# Page 8 | IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 8 - Is IntakeQ the right Medical Practice Management solution for you? Explore 321 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews

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IntakeQ

4.7 (321)

[View alternatives](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 8 - Reviews of IntakeQ

## Showing most helpful reviews

Showing 176-200 of 321 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JAM

Jo Ann M.  
Doctor of Chiropractic  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Easy for my patients to submit paperwork online to save time. "

December 8, 2017

5.0

no more scanning, saves so much time

Pros

I love not having to scan paperwork. I also love having the paperwork online so I can log in at home or anywhere I am at to do charting/notes.

Cons

poor mobile version usability. the ability to use on a tablet also is still difficult. wish we could make it easier to use other than email, maybe a user code that is texted to them to open paperwork.

Review Source

TC

Terri C.  
Occupational Therapist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Perfect for my small business"

January 6, 2019

5.0

I have had a great experience. I was looking for a documentation system and I have gotten so much more. It is simple for me to schedule clients, keep and electronic chart with all important documents, communicate with my clients, and fax reports directly from Intake Q. I also appreciate the integration with invoicing and collecting payment.

Pros

The Intake Q software has a lot of flexibility so I could really tailor it to meet the needs of my business. I love that I can easily edit my forms and make changes to my documentation template as new needs arise. My clients have been able to complete the intake process with ease and have commented on how simple it was for them. One of my favorite aspects is the appointment reminders via text or email.

Cons

I do not have any complaints. It has been great.

Review Source

DZ

DAWN Z.  
OWNER/OPERATOR  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "ONLINE BOOKING SYSTEM"

July 30, 2019

5.0

My experience has been positive with support that is available almost immediately.

Pros

Forms were easy to create and clients have no problems accessing them.

Cons

Can't think of anything that I did not like right now.

Review Source

NG

Nancy G.  
Orthodontist  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "WOW"

November 4, 2020

5.0

We are able to create, send, receive and track forms with ease. The software is intuitive and easy to navigate.

Pros

The clarity, simplicity and functionality of your product is fantastic!

Cons

It is not integrated with my practice management software.

Alternatives considered

[airSlate SignNow](https://www.capterra.com/p/154418/SignNow/)[Docusign](https://www.capterra.com/p/121506/Docusign/)[Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)

Reason for choosing IntakeQ

Functionality, price and ease of use.

Review Source

HH

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

### "New to IntakeQ"

January 6, 2017

4.0

I am fairly new to IntakeQ but personally, think every office should have this. It makes our office eco-friendly and also makes the transition of things go faster in our office. In this day and age, most people type faster than write. It allows the pts to look at frames and everything instead of filling out silly paperwork before the appt. It makes our office stand out.

Pros

Ease of process

Cons

It would be great if it could link to Revolution EHR!

Review Source

HV

Heather V.  
Office manager  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "easy set up, our patients acutally use the forms, affordable"

December 1, 2016

5.0

This was an easy process to set up, it saves my front desk time, paper and our patient actually use these intake forms. I would recommend this to any medical practice.

Pros

It is easy to use, simple, nice for our patients to use on their smartphones or desktops, it's instant and we're notified when the forms are complete.

Cons

We wish it was fully integrated into our EMR software.

Review Source

MM

Melody M.  
Certified Nutritionist  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "High Quality and Affordable "

December 1, 2016

5.0

IntakeQ was a great find! Receiving intake forms from clients a few days before their appointment adds enormous value to the service I provide as a nutritionist. Their forms are beautiful and very customizable, and I can also manage all my appointments with it. Their customer service is top-notch too. I always recommend IntakeQ to my colleagues.

Pros

Easy to use, great design and very responsive support staff.

Review Source

LS

Lisa S.  
Treatment Coordinator  
Medical Practice  
Used the software for: 1-2 years

### "IntakeQ online forms"

December 6, 2016

5.0

Our office has been using IntakeQ for over a year and we are so happy with it! I love that I can email at any time and get support. Definitely a great program!

