# Page 5 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 5 - 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)

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Last updated March 13th, 2026

# Page 5 - Reviews of IntakeQ

## Showing most helpful reviews

Showing 101-125 of 321 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

DE

Dave E.  
President  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "I was looking for an online solution for my paperwork for a long time. Intakeq is so perfect!"

June 15, 2017

5.0

This software saves me time and makes it easy to retrieve contact information and consent forms for my patients.

Pros

My clients love being able to fill out their paperwork on their smartphone, tablet or laptop. I love knowing that once I electronically sign the forms they are securely and confidentially stored. They were so helpful in getting my forms set up and even inputted them for me from a PDF. The price is very reasonable and is more that offset by the time I save if I had to handle printouts, scan and then file forms in compliance with HIPAA requirements.

Cons

The scheduling software is nice, but the scheduler doesn't commnicate with my google calendar or even the calendar in my practice management software.

Review Source

DR

Daphne R.  
Administrative Assistant  
Medical Practice  
Used the software for: 6-12 months

### "Full-featured intake forms and booking service"

December 1, 2016

5.0

IntakeQ has been essential for our office in digitizing the intake process and allowing patients to book online, which has saved a ton of time previously spent on administrative tasks. Online forms have been instrumental in saving us and our clients time, effort, and the hassle of printing/scanning/faxing. The automated emails are very useful as well. If the service integrated with our EMR, our intake process would be almost entirely hands-off for administration. Support is great, very responsive, and new features are added very regularly. Definitely, would recommend the service to any practice looking for more automation in their intake process.

Pros

Full-featured forms, automated emails, various options for booking, great support and the regular updates to the service

Cons

Lack of integration

Review Source

VR

Verified Reviewer  
President, Physician  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Pretty good"

December 4, 2018

3.0

Overall it's fine. I think it's a pretty expensive product for what you get though.

Pros

Once the forms are created it is very easy to send and receive forms.

Cons

The process of creating the forms can be arduous and buy the services from the company was too expensive and slow.

Review Source

JA

Jason A.  
Physcian and Owner  
Medical Practice  
Used the software for: 2+ years

### "One of the very best online products I have purchased"

December 1, 2016

5.0

I've been with IntakeQ since the early days. Even from the very beginning, it was a solid product with excellent pricing. I have noticed over time that new and very useful features are added on a consistent and frequent basis, which I love. This service is continually improving and continually impressing me. It has been an important and welcome addition to my medical practice. I fully endorse IntakeQ!

Pros

Well designed, well coded. Visually pleasing. Constant improvement and addition of new features. Excellent support.

Cons

I have no significant cons about this software. It is excellent.

Review Source

BK

Brian K.  
Physical therapist, owner  
Medical Practice  
Used the software for: 6-12 months

### "Overall IntakeQ is great. It's allowed me to successfully start my own physical therapy practice"

July 11, 2017

4.0

Was able to start my practice quickly and without a major investment. I can get up and running with professional intake forms and scheduling, and seamlessly write electronic notes for all of my patients. It is truly excellent.

Pros

\-Ease to create forms -I can use the notes to track all of my daily notes with patients -- no need to buy a separate EMR system. -Easy for patients to schedule appointments -Excellent customer service whenever I have an issue -Constantly updating and improving with new features.

Cons

\-The booking settings can be difficult to figure out and manage -The system isn't great for managing more than one practitioner. I run my practice with my partner, and it would be nice for us both to have full admin privileges. Likewise, I get email notifications about all of her appointments, which is unnecessary.

Review Source

MS

Mary S.  
Clinical Director  
Mental Health Care  
Used the software for: 1-2 years

### "Mixed Experience..."

December 2, 2016

4.0

I really like and appreciate this service overall. Where I think that it can improve its functionality is the ability for the user to organize and categorize their questionnaires.

Pros

Its security and ability to design my own intake questionnaires.

Cons

Some of the functionality, inability to organize files, etc. I also wish the set up for the consent forms was easier, i.e. being able to add drop downs and multiple choice, multiple entry types of questions on them.

Review Source

KF

Kristin F.  
General Manager  
Medical Practice  
Used the software for: Less than 6 months

### "Fantastic for what we needed!"

July 17, 2017

5.0

this software has helped us become a paperless office!

