# IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is IntakeQ the right Medical Practice Management solution for you? Explore 321 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews --- IntakeQ 4.7 (321) [View alternatives](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of IntakeQ Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews BM Bridget M OwnerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “I really appreciate the customization options that allow us to tailor everything to our specific workflow and branding. While there was a bit of setup involved at the beginning, once everything was in place, the system ran smoothly.“ November 10, 2025 AB Aleya B Business Ops CoordMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “The thing I liked least about IntakeQ is that it isn't fully integrated with our EHR. While it handles intake forms well by uploading them into the EHR, it lacks the capability to automatically update the demographic information in our EHR based on the results of the forms.“ October 10, 2024 AB Aleya B Business Ops CoordMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “The ability to customize forms, send them digitally, and gather responses quickly has saved us time and improved patient satisfaction.“ October 10, 2024 LH Landon H ChiropractorHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “The only thing I can think of that I like the least is the occasional formatting difficulties when creating a new form.“ October 10, 2024 JB Julia B Patient Care CoordinatorMedical Practice, 11 - 50 employeesUsed the software for: Less than 6 months. “It does not take much time to learn how everything works and to quickly make complicated documents which you can also turn into PDFs for clients to do by hand!“ March 22, 2025 AJ Adella J CEOHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years. “Their billing is not great for how complex our billing needs are so we have had to create a complicated system- where an open API for billing would be amazing.“ May 12, 2023 HG Hannah G PsychologistMental Health Care, Self-employedUsed the software for: More than 2 years. “It is an incredibly efficient EHR that integrates client notes, billing, and scheduling.“ October 21, 2024 LF Lori F executive directorNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “not being able to edit once we load the form“ October 10, 2024 ## Showing most helpful reviews Showing 1-25 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kelly Elise U. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "My Favorite EHR" November 4, 2022 5.0 Incredible! Such great customer service and an amazing product. Pros This EHR is so affordable for a group practice compared to others that I've used. The customization is incredible as well. While the front-end work is a lot, it is so worth it to set up your systems well. Cons I wish there was slightly more of an ability to customize insurance billing information. Review Source JH Jeffrey H. Reception and Billing associate Medical Practice Used the software for: 1-2 years ### "IntakeQ Makes Documents Easy!" March 25, 2025 4.0 I really like IntakeQ because it’s easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organized. The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion. Pros I like being able to store documents that are commonly used. It makes it easy to store and send the documents. It is also very user friendly and can be picked up easily and taught to new staff. Cons I wish is that it would fully integrate with the electronic health record that we use. Another issue that we run into is clients not fully submitting documents, It would be nice if there was a warning that said something along the lines of 'this is not fully completed.' Review Source JT Joey T. BCBA Hospital & Health Care Used the software for: 6-12 months ### "ABA therapy practice use" October 13, 2024 3.0 I love it and recommend it. But there is a lot of room for improvement. Pros The ease of sending out an intake form and the creation of a client profile. Cons The lack of automations and the ability to share a document to sign as a docusign. I would like a parent portal. Review Source AB Aleya B. Business Ops Coord Medical Practice Used the software for: 1-2 years ### "Business Ops Coord." October 10, 2024 5.0 My overall experience with IntakeQ has been positive. It’s a reliable and user-friendly platform that has significantly streamlined our patient intake process. The ability to customize forms, send them digitally, and gather responses quickly has saved us time and improved patient satisfaction. However, the lack of full integration with our EHR has created a bit of extra manual work, especially when updating demographic information. Despite that, IntakeQ has been a valuable tool for enhancing our practice’s efficiency, and I would recommend it to others looking for a solid intake solution. Pros What I liked most about IntakeQ is how incredibly easy it is to use. The interface is intuitive. Navigating through the forms, customizing questionnaires, and managing appointments has been a breeze. It's saved us so much time and reduced administrative hassles significantly. I highly recommend it for any practice looking for a user-friendly solution to streamline patient intake and improve workflow efficiency! the cost of the service is reasonable. Cons The thing I liked least about IntakeQ is that it isn't fully integrated with our EHR. While it handles intake forms well by uploading them into the EHR, it lacks the capability to