# Page 4 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of IntakeQ ## Showing most helpful reviews Showing 76-100 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 FA Fani A. Administrative Assistant Health, Wellness and Fitness Used the software for: 6-12 months ### "Useful Software, Great Customer Service" December 18, 2018 5.0 Overall positive experience. Expect a learning curve in the beginning, and know that if you want to use IntakeQ for anything more than just the most basic scheduling, you will need to put some time into figuring out how it works. That said, I've been able to make beautiful intake forms, keep track of all of our scheduling, and transition to a nearly 100% digital system through IntakeQ. Recommended. Pros This software has really streamlined our practice and allowed us to go almost 100% digital. There is a bit of a learning curve, but the help page is generally useful, and IntakeQ has some of the best customer service I have ever worked with. They always respond to my questions (and I've had many questions) within 24 hours, and I always feel like I'm talking to a "real" person that works with me to resolve any issues I'm having. Cons Aspects of this software can be very confusing, particularly when it comes to the various "roles" that different accounts have. It is also sometimes unclear where to access certain functions. Sometimes I'm able to resolve these issues through the help page, but other times customer service has to help me figure it out. The software could be a lot more user friendly and intuitive, but the great customer service helps to make up for that. Review Source AR Arin R. COO Medical Practice Used the software for: 2+ years ### "The best option for our therapy office!" April 13, 2020 5.0 We use the bookings functions (only internal bookings, not client direct bookings), invoicing, payment, electronic consent forms and SOAP notes. Pros We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point. Cons Wish we could integrate email marketing beyond just extracting our client's email address. Switched from [WebPT](https://www.capterra.com/p/92920/WebPT/) Functionality and cost Review Source VR Verified Reviewer Digital Media Specialist Used the software for: 1-2 years ### "Customer Support is Outstanding!" March 8, 2018 5.0 Pros I love how quick, polite, and helpful the customer service is. I always receive an email reply back about my question or concern within one business day - usually much quicker, within the hour! Cons For our purposes, it would be helpful to have more options with sending forms back to clients once complete (like after a year or so) for them to update info. But, other than that we are very pleased! Review Source VR Verified Reviewer Business Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Wonderful Intake System!" May 31, 2019 5.0 IntakeQ is a very great and affordable tool for the entire patient intake process! Pros \- Unbeatable customer service! - Very simple and easy to use - HIPPA-compliant and secure when sending and receiving information - Connected to my Google calendar making it very easy to see patient appointments on my mobile phone - Can upload ANY patient info including insurance cards and IDs Cons \- I wish ALL alerts would be sent to my email including when a patient starts filling out their forms not just when they complete it - Making forms on your own in the beginning is very challenging and need to learn how to make the forms; definitely a learning curve with this one! - It would be nice to have the incoming fax feature Review Source Matthew H. Director Of Business Development Medical Practice Used the software for: Less than 6 months ### "IntakeQ is an incredible product" August 31, 2018 5.0 We are using Intake Q for our online medical forms, surveying our clients, and soon we will be adding another HR account to handle our HR needs and new employee forms. Pros From the moment we inquired about IntakeQ it was evident that the customer service was exceptional. They walked our team through the pros and cons of the platform and took time to make sure we understood how it worked, and what the specific application would be for our practice. What I appreciate most about support team is we asked them which plan would best suit our organization. It was refreshing to see someone who was 100% honest. They did not try to up-sell and said that the lower of the two plans would fit our organization perfectly. Adding the forms was a breeze and it has been amazing for our office staff and the patients we see. Cons There is nothing that we are seeing as a con at the moment. Review Source VR Verified Reviewer Producer Health, Wellness and Fitness Used the software for: 6-12 months ### "Reliable and user-friendly platform" December 8, 2018 5.0 Pros Based on my almost a year experience, I can say that this is by far more convenient platform that I ever used. It is simple, reliable, and very intelligent. The team behind IntakeQ Is very responsive and quick. Cons Invoices data export does not currently show actual amount paid. I believe it can be fixed soon. Review Source Response from IntakeQ December 10, 2018 Hello there, Thank you for the positive review! Invoices export should definitely show the amount paid. Please get in touch with our support at hello@intakeq.com and we'll be happy to look into this for you. Thanks again! ES Erica S. