# Page 7 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - 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 7 - Reviews of IntakeQ ## Showing most helpful reviews Showing 151-175 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JG Jill G. Office Manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "Getting started takes time but they have excellent customer service and it's very easy to use. " March 5, 2018 5.0 Pros 1\. IntakeQ has excellent customer service; they respond to questions very quickly, they will help you get everything set up or they will provide step-by-step instructions if you're the DIY type. 2. Saves a lot of paper which helps your wallet and the environment. 3. Saves time and makes you more efficient; you don't have to scan and attach documents manually for example. 4. Helps you stay on schedule; most patients have the paperwork done before they come in for their first visit so you can have the chart ready to go when the patient checks in. Cons 1\. There is quite a difference between the plans offered. The lowest one allowing for 10 submissions, then jumps to 150 submissions just one level up. This puts us "between plans" based on the volume at our clinic. 2. The cost to use the secure portal seems a little high. Review Source GK Gil K. Doctor Health, Wellness and Fitness Used the software for: Less than 6 months ### "Using IntakeQ for a Phone -Skype consulting Health care business" December 1, 2016 4.0 I was using a fillable pdf for years. There would be multiple problems with people not having the updated version of Adobe, or they were computer competent enough to know how to fill out the pdf, save attach and email, or my pdf forms would get corrupted every few months and I would get multiple answers for the same questions, or the patient would fill out the form and save it and their information would disappear when they would re-open the file. Just a myriad of problems like that. When I discovered IntakeQ, that resolved all of those problems. I love that I get a notification that they received the form and began to fill it out, I could re-send if necessary and gives me a notification when I receive it. Pros Online forms, notification the form was received by the patient and they began filling it out. Don't need to have the latest update for Adobe, easy to fill out and read through the form. Cons I would suggest the cost should be based on number of forms submitted not on a monthly fee Review Source Alisha B. Front Office Assistant Medical Practice Used the software for: Less than 6 months ### "IntakeQ has made my life so much easier" December 4, 2018 5.0 Pros Thank you for saying “most” so I didn’t have to list all the things I love! The fact that our patient parents can fill it out on mobile is the best! Cons I wish there were a way to distribute them into folders based on what needs to be done next with them. Review Source RG Rosanna G. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Review of IntakeQ" December 4, 2016 3.0 Booking calendar easy to use. Patient reminders are consistent and email notifications for online bookings are prompt. Pros Ease of patient booking and client reminders. Cons Not really functional for practitioner soaps and insurance paperwork. Review Source Response from IntakeQ December 4, 2016 Hello Rosanna, Thank you for the review! Regarding practitioner SOAP notes, we do have an entire section to store patient information, including notes. You can customize your note templates using the same powerful form engine we use for the intake forms. Please get in touch with our support at hello@intakeq.com and we will be happy to go into details. CT Cherice T. Front office manager Health, Wellness and Fitness Used the software for: Less than 6 months ### "So user friendly on client as well as customers!" December 19, 2018 5.0 We have completely streamlined the intake process, it's so easy and user-friendly! Each of my staff members has their own login's and assigned "roles" (permissions) and since everything is accesible in one place, duplicating work duties is a thing of the past! Pros I introduced my front office staff to this software and they immediately fell in love with it! So user friendly on both my office staff as well as our patients! I definitely recommend IntakeQ for basic office functions such as sending required paperwork to your patients (customers) via email prior to their appointment. Great product!!! Cons I'd say the only con would be that because we are such a large office and already have an EMR/EHR in place we cannot take advantage of ALL features IntakeQ has to offer however, the online forms & compatability with our website are more than enough to continue paying on this product. Review Source LM Lindsay M. Naturopathic Doctor Medical Practice Used the software for: Less than 6 months ### "Amazing software!" October 2, 2016 5.0 This program offers everything I need to run my solo practice--online scheduling, intake forms e-mailed automatically with confirmed