1. There is quite a difference between the plans offered. The lowest one allowing for 10 submissions, then jumps to 150 submissions just one level up. This puts us "between plans" based on the volume at our clinic. 2. The cost to use the secure portal seems a little high.

So user friendly on client as well as customers!

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I introduced my front office staff to this software and they immediately fell in love with it! So user friendly on both my office staff as well as our patients! I definitely recommend IntakeQ for basic office functions such as sending required paperwork to your patients (customers) via email prior to their appointment.

Great product!!!

Cons: I'd say the only con would be that because we are such a large office and already have an EMR/EHR in place we cannot take advantage of ALL features IntakeQ has to offer however, the online forms & compatability with our website are more than enough to continue paying on this product.

Overall: We have completely streamlined the intake process, it's so easy and user-friendly! Each of my staff members has their own login's and assigned "roles" (permissions) and since everything is accesible in one place, duplicating work duties is a thing of the past!

Solves problems I used to use many systems to solve

Dec 02, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Everything

Cons: Not always positive how careful the system is about adhering to HIPAA

Overall: I previously used multiple systems to manage my client calendar, payments processing, and intake forms. I stopped paying for the others because IntakeQ keeps getting better and better so the others are now unnecessary. My favorite new feature of IntakeQ is the ability to send secure documents to clients.

Recommendations to other buyers: Make login security features more customizable

Using IntakeQ for a Phone -Skype consulting Health care business

Dec 01, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Online forms, notification the form was received by the patient and they began filling it out. Don't need to have the latest update for Adobe, easy to fill out and read through the form.

Cons: I would suggest the cost should be based on number of forms submitted not on a monthly fee

Overall: I was using a fillable pdf for years. There would be multiple problems with people not having the updated version of Adobe, or they were computer competent enough to know how to fill out the pdf, save attach and email, or my pdf forms would get corrupted every few months and I would get multiple answers for the same questions, or the patient would fill out the form and save it and their information would disappear when they would re-open the file. Just a myriad of problems like that.

When I discovered IntakeQ, that resolved all of those problems. I love that I get a notification that they received the form and began to fill it out, I could re-send if necessary and gives me a notification when I receive it.

Amazing software!

Oct 02, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use

Able to send intake forms automatically

Great assistance from customer service

Cons: Wish I could have more options with specific services --like being able to decide how many appointments a day for a specific service or making it available on certain days or making it available later than other services on the calendar--not just hiding it until it's available.

Overall: This program offers everything I need to run my solo practice--online scheduling, intake forms e-mailed automatically with confirmed appointments and HIPAA compliance. They also boast the BEST customer service I have ever experienced; any assistance needed with the software is attended to within 24 hours but usually MUCH sooner. It is also very intuitive and easy to use. Amazing value for this service!

Recommendations to other buyers: See 'con' section

Vendor Response

by IntakeQ on October 06, 2016

Hi Lindsay,

Thank you for your review! I'd like to point out that one of our recent updates introduced the ability to have different hours for specific services. I hope this helps!

Great Choice

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I enjoyed the diversity of options available for customizing your forms. Even when I was unable to locate a customization option, I contacted support and found out I was able to do it.

Cons: Sometimes it's difficult to locate options to customize forms.

Overall: IntakeQ has been a great value and a wonderful choice for simplifying our intake forms. Our office has gone completely paperless with medical records and the old filing cabinets have been completely placed in storage to collect dust. It was a great feeling.

Must Have!!!

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: ease of use, price, flexibility

Cons: that it's not integrated into my practice management software

Overall: IntakeQ has proven to be invaluable to my mental wellness practice. It makes the intake process simple, streamlined, and convenient for both our clients and our staff. Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price!

Recommendations to other buyers: not really!

TOP NOTCH!!! Best of them all

Jan 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, reliable, flexible and superior customer service

Cons: None

Overall: I cannot rate this high enough. We used Docusign for years but there were always issues and it was very cumbersome doing most of the work yourself. We searched for an alternative online Signature site and there were so many. However, IntakeQ was the most superior of them all. At first I was worried about no phone support but let me tell you, that has NOT been an issue at all. As soon as you email anything, within mins - sometimes seconds - you get a reply. It is awesome and they are SOOOOOOO helpful and so eager and willing to assist with any questions. The best part is they do most of the work for you YAY. I can't say enough good things about them, they truly are a lifesaver. Plus it is so simple to use and they can customize things to suit your needs which makes them much more flexible than any of the other providers. Do yourselves a favor and look no further. This is the company you want to sign up with hands down!!!!

