# Page 2 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of IntakeQ ## Showing most helpful reviews Showing 26-50 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BM Bridget M. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Intake Q made our paperwork way more seemless" November 10, 2025 4.0 Overall, I’ve been very happy using IntakeQ with my company. It’s made managing client forms, scheduling, and documentation so much easier and more organized. The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care. 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. IntakeQ has definitely improved our efficiency and streamlined daily operations. I’ve already recommended to a couple practice owner friends! Pros Switching to IntakeQ was truly seamless! The setup process was straightforward, and I was able to start using it right away without any confusion or extra training. Everything about the platform feels intuitive — from creating forms to managing client information. It has streamlined our intake process and saved us so much time on paperwork. I love how professional and easy it looks for clients, too! The transition couldn’t have gone smoother, and I wish we had made the switch sooner. IntakeQ has made our workflow more efficient, organized, and stress-free. Cons t can take some time to fine-tune everything and create a customized workflow that fits your specific needs (i.e. our intake forms ect.), but once you do, it’s completely worth it. IntakeQ offers so many options for personalization that you can really make the system work exactly how you want it to. There’s a bit of a learning curve as you explore all the features, but the flexibility and customization make up for it. Once everything is set up, the workflow runs smoothly, efficiently, and in a way that truly supports your practice. It’s an investment of time that definitely pays off in the end. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reason for choosing IntakeQ It was too expensive for us at this time. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) A big part of why we switched as the the ease of use especially with the different administer and clinician account options. Review Source WB Wesley B. Owner and therapist Mental Health Care Used the software for: 2+ years ### "Easy, intuitive, and functional " October 25, 2025 5.0 I have been satisfied with its functionality. The platform does what it intends to well. It would do well to add a couple of extra features and reduce the price. Pros The platform allows the easy creation of documents. My clients seem to have found it easy to use, and I have not had complaints about usability. I find the platform interface simple and intuitive. Cons It is a bit expensive. I also would love to be able to create surveys on the platform and/or for clients to be able to upload documents via the platform. Switched from [CounSol.com](https://www.capterra.com/p/124769/CounSol-com/) My clients found CounSol confusing and difficult to use. Review Source JB Julia B. Patient Care Coordinator Medical Practice Used the software for: Less than 6 months ### "Easy and Simple" March 22, 2025 5.0 I've been using IntakeQ for several months now and I enjoy it more than most other document signing programs. We've decided to leave our last document program to use this full-time. This is by far the easiest I've used. Pros I love the customizability. I'm able to easily and quickly write up documents for my clients. 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! Cons There is no automatic translation button. Each document I need translated into Spanish has to be hand translated. There is also not an option to upload documents that have been filled out by hand. Switched from [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/) Limited customizability, no way to check progress of documents, no notification when documents are finalized. Review Source AK Annie K. Tech Medical Practice Used the software for: Less than 6 months ### "USER FRIENDLY" October 11, 2024 5.0 So user friendly and I love the website design. Pros It's amazingly user friendly and customer service is always super prompt and helpful with their responses. Patients also seem to enjoy it and it interfaces really well with our EHR. Oh and the QR codes are GREAT! My office has genuinely enjoyed this program a ton. Cons I wish the intake form header was easier to customize. I had someone at IntakeQ create a header for me and didn't LOVE it (although the designer was super fast to create it, so that was nice). I also wish I had more freedom with my filters to look up patients. ALSO, I find we have to send multiple forms to patients sometimes and that can affect our reports and skew our stats. I wish there was a way to delete duplicate forms without going into each patient chart and deleting the duplicate forms so our reports were more accurate. Alternatives considered [NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/) Reason for choosing IntakeQ I looked at a BUNCH of other products and reviewed basically every other option, but IntakeQ lead the pack from the start. It was a no-brainer, honestly. 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. :) JZ Jenni Z. Speech Language Pathologist Medical Practice Used the software for: 2+ years ### "Intake Q review" October 10, 2024 5.0 Good, I like the customization feature. I think a video or invitation to show already supported clients what can be done additionally with the service provider would be helpful Pros Being able to customize my forms, put my label on them. Cons Not sure him to take it’s utilization further past in taking clients Alternatives considered [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/) Reason for choosing IntakeQ I’m still looking at other products, I’m looking for something more friendly for speech pathologists who see kids and adults 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! 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 EL Erin L. Owner and Business Manager Hospital & Health Care Used the software for: 1-2 years ### "Small practice - lots of forms" October 16, 2024 4.0 It works just how I'd want it to an fills the need we have for user friendly online forms, and even better it saves paper! Pros The form creation is very easy to use and straightforward. Sometimes I have to try a few times to get the boxes how I want them, but it is not too difficult. Cons Nothing that I can really think of. There might be some additional fields I would like, but overall it works how I would like! Review Source TR Trisha R. Owner Mental Health Care Used the software for: 2+ years ### "Easy intakes, intuitive platform." October 10, 2024 5.0 Been a customer for 4 years. Makes the intake process easy. Pros It's intuitive, simple, and easy to use for both myself and my clients. Cons Luckily, nothing yet to suggest for improving. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing IntakeQ It offered exactly what i needed with the option to add more services if and when needed. 