appointments and HIPAA compliance. They also boast the BEST customer service I have ever experienced; any assistance needed with the software is attended to within 24 hours but usually MUCH sooner. It is also very intuitive and easy to use. Amazing value for this service! Pros Easy to use Able to send intake forms automatically Great assistance from customer service Cons Wish I could have more options with specific services --like being able to decide how many appointments a day for a specific service or making it available on certain days or making it available later than other services on the calendar--not just hiding it until it's available. Review Source Response from IntakeQ October 7, 2016 Hi Lindsay, Thank you for your review! I'd like to point out that one of our recent updates introduced the ability to have different hours for specific services. I hope this helps! MW Michael W. Owner Used the software for: ### "Good Intake SW - Below Average Booking System" November 12, 2015 3.0 Their Intake system is great! The pricing is reasonable. The Booking System is below average to average. If they can implement some of the features available on BookFresh - then they will have an awesome overall product. I don't find their booking system user-friendly: it doesn't have an area for you to leave notes for your customer when you are confirming their appointment. It doesn't allow you to easily search for client appointments. It doesn't show you a summary of actions/history of appointments. I think if there were to try a trial of BookFresh and bring their booking system up to that level, they will offer a better Booking System. Book Fresh isn't perfect, as it has a glitch with sending emails to you, the vendor, when a client books multiple separate appointments in one sitting. The emails to you as a vendor get lost. However, I still think they are better than the system offered by IntakeQ. IntakeQ has great customer service and they respond to you immediately. Perhaps they should consider removing Booking system, if they aren't going to offer the best. Review Source Response from IntakeQ May 2, 2016 Hi Michael, Thank you for your feedback! Our booking system has come a long way since your review. All the features you were missing have been implemented and more. We'd be interested in knowing what you think. Rachel VR Verified Reviewer Practice Owner Health, Wellness and Fitness Used the software for: I used a free trial ### "If you are looking for arrogance, sign up here" March 1, 2022 2.0 I have an extensive background in finance, organizational development and billing system implementation. I have never been talked to so rudely in my entire career and that is saying a lot. Rude, condescending, arrogant and all but refusing to take me off their mailing list. I am an influencer in my field and I will be sharing my experience as often as possible. Pros Initially it appeared to have features that I needed but that turned out to be a bait and switch. Cons It just cannot do many of the things that they promise it can do. Reason for choosing IntakeQ Because they said that it had the functionality that I needed Review Source AJ Adina J. Enrollment Coach Education Management Used the software for: 1-2 years ### "A breath of Fresh Air" April 14, 2019 5.0 The form is HIPPA compliant making most professional services trusting of the product. Most of all you can change the form as needed. this is an important aspect, because the professional needs to make sure that the form has everything that the state is looking for just in case of an audit. Pros As an intern, I noticed there were may complaints about Intake forms and how they needed to be updated for future assessment. IntakeQ provided this opportunity for many practices. Cons Great Product! Any updates can be easily made. No complaints here. Review Source AR April R. IBCLC Health, Wellness and Fitness Used the software for: 1-2 years ### "Solves problems I used to use many systems to solve" December 2, 2016 5.0 I previously used multiple systems to manage my client calendar, payments processing, and intake forms. I stopped paying for the others because IntakeQ keeps getting better and better so the others are now unnecessary. My favorite new feature of IntakeQ is the ability to send secure documents to clients. Pros Everything Cons Not always positive how careful the system is about adhering to HIPAA Review Source JK Jackie K. Pediatric Neuropsychologist Mental Health Care Used the software for: Less than 6 months ### "IntakeQ Streamlines My Clinical Work" December 1, 2016 4.0 I have been using IntakeQ for several months now, and I am very happy with the ease of use of this service. I made a goal to go paperless when I entered private practice and having all of my forms in electronic format has helped me to achieve this goal. I have received positive feedback from the families with whom I work whose feedback is ultimately the most important to me. I do wish that families could have unlimited access to some of my forms (e.g., release of information) because I often needed them to complete this form 2-3 times, which requires me to resend the link. Pros The fact that it allows me to be paperless which significantly streamlines my practice and cuts down on my need for paper storage. Cons I wish I could have my patient's families have unlimited access to certain forms (release of information) because they often need to complete this for multiple providers. This requires me to send them multiple links for this file. Review Source BL Bryan L. