--- title: "IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is IntakeQ the right Patient Case Management solution for you? Explore 322 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" publication_date: "2026-09-29" --- IntakeQ 4.7 (322) [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 September 29th, 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 322 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lexi S. Owner and Therapist Mental Health Care Used the software for: 6-12 months ### "Great balance of cost & features, perfect for small therapy practice" December 18, 2018 4.0 Pros I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan. I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do). And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session. They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms. Cons There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms. It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features. I'd love to see a discount for paying for an entire year up-front, too. Review Source AS Ashley S. Chiropractor Health, Wellness and Fitness Used the software for: 1-2 years ### "Good but could be better" October 10, 2024 5.0 Pros Ease of use, ease of implementation, cost Cons Wish there was a way to format forms to print on fewer pages when a patient requests a paper version. Wish you could integrate with Square credit card processing. Alternatives considered [ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) Reason for choosing IntakeQ IntakeQ was easier to demo and set up without a pushy sales person Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Pricing and ease of use with set up of templates Review Source Response from IntakeQ October 17, 2024 HI Ashley! Thank you for taking the time to review us, we're always working on making forms better and I will pass your feedback for printing onto the team. :) VR Verified Reviewer Office manager Health, Wellness and Fitness Used the software for: 1-2 years ### "Spend extra money elsewhere" August 18, 2024 1.0 I wish I didn’t start with them now that my practice is growing. Pros Their forms cost money to generate. After they sell you, they leave you high and dry for setup. Cons Customer service is not great. All they do is send you a link to a guide. If I’m paying $6000+/ year per practice, I want to speak to someone when I have technical questions Alternatives considered [ChiroFusion](https://www.capterra.com/p/142407/ChiroFusion-Complete-Practice-Management/) Reason for choosing IntakeQ Entry price point Review Source Response from IntakeQ October 3, 2024 Hi there, I am sorry to hear that you did not been have a good experience with IntakeQ. We value your feedback and you as a former user. It sounds like there was some crossed wires as our pricing for our average practice is well under $100 per month. Additionally, form templates are free to self-build or we have a library with over 100 standard forms. We only charge if you want us to convert a file you currently have. We would love to speak about your issues further, please email us at hello@intakeq.com. AR Anne R. Owner, Therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "Great Product" April 11, 2023 5.0 I really like using it and find it meets my needs better than any other EHR I've used. Pros IntakeQ is highly customizable allowing complete control over your forms and processes. It has amazing automations you can set up allowing for wonderful workflows. This is particularly helpful for group practices. The scheduling system is great and the forms and questionnaires are the best of any product I've used. Cons It takes a lot to set things up because it is so customizable. It can also be hard to find things within the system because there are so many options and settings. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Cost and being able to customize forms for my group practice. Review Source VH Victoria H. Administrative Clerk - Psychological Clinic Higher Education Used the software for: 2+ years ### "Great product - great service" October 11, 2024 5.0 I had a question about how to accomplish something and received a response very quickly with clear instructions. Pros Easy to use, secure, customizable - can create your own forms. Cons I had a problem understanding signature boxes. Clients were being forced to sign in an opt-out of research box. Was able to rectify with help from IntakeQ. Alternatives considered [Hushmail](https://www.capterra.com/p/163919/Hushmail/) Reason for choosing IntakeQ Clinic Director chose IntakeQ because of the ability to create our own forms, ease of use, password authentication for client use and ability to easily download submitted forms. Review Source JK Julie K. physician owner Medical Practice Used the software for: 2+ years ### "Great Patient Intake System" October 10, 2024 5.0 Pros We love how easy it is for our patients to complete the forms we've created on IntakeQ and how easy it was for us to create the forms. Cons We wish that IntakeQ integrated with our EMR, Practice Fusion. Alternatives considered [Phreesia](https://www.capterra.com/p/131633/Phreesia/) Reason for choosing IntakeQ Easier to set up and better value for the money. Review Source Response from IntakeQ October 17, 2024 Hi Julie! Thank you for taking the time to review us, we really appreciate it! We do have an open API that could write into Practice Fusion if they also have one. We do also have our own EMR, PracticeQ that is fully integrated with forms throughout all of our features! 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 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 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 FR Freedom R. psychotherapist Mental Health Care Used the software for: 2+ years ### "Best Practice Management!" October 27, 2022 5.0 I have tried other top brands trial and I'm sticking with IntakeQ. It's easy to use, reliable and efficient. Pros IntakeQ has everything a clinician needs and for every budget. I don't one one complaint about their services. Whenever I have questions their customer support is impeccable. Most of the time in less than 24 hours I received the support I need. It has so many features and is less expensive than other known brands. Cons This software it's as close to perfect. I wish it would have note entries to select but for the affordable price and the several features it offers, I'm happy with intakeq. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing IntakeQ Less expensive. It has more features. Impeccable customer service. Review Source 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 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 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 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 VR Verified Reviewer Clinical Trials Operations Specialist (Contract/Consultant) Biotechnology Used the software for: 6-12 months ### "Clean and simply designed intake and patient management platform" December 14, 2018 4.0 Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security Pros Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy. Cons Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms. 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 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 ES Erin S. Admin Medical Practice Used the software for: 6-12 months ### "Intake Review" October 10, 2024 5.0 Pros Ease of use and templates available to be used/modified easily Cons It allows multiple forms to be created for the same patient and there is no easy way for the patient to come back and finish their unfinished forms. The system does not recognize the returning users and let them start duplicate forms. Review Source Response from IntakeQ October 17, 2024 Hi Erin! We'd love to assist you with this, your patients should be able to come back and finish their form if they enter the same credentials. Thank you for taking the time to give us a review! 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 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 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 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 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 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.