IntakeQ

IntakeQ - Online Intake Forms

5 / 5 167 reviews

Who Uses This Software?

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


Average Ratings

167 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
  • 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!


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.

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).

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...

Capterra-loader

I am so confident I have the best product on the market for my practice

Apr 02, 2018
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, amazing customer service, SUPER smart product and they develop it all the time to meet the needs of the marketplace- is the only product that could handle group therapy with multiple clients signing up- hands down beats Theranest, Therapy Notes, Mentagram, Office Ally, Simple

Cons: They dont do superbills just yet- but its in development and there is a work around in the meantime in their forms

Quick Easy and Friendly system for patients

Mar 15, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love how you are able to manage a patients account right along with them. Paperless system and up to date software. It is super easy for the patients to access. I love not having to add all new patient information. I hand them the tablet and they go to town with their information.

Cons: Some of the meds aren't recognized by the system. It would be nice to integrate with pharmacy so prescription information can be easily uploaded.

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!

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.

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.

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!

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.

I've seriously never received such amazing and quick service! One of the customer rep is beyond helpful!

Dec 23, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: They've thought of everything, especially from a clinical standpoint. It's just made documentation so much easier and taken it to a whole new level!

Overall: That there's a learning curve and getting used to the system however the customer service is so amazing that it's really not an issue.

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

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 - :)

The BEST solution for patient forms, integrated IM, and even custom EHR!

Sep 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: That it offers everything under one brand, low cost and BAA. I have been patch working a number of applications and software programs to get only a fraction of what I am getting from IntakeQ. I could not be more excited about finding them!

Cons: I think that the software could have a better layout on mobile devices or an app to use.

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.

The software has been very useful for my outpatient practice.

Jul 21, 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: It appears to be a perfect balance of user friendliness with complex features. I have an outpatient practice where it is important to get guardian signatures. Compared to competitors intakeQ's customization is far superior.

Cons: It so attractive to use, I want to spend all my time on it, but I have other things to do so that is challenging.

Overall: Streamlining intake, followup and care delivery processes in a setting where I do not have admin assistant. IntakeQ is my admin support.

Use for online intakes for my counseling practice. User-friendly for clients and for me.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easy to send link to clients. Forms and site are professional and customized to my practice, as well as easy to change. Customer service team has been very helpful when needed. Nice that subscription is scalable for my small practice.

Cons: It's not integrated with my practice software, so I have to manually enter data from intakes into client charts.

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!

Easy and Efficient

Jul 17, 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: very easy and quick to send paperwork to patients, patients also seem to like the convenience and ease

Cons: once a patient starts their paperwork and doesn't finish, they don't seem to go back to finish...not sure if we need to resend it or if its just a patient error

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,

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)

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 love this program! It's made our front desk's job so much easier. Great customer service!

Jul 17, 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: Super fast customer service response time. The software itself is very easy to use. All of our patients have really loved it.

Cons: It was hard to change the login and admin area. I had to contact customer service to be able to get in and make changes.

Overall: Less staff time on manually entering paperwork.

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!

IntakeQ has helped us streamline our intake paperwork and go paperless at the same time.

Jul 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is SO EASY to use, for us on the back end and for our customers. Set up was easy, editing is easy, and customer is very responsive.

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.

Easy to use and easy to customize.

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: I love how easy it is to create an intake form and consent forms. There is a wide selection of question types and it is VERY easy to edit.

Cons: I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.

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

We love using IntakeQ- we now have a paperless intake process

Jul 14, 2017
5/5
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: I like that we can edit the intakes once they come in and use them to write our initial assessment notes.

Cons: I wish that it function more like a full fledged EHR- having options to bill using CPT codes, would be great, for example.

Overall: making intakes paperless

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.

Great system, user friendly and response time is awesome with customer support

Jul 14, 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: Simplicity and no more paper wasted in office! Very user friendly and all employees were able to learn system in just a few minutes.

Awesome

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: Everything. So professional, clean, and user friendly. They've really done a nice job of designing this software. I really like that there's no need to register in a portal or create a username/password to use it. That really eliminates a major barrier to patients filling out forms online.

Wonderful! Super helpful!

Jul 14, 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 for clients to provide important documentation. Streamlines the intake process. Clients love it! Easy for clinicians to use.

worth it as a solo practitioner starting out, easy to integrate, BEST customer support

Jul 12, 2017
4/5
Overall
3 / 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: functionality, easy to integrate, customizable, the company continues to adapt to my needs and provides easy solutions.

Overall: ease of use, one stop shop, dynamic with my lifestyle

Excellent customer support !!! Lightning speed responses.

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Extremely simple to use for administrative staff as well as patients. Everyone states that it is very easy to complete using any electronic device.