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Must Have!!!" December 1, 2016 5.0 IntakeQ has proven to be invaluable to my mental wellness practice. It makes the intake process simple, streamlined, and convenient for both our clients and our staff. Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price! Pros ease of use, price, flexibility Cons that it's not integrated into my practice management software Review Source KO Kenzie O. Service Specialist Hospital & Health Care Used the software for: Less than 6 months ### "Great, customizable software" May 18, 2021 5.0 We are having a great experience with IntakeQ. We are so happy that we decided to make the switch! Pros This software is extremely customizable. It really can do whatever you want it to! the customer service has been so helpful during our switch over. Cons Since it’s so customizable, it’s taking a long time to set up, and is requiring a lot of help from the company to make it what we need. This has caused a long and bumpy switchover from our last software, but it’s worth it! Review Source LH Lorrayne H. Assistant to CEO Executive Office Used the software for: Less than 6 months ### "TOP NOTCH!!! Best of them all" January 26, 2017 5.0 I cannot rate this high enough. We used Docusign for years but there were always issues and it was very cumbersome doing most of the work yourself. We searched for an alternative online Signature site and there were so many. However, IntakeQ was the most superior of them all. At first I was worried about no phone support but let me tell you, that has NOT been an issue at all. As soon as you email anything, within mins - sometimes seconds - you get a reply. It is awesome and they are SOOOOOOO helpful and so eager and willing to assist with any questions. The best part is they do most of the work for you YAY. I can't say enough good things about them, they truly are a lifesaver. Plus it is so simple to use and they can customize things to suit your needs which makes them much more flexible than any of the other providers. Do yourselves a favor and look no further. This is the company you want to sign up with hands down!!!! Pros Easy to use, reliable, flexible and superior customer service Cons None Review Source KC Kevin C. Dentist/Owner Hospital & Health Care Used the software for: 6-12 months ### "Great Choice" December 4, 2018 5.0 IntakeQ has been a great value and a wonderful choice for simplifying our intake forms. Our office has gone completely paperless with medical records and the old filing cabinets have been completely placed in storage to collect dust. It was a great feeling. Pros I enjoyed the diversity of options available for customizing your forms. Even when I was unable to locate a customization option, I contacted support and found out I was able to do it. Cons Sometimes it's difficult to locate options to customize forms. Review Source MM Mercedes M. Operations Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Makes my job easy!" December 1, 2016 4.0 I love how easy it is to send off intakes to clients! Previously we would send a word document through email to be completed by our members and they would have to print it off or deal with reformatting the document after completion. With IntakeQ our members are able to complete the forms online or on their phones with ease. They can submit them before their appointment, giving our coaches time to review their histories before hand and give the client more one-on-one time in their session. Cons I would love to add membership contracts to this software. Review Source Tony V. Health And Wellness Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "Take care of all the legal work online! " October 17, 2018 5.0 Pros Able to send legal papework through the internet, without having to schedule another in person meeting. Cons The trial period should be longer than 14 days, because no legal work is settles in 14 days. Review Source GK Greg K. Psychologist in private practice Mental Health Care Used the software for: Less than 6 months ### "A great value for forms" December 2, 2016 5.0 I use this software for the paperwork in my private practice as a psychologist. A very easy form building and usage system. There are pre- built templates and questions that can be used and a very intuitive form building process. Terrific help from support converting some of my existing paperwork. Super helpful and reasonably priced. The workflow is a dream with client information