automatically update the demographic information in our EHR based on the results of the forms. Another company we know has this feature, which would make the workflow much more seamless and efficient if IntakeQ could offer similar functionality. This integration gap means we still have to manually enter some data, which takes extra time and effort. Review Source Response from IntakeQ October 18, 2024 Hi Aleya! Thank you for such a thorough and well rounded review. We really appreciate it! Your feedback is very much appreciate and I will provide the feedback you shared with our team. We're grateful for your continued patronage! While it may not be the exact solution you're looking for, we do offer an open API since there are so many EHRs with different variables. This allows for custom integrations if that is of interest to you! -J JR Jennifer R. Licensed Psychotherapist Mental Health Care Used the software for: 2+ years ### "IntakeQ is the best EHR" October 29, 2024 5.0 I used it at my previous place of employment and took it upon myself to continue using it for my EHR once I left and opened my own practice Pros The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate Cons Needing to lock the previous note for things to apply to the next note Review Source ML Mika L. Administrative assistant Mental Health Care Used the software for: 1-2 years ### "Great site to use" October 10, 2024 5.0 I wouldn't change much about it. It is very easy for myself and coworkers to guide through and train others on. Pros Easy to read through information. Quick responses and easy to send forms. Cons Automatic name recognition when sending forms Review Source Response from IntakeQ October 17, 2024 Hi Mika, Thanks so much for taking the time to write a review! We are glad to hear IntakeQ has been easy for you to use. LF Lori F. executive director Non-Profit Organization Management Used the software for: 1-2 years ### "The Griffin Promise" October 10, 2024 5.0 so great for our charity to use for medical filing and evaluations Pros This program is very useful for our charity to manage client documents and intake. Cons not being able to edit once we load the form Review Source GC Glauber C. Admin Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Nice tool to Minimize Paperwork " December 27, 2024 4.0 Overall experience with IntakeQ for the GP was good, it simplified new clients information in our data and Pros It is definitely a handy tool for the gps, custom forms tools helps to collect all the customer info that a GP needs upfront, without the back and forth emails. Cons The reporting feature is bit limited, it covers the basics but a need is felt to have more details. Review Source HG Hannah G. Psychologist Mental Health Care Used the software for: 2+ years ### "A great EHR for therapists" October 21, 2024 5.0 A very positive experience. It is extremeely efficient and smooth. Pros It is an incredibly efficient EHR that integrates client notes, billing, and scheduling. Cons It is a little pricey compared to a few other EHRs. Review Source LH Landon H. Chiropractor Health, Wellness and Fitness Used the software for: 1-2 years ### "Surpassing Reviews for IntakeQ from Surpass Chiropractic " October 10, 2024 5.0 IntakeQ has been so beneficial to our team and patients! We love how easy it is to fill out paperwork for our patients and the team can easily manage several forms and be organized. It really allows our office to be efficient, professional, and responsive to our patients Pros The ease of sending customized forms to patients and monitoring if they have been received and completed Cons The only thing I can think of that I like the least is the occasional formatting difficulties when creating a new form. It takes some practice but luckily the support videos and support team have been very helpful! Review Source MJ Megan J. Mental Health Technician Mental Health Care Used the software for: Less than 6 months ### "Pretty good system " May 12, 2022 3.0 It was overall pretty good. Pros I liked the payment options and the ability to structure it how I needed to. Cons I didn't like how recurring payments was structured. It could have been more user friendly in some ways. Alternatives considered [Athena](https://www.capterra.com/p/155897/Athena/) Reason for choosing IntakeQ It was cheaper Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) To combine features needed in that environment. Review Source CW Casie W. Owner Medical Practice Used the software for: 1-2 years ### "Positive experiance" October 15, 2024 5.0 It was very user friendly. Each step to set up a new account was simple to follow. Pros It is a very simple to use platform. It is efficient and affective. Cons I can't think of anything I don't like. I is very easy to use. Review Source BB Bettie B. Behaviorist Health, Wellness and Fitness Used the software for: 1-2 years ### "Good product for independent practitioners " October 10, 2024 5.0 I have used it for 2 years and still love it! Pros Easy and intuitive - can get started right away Cons Customer service is a relative weakness compared to rest of product Review Source KH Karalyn H. OT Health, Wellness and Fitness Used the software for: 1-2 years ### "Easy to use " October 10, 2024 5.0 Helps us keep track of new patients and registrations for our business. Pros Easy to use. Helps keep my business organized. Cons nothing that stands out that I do not like. Review Source PD Presley D. Therapy Mental Health Care Used the software for: 1-2 years ### "IntakeQ - cares about your privacy! " August 