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Review " April 11, 2023 3.0 Pros I like the forms because I can send them direct. Cons I don’t like that I can’t edit the payment plan. Review Source VR Verified Reviewer Practice Manager & Medical Liaison Medical Practice Used the software for: 6-12 months ### "Exceptional customer service, clean/professional forms & nothing but positive feedback from patients" December 5, 2018 5.0 Really impressed with IntakeQ. The online forms have allowed our practice to operate smoothly and efficiently from the very beginning. We have always felt valued as a customer too, which isn't necessarily easy to come by these days. Pros As a practice in our first year of business, IntakeQ really helped us get started on the right foot. Creating all of our forms from the very beginning with IntakeQ has truly made a positive impact on our patient experience. Collaborating with the customer service team makes the design process enjoyable, they are always available and incredibly helpful! Patients have appreciated being able to complete the forms via cell phone and they like that progress is saved as they go. We haven't had a single negative review about IntakeQ from our patients. I am glad that we found IntakeQ and I strongly recommend IntakeQ to any practices looking to be paperless and utilize online intake forms. Cons Can't think of any cons to IntakeQ, although at first I wasn't sure if we needed it since we were just starting out as a solo practice. Not the case! The cost is definitely worth it, no questions asked. Between the dedicated customer service team and positive patient feedback, I can't imagine our office opening a year ago without IntakeQ. Review Source KF Kristin F. General Manager Cosmetics Used the software for: 2+ years ### "We love Intake Q." April 10, 2019 5.0 Very POSITIVE. Pros We use this for Consent forms, Treatment notes and other client information, the program is easy to set up use and very affordable. Cons Nothing I really dislike but I would like to see some additional features... I would love a kiosk mode that is more clean and simplified (brandable) for when clients are filling out information on an ipad in our office... And a way to color code the blocks on the left bar where they are either green for intake forms or blue for notes... I would love to assign colors based on the form being used. Review Source LE Louis E. Owner Medical Practice Used the software for: 2+ years ### "Terrific Product AND Service" December 1, 2016 5.0 I initially stumbled onto IntakeQ when I was searching for a good, cost effective way of handling my medical paperwork. As it turns out, this was the most beneficial "stumble" I could have done. My intake process is now streamlined and efficient. Creating new forms is a breeze. In the few cases I've had problems, the team at IntakeQ has quickly and effectively come to my assistance, even so far as to create the forms I was needing. Anytime I have a question I get a prompt personal response. These guys just keep improving the product more and more. I highly recommend them, particularly if you are a solo doc like me. But even a large group would benefit. High-quality product, HIPAA secured, easy to use, responsive team, very affordable. Pros Easy to use. Cost effective. Cons Sometimes hard for patients to log in (though most of these cases are technically impaired folks!) Review Source RT Ruel T. Director of Care and Counseling Used the software for: 6-12 months ### "IntakeQ has made scheduling, sending forms, and reminding clients of appointments much easier. " July 17, 2017 5.0 Having clients be able to schedule their own appointments and access paperwork online is a huge benefit. I also love that clients get a text reminder, which means I don't have to remind clients of their appointment time. Pros I love that clients can schedule their own appointments, get email/text reminders, and fill out paperwork online. Cons I wish there were more features available for linked calendars and spacing out appointment times. For example, I have it set within IntakeQ to link with my work Google calendar. When a client schedules an appointment through IntakeQ there is a 15-minute space that is created between sessions. However, sometimes clients schedule an appointment with me which I put into my Google calendar. These appointments are not scheduled through IntakeQ so, therefore, there is not a 15-minute space between sessions with clients. As a result, I'm often left with back to back appointments with clients without any break. I realize I can go into IntakeQ and schedule the appointment however that is not always possible. Review Source VR Verified Reviewer Chiropractor Health, Wellness and Fitness Used the software for: 1-2 years ### "Great EMR - Ive used many and for the price, customer service, and ease of use, this is my favorite!" October 10, 2019 5.0 Pros You can customize it any way youd like. It has automated reminders, etc. Very easy to use! Cons Cant think of any! The customer service is truly what makes