Recommendations to other buyers: It is the best

IntakeQ Streamlines My Clinical Work

Dec 01, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The fact that it allows me to be paperless which significantly streamlines my practice and cuts down on my need for paper storage.

Cons: I wish I could have my patient's families have unlimited access to certain forms (release of information) because they often need to complete this for multiple providers. This requires me to send them multiple links for this file.

Overall: I have been using IntakeQ for several months now, and I am very happy with the ease of use of this service. I made a goal to go paperless when I entered private practice and having all of my forms in electronic format has helped me to achieve this goal. I have received positive feedback from the families with whom I work whose feedback is ultimately the most important to me. I do wish that families could have unlimited access to some of my forms (e.g., release of information) because I often needed them to complete this form 2-3 times, which requires me to resend the link.

IntakeQ has been a game changer for our business

Dec 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: So many integrated features - payment, notes, scheduling, electronic forms, etc. The electronic forms was the reason we started using IntakeQ as we were really getting bogged down with streamlining our intake process and keeping physical files. It is a pain. IntakeQ has made this SO much better and we have gotten a lot of great positive feedback from our clients. It is a huge bonus that we can utilize so many other features as well.

Cons: The scheduling system is less user friendly than Acuity which is what we had been using before. It takes a little more effort to schedule clients now, especially with recurring appointments but all of the other features make it worth it.

Overall: Wonderful experience, super helpful and friendly customer service. Would highly recommend this product!

Makes my job easy!

Dec 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Cons: I would love to add membership contracts to this software.

Overall: I love how easy it is to send off intakes to clients! Previously we would send a word document through email to be completed by our members and they would have to print it off or deal with reformatting the document after completion. With IntakeQ our members are able to complete the forms online or on their phones with ease. They can submit them before their appointment, giving our coaches time to review their histories before hand and give the client more one-on-one time in their session.

IntakeQ Review from a Chiropractor

Dec 11, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The price for the number of features and value of features is unbelievable.

Cons: The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars.

Overall: Overall our experience has been great with IntakeQ. The online forms are amazing for our office and the text reminder have significantly decreased our missed appointments.

Intake Q has amazing capabilities that allow us to schedule and communicate with patients easily.

Jul 14, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the ease of use and the flexibility it allows us to have with scheduling our patients. The patients love the fact they receive their intake forms electronically before they arrive at the office. They also love the fact they get text reminders from us. This has helped us minimize no-shows.

Cons: I haven't been able to override blocks in the patient schedule without removing or editing the blocks.

Perfect for my small business

Jan 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The Intake Q software has a lot of flexibility so I could really tailor it to meet the needs of my business. I love that I can easily edit my forms and make changes to my documentation template as new needs arise. My clients have been able to complete the intake process with ease and have commented on how simple it was for them. One of my favorite aspects is the appointment reminders via text or email.

Cons: I do not have any complaints. It has been great.

Overall: I have had a great experience. I was looking for a documentation system and I have gotten so much more. It is simple for me to schedule clients, keep and electronic chart with all important documents, communicate with my clients, and fax reports directly from Intake Q. I also appreciate the integration with invoicing and collecting payment.

Capterra loader

Great for automating your PT practice all in one place

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the variety of features IntakeQ has to offer. I can produce invoices, super bills, schedule patients, send out intake forms and complete secure documentation all in one place for a relatively low cost. There are many more features that I have not started using yet but will in the future.

Cons: I was hoping the emailing feature would be more robust to be able to include more campaigns for things other than current patients. And the ease of use for emails is not as good as other features.

Overall: Patients love that all of my intake forms are online. They seemed to fill out more of the form and they are completed prior to their appointment. Therefore there is no time wasted when the patient is at the office. They can complete the forms at their own convenience which saves time for them and me.

Game changer for our practice

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Biggest pro is the saving of paper and manpower costs for our large group practice. Easily pays for itself, lowers wait times in lobbies, lowers HIPAA risk by having less paper floating around. We love it.