Pros

I love how easy it is to make my own forms and templates. I love the affordable price as well. Intake Q is the best Stand alone Software I could find after 4 years of research. It is simple practical and makes so much sense. I have zero programming experience but knew this was exactly what we needed after just a few days on the free trial mode! I signed up before the free trial was even over. Also I love how they have actually taken some of my suggestions and made them features! Bravo!

Cons

I wish there were a few additional features such as if a table equaled a score that the score could mean something. Also a better way for clients and provider to use the same form (kisok mode??) And allow for color customization as well for the side bar where they are just blue and green right now. Oh and a little more security on who can delete what. that would be good.

Review Source

SH

Steve H.  
GM  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "A Must have for any medical business"

December 20, 2016

5.0

Intake Q has streamlined our New client paperwork to a simple, online form that can be completed and submitted back within minutes of a patient being seen. This saves us a ton of time and money (no need for paper forms anymore) and we're 100% satisfied with this. The fact that it's able to be placed on our website is another bonus. Highly recommend to anyone who is looking to move away from paper forms.

Pros

Simple to complete. It has all the features that are needed for a company needing to stay HIPAA compliant in a secure manner. Lot's of good features to compliment the form software (i.e. Scheduling, etc.)

Cons

It would be great if it had a point of sale aspect as well as a feature to hold electronic medical records (similar to practice fusion). If those two systems were able to be combined, it would be the perfect system for our business.

Review Source

JC

Jessica C.  
Insurance Biller  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Easy System"

December 3, 2019

5.0

I love that we have been using this program for almost two years now. I am very pleased with it and don't think we will ever switch.

Pros

I love how easy it is to send documents, edit them, and upload them. You can also send out reminders for clients to finish their forms which has helped our practice so much.

Cons

Its organized a little weird on the main page. I feel like it could be organized a little better but its not the worst thing.

Review Source

JP

Joy P.  
Physical Therapist  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Love IntakeQ!"

December 1, 2016

4.0

I use IntakeQ for scheduling, appointment reminders and new patient intake forms and consents. It has saved me so much time and helped to keep me better organized. It is so easy to use and very intuitive, and my patients all seem impressed by it. The customer service is also very receptive to suggestions and requests, which is reflected in the updates and new features. I don't use it for my documentation because it doesn't work for my needs, but that is an option for those who are looking for it.

Pros

Scheduling, ability to connect with my google calendar, appointment reminders, ease of creating forms, ease of sending out forms, notifications when forms are completed and returned, the dashboard.

Cons

The patient documentation portal and customization don't meet my needs. It would be nice to be able to have my documentation connected to my schedule, though.

Review Source

De'Nicea H.  
Doctor of Oriental Medicine, Acupuncture Physician  
Alternative Medicine  
Used the software for: Less than 6 months

### "World of difference in the flow of patient onboarding and follow ups"

December 2, 2016

5.0

I came across IntakeQ upon recommendation from a colleague. At first, I didn't really see how it could possibly have forms that just like what I'm used to...until I sent over my form for them to transfer over. It was done so quickly! And it looked great! I had a beta group of patients to try it out first and they complimented immediately on the ease of use. Whenever I come up with an idea or think I need a different feature, they either already had it (and I didn't know it yet!) or they provided another solution until it could get added. Amazing people!

Pros

The ease of use and clean look of the interface. Also the mobile interface

Review Source

LH

Lee H.  
Christian Counselor  
Religious Institutions  
Used the software for: 2+ years

### "Great Product!"

March 6, 2019

5.0

Pros

I love the ease of use of this product and the customer service. I've been with this company since Day One and I'll continue to use IntakeQ for my counseling practice.

Cons

I would like to be able to customize reminders more.

Review Source

SH

Sarryh H.  
assistant manager/acupuncturist  
Retail  
Used the software for: 1-2 years

### "Great and easy to use! "

December 1, 2016

4.0

IntakeQ has made creating intakes for our clients and different treatments easy. Customer support has fixed any issues we have had quickly, though they just fix them and do not call us or email us back to let us know it is fixed. It just works. I like that there is a number of already made forms so I can alter those questions as I need to without having to start from scratch. I like that I can open the forms in the office or send one to the client beforehand depending on how extensive the forms are.

