# Page 3 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of IntakeQ ## Showing most helpful reviews Showing 51-75 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JW Joeleen W. Clinical Director Mental Health Care Used the software for: 1-2 years ### "Make your business your own " May 11, 2023 5.0 I have had a wonderful experience and I have never once regretted switching systems to intakeQ Pros IntakeQ is so customizable that you really get to create the business and services that serve you best. There is no one size fits all with this software. Cons We want supervising note signing to be easier and more streamlined Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing IntakeQ More features Switched from [TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Form signing and customization Review Source AI Asha I. Physician Health, Wellness and Fitness Used the software for: Less than 6 months ### "Perfect for small practice " January 7, 2022 5.0 Overall perfect for providers with their own cash pay practice and especially those focused on wellness. Because everything has to be created (ie no pre-installed icd codes , you have to put them in manually) this may not be best for physician in regular practice.I hope they increase a few features without making it complicated Pros I should first emphasize I am a solo practitioner , with focus on wellness and limited services. I wanted a program that allows online patient scheduling, visit notes , pay via credit card and some billing of insurance and Hippa communication. Most programs that offer this have excessive features and design for practices with front desk and support staff instead of the practitioner. IntakeQ offered all I needed but simpler format that largely builds on creating own forms and rules. The set up guide and using help feature explains everything you can think of. The plus was it allows sharing of documents and creating journals for patients to complete, which was something I was struggling with, seeing patients via telehealth. The visit notes can take a while to perfect because it doesn’t feature templates physicians would use, but I am still playing with it to create the perfect template. They created a snippet feature which allows you to create text you would re -use , ie lung exam . You can also duplicate previous note and just adjust what is new. Some other programs look more esthetic but have poor execution of needed features. Intake Q doesn’t look grand, but it thought of everything you need. Works exactly the same on the phone without having to download an app. I’ve tried at least 5 other programs, this was the most intuitive Cons Patient portal and emails could be more simple . Sometimes patient get up to 3 emails for steps related to appointment. Patient should be able to complete consent and intake while making appointment instead of after . Wish you could pull journal and intake entries in to visit or SOAP note. I would like them to add features that may be more helpful for advanced practitioners such as labs , or pictures into note . I have submitted claim yet , so not sure how smooth that is. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing IntakeQ Still considering both Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/)[vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/) Features of other apps looked great but needed easy online patient scheduling that integrates with my website . 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 BR Brian R. Surgeon/ Owner Hospital & Health Care Used the software for: 1-2 years ### "FANTASTIC and WELL PRICED" May 11, 2023 5.0 Super easy and works fantastically for the most part Pros Easy to use and once its set up has completely automated my process and allows me to run a multimillion dollar busy practice alone Cons Some automations cant be turned off and e scripting is still a bit glitchy Switched from [Tebra](https://www.capterra.com/p/129169/Tebra/) Better options and less money Review Source 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 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 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 EH Elana H. Physical Therapist Medical Practice Used the software for: 6-12 months ### "I love this platform" October 14, 2020 5.0 I am incredibly satisfied! I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms! Pros I have been using IntakeQ since Jan 2020. I found this platform after being dissatisfied with the one I was previously using. I couldn't be happier with the change. 1. I was already using SRfax and this is integrated with that fax program 2. It take a little time to customize everything, but it is well worth it and the customer service response is great and fast. 3. I love that the booking and billing and EMR are all in one program 4. Faxing notes to doctors offices, receiving them back and then assigning them the to appropriate patient chart is fast and easy. 5. I can easily use this platform from my phone to book appointments, check faxes, review notes etc. 6. I can send automatic forms prior to the first visit and custom forms (including a COVID screening) prior to each visit. And much more ! Cons While the customer service is fast and generally meets my needs, it is always be email and sometimes I would prefer a phone conversation. If needed, they will schedule a phone call, but email is definitely the "go to" way they address inquiries. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing IntakeQ It had the capability of EVERYTHING I was looking for and the price-point was right. Switched from [WebPT](https://www.capterra.com/p/92920/WebPT/) I found WebPT not to be user friendly. It couldn't do simple billing (I do not bill insurance and needed only to generate a Superbill). The program couldn't make a Superbill and there was no work-around. I couldn't easily send AND receive faxes through the program with my established fax number. Review Source JL Julio L. Owner/Clinician Mental Health Care Used the software for: 6-12 months ### "Makes Managing Inventories Easy" December 14, 2018 5.0 Overall, I'm very happy with it, and would recommend it. Pros My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there. I also really enjoy how I'm able to customize forms with fields, of all sorts. The Customer Support is great. Ease of Use and Flexibility. I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out. Appointment Reminders w/ Text is Great. Easy Notes, the easiest most streamlined way. Cons No Phone App. Forms do not convert easily to Phone Versions for clients to complete. The signature (hand drawn signature) is not smooth; and it looks like the brush is not well thought out. Needs some user-interface work. I wish there were an easier way to message patients via a Phone App. I also wish that instead of a Bubble for messaging patients; it actually just stated, "Messages" I would like to be able to map out the fields completed in an IntakeQ form field, so that the fields populate on top of a PDF or image, as specified by me. We use very specific PDF forms that we are required to use for contracting. It would reduce paperwork redundancy. I find myself sending forms out, getting them back, and then having to transcribe that information onto other forms. I wish I could just take that PDF form, upload it to IntakeQ, and have fields populate onto it based on responses from IntakeQ surveys, or IntakeQ notes. Not all of our patients manage an e-mail, and so, this has been a challenge with those patients to get them rolled onto IntakeQ. Review Source Response from IntakeQ December 17, 2018 Hi Julio, Thanks so much for the positive review! We have a feature that allows you to map form fields to patient notes. Our support at hello@intakeq.com will be happy to help you set this up. Regarding patients who don't have an email, this article explains how to enable a setting that allows them to use a phone number instead: https://support.intakeq.com/article/149-choosing-the-login-method-for-your-public-forms I hope this helps! 