Cons: Not much to dislike! Takes a little figuring out the first time around, but overall, it's been great.

Overall: Wish I had stumbled upon it years ago. Biggest frustration is I did not know about it.

Very good I love using this!

Jan 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: This product makes our office seem like it is up with the times, which is very important. Clients need to see that you are modern!

Cons: Not much, some clients may not like to have to do everything online, but most now find it easy to use!

Game Changer

Dec 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The best part of IntakeQ is the electronic intake form which is always remarked upon by my clients.

Cons: I would like to have couples be able to sign the same form.

Overall: The online electronic filll in forms are by far the most significant help for me; along with electronic client notes. Going paperless is a major improvement and one I held off on for years because I am not very computer literate. If I can use IntakeQ with ease then anyone can.

Easy for my patients to submit paperwork online to save time.

Dec 07, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love not having to scan paperwork. I also love having the paperwork online so I can log in at home or anywhere I am at to do charting/notes.

Cons: poor mobile version usability. the ability to use on a tablet also is still difficult. wish we could make it easier to use other than email, maybe a user code that is texted to them to open paperwork.

Overall: no more scanning, saves so much time

Great Features, Great Support

Jan 26, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, customer support

Overall: They combine secure forms with a great scheduling interface. Upgrades and new features continue to be added. IntakeQ makes scheduling and forms very simple yet customizable to the individual. Their customer support is immediate and efficient and friendly.

Great features for a great price

Dec 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: IntakeQ is great for sending intakes, monitoring progress and even some automation. Their customer service is superb!!! Anytime I need anything I only need to send an email and I get a response within less than an hour normally and they are always happy to help!

Cons: I wish there was greater flexibility and functionality (which they are working on).

New to IntakeQ

Jan 06, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Ease of process

Cons: It would be great if it could link to Revolution EHR!

Overall: I am fairly new to IntakeQ but personally, think every office should have this. It makes our office eco-friendly and also makes the transition of things go faster in our office. In this day and age, most people type faster than write. It allows the pts to look at frames and everything instead of filling out silly paperwork before the appt. It makes our office stand out.

Recommendations to other buyers: No further advice.

Love INTAKEQ

Jul 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: -easy to use

-intuitive

-cost efficient

-does everything I need it to do.

I love that patients can fill out forms via their phones or tablets, our previous software only allowed computer access

Cons: we find glitches every now and again but overall happy, form building is generally easy however we have had to put in extra work to make it work for our

Best Decision Ever

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This software is so easy to set up and revise from an administrator point of view and it's super easy for my clients to complete their paperwork online.

I initially paid to have Intakeq staff change my original documents to their online version for a very affordable rate. Documents were adjusted to the system in a timely manner and the staff at Intakeq helped but my logo/header on all my documents within minutes of requesting.

All document information is safe in this secured system.

Highly recommend!

Cons: For cons, nothing comes to mind as the Intakeq staff is so responsive to questions-which have been few and far between because the system is so easy to use.

easy set up, our patients acutally use the forms, affordable

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It is easy to use, simple, nice for our patients to use on their smartphones or desktops, it's instant and we're notified when the forms are complete.

Cons: We wish it was fully integrated into our EMR software.

Overall: This was an easy process to set up, it saves my front desk time, paper and our patient actually use these intake forms. I would recommend this to any medical practice.

Recommendations to other buyers: the set up was easy

Easy once you learn the system

Dec 04, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Forms can be customized to whatever. The automated scheduling system is the a huge help. Patients get a text message reminder for their appointments, they can makes changes online, and I can even schedule patments.

Cons: I wish the ICD-10 codes were in the system so I don't have to enter them myself and add them to each document. I also wish I could link some things to automatically load into a SOAP note or evaluation note.

Overall: Although there is a huge learning curve with the program, it saves me time and money. Things I would have to hire someone to manage for my small practice, the system does for me. Once I got the hang of it, it was pretty simple to use. Anytime I have a question or concern, customer service is very responsive as well.

Time Saver

Dec 07, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use for the patient, and secure

Cons: Would like more coding and notes capability that is compatible for insurance billing.

Overall: Streamlined the patient forms process.

High Quality and Affordable

Dec 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, great design and very responsive support staff.

