--- title: "IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews/" page_type: "reviews" language: "en" --- 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 August 26th, 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 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 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 Bo Ben o DirectorHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “The provided color schemes and templates are not only unappealing but also lack the much-needed customization capabilities.“ October 12, 2023 ## 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 VR Verified Reviewer VP, R & D Medical Practice Used the software for: Less than 6 months ### "Patient Data Management Nightmare - Not HIPPA - CANNOT manage your patient data" August 17, 2021 1.0 Horrific. Caused more problems than it solved. Do NOT use to manage patient data, you will be sorry. You have been warned. Pros Was cheap and easy to use, but not worth the headache Cons Software uses patients first name and email address to identify them. This is NOT OK for medical patient identification. Unfortunately, the company said there is no way around it, and we cannot use "full name" and "birth date", which is common medical practice to identify patients. What's worse, if a patient makes an appointment with the same first name and email address (like a parent would do when registering their child that has mom or dad's first name, which is very common), the system thinks it is the parent being registered and will overwrite the parents' data. This is completely unusable, completely unthoughtful, and will cause you great stress in trying to (futiley) fix the data management nightmares that could easily be avoided by using name and birthdate. Tech support says there is no way around it and the system is hardcoded for this....completely useless! User beware! Review Source Response from IntakeQ September 10, 2021 Hi there, Sorry to hear our system didn't work for your needs, we cannot cater to all situations unfortunately. I wanted to clear up a few things noted in this review. We are fully HIPPA compliant. You can most certainly manage your client data, each client has a profile where all of their information is stored. There are various lists, reports, and exports available as well. The issue you noted about clients who have the same email address and first name does exist, as we use the email and first name as the primary client identifiers. Most using our platform don't have an issue with this, though some may. Take care, Ryan, IntakeQ Support Team Lead 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 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 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 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 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 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 CP Cheryl P. Nurse Practitioner and owner of the business Health, Wellness and Fitness Used the software for: Less than 6 months ### "Very Happy with Intake Q" October 11, 2024 5.0 So far it has been excellent, no issues. I know that I have available education and support of the staff of Intake Q whenever I need it Pros Pt records easily accessible and HIPPA compliant. I also like the ability to add notes to the different sections. I also really like the convenience of knowing when patient's have returned their completed forms to me. Cons Nothing thus far. I have no complaints to date Review Source Response from IntakeQ October 18, 2024 Hi Cheryl, Thank you so much for your review, we appreciate your use of IntakeQ and we look forward to making the product even better for NP's like yourself! -J RA Rachel A. President and Licensed Professional Counselor Mental Health Care Used the software for: 1-2 years ### "A great investment for practice management" May 11, 2023 5.0 In the past two years as a user of IntakeQ, they are constantly improving their product. They listen to and strive to meet their customer's needs. Pros The responsiveness of IntakeQ's staff when you send an email is fast - usually within a few hours during normal business hours. The client portal is exceptional with the client's ability to self-schedule, view and pay invoices, change credit cards, submit forms and journals, and message the provider. The forms creator, booking module, and billing module are easy to use once you learn the system. Cons The task manager can create automatic tasks, but they do not automatically disappear off the task list when completed. There is a learning curve to setting up IntakeQ to meet your specific needs, but that is too be expected when the system is so customizable. Review Source BO Ben O. Director Health, Wellness and Fitness Used the software for: 6-12 months ### "Ahead of its time ( 10 year ago) " October 12, 2023 4.0 The provided color schemes and templates are not only unappealing but also lack the much-needed customization capabilities. Users are cornered into utilizing their default email templates, which unfortunately have a strong spam-like appearance. There's no available option to incorporate personal branding with a unique domain or to employ a white label solution. The support team continually praises the product's adaptability, but their grasp on the actual setup and