this EMR so great. I get responses back extremely quick and there is always an answer! Review Source Keith B. Therapist Used the software for: 1-2 years ### "Very good I love using this! " January 27, 2018 4.0 Pros This product makes our office seem like it is up with the times, which is very important. Clients need to see that you are modern! Cons Not much, some clients may not like to have to do everything online, but most now find it easy to use! Review Source SO Simal O. Principal Investigator - Independent Research Proj Research Used the software for: Less than 6 months ### "We are quite satisfied with IntakeQ platform: it is reliable, convenient and simple to use. " July 17, 2017 5.0 HIPAA secure platform (it was a must for our IRB approval) Easy access 24/7 Online - remote access feature Collection of questionnaire data (predominantly) Secure messaging (rarely used but it was on target) Pros The crucial thing for us was it to be an HIPAA secure platform (we use it to collect some sensitive (medical) information for a research study). It has exceeded our expectations regarding 1) reliability (the platform works smoothly), 2) simplicity (easy to user - on both ends) and 3) great customer support (we had ran into couple problems that were fixed pretty quickly). Also, the messaging was a bonus feature for us - so far we used it for a few occassions but they were very critical so it was great to have that option. And the price is reasonable - we are an independent research team - paying for this service out of pocket - and we are extremely satisfied with every penny we pay to your service. So, great job to you gals & guys at IntakeQ! Cons The questionnaires can be improved: - such as by adding answer-activated conditional questions , ex: if you check a box at Question1, then skip to Question8 etc.) The display can be improved by having options - such as by adding the option of showing the most recently completed form on top - visually grouping forms - as worked on etc (not just read or unread) by user-activated flagging. Review Source Brian W. Owner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great for automating your PT practice all in one place" December 10, 2018 5.0 Patients love that all of my intake forms are online. They seemed to fill out more of the form and they are completed prior to their appointment. Therefore there is no time wasted when the patient is at the office. They can complete the forms at their own convenience which saves time for them and me. Pros I like the variety of features IntakeQ has to offer. I can produce invoices, super bills, schedule patients, send out intake forms and complete secure documentation all in one place for a relatively low cost. There are many more features that I have not started using yet but will in the future. Cons I was hoping the emailing feature would be more robust to be able to include more campaigns for things other than current patients. And the ease of use for emails is not as good as other features. Review Source VR Verified Reviewer Physical Therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "PT Clinic Use of IntakeQ" July 30, 2019 4.0 Pros It helps us document/sign in each patient for liability purposes and also do their intake surveys at evaluation and reassessments. Cons It was timely setting up how we wanted it to look and it's not super easy to do on a phone. Review Source VR Verified Reviewer Practice Director Mental Health Care Used the software for: 6-12 months ### "Game changer for our practice" December 4, 2018 5.0 Wish I had stumbled upon it years ago. Biggest frustration is I did not know about it. Pros Biggest pro is the saving of paper and manpower costs for our large group practice. Easily pays for itself, lowers wait times in lobbies, lowers HIPAA risk by having less paper floating around. We love it. Cons Not much to dislike! Takes a little figuring out the first time around, but overall, it's been great. Review Source HM Heather M. Paralegal Law Practice Used the software for: 6-12 months ### "IntakeQ improved client response time" December 13, 2016 4.0 For years we sent out questionnaires to learn about our clients via email with an attached PDF. It was not very user-friendly. The client had to either print it out and handwrite their answers or try to edit it digitally which often resulted in lost data. When we switched to IntakeQ it simplified the process for our clients and almost immediately, we noticed an increase in response time. IntakeQ is user-friendly, so even our older clients, who may not be as comfortable using a computer, seem to have an easy time filling out our survey. We switched over six months ago and will never go back to our old system. Pros I like how easy it is to create the intake form and how easy it is to edit it. Cons I have had clients complain that they lose their password, or they log it from a different link (because sometimes I send two or three emails before they respond) and then their data isn't there. It seems that if they type an email that has already been entered into the system that they should be prompted to re-enter a form they already started or prompted with a password reminder Review Source JA Judy A. Owner, PT