Cons: The only complaint is that an email address is required to schedule an appointment. It would be easier to require either a phone number or email address.

Really intuitive and inclusive!

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It does everything you need, it's very simple to use, has a great mobile version of the website, and is intuitive.

Cons: Sometimes it can be glitchy and not send appt confirmations. Doesn't allow you to automate sending consent forms in emailing automation. Would love an app!

Great product, does exactly what we need it to do. It's available features will be great as we grow

Jul 11, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The form workflow works well for us. I have 2 kiosk computers running Porteus Kiosk (a linux distro)

Cons: I've heard complaints from our team that customer/tech support hasn't been very helpful or were unable to understand their issues. For some reason, our assistant account needs password resets and it's not a simple process.

Here's my feature wishlist:

Spanish versions of everything (Some of our Spanish speaking patients would like to see even the button text in spanish)

Wizard driven, step by step, form creation.

Icons that feature the form

Allow multiple administrators or power users per account so that we can fully audit access to patient info.

Overall: Saves paper, patient time, and front desk time.

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.

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.

Your customer service is excellent. I have been dealing with rep who is quick and very helpful.

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: Using this software allowed our customers to quickly access and submit a referral, which increased our client numbers. We were able to tweak our intake forms many, many times. Now it's working. We have had a positive experience using IntakeQ.

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.

InTakeQ has made our office more efficient

Jul 11, 2017
4/5
Overall
4 / 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: having patients fill out forms ahead of time makes the flow in the office smoother, patients appreciate not having to wait

Cons: haven't used long enough to judge, but I feel some areas of the forms could be pronounced, easier to read

So, far it has been very efficient, our practice has enjoyed the ease of going paperless.

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: Paperless, able to complete their file before they get here vs. waiting on them and they do not have their paperwork. Shortens wait time and speeds our process.

Cons: Receiving a notification on our desktop like Solution Reach, rather than checking our email frequently.

Overall: It is extremely time saving. Being a small but busy office, it takes the burden off of us when they get here, of having to go over new patient paperwork. It is user friendly and for all ages.

Mostly positive. Was able to migrate paperless with the help of IntakeQ.

Jul 11, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Ease of use for the patients, the secure and HIPAA compliant interface, the ability to generate PDFs

Cons: Some of the development interface lags... Also don't like how you can't reroute forms from one provider to another. I also wish PDF generation was quicker.

Great!

Jul 11, 2017
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: So easy to use and set up our forms. Super customizable. Our patients love that they don't have to print out paperwork or come early to their appointments. I would highly recommend!

Cons: mac users seem to have a hard time submitting forms. Patients often complain of getting stuck and being unable to submit completed forms.

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.

So far this has worked well! Excellent customer support.

Jul 11, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the ability to modify and create the intake forms, the online booking is easy, and the automated emails are great.

Cons: Customers have difficulty when they don't complete a form going back to it, not sure why. I'd like to make charges not attached to an appointment but that's not that big of a deal. The thing I would change and it's super tiny, the manage appointment link is not very visible and people don't realize they can cancel/reschedule etc.

IntakeQ has been an excellent service for our practice! I would highly recommend it to others!

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease of use is great. Our patients have not had any issue completing the forms and the customer service has been very good.

Cons: It was slightly difficult to set up a payment plan due to the fact that I am in the United States and my bank would not allow me to use my card.

Very fluid system.

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: Allows ability to set barriers on scheduling. Good charting system. Patients find it fairly simple to use and easy to fill in.

Cons: I have to type in the client's name to retrieve their notes. It's a hassle having to click back and forth between "Booking" and "Clients"

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.

I love intakeq

Jun 12, 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: 8.0/10 Not
Likely
Extremely
Likely

Pros: It so easy to use intakeq. They have made navigating through the site so easy. I would definitely recommend.

Overall: Paper work is ready when patients arrive info the office so check in is more efficient

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.

Very positive.

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: User friendly with excellent customer support. No more paper promotes conservation and simply allows me to transfer my intakes to my progress notes software.

Cons: Nothing significant but sometimes my lack of computer skills makes it difficult for me to make changes to forms.

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!

Need more stars

Apr 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: Ease of set up, fantastic support

Cons: None

Overall: In the world of practice management software and ancillary systems, it is a rarity to find a company like Intakeq. Not only was I able to set up all the forms, the way I wanted them, with the nomenclature as I need it, but if I hit a snag, I sent a note to support, who sometimes send me an idea to help me, but 9 times out of 10 simply made the correction or change for me. Not enough ways to praise this company.

Recommendations to other buyers: Wish all software was like this

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.

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 is awesome!

Jan 16, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Intake saves our office a lot of time that we get to spend with the pt instead of sitting on the phone all the time. The patients love the tech-saviness that our office holds because of it. We have been with them for a year and we love it!

