# 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of IntakeQ

## Showing most helpful reviews

Showing 26-50 of 321 Reviews

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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!

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.

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

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

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

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

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

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!

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.

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!

SS

Sanchita S.  
Care takes  
Child Day Care Services  
Used the software for: I used a free trial

### "Good one to use"

November 8, 2024

4.0

Love it often times, has an easy setup too

Pros

It connects you with the right service provider

Cons

It doesn’t give you too many options to choose from

Review Source

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

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

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.

Review Source

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

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