Pros

ease of use, already made forms that questions can be adjusted, can send to clients or have them fill out at the office.

Cons

Support does not respond, though they do fix the issue

Review Source

JD

Jason D.  
CEO  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Pure 5 star experience"

February 8, 2018

5.0

Pros

IntakeQ has everything I need to run my clinic, skipping none of the features. I've spent the last month creating sheets to weigh in all of the options, with IntakeQ winning over and over again. The interface is clean, modern, and easy to use for both clients and clinicians. Adding assistants and non-clinical staff is simple, without any limitations to what they can see or interact with unless I create said limitations. The ability to use Zapier and export the API means those of us looking to really make something fancy are able to explore endless possibilities. For my clinic, which hinges on being state of the art, this is the perfect platform.

Cons

Clinical note templates and treatment plans leave a bit to be desired, especially in comparison to Simple Practice or Thernest- both of which have robust templates. This is really only a con if you find yourself regularly using quick labels or quick notes, which our non-clinical staff like to do. Though, our clinicians often correct said notes and customize them, which is something IntakeQ allows for.

Review Source

AJ

Ashley J.  
Owner  
Mental Health Care  
Used the software for: 6-12 months

### "Makes my work so much easier "

December 7, 2018

5.0

I no longer have to scan client paperwork to upload it to their chart. Saves me on cost of printing and time scanning and storing paper documents! Allows me to get client information ahead of the appointment and maintain privacy.

Pros

Very easy for me to set up and use. My clients appreciate the efficiency and hassle free process of completing paperwork. I think it enhances the professional credibility of my business. AND it's HIPAA compliant!!!

Cons

When I print forms it prints a ridiculous number of pages. That feature could be improved. Maybe add option to print in a smaller font.

Review Source

Response from IntakeQ

December 10, 2018

Hi Ashley, Thanks for the excellent review! The following article shows how to have a more compact print-out of your forms: https://support.intakeq.com/article/29-can-i-make-my-forms-use-less-paper-when-printing-them I hope this helps!

VR

Verified Reviewer  
Founder  
Hospital & Health Care  
Used the software for: 6-12 months

### "Helpful HIPAA Compliant Resourse"

December 18, 2018

5.0

Pros

HIPAA Compliant Customizable Ease of Use

Cons

Slightly confusing admin settings Need a better way to organize large numbers of forms

Review Source

mL

mary L.  
Owner clinician  
  
Used the software for: Less than 6 months

### "Great customer service! Great functions but wish I could receive faxes as well as send them. "

July 17, 2017

5.0

Pros

The functions and convenience~ I really like being able to send my intake packet on-line. My clients love this also because they are used doing things on-line. It is so helpful because I usually get the packet completed and returned the same day I send. It allows me time to prepare for a new client. I like NOT having paper and instead of having a comprehensive electronic client file. The appointment reminder for a first appointment is wonderful!

Cons

Not user friendly and not very intuitive. Great customer service but I would like to be able to do things without having to contact customer service! I would like to be able to click on a current form to see out something was created so I could then do it myself on other forms . I find my self looking at a form that was done for me my customer service and wondering "Now how did they do that?" I really dislike that I can send but not receive faxes -- how great would this be to receive a client fax and be able easily to attach it to that file! I would even pay extra for that function,

Review Source

VR

Verified Reviewer  
Medical Officer, Division of Psychiatry Products, CDER ,FDA  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Great for a solo practitioner starting up a practice."

December 5, 2018

5.0

I save several hours a week over what I was doing.

Pros

I have been very happy with the product. Just last night a client complemented me on my practice set up...and he was talking about INtakeq. The Company is focused specifically on the intake process, so they can do an excellent job at that. I often am working at odd hours, and the customer service folks get back to my e mails very quick .

Cons

Sometimes it can be hard to figure out where certain data is or how something works.

Review Source

JO

Jill O.  
Physical Therapist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Much better than Massage Book!"

December 5, 2018

4.0

Pros

Integration with iCal and Google Calendar is great and very easy to set up. Love the online forms options and that they are automatically sent when a patient schedules, very easy and is saving me time in this aspect of the schedule/documentation flow.

