---
title: "IntakeQ Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about IntakeQ Software - reviews, pricing plans, popular comparisons to other Medical Practice Management products and more."
source_url: "https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 IntakeQ Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

IntakeQ

## What is IntakeQ?

IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing onboarding experience while optimizing and streamlining the intake process. IntakeQ also offers PracticeQ, powerful practice management including scheduling, payment, appointment reminders, secure messaging, telehealth, invoicing and insurance billing.

## What is IntakeQ used for?

[Forms Automation](https://www.capterra.com/forms-automation-software/)[Medical Practice Management](https://www.capterra.com/medical-practice-management-software/)[Patient Portal](https://www.capterra.com/patient-portal-software/)

Recognitions

Shortlist

Best ease of use

Top alternative

Featured

Overall rating

Based on 322 user reviews

Reviews sentiment

Positive

97%

Neutral

2%

Negative

1%

Starting price

$49.9

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

-   Physical Therapy / 2026
-   Appointment Reminder / 2025
-   Patient Engagement / 2025
-   Therapy / 2025

Our "Best of" badge program showcases products with the highest ratings...

-   Chiropractic / 2026

Our "Best of" badge program showcases products with the highest ratings...

Do you work for IntakeQ?[Manage this product listing](https://www.g2.com/products/intakeq/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### IntakeQ

4.7 (322)

VS.

[4.3 (722)](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/reviews/)

Starting Price

$49.9

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (322)

Ease Of Use

4.5 (722)

Value For Money

4.7 (294)

Value For Money

4.2 (591)

Customer Service

4.7 (300)

Customer Service

4.3 (658)

## IntakeQ alternatives

Highest Rated

[4.8 (538)](https://www.capterra.com/p/178984/Jane-App/reviews/)

Starting price

$59.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.0 (1,391)](https://www.capterra.com/p/129169/Tebra/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

74%

of reviewers

rated it above 4 stars

[4.5 (685)](https://www.capterra.com/p/93446/AestheticsPro/reviews/)

Starting price

$160.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.5 (568)](https://www.capterra.com/p/124590/EMA/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

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

## FAQs about IntakeQ

Overview

### What problems does IntakeQ solve?

IntakeQ solves paper-based, incomplete, and time-consuming patient onboarding by letting practices create customized intake and consent forms, send them digitally, track completion, and store responses in client records. Mental health providers, medical clinics, wellness practitioners, and front-office staff benefit from reduced phone follow-up, faster check-in, and more appointment time for care.

Answer based on 255 reviews

Overview

### Which roles and teams benefit most from IntakeQ?

IntakeQ is most used by practice owners, office managers, and clinic administrators who collect client information, manage appointment intake, and reduce paperwork. Physical therapists, chiropractors, psychologists, physicians, and other clinicians use it to send forms, document patient histories, and prepare for visits. Clinical directors and executives oversee standardized intake processes across practices.

Answer based on 285 reviews

Overview

### What company size and industries is IntakeQ built for?

IntakeQ is built for small health practices, with 97% of reviewers from small businesses and Health, Wellness and Fitness leading at 39%. It is intended for health and allied health professionals, including counselors, physiotherapists, doctors, nutritionists, dentists, coaches, and lactation consultants. Medical Practice accounts for 22% and Mental Health Care for 17%.

Answer based on 322 reviews

Features and Usability

### What are the key features of IntakeQ?

IntakeQ includes forms creation and design, customizable fields, customizable forms, and forms management for creating, editing, storing, and organizing intake documents. Electronic signature capabilities support signed forms, while appointment scheduling, patient portals, and secure messaging extend workflows for patient communication. IntakeQ also meets HIPAA Compliant requirements.

Answer based on 21 reviews

Pricing

### How much does it cost and what fees or limitations are included?

IntakeQ starts at $49.90 per month on its flat-rate Forms plan, with additional practitioner seats costing 20 each. A free trial is available. The plan includes two assistant accounts, branded forms, e-signatures, HIPAA BAA, and secure sharing. Reviewers often consider the price reasonable, though some find it pricey and cite booking-system usability gaps.

Answer based on 45 reviews

Integrations

### Which third-party tools and platforms does IntakeQ integrate with?

IntakeQ integrates with 12 third-party tools, including Google Calendar, Dropbox, Google Drive, Google Meet, Zoom Workplace, Zapier, Stripe, Square Payments, Square Point of Sale, Elation, RevolutionEHR, and SRFAX. Google Calendar is the most frequently reviewer-confirmed connection, supporting appointment visibility and scheduling across calendars.

Answer based on 20 reviews

Getting Started and Support

### What training and onboarding options does IntakeQ offer?

IntakeQ provides live online sessions, documentation, and videos for training and onboarding. Live online sessions support guided setup and instruction, documentation offers written reference materials for self-paced review, and videos provide visual walkthroughs of key features and workflows.

Answer based on 8 reviews

Getting Started and Support

### What customer support options does IntakeQ offer, and how do users rate the experience?

IntakeQ offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users frequently describe prompt, friendly, and effective assistance, often receiving detailed replies within hours or sooner. Some report inconsistent technical guidance, links to documentation instead of direct answers, or difficulty resolving complex setup and account issues.