Pros

Progressive can easily make changes or updates

Review Source

CL

Courtney L.  
Clinical Director/SLP  
Medical Practice  
Used the software for: Less than 6 months

### "Best Decision Ever"

December 14, 2018

5.0

Pros

This software is so easy to set up and revise from an administrator point of view and it’s super easy for my clients to complete their paperwork online. I initially paid to have Intakeq staff change my original documents to their online version for a very affordable rate. Documents were adjusted to the system in a timely manner and the staff at Intakeq helped but my logo/header on all my documents within minutes of requesting. All document information is safe in this secured system. Highly recommend!

Cons

For cons, nothing comes to mind as the Intakeq staff is so responsive to questions-which have been few and far between because the system is so easy to use.

Review Source

KS

Kenael S.  
DPT  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Easy once you learn the system"

December 5, 2018

5.0

Although there is a huge learning curve with the program, it saves me time and money. Things I would have to hire someone to manage for my small practice, the system does for me. Once I got the hang of it, it was pretty simple to use. Anytime I have a question or concern, customer service is very responsive as well.

Pros

Forms can be customized to whatever. The automated scheduling system is the a huge help. Patients get a text message reminder for their appointments, they can makes changes online, and I can even schedule patments.

Cons

I wish the ICD-10 codes were in the system so I don’t have to enter them myself and add them to each document. I also wish I could link some things to automatically load into a SOAP note or evaluation note.

Review Source

JA

Jennifer A.  
President  
Medical Practice  
Used the software for: 1-2 years

### "Time Saver"

December 7, 2018

5.0

Streamlined the patient forms process.

Pros

The ease of use for the patient, and secure

Cons

Would like more coding and notes capability that is compatible for insurance billing.

Review Source

BC

Bethany C.  
Licensed Professional Counselor  
Hospital & Health Care  
Used the software for: I used a free trial

### "Highly Recommend"

April 9, 2020

5.0

Pros

User-friendly, exactly what I needed, and didn't have a bunch of features that I'll never use, and just end up getting in my way.

Cons

Really can't think of anything. I've had a really good experience with IntakeQ.

Reason for choosing IntakeQ

It was just so much user-friendlier. It felt intuitive to use, and the customer service is phenomenal. They are incredibly helpful in assisting me to adapt templates to a way that makes sense for me and my business.

Review Source

JF

Joanne F.  
Revenue Cycle Manager  
Medical Practice  
Used the software for: 6-12 months

### "Exceptional program for patient intakes and forms"

July 11, 2017

5.0

It is incredibly easy to customize forms and send them to patients, to make the on line intake process simple and fast.

Pros

We like everything about the software. It's incredibly easy to use for staff and for patients. It's also very easy to customize forms. Support is fabulous and helps immediately with any questions or issues.

Review Source

SJ

Suzanne J.  
Physician/Owner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Physician/Owner"

December 17, 2018

5.0

Pros

Ability to completely customize intake forms; ability to integrate forms onto my website; HIPAA compliant; no need for patients to create accounts; you can see the forms as patients are filling them out; appointment reminders

Cons

I wish it integrated with my EMR and PM software.

Review Source

M&AU

Michael & Ashley U.  
Owner  
Hospital & Health Care  
Used the software for: 6-12 months

### "Absolutely love the funtionality of the systen. "

July 11, 2017

5.0

Pros

I love that I can create documents. I also love that clients can sign them electronically. Overall, its an amazing client tracking system.

Cons

The think I dislike is that there is really no way of tracking client payments and invoices. It would be nice to have those features.

Review Source

BG

Britney G.  
Owner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Happy to have found IntakeQ"

December 13, 2016

5.0

Overall, I am happy to have found IntakeQ. I have had a little difficulty with a few things while setting up my survey, because I am not a very tech-savvy person. But I was able to make it work. I compared prices of all of these types of services and this one was the best. I do a lot of online marketing and health surveys are a good way to filter out those with a dis-genuine desire for the work (I'm a female massage therapist). I would recommend this to friends and family, particularly those in the massage field.

Pros

I like that once it is set up I can just send it out and not worry about it. I also like that I can see it instantly once a client fills it out.

Cons

Difficult at moments to set up. Not everyone receives the email.

Review Source

AP

Allison P.  
owner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Easy and Great Customer Service!"