and it is all HIPAA compliant. There are other scheduling and note feature included that I do not use since I have other software for that, but it's well worth it just for the form capabilities. You won't find anything else out there that is this good at this price point. Bravo! Pros Very intuitive with cleanly designed forms and easy managing of completed paperwork. Cons I wish that either they offered a full package to run a private practice, or made the forms and other items available at separate price points since I only use the forms. Review Source JS Jennifer S. Operations Medical Practice Used the software for: 1-2 years ### "IntakeQ is the best option/alternative for managing forms and schedules" December 5, 2016 5.0 We use Intake Q to manage all of our patient forms - that alone has saved us a ton of admin time and effort. The schedule and billing are easy to, but the forms make all the difference to our patients and providers - this is a tool that we could not run our business without! Pros I love the automated forms - so easy to use and update. Review Source JC Jessica C. Physical Therapist Medical Practice Used the software for: Less than 6 months ### "IntakeQ has been a game changer for our business" December 10, 2018 4.0 Wonderful experience, super helpful and friendly customer service. Would highly recommend this product! Pros So many integrated features - payment, notes, scheduling, electronic forms, etc. The electronic forms was the reason we started using IntakeQ as we were really getting bogged down with streamlining our intake process and keeping physical files. It is a pain. IntakeQ has made this SO much better and we have gotten a lot of great positive feedback from our clients. It is a huge bonus that we can utilize so many other features as well. Cons The scheduling system is less user friendly than Acuity which is what we had been using before. It takes a little more effort to schedule clients now, especially with recurring appointments but all of the other features make it worth it. Review Source BB Brenden B. Clinical Chiropractic Assistant Health, Wellness and Fitness Used the software for: 6-12 months ### "IntakeQ Review from a Chiropractor" December 11, 2018 4.0 Overall our experience has been great with IntakeQ. The online forms are amazing for our office and the text reminder have significantly decreased our missed appointments. Pros The price for the number of features and value of features is unbelievable. Cons The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars. Review Source LB Lanny B. Co-Owner Used the software for: 6-12 months ### "Intake Q has amazing capabilities that allow us to schedule and communicate with patients easily." July 14, 2017 5.0 Pros I like the ease of use and the flexibility it allows us to have with scheduling our patients. The patients love the fact they receive their intake forms electronically before they arrive at the office. They also love the fact they get text reminders from us. This has helped us minimize no-shows. Cons I haven't been able to override blocks in the patient schedule without removing or editing the blocks. Review Source MC Misty C. Owner Mental Health Care Used the software for: 6-12 months ### "Allows you to electronically sign forms" July 15, 2021 4.0 This is a good low functionality program that will allow you to send documents to clients for electronically signing. You can also store documents for your practice that all employees can have access to if your EHR doesn't have this option. Pros IntakeQ is a good option if your practice it looking for a program to house documents and allow employees and clients to electronically sign documents. Cons This software is a little hard to nagivate unless you play around with it for a while. I struggled finding documents that were stored by the manager and wish it had a notification options that documents had been signed without me having to login and check. Review Source MW Marc W. Acupuncture Clinic Medical Practice Used the software for: 1-2 years ### "Great Features, Great Support" January 26, 2017 5.0 They combine secure forms with a great scheduling interface. Upgrades and new features continue to be added. IntakeQ makes scheduling and forms very simple yet customizable to the individual. Their customer support is immediate and efficient and friendly. Pros Ease of use, customer support Review Source BD Bob D. Counselor Mental Health Care Used the software for: 6-12 months ### "Game Changer" December 4, 2018 5.0 The online electronic filll in forms are by far the most significant help for me; along with electronic client notes. Going paperless is a major improvement and one I held off on for years because I am not very computer literate. If I can use IntakeQ with ease then anyone can. Pros The best part of IntakeQ is the electronic intake form which is always remarked upon by my clients. Cons I would like to have couples be able to sign the same form. 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