Cons

I really would like if there was a way that you could "complete" a visit and have it change color when you either issue an invoice or finish a note. I really need another checks/balances system to remind me that I have finished a note. The invoice/superbill is a bit cumbersome, but glad that I have the option of offering these as Massage Book did not allow me to do this. I am hoping that the more I do it the easier it will be, but as of right now it is NOT saving me any time. I would like to be able to go directly from the patient's note to the "check out" screen where I can issue the invoice so I don't have to go back out to my schedule and click on the patient again. Again, just time consuming and a bit cumbersome - sometimes causing me to lose my train of thought.

Review Source

KH

Katie H.  
Office Manager  
  
Used the software for: 2+ years

### "Everything works efficiently and customer service is superb. "

January 22, 2018

5.0

Pros

How easy it is for the patients to use. How amazing the customer service team is. No matter how small the issue they respond and fix the problem faster than any other customer service I have ever dealt with.

Cons

My only complaint would be when you trying to block a time off, when you click on the hour block you want it defaults to 15 minute increment time instead of an even hour.

Review Source

LW

Lori W.  
Office Manager  
Mental Health Care  
Used the software for: 6-12 months

### "Customer Service is Exceptional!"

January 31, 2019

5.0

We have been using IntakeQ for a while now, with ZERO issues, and recently made some changes to our business. With one email I was guided though the process of how to edit and add what I needed. I had documents uploaded and everyone at Intake Q was quick and efficient in uploading them for me. I had a little bit (ok, a lot) of difficulty figuring a few things out and customer service was nothing short of amazing! Emails answered within minutes and anything I needed help with was solved with no frustration and kindness. It is always such a pleasure to work with them!

Pros

We can condense our packets into all different folders and send them out accordingly. We can also edit everything to cater it to each client.

Cons

sometimes the documents are situated in a way that can make them difficult to find.

Review Source

KB

Kristen B.  
Founder, Medical Director, Nurse Practitioner  
Hospital & Health Care  
Used the software for: 1-2 years

### "Best Choice I Made for My Practice"

December 13, 2016

5.0

There are so many options out there. I am SOOO glad I found intakeQ. It makes my day go much more smoothly. My patients are able to complete and sign all my intake forms and consent forms. I can reject an incomplete intake and ask the patient to complete it. No paper is involved. I also use intakeQ to accept payment for my services. Customer service is the best of any software I use. They graciously listen to my recommendations to improve my work flow and are very professional. I recommend intakeQ to everyone who will listen.

Pros

ease, customer service, paperless

Cons

wish it could develop into a fully functional EMR :)

Review Source

VR

Verified Reviewer  
Physician Assistant  
Hospital & Health Care  
Used the software for: 6-12 months

### "Affordable electronic medical forms"

December 4, 2018

5.0

Awesome system for the money. Beats any competitor for features and price point. If you need an online solution like this, try it.

Pros

Easy to use and design questionnaires for a busy medical practice. Many features. HiPAA compliant. iPad friendly.

Cons

Some features are not easy to find. Need to contact customer service if you would like to download completed questionnaire as pdf. Recommend an employer portal and more comprehensive patient portal.

Review Source

GYL

Gun Young L.  
CEO & Co-Founder  
Mental Health Care  
Used the software for: Less than 6 months

### "By far the best practice management software I've used"

April 30, 2023

5.0

Pros

Very user-friendly. Not hard to set up at all. Customer service is helpful.

Cons

If I had to pick something, it'd be that IntakeQ does not have some features I want (which is only natural).

Review Source

TO

Travis O.  
Office Manager  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Extremely Handy! Highly Recommended."

August 26, 2019

5.0

We have had an exceptional experience with IntakeQ, and we only implemented it about a week ago in our office. Their customer support staff set up our initial couple of online intake forms, but after familiarizing myself with the system and creation process, I was able to recreate several of our other paperwork packets and consent forms in IntakeQ. We've already had most of our new patients fill out their forms online, and we all keep saying "it's so handy!" It's also very affordable and we like that they just have a monthly membership; we're not locked into a lengthy contract.

Pros

It's extremely easy to use, the customer support staff are excellent, and we can easily create/customize our online forms.

Cons

This isn't a complaint at all, but to really figure out how their form creation works, it just takes diving in and trying it out. Their staff are helpful in this process though, and the system itself is very intuitive.

Review Source

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