December 18, 2018

5.0

Pros

The ease of use and customer service is great. I started my own practice in March, and the transition was exceptionally smooth, thanks to intakeQ. When I have a question, I can email them and get a response right away.

Cons

When printing or faxing, the forms are lengthy.

Review Source

RM

Rondi M.  
Admin  
Medical Practice  
Used the software for: 6-12 months

### "Review"

December 31, 2018

4.0

We use ItakeQ to get our New patients to fill out their forms prior to their visit. This has helped our work flow tremendously.

Pros

I love the fact that we can make our own forms and make any changes and the corrections are seen right away.

Cons

Some of the features are a little difficult to complete.

Review Source

BF

Britt F.  
Clinical director/therapist  
Mental Health Care  
Used the software for: 6-12 months

### "Best of the best "

July 11, 2017

5.0

Ease of use, transitioned to paperless office. Clients love being able to do intake paperwork online.

Pros

Unbelievably easy to send and receive highly confidential documents. Clients LOVE that they don't have to print or scan anything! Customer service is top notch and every time I've needed to change or update my forms they've been super fast getting things done. LOVE this company- Ive saved lHOURS every week using this and now my office is totally paperless!

Cons

I wish they would include progress notes and scheduling. I use another online program for all of that- but if and when intakeQ adds it I'll definitely be switching!

Review Source

KA

Katie A.  
Office Manager  
Human Resources  
Used the software for: 6-12 months

### "A great asset!"

September 8, 2020

5.0

So far, we have been able to manage the sending and receiving of these forms much more easily than before. I'm very happy with this product!

Pros

This is such a helpful tool for managing client documents and intakes. The best feature is the ability to track whether a form has been accessed and then signed.

Cons

I haven't encountered any problems so far. The worst thing might be learning how to construct forms because it is a bit overwhelming.

Review Source

SP

Stephanie P.  
Owner  
Mental Health Care  
Used the software for: 6-12 months

### "healthcare user"

December 1, 2016

4.0

We tried this product to cut down on paperwork. It has been helpful. It has been flexible enough to ask specific questions to cut down on the time to gather most basic history information.

Pros

Flexibility to custom makes questions to our needs.

Cons

Not as much open space for additional commenting.

Review Source

Krista H.  
Therapist  
Individual & Family Services  
Used the software for: Less than 6 months

### "Handy tool!"

April 2, 2019

4.0

Pros

I love being able to send my intake and various forms to clients. This saves time in the initial consultation and the client feels more prepared for the first session. It is easy and time saving to have all the forms in one area. The interface is beautiful as well.

Cons

My clients have raised concerns of how confidential it is sending a form through this program.

Review Source

BC

Brad C.  
Owner  
Health, Wellness and Fitness  
Used the software for: 6-12 months

### "Easy to use"

December 1, 2016

5.0

I use intakeq mostly for the online intake forms and they are by far the easiest and most complete system I have seen. I am currently also working on switching to using their clinical note functions as well to completely remove the need for other EMR systems.

Pros

Ease of use

Cons

Templates for clinical notes

Review Source

SC

Shahidrah C.  
Clinical Director/ Counselor  
Mental Health Care  
Used the software for: 6-12 months

### "Convenient, Accessible and Easy to Use"

December 1, 2016

5.0

IntakeQ has allowed us to streamline our intake process, save time and resources. Our clients tell us how easy it is to use and how much they appreciate the efficiency of the process. As a business owner, it has allowed me to grow my practice and manage necessary patient documentation and authorizations.

Review Source

EB

Elizabeth B.  
Physician  
Health, Wellness and Fitness  
Used the software for: Less than 6 months

### "Excellent for folks who need a portal"

December 4, 2018

4.0

Portal, emailing with patients, intake forms, scheduling, online self-scheduling and appointment reminders.

Pros

I needed a portal and online forms, as my EHRs portal does not allow me to pick and choose what information goes on the portal (and I need to protect adolescent confidentiality).

Cons

It can be a bit clunky, but part of that is just that it is not integrated with my EHR. I wish there were an app for it on my phone. Otherwise, it is great for scheduling and communicating with patients. Customer support is all by email but they are very responsive and have made software changes to accomodate my needs.

Review Source

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