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.

Such a great product, it has improved my productivity immensely and saved on printing and paper

Jan 05, 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

Comments: I have been impressed with the ease of use, modifications and ability to download and upload into my EMR system. >90% of patients appreciate the ease as well, only my older patients that are not computer savvy have challenges. Customer support is very responsive.

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!

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.

Great application!

Dec 20, 2016
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Has been very user-friendly and organize! I have been using this for a few months already and we have had no complaints!

Great Product

Dec 20, 2016
5/5
Overall
5 / 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

Comments: I love using this in my office. It is easy for patients to use and make edits to forms when necessary.

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.

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

Comments: IntakeQ 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.

New to IntakeQ

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I personally am new to IntakeQ but our office is not, but I personally think every office should have it! IntakeQ makes the patient paperwork so easy, eco-friendly, and the process of getting someone in much faster. We love it here!

Easy to use

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I am a single, one-person office mental health provider. IntakeQ has really helped to streamline my patient scheduling and patient intake forms process. My patients love the email appointment confirmatioms and automated text reminders that are available to use. I am very pleased with the software and the avaialbel support. The only thing that would be nice would be to have some phone support-a number to call if help is needed, but I have found that when I email I get a response back very quickly, so overall support IS good.

IntakeQ is an easy, comprehensive tool

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We use IntakeQ to send out all of our intake forms, consents, and basically anything we need for our patients to sign. We've found that it is easy to create documents, and easy for our patients to use. We've never had any trouble utilizing this tool.

Great Tool For The Office

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: The system is so easy to use and has been a great tool for our office. All of our patients say it's very easy for them to use the system as well. It's nice to have all the patient info prior to their appointments and easy to read!

Convenience!

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: IntakeQ has revolutionized our intake process. It has dramatically reduced the amount of time our office staff spends on the phone with potential new clients because we are now able to instruct our clients to provide all the necessary information via the secure, HIPAA compliant IntakeQ form. We also have been able to streamline our assessment process and shave a full 30 minutes off the appointment time due to having the consent forms and background information forms already completed before the appointment. The additional feature of being able to download completed forms from IntakeQ in PDF format allows us to easily upload the forms into our practice management system.

IntakeQ should be a no-brainer for ANYONE in the field of mental health!

IntakeQ review

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: IntakeQ has been a valuable tool in operating a low overhead solo practice. The ease of use makes patient scheduling and payment from smart devices a breeze. Highly recommend.

Online forms

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Our office has been using IntakeQ for almost a year now and it has added a great service to patient intake. Communication between our patients and the ease of being able to fill out their forms at home has improved customer service.

Love this program!

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using IntakeQ for several months now and have loved how easy it is. It is so great to not have tons of papers to keep up with and everything is easy to pull up from wherever you are. Our patients have had no complaints either!

It gets the job done

Dec 20, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I have been using IntakeQ for about 6 months. In general, it gets the job done. I have a few needs within my psychotherapy practice that it doesn't meet: 1) I can not create a document with two separate signature fields (i.e. when 2 partners in a couple want to sign a release of information). This is a recurring need so I find myself frustrated with having to create two documents for them. 2) you can't partially fill out a form for a client before sending it to them. This often requires I send a separate email explaining to clients how to fill out 'my part'. 3) Customer service is all by email. This can make for a lengthy trouble shooting process when you really need them. I found out they will schedule a time to help you if you schedule in advance however my 'issues' have popped up last minute and it's when I don't have a phone number to call. The employees are VERY nice and helpful when they do communicate via email.

review 20th Dec

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Easy to use. Patients seem to complete more than not. Makes the practice run better! Would like to try text feature in the future.

Best I've seen

Dec 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Easy to use, great support, very nice forms online and when saved into our EMRs. Both patients and providers have complimented them. They can mirror any form I've asked them to so far.

I can't say enough great things!

Dec 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: IntakeQ is the easiest program we use in this office. Their customer support is super responsive and they are a pleasure to work with.

Been Great for Naperville Manual Physical Therapy!

Dec 16, 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, aesthetics.

Cons: No cons or complaints.

Overall: Excellent customer service. Intuitive product. Easy to create/modify on the fly. Easy for clients to complete. Visually appealing forms.

Recommendations to other buyers: Highly recommend it.

Review of IntakeQ -- it's wonderful

Dec 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Functionality. A design is clear and easy to navigate.

Cons: The cost.

Overall: From the ease of use of the customer support, IntakeQ is a great service. I've found that clients are more likely to fully complete their intake form now that is online. The added feature of including a release form is a considerate and important feature.

Amazing! Love having our forms online! Saves time, money and sanity!

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: Easy and not expensive at all.