Health, Wellness and Fitness Used the software for: 1-2 years ### "Loving this program!" December 1, 2016 4.0 This has been a huge time and paper saver for me. Most of my patients love it. Some people that are still uncomfortable with doing online forms can get baffled and occasionally people have a challenge with saving the information (maybe it's their browser?). I also like how easy it is to make changes on the forms. My only recommendation is to condense the printable form. My health history is >20 pages printed. Probably could be 1/2 that if it wasn't so spread out. Pros easy to use, make changes and send to patients Cons the printable version is very long; >20 pages, could be much less if it weren't so spread out in print version. Review Source Response from IntakeQ December 2, 2016 Hello Judy, Thank you so much for the positive review! Regarding the issue with printed forms using up too much paper, you can enable a more condensed version that should work better for you. You can find it in the Settings tab under More -> Settings. You should enable both options in the PDF section. I hope this helps! VR Verified Reviewer Director, Neurogcognitive Services Health, Wellness and Fitness Used the software for: 6-12 months ### "Great features for a great price" December 5, 2018 5.0 Pros IntakeQ is great for sending intakes, monitoring progress and even some automation. Their customer service is superb!!! Anytime I need anything I only need to send an email and I get a response within less than an hour normally and they are always happy to help! Cons I wish there was greater flexibility and functionality (which they are working on). Review Source MT Mary T. office manager/ intake coordinator Mental Health Care Used the software for: 1-2 years ### "Good value!" December 1, 2016 4.0 we are using IntakeQ for our intake paperwork only. We are definitely seeing an increase in clients filling out paperwork before their first appointment. I like the new features added especially the analytics. We have had a few glitches with some clients not being able to submit their paperwork and there really was never a resolution. It may have been an issue with their own computer. overall we have been very pleased with the way things have been going. I have been able to make changes to documents myself and that has been very helpful. We have added staff and I have added names. I have had to add options to documents and the interface has been very user-friendly. Customer service has been very helpful and responsive in reopening a clients file so they could finish filling out their paperwork. Pros User-friendly, easy to search. Cons some of the glitches where clients haven't filled out forms completely or haven't been able to submit. Review Source DG David G. Massage Therapist Health, Wellness and Fitness Used the software for: 1-2 years ### "IntakeQ is the PERFECT administrative assistant for my business! " December 1, 2016 5.0 I can't say enough good things about how amazing IntakeQ is for me as an independent contractor and licensed massage therapist. IntakeQ has taken so much of the burden of administrative duties off of my plate. All of my health intake forms, waivers, and general information pamphlets are all customized and easily sent to clients. The scheduling feature and integration with gmail is awesome for both me and my family who need to know my schedule. Email features, integration with Square (for standard sales) and Stripe (for gift certificates) is great. This is one powerful tool for HIPPA compliant forms and administrative needs. couldn't survive without it. Pros All the scheduling features, analytics, and customizable forms. Cons Still looking for more automated email functions, and more scheduling features, but IntakeQ team seems to always be doing updates that are great. Review Source HV Heather V. Office Manager Used the software for: 1-2 years ### "staff and patients love it! helps expedite our patient appointments and flow" November 7, 2017 5.0 see review - :) Pros I like that our patients can fill this out in the quietness of their homes, it helps my staff prepare for a busy day by entering the patient's information ahead of time, and patients tend to be more thorough with their answers if they have time to complete the questionnaires at home. IntakeQ is always adding new features which is great too. Not all of them apply to how we use the software, however, they are always innovating and improving. Cons I wish the forms integrated with our EMR (electronic medical records) software so we didn't have to manually enter the data - but the functions and ability to get the patient's information before they come in outweighs this obstacle. Review Source Lourdes B. Developmental Specialist Mental Health Care Used the software for: 6-12 months ### "The program is working fantastic!!! " December 10, 2018 5.0 I am a therapist, this program has made my work easy as the forms are easy to edit and adapt according to the needs. Also, the scheduling and sending reminders is amazing. Pros easy to adapt forms, easy to find the information that you need in the client's file. Cons I would like that the software included billing . Review Source Similar Products Featured