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 Marilee F. Owner Hospital & Health Care Used the software for: Less than 6 months ### "The best customer service on the planet" January 10, 2019 5.0 Pros I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are! Cons I cannot think of any cons for IntakeQ! 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 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 TD Te D. Owner Used the software for: Less than 6 months ### "I like the tool but need more flexibility and workflows to support my business." July 16, 2017 2.0 Pros Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful. Cons Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs. Review Source Response from IntakeQ July 17, 2017 Hello, Thank you for your feedback! We understand that your business has a special workflow after the intake is completed. Unfortunately, custom document workflows is a little out of our scope at this time. You may want to look into our client tags feature, which can be automated and allows you to filter by tags later. Also, you can always use our APIs if your business needs something more sophisticated. Feel free to contact our support at hello@intakeq.com if you need any assistance with improving your workflow! 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 M. Victoria A. Holistic & Integrative Health Nurse Practitioner, Life Coach Health, Wellness and Fitness Used the software for: 2+ years ### "Excellent product - highly recommend" November 30, 2018 5.0 Intake forms are a snap to create, change, edit and send to patients/clients - could NOT be easier. And their service of uploading and formatting for you is SO affordable and easy. Pros Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more! Cons It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go Review Source 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 VP Valerie P. Office Manager Hospital & Health Care Used the software for: Less than 6 months ### "Super Customizable, thanks to \[SENSITIVE CONTENT HIDDEN\]!!!" March 1, 2021 5.0 I cannot say enough GREAT things about \[SENSITIVE CONTENT HIDDEN\] with IntakeQ. When I let him know that, due to the answers received from the other Customer Service/our Onboarding rep, we may need to move to a new product after all, he jumped on the case! Not only was he able to give us answers that we needed, but he was able to get the system set up for us in a way that made it so we didn't need to switch products after all! I cannot say enough about how he went above and beyond to make sure we were able to work with the system, really showcasing how flexible it can be based on our needs. Pros We have been able to implement this into our needs rather easily! It's exciting to be able to provide our clients with a far more seamless option to go from sign-up with us to appointment. Cons We did have some issues with getting it to reflect the things we needed, at first. After speaking to several Customer Service reps, they made it sound as if it might not be possible to implement what we needed. Alternatives considered [TheraPlatform](https://www.capterra.com/p/203711/TheraPlatform/)[MedEZ](https://www.capterra.com/p/152902/MedEZ/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing IntakeQ It looked like IntakeQ was going to be customizable to the point where it would cover everything we needed. From forms being immediately uploaded into clients files, to setting up appointments, widgets for bookings, etc. Switched from [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/) They did not have all of the services and features that we needed. 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 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 MJ Megan J. Mental Health Technician Mental Health Care Used the software for: Less than 6 months ### "Pretty good system " May 12, 2022 3.0 It was overall pretty good. Pros I liked the payment options and the ability to structure it how I needed to. Cons I didn't like how recurring payments was structured. It could have been more user friendly in some ways. Alternatives considered [Athena](https://www.capterra.com/p/155897/Athena/) Reason for choosing IntakeQ It was cheaper Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) To combine features needed in that environment. Review Source 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 JM Judith M. Owner, Head Physical Therapist Hospital & Health Care Used the software for: 6-12 months ### "Makes running my small biz a breeze" December 6, 2018 5.0 Pros Reasonable pricing, great user interface, has made running my small business \*SO MUCH\* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company. Cons There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less! Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have. 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 Sebastian U. Massage Therapist/Bodyworker and Somatics Movement Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "The best system to manage your Massage/Physio/Coaching business online!" August 28, 2018 5.0 I can manage the whole client booking experience in one place. The latest addition to automatic birthday email is incredible! And just love Client Portal, place where clients can check their appointments, packages, invoices, etc.. Pros I love IntakeQ! Before I started with IntakeQ, I did a deep search and tried different systems for my Massage/Coaching business. My main criteria were to go completely paperless and I was looking for a fully automatic way: Client book the session/ or I manually book a client; then the system will send the Intake form (You can even create your own Intake forms, with your own questions and is so easy!), Reminders (both email and SMS to choose), online booking. And after the session, I can easily update my clients details from my Ipad or phone (SOAP notes). The most importantly, the IntakeQ team is so responsive and always helpful, I asked for a few updates, and these were implemented in no time! Thank you so much IntakeQ team! Cons None! The IntakeQ system is perfect! And the team is implementing new improvements on an ​ongoing basis. Review Source Similar Products Featured