Cons: has to have an email to send the paperwork

Overall: Before online forms for our office we spent hours on end scanning, uploading, and shredding office intake forms. NOW we don't waste paper and forms are filled out more in depth than the paper kind. Highly recommend for the money you save and spend on the forms.

Recommendations to other buyers: being able to make forms that you can draw on for exam forms for doctors

I love intakeQ

Dec 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: What I Said previously

Cons: Cant use the same email address for more than one person. e.g.. when someone forgets to fill out a form and I send it to the office email and then give them the iPad.

Overall: SO easy peasy, don't have to teach the staff, its just apparent

Would be awesome to have an automatic send option when a client books an appointment from our booking website

Recommendations to other buyers: I don't know if this would be possible , but to link it to booking software so that intake forms could automatically be sent

Best online forms out there

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: Forms look great and we love the variety of question types.
Customer service is the best I've ever encountered.
Easy to use, all very intuitive.

Thanks!

Overall: As a paralegal, I had been searching for a user friendly and 100% secure software to use with our clients. We tried a few other options and needed to look no further when discovered IntakeQ. The software is super easy to navigate, forms are very "clean" and we especially appreciate the excellent customer service provided.

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.

IntakeQ is good but could be better!

Dec 13, 2016
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I heard about IntakeQ from another holistic practitioner. I tried to create my own questionnaires but it was far easier to pay extra for IntakeQ to create and customize them for me, with my own logo. Sometimes my clients complain of errors and difficulty submitting their responses, which is frustrating for them and me, especially when I find them complete in the "Not Completed" file. Even when there have been problems, the customer service is prompt and friendly. I have not integrated the schedule into my website, so I cannot comment on that.

Recommendations to other buyers: You should be aware that there will be an additional foreign transaction fee if you are a US-based user. Overall, it's satisfactory but could be improved.

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!

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 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.

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.

Love intake forms

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: Intake forms
And patients putting in their credit info.

Overall: Love the ease of use. I was using paper intake forms before and emailing them to patients. This was very time-consuming and inefficient. Now with the online intake forms, I save a lot of time in my practice.

Intake Q has helped my practice to go paperless!

Dec 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Excellent, my patients love the online feature and like that they, Don't have to fill out paperwork when they walk in. In addition, I can review the paperwork in advance.

Thanks, IntakeQ!

Dec 09, 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: I like that it is user friendly. It's intuitive and simple.

Overall: We use IntakeQ everyday to take care of our patients at our physical therapy practice. It is user friendly and makes our job easier!

Awsome Product!

Dec 06, 2016
5/5
Overall
4 / 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: Ease of use, all in one place, very flexible

Cons: EHR could be more developed to make it alternative to paper.

Overall: I have been using intakeQ for a bit more than a year now and I am very satisfied. Whenever there was a glitch or question they were quick to respond and resolve. My patients like it. I love that many needed things are available in one place - online scheduling, reminders, intake forms, a place for patient notes, and now also a way to track basic financials. Love it!

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!

Great product and service

Dec 05, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've been using Intake IQ for less than a year and use it exclusively for sending out intake forms. My one complaint is that patients sometimes can't view the entire form on their phones. No issues with computers but seems to have a few glitches with mobile devices.

Very Satisfied!

Dec 05, 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: Visual appeal. Easy to complete forms for my patients. Easy for me to edit on the fly.

Cons: No faxing feature yet (that I'm aware of...)

Overall: Visually appealing and professional forms. Easy to create and edit. Excellent customer service with very quick turn arounds.

Recommendations to other buyers: Please add a fax line.

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.

Spa Intake Software

Dec 04, 2016
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: All online. No paper to waste or keep track of.

Cons: I would love for it to be less expensive.

Overall: We began using IntakeQ at our spa in April 2016 for clients completing their questionnaires & waivers for their scheduled services. They were so helpful with getting me on board - answered all of my questions & quickly converted my original documents to the software. We were up and running in a couple days. It was a very smooth transition to paperless for staff and clients. It makes the intake process more simple while more sophisticated. A great enhancement to our spa!

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.

Review of IntakeQ

Dec 04, 2016
3/5
Overall
4 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Ease of patient booking and client reminders.

Cons: Not really functional for practitioner soaps and insurance paperwork.

Overall: Booking calendar easy to use. Patient reminders are consistent and email notifications for online bookings are prompt.

Recommendations to other buyers: None

Vendor Response

by IntakeQ on December 04, 2016

Hello Rosanna, Thank you for the review! Regarding practitioner SOAP notes, we do have an entire section to store patient information, including notes. You can customize your note templates using the same powerful form engine we use for the intake forms. Please get in touch with our support at hello@intakeq.com and we will be happy to go into details.