20, 2024 5.0 Easy to navigate, straight to the point way to receive and complete important documents. Pros The privacy and safety of the documents being sent to me. I feel like my privacy is being protected when I receive docs from intakeQ . Cons Nothing comes to mind that I didn’t like about intakeQ. Review Source Response from IntakeQ September 4, 2024 Hi Presley, Thanks so much for your review! We appreciate your support! WM Wendy M. Licensed Professional Counselor, CSAT Mental Health Care Used the software for: 1-2 years ### "I love IntakeQ and I am glad I switched" May 11, 2023 5.0 The customer service is stellar. You get live human beings and in less than an hour. They also have a great support page. I like the customizability, that I can use my favorite clearinghouse, choose which credit card processor I want to use, and even with video sessions, I can choose my platform. The more I use the program, the more wonderful features I discover. They are also always open to feedback and updating the EHR. I have been very happy with their product. Pros I absolutely love that I can easily create and edit forms. The appointment calendar allows me to color code events. There are 3 different ways to accept credit cards, three different ways to do a video session, and three different ways to incorporate clearinghouses for claims processing. You get to choose which company you would like to use, not get stuck with the one option the other programs choose. Cons I would love a very clear accounting page that shows me the charge for service, what the client owes, what the client paid, what the insurance owes, what the insurance paid, and any discounts to the fees. There is one but it is not right there in the client file where you can readily see it. Reason for choosing IntakeQ The interface, ease of use, and the customization Review Source JW Joeleen W. Clinical Director Mental Health Care Used the software for: 1-2 years ### "Make your business your own " May 11, 2023 5.0 I have had a wonderful experience and I have never once regretted switching systems to intakeQ Pros IntakeQ is so customizable that you really get to create the business and services that serve you best. There is no one size fits all with this software. Cons We want supervising note signing to be easier and more streamlined Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing IntakeQ More features Switched from [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Form signing and customization Review Source BR Brian R. Surgeon/ Owner Hospital & Health Care Used the software for: 1-2 years ### "FANTASTIC and WELL PRICED" May 11, 2023 5.0 Super easy and works fantastically for the most part Pros Easy to use and once its set up has completely automated my process and allows me to run a multimillion dollar busy practice alone Cons Some automations cant be turned off and e scripting is still a bit glitchy Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) Better options and less money Review Source JL Julio L. Owner/Clinician Mental Health Care Used the software for: 6-12 months ### "Makes Managing Inventories Easy" December 14, 2018 5.0 Overall, I'm very happy with it, and would recommend it. 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. Review Source Response from IntakeQ 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! Chuck R. Licensed Professional Counselor - Licensed Marriage & Family Therapist Used the software for: 2+ years ### "We've been with these wonderful folks for several years. I can't imagine our company without them!" April 12, 2018 5.0 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... 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! Review Source TD Te D. Owner Used the software for: Less than 6 months ### "I like the tool but need more flexibility and workflows to support my business." July 16, 2017 2.0 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. Review Source Response from IntakeQ 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! M. Victoria A. Holistic & Integrative Health Nurse Practitioner, Life Coach Health, Wellness and Fitness Used the software for: 2+ years ### "Excellent product - highly recommend" November 30, 2018 5.0 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. 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 Review Source TM Tate M. Clinic Director Health, Wellness and Fitness Used the software for: 2+ years ### "Easy and Extremely Effective" May 29, 2019 5.0 Pros This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay. Cons If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far. Review Source LS Laurie S. Psychologist Mental Health Care Used the software for: 2+ years ### "Customizable EHR" April 11, 2023 5.0 Pros IntakeQ is really user friendly and intuitive. New therapists at our agency are able to learn it quickly. My favorite part is that the forms are highly customizable so we can make changes and improvements easily. Cons The fact that the income report isn't itemized in one page for downloading. Review Source Christina B. Apprentice Midwife Medical Practice Used the software for: 6-12 months ### "THE BEST SOFTWARE EVER- I'm not kidding!!" December 7, 2018 5.0 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. Review Source Similar Products Featured ## Related categories [Therapy](https://www.capterra.com/therapy-software/)[Patient Portal](https://www.capterra.com/patient-portal-software/)[Therapy Notes](https://www.capterra.com/therapy-notes-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.