Overall: IntakeQ was a great find! Receiving intake forms from clients a few days before their appointment adds enormous value to the service I provide as a nutritionist. Their forms are beautiful and very customizable, and I can also manage all my appointments with it. Their customer service is top-notch too. I always recommend IntakeQ to my colleagues.

Very easy to use!

Dec 13, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of the system and how it always functions correctly.

Cons: There are some things that could be more customized (lining up text, text size, text color)

Overall: Using IntakeQ has been easy and helpful to our patients. When creating new paperwork for our clinic IntakeQ was very supportive and helping in assisting with the paperwork. The electronic forms are very helpful to our patients!

IntakeQ online forms

Dec 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Progressive can easily make changes or updates

Overall: Our office has been using IntakeQ for over a year and we are so happy with it! I love that I can email at any time and get support. Definitely a great program!

Exceptional program for patient intakes and forms

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We like everything about the software. It's incredibly easy to use for staff and for patients. It's also very easy to customize forms. Support is fabulous and helps immediately with any questions or issues.

Overall: It is incredibly easy to customize forms and send them to patients, to make the on line intake process simple and fast.

Physician/Owner

Dec 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ability to completely customize intake forms; ability to integrate forms onto my website; HIPAA compliant; no need for patients to create accounts; you can see the forms as patients are filling them out; appointment reminders

Cons: I wish it integrated with my EMR and PM software.

Easy and Great Customer Service!

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ease of use and customer service is great. I started my own practice in March, and the transition was exceptionally smooth, thanks to intakeQ. When I have a question, I can email them and get a response right away.

Cons: When printing or faxing, the forms are lengthy.

Capterra loader

The program is working fantastic!!!

Dec 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: easy to adapt forms, easy to find the information that you need in the client's file.

Cons: I would like that the software included billing .

Overall: I am a therapist, this program has made my work easy as the forms are easy to edit and adapt according to the needs. Also, the scheduling and sending reminders is amazing.

Review

Dec 31, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I love the fact that we can make our own forms and make any changes and the corrections are seen right away.

Cons: Some of the features are a little difficult to complete.

Overall: We use ItakeQ to get our New patients to fill out their forms prior to their visit. This has helped our work flow tremendously.

Absolutely love the funtionality of the systen.

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love that I can create documents. I also love that clients can sign them electronically. Overall, its an amazing client tracking system.

Cons: The think I dislike is that there is really no way of tracking client payments and invoices. It would be nice to have those features.

Best of the best

Jul 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Unbelievably easy to send and receive highly confidential documents. Clients LOVE that they don't have to print or scan anything! Customer service is top notch and every time I've needed to change or update my forms they've been super fast getting things done. LOVE this company- Ive saved lHOURS every week using this and now my office is totally paperless!

Cons: I wish they would include progress notes and scheduling. I use another online program for all of that- but if and when intakeQ adds it I'll definitely be switching!

Overall: Ease of use, transitioned to paperless office. Clients love being able to do intake paperwork online.

Excellent for folks who need a portal

Dec 04, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I needed a portal and online forms, as my EHRs portal does not allow me to pick and choose what information goes on the portal (and I need to protect adolescent confidentiality).

Cons: It can be a bit clunky, but part of that is just that it is not integrated with my EHR. I wish there were an app for it on my phone. Otherwise, it is great for scheduling and communicating with patients. Customer support is all by email but they are very responsive and have made software changes to accomodate my needs.

Overall: Portal, emailing with patients, intake forms, scheduling, online self-scheduling and appointment reminders.

Owners use

Dec 26, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Affordable and meets most needs

Cons: Clients have had trouble using it the screen freezes on mobile devices and they are unable to book an appointment

Overall: It took a while a lot longer than expected to add to the website and it still freezes to make appointments on mobile devices but the price is good and it seems to be working reasonably well so far

Recommendations to other buyers: Clients have had trouble using it the screen freezes on mobile devices and they are unable to book an appointment

Vendor Response

by IntakeQ on December 30, 2016

Hello Deanne, thanks for the review! Can you please contact our support at hello@intakeq.com and provide details about what screen is freezing? Our system books thousands of appointments every day, so I'm sure this is an isolated case, and our team would like to investigate it. Thanks again!