customization for distinct business applications appears shaky at best. They're quick to spotlight its adaptability, often suggesting that users can tweak it as they see fit. However, the reality is that there's a glaring absence of crucial features and functionalities. My list of its deficiencies could extend for pages.You're limited to setting up triggers or actions based solely on new clients or scheduled appointments. There's no mechanism to automatically add or remove tags based on specific actions, which is a significant oversight. Although they have a feature request section, their response is often sluggish, with a tendency to prioritize trivial updates that don't genuinely cater to user needs. A pivotal enhancement would be to simplify workflows and provide integrations with platforms geared towards selling services, like Shopify. While this platform might suit office functionalities, it severely underperforms for companies aiming to sell their services online and seeking seamless integrations.Moreover, Pros The customization options for setting up your work flows are pretty good. Cons Gross colors schemes and templets that aren't customizable. You're stuck sending there email templets that look like Spam and you can't brand your own domain or white label. The support set-up just likes to talk about how cool the product is but they don;t know how to set it up or optimize it for yor business. They say thats whhy it's so cool, bevause you can do whatever you want with it. I could go on for hours about the missing feature and Review Source AS Angela S. Licensed Professional Counselor Mental Health Care Used the software for: 6-12 months ### "Gives you control" November 18, 2022 4.0 Overall I have been pleased and satisfied with it. I like the level at which I can individualize it. The developers frequently improve and add more to it. Also, The price has stayed very reasonable. Pros It had everything I needed for practice management, and I could integrate it with online services I was already using, such as Square, Office Ally, and Google Workplace. The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes. Cons Some things took a while to figure out how to do, and there have been some bugs. I wish there was more control over organizing documentation under a client's profile. I had experience developing documentation and using integrations with Google Workspace Apps, so it was probably an easier transition for me than it would be for someone who didn't have that experience. Reason for choosing IntakeQ I had more control over setup, I could integrate with online services I was already using, and the price. Review Source VR Verified Reviewer Clinical Supervisor Mental Health Care Used the software for: 6-12 months ### "Excellent support for my small business!" December 5, 2018 5.0 Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me. Pros I am very pleased to be able to allow clients opportunity to communicate and complete personal health information online in their preferred way to communicate without fear of exposing their personal health information to others. I also appreciate the pricing for this product. I love the responsiveness of the customer service. Cons I wish that the software worked well with PayPal or had their own credit card processor. I also would like to be able to submit payments to insurance companies through the system. Among the features that exist already, I wish that you could click on the clients’ name where ever it appears and be able to get back to their profile page without having to go to the client’s list. I also wish that when stopping a recurrence, you could have a choice of stopping all including the appointment that is open and not just all of the ones after the one that is open. When I am in the message center and want to click to another client, I have to refresh the page to ensure that the right page is connected to the right client. Otherwise the name will change, but the page remains on the previous client’s page. Review Source RF Rebeca F. Owner, IBCLC Hospital & Health Care Used the software for: 2+ years ### "Great product with potentiality for excellence " April 11, 2023 4.0 Functionality of the firms and charting is great. Client portal is excellent. Lacks employee management. Would be great if it had voice to text. Pros The customization of the forms is greater. Cons Customer service. Our personal experience is that it’s hit or miss. Switched from [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) The forms are better. Review Source NS Nicole S. Doctor Health, Wellness and Fitness Used the software for: 6-12 months ### "New patients no longer ruin my day" April 9, 2020 5.0 Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it. Pros For years we stressed about new patient paperwork not being filled out and causing my schedule to run 30-45 minutes behind when they forget to fill out 8 pages of paperwork. The forms are easy to make and send. Patients can fill them out on their cell phone which is a huge help for my practice since we have many seasonal visitors in Scottsdale. The customer service is excellent. Always above and beyond and super fast. A huge refreshing change from my last portal. Horrible customer service. The membership option is very helpful and if you want to switch to a concierge membership program I would highly recommend using the IntakeQ billing system. Cons I hate their schedule. It is ugly. It is clunky. I can never see all my patients in one day well. The print outs of the schedule waste a lot of paper. This could all be easily improved upon. But we make it work. Reason for choosing IntakeQ Because other Naturopathic doctors said it was the best option in a group chat and they were right. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) It sucks Review Source JM Jessica M. Office manager Health, Wellness and Fitness Used the software for: 2+ years ### "Great management/time saving " June 14, 2022 5.0 Easy to send forms to clients and keep everything well organized and in order! Pros Love intake q. Love all the auto features plus if there is something you think that is needed the team is always open to suggestions and their support team is amazing! Makes day to day operations a breeze. Cons Sometimes with any software it has a mind of its own. But can figure out quickly. Review Source SA Suzanne A. Director/Therapist Mental Health Care Used the software for: 2+ years ### "IntakeQ" April 11, 2023 4.0 Support services are stellar! Pros Ease of making appointments, 24/7 access to client records, reminders before appointments, scheduling forms to be sent out before and after sessions Cons Can't search for a series of appointment availabilities; can't search on the number of missed sessions a client has had. Review Source Daphne R. Owner Used the software for: 1-2 years ### "Love the continuous updates!" April 13, 2018 5.0 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). Review Source YG Yehuda G. CEO Mental Health Care Used the software for: Less than 6 months ### "Very Happy. Great Product" January 23, 2022 5.0 Pros Pretty much everything. A great system truly built around the needs of the practitioner, kind of like the Toyota of EHRs. Interface is fresh and easy to use. Customization is a breeze and functionality is fantastic. I shopped for an EHR for many months and was told by colleagues that I will eventually have to succumb to Simple Practice. They were wrong and I am so happy that I trusted my instincts that there just had to be a better, affordable solution out there. IQ is that solution. Cons No live support and no 2-way communication on alerts (meaning, if i send a reminder to a coworker I do not know whether they opened it and there is no way for the coworker to 'sign off' on the reminder when it is has been completed. We also needed to create quite a trail of workarounds to deal with some glitches relating to the inability to attach treatment notes to outgoing claims in the Office Ally integration. But IQ was receptive and worked with us and we got it done. Review Source ZA Zachary A. Practice Owner/Clinician Mental Health Care Used the software for: 6-12 months ### "Unparalleled Customer Service" July 10, 2019 5.0 My experience doesn't matter as much as my clients' experiences: they all love the intake and consent forms going right to their email, and they love the appointment reminders (text and email.) It really goes a long way to make my practice come across as professional. Pros The software is intuitive and amazingly flexible. There are templates built-in for consent forms, assessments, and notes, but you also have the ability to customize each template to suit your practice's needs and create completely new templates. I use IntakeQ for everything: scheduling, billing/invoices, notes, diagnosis, Superbilling, appointment reminders, and secure communication with clients. The customer service department is ABSOLUTELY amazing to the point that I asked them "where can I leave you a review because you deserve recognition." I've had a few questions for them, and I've always got a response within an hour or two. I can't recommend this service enough. It runs my entire practice. Cons Initially, I was a little hesitant about the idea of having to create my own forms, but the templates provided made it super easy to tweak them to suit my needs. Review Source EH Emily H. Doctore Health, Wellness and Fitness Used the software for: 1-2 years ### "The BEST way to automate my busy practice!" December 1, 2016 5.0 WOW! The ease of use is crazy simple....and if you get stuck-- if you send an email to support, you WILL hear back from a rep within the day, and I mean if you send it at 7pm you will get an email back at 8pm. yep even after hours. I secretly want to hire their staff because their customer service is top notch. But not only is the staff amazing, the product is THE BEST solution for my functional medicine practice. HIPAA compliant. Getting started with them-- they were able to convert my current forms into digital questions for a mere $9 or something like that. I would've wasted HOURS trying to figure that out. If you are considering intakeQ, look no further. I would do a video testimony for them because I have been so impressed. (and no I don't work for them) Pros \-Ease of Use -Ability to fit within my digital practice -Staff -Staff always coming up with solutions to my questions Cons \-Wish there was a feature to have clients put things in chronological order like some other Functional Medicine Software companies. Review Source Similar Products Featured ## 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.