Answer based on 110 reviews

Security

### How does IntakeQ handle data security and access control?

IntakeQ uses HIPAA-compliant secure forms and a secure patient platform for sending, receiving, storing, and confidentially signing client documents. Staff can receive individual logins with assigned roles, and users can configure roles to control access. It also supports secure messaging and document sharing. Some users report password problems and request tighter controls over who can delete records.

Answer based on 29 reviews

## Features

AI summary

Based on 2,052 Medical Practice Management reviews

Capterra data shows that buyers of Medical Practice Management software rank the following features as their top priorities:

-   **Practice Management** (**58%** of reviewers rated this feature as critical)
-   **Appointment Management** (**59%**)
-   **Patient Records Management** (**59%**)

IntakeQ supports all three of the features reviewers value most: **Practice Management**, **Appointment Management**, and **Patient Records Management**. Together, these capabilities help businesses coordinate daily operations, manage scheduling more efficiently, and maintain accurate patient information, allowing teams to deliver more organized and consistent care.

HIPAA Compliant

4.8 (30)

70.00% of 30 reviewers that rated this feature as important or highly important

Compliant with HIPAA, which sets standards for sensitive patient data protection

Appointment Scheduling

4.1 (9)

55.56% of 9 reviewers that rated this feature as important or highly important

Schedule appointments via a calendar

Forms Creation & Design

4.6 (27)

74.07% of 27 reviewers that rated this feature as important or highly important

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Customizable Forms

4.7 (25)

80.00% of 25 reviewers that rated this feature as important or highly important

Customize contracts and forms to collect specific information

Customizable Fields

4.9 (17)

88.24% of 17 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

Forms Management

4.8 (16)

81.25% of 16 reviewers that rated this feature as important or highly important

Store, manage and track all forms in a centralized location

IntakeQ 105 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Automatically populating fields or sections within a form

Complete outstanding payments

Create, manage, and send invoices or bills to customers

Communicate using direct chat or messages within the system

Process of submitting and following up on claims with insurance companies

Private online space that lets businesses securely share documents and provide information access to clients

Record and organize clinical notes and progress notes for each patient after interaction with a physician

Provides a channel for team members to share AI models, media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and report regulatory data to either internal management or external stakeholders

Automated reminders and confirmations for booked appointments and events via text or email

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage product specific documents in a categorized order

Assemble applications and processes by dragging over and arranging pre-built components

Electronic patient health records, including records from multiple doctors

Digitally sign online documents

Receive and/or send email notifications for urgent updates, requests, or other information

Reminders sent via email

Create and securely store digital patient records

Plan an event's time and location

Public or private sharing of digital files such as documents, audio/video, images, and more

Intended for medical use such as diagnosis, treatment, and consultation

For mental/behavioral health specialties such as psychiatry, therapy/counseling, substance abuse, etc.

Designed for the use of occupational therapists

Designed specifically for physical therapy practices

Designed for the use of speech therapists

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Store, manage and track all forms in a centralized location

Establish measurable goals and objectives and track their progress over a specific period of time

Gaining access to confidential health documents and information

Compliant with HIPAA, which sets standards for sensitive patient data protection

Conduct intake assessments to determine patient health status, medical history, conditions, etc.

Activities related to the initial admission of a charge into the organization's care

Store and view prior invoices for each account/client

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to chat online in real time

Records of patients' medical history

Communicate using messages within the system

Access software remotely via mobile devices

Notifications via mobile devices

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Manage and support multiple locations

Supports practices with multiple healthcare professionals

For practices with multiple providers

Allow users to create, edit, and sort multiple notes

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Send personal messages to clients or attendees

Book meetings and appointments through a website or digital platform

Create new forms and/or use ready-made online form templates

Online forms for managing client intake

A repository of patient data, including their past and current health issues, treatment history, and more

Allows medical providers to engage patients in a variety of ways to ensure their health.

Patients can register for appointments in advance online

Managing and tracking patient health, progress, communication, and treatment plans

Online portal where patients can access information such as health records, treatment plants, etc.

Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health.

Book and manage patient appointments and follow-ups

Accept, record, and reconcile financial transactions

Manage physician availability and schedules

Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more

Customizable notes that help healthcare professionals document and track patient progress

Reporting on how each user, task or process has advanced since its initiation

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Ability to record, store, update, and retrieve information

Timed notification for any upcoming task, deadline, appointment, or activity

Remotely create and access treatment plans tailored to individual patients based on symptoms

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Manage the rescheduling of appointments

Plan availability and assign specific time slots for tasks and resources

Exchange messages in a secure and encrypted manner

Online portal through which end users can access the system, manage tasks, or obtain information

Private client session notes for coaching, therapy, etc.

Reminders sent via SMS/text message

Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Gauge satisfaction and receive information for improvement and success

Meet with patients remotely

Create, save, and re-purpose templates for emails, forms, etc.