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! JB Jordan B. DR Health, Wellness and Fitness Used the software for: 1-2 years ### "Bell Chiropractic Review" October 10, 2024 5.0 Love to use it and easy for almost everyone to access. Pros The easiness to import the information into our systems. Cons Sometimes patients do not complete the forms entirely because they don't know to continue Review Source 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. KK Kassidy K. Chiropractor Health, Wellness and Fitness Used the software for: 1-2 years ### "Great value for the money!" December 26, 2025 5.0 We use it for new patient intake, progress exam questionnaires, testimonials, and consent forms. Overall we are pleased with the product for the price. We would love to be able to brand the paperwork so it matches our brand. Pros Simple to use and customizable! Very affordable and great value for what you pay. Easy to send to patients. Cons You can’t save log-in information so it is constantly logging out, which is very inconvenient when you need to review paperwork in a short amount of time. Alternatives considered [ChiroHD](https://www.capterra.com/p/218059/ChiroHD/)[ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) Reason for choosing IntakeQ ChiroHD doesn’t haven’t customizable forms, chirotouch is high price Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Switched EHR systems and needed new way to do intakes Review Source AF Amy F. RD Alternative Medicine Used the software for: 6-12 months ### "Easy to use, very professional" October 10, 2024 5.0 Great! I plan to keep using for my practice. Pros Easy for me, very professional interface for clients. Cons Having to create forms vs scan them in. Would love to not have to rebuild my forms. Review Source Response from IntakeQ October 17, 2024 Hi Amy, Thank you so much for your review, we are happy to hear you have been enjoying using IntakeQ! 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 FG Fiona G. Front Office Hospital & Health Care Used the software for: Less than 6 months ### "Love IntakeQ" October 10, 2024 5.0 Pros It is a very user friendly. You do not need to be a tech wiz to figure it out. The Team is also very helpful and quick to reply. Cons It is not integrated with our system so its a little slower to get the forms uploaded. Review Source Response from IntakeQ October 17, 2024 Hi Fiona! Thank you for taking the time to review IntakeQ! We strive to be as user friendly and customizable as possible. We do have an open API that could potentially be used to update your other system. EF Eric F. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great experience with IntakeQ" October 10, 2024 5.0 Pros The customization of forms and ease of use for my patients. Cons Can’t think of anything that stands out at this time. Review Source Response from IntakeQ October 17, 2024 Hi Eric! Thank you for taking the time to review IntakeQ! We're grateful for your continued use of the product. -J 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! 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 JM Julie M. Functional Medicine Practitioner Medical Practice Used the software for: 6-12 months ### "The best EHR I have used in 30+ years in practice" October 5, 2023 5.0 When I first started using IntakeQ, I thought this software must have been written by a practitioner who actually does notes! All the other software I have used was slanted to the computer tech who wrote the program. Then, it all made sense when I found out about the suggestion to change or improve things from the practitioners actually using the software. Thank you for not only asking but for actually continually improving things to make it just that much better! Pros IntakeQ has actually allowed me to enjoy doing my patient notes! This has always been the worst part of practice - not anymore! I love the flexibility of making it "my own" with the flexible flows and processes. It truly is an all-in-one from the audio/video appointments, scheduling, appointment reminders, links to put on my website, and the connection to Fullscript, and it documents right in my notes. I love the voice-to-text feature as well. The ease of reading the notes and the professional look is amazing. The messaging is critical to me with the virtual practice and helps me stay connected with my patients. Cons Honestly I have not cons. After using so many other EHR's in the past, intakeQ is a homerun for me. Review Source AJ Adella J. CEO Health, Wellness and Fitness Used the software for: 1-2 years ### "most customizable EHR software for our mental health practice" May 12, 2023 5.0 we have been with them almost 2 years, prior to them we were with simplepractice (night and day). We also previously were with TherapyNotes and needed more customization. Pros The customization. That they have kept pricing for OGs the same. Great email support. Consistency. Cons I wish there was an open API for billing. 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. Alternatives considered [FormDr](https://www.capterra.com/p/184016/FormDoctor/)[Zanda](https://www.capterra.com/p/180530/Power-Diary/)[Jane](https://www.capterra.com/p/178984/Jane-App/)[Tebra](https://www.capterra.com/p/129169/Tebra/)[TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/) Reason for choosing IntakeQ open API, a lot of customization, easier to sign notes for supervisors, permissions for users, autopay feature, pricing for nonprofits, simplicity of use Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) API and customization were the two big draws 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 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 AW Amy W. CEO | MS, RDN, CEDS Health, Wellness and Fitness Used the software for: 6-12 months ### "Enjoying IntakeQ" April 11, 2023 5.0 We switched from Practice Better (PB) to IntakeQ in July 2022 and it's saved me on average 8 hours a week just in insurance billing alone. PB does not have an integrated clearinghouse, which meant manually tracking claims via a Google Sheet for every clinician and every client. With IntakeQ, all it takes is 3 button clicks and the claim is submitted, and the integrated clearinghouse options automatically update status and communicate this back to IntakeQ. Such a lifesaver!Note functionality is also much better than PB. Namely I disliked how PB would display every single checkbox and row in a chart even if they were not selected or answered. It made notes extremely long, cluttered, and virtually impossible to read. IntakeQ is customizable to where you can choose to show unselected/unanswered questions or not. There's also loads of options with conditional formatting and the ability to automate a task based on the answer received.The IntakeQ team is highly responsive and they work hard to implement feature requests that are strongly supported by the community. So far we are very pleased! Pros Highly customizable forms and features with task automation and pinned notes. They are also very active in their Facebook support group and highly value the feedback they receive from their customers. Cons Limited ability to transfer/upload patient records from another system (when transitioning the practice over to IntakeQ); no document library; inability to fax more than 1 document from a patient record at a time; no meds list or allergies function yet. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Reason for choosing IntakeQ Features and price Switched from [Practice Better](https://www.capterra.com/p/159263/Better/) Lack of an integrated clearinghouse in Practice Better in addition to the high costs and poor note template customization. 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