Tools to help therapists document, record, and recall patient encounters

Set up connections to third-party platforms to improve business processes

Create treatment plans that document interventions and outcomes to track patient progress

Presenter can see and hear participants and vice versa

Connect with meeting participants remotely over video

Speaking to a doctor or healthcare professional using online video tools

Web form that allows users to enter data that is sent and processed for different reasons

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.5 (315)

4.5

Based on 315 reviews

## Pricing

Value for money

4.7 (294)

Free Trial

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

Forms

$49.90

Flat Rate,Per Month

It includes:

-   Unlimited Form Templates
-   Branded Custom Forms
-   Accept Attachments
-   Client And Provider E-Signatures
-   Form Reminders
-   Treatment Notes (SOAP, etc.)
-   Secure Document Sharing
-   Export To PDF/CSV/Dropbox
-   E-Faxing
-   HIPAA BAA
-   2 Assistant Accounts

Value for money

4.7 (294)

4.7

Based on 294 reviews

## Integrations

[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[

Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[

RevolutionEHR](https://www.capterra.com/p/124589/RevolutionEHR/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.7 (300)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.7 (300)

4.7

Based on 300 reviews

## User reviews

Overall rating

4.7

Based on 322 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(255)

4(56)

3(7)

2(2)

1(2)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Pharmacy assistant

Used the software for: Less than 1 year

### "IntakeQ Simplifies digital client intake"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 8, 2026

Overall, IntakeQ has been amazing tool to manager patient data. Digital forms reduce manual paperwork.Although some features need customization and upgradation.

Pros

It’s a great intuitive for clients appointments and management features. Its interface allows providers and clients to have access to their data.

Cons

Learning software could take more than usual time. Customer support response may vary. It’s quite expensive for small businesses.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Chiropractor

Used the software for: 1-3 years

### "Great value for the money!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 5, 2026

We use it for new patient intake, progress exam questionnaires, testimonials, and consent forms. Overall we are pleased with the product for the price. We would love to be able to brand the paperwork so it matches our brand.

Pros

Simple to use and customizable! Very affordable and great value for what you pay. Easy to send to patients.

Cons

You can’t save log-in information so it is constantly logging out, which is very inconvenient when you need to review paperwork in a short amount of time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Owner

Used the software for: 1-3 years

### "Intake Q made our paperwork way more seemless"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 11, 2025

Overall, I’ve been very happy using IntakeQ with my company. It’s made managing client forms, scheduling, and documentation so much easier and more organized. The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care. I really appreciate the customization options that allow us to tailor everything to our specific workflow and branding. While there was a bit of setup involved at the beginning, once everything was in place, the system ran smoothly. IntakeQ has definitely improved our efficiency and streamlined daily operations. I’ve already recommended to a couple practice owner friends!

Pros

Switching to IntakeQ was truly seamless! The setup process was straightforward, and I was able to start using it right away without any confusion or extra training. Everything about the platform feels intuitive — from creating forms to managing client information. It has streamlined our intake process and saved us so much time on paperwork. I love how professional and easy it looks for clients, too! The transition couldn’t have gone smoother, and I wish we had made the switch sooner. IntakeQ has made our workflow more efficient, organized, and stress-free.

Cons

t can take some time to fine-tune everything and create a customized workflow that fits your specific needs (i.e. our intake forms ect.), but once you do, it’s completely worth it. IntakeQ offers so many options for personalization that you can really make the system work exactly how you want it to. There’s a bit of a learning curve as you explore all the features, but the flexibility and customization make up for it. Once everything is set up, the workflow runs smoothly, efficiently, and in a way that truly supports your practice. It’s an investment of time that definitely pays off in the end.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Owner and Therapist

Used the software for: Less than 1 year

### "Great balance of cost & features, perfect for small therapy practice"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 19, 2018

Pros

I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan. I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do). And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session. They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.

Cons

There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms. It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features. I'd love to see a discount for paying for an entire year up-front, too.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Chiropractor

Used the software for: 1-3 years

### "Good but could be better"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

October 17, 2024

Pros

Ease of use, ease of implementation, cost

Cons

Wish there was a way to format forms to print on fewer pages when a patient requests a paper version. Wish you could integrate with Square credit card processing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

VR

Verified Reviewer

Office manager

Used the software for: 1-3 years

### "Spend extra money elsewhere"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

August 22, 2024

I wish I didn’t start with them now that my practice is growing.

Pros

Their forms cost money to generate. After they sell you, they leave you high and dry for setup.

Cons

Customer service is not great. All they do is send you a link to a guide. If I’m paying $6000+/ year per practice, I want to speak to someone when I have technical questions

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Owner, Therapist

Used the software for: 1-3 years

### "Great Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 12, 2023

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Administrative Clerk - Psychological Clinic

Used the software for: 3-5 years

### "Great product - great service"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 22, 2024

I had a question about how to accomplish something and received a response very quickly with clear instructions.

Pros

Easy to use, secure, customizable - can create your own forms.

Cons

I had a problem understanding signature boxes. Clients were being forced to sign in an opt-out of research box. Was able to rectify with help from IntakeQ.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JK

Julie K.

physician owner

Used the software for: 3-5 years

### "Great Patient Intake System"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 17, 2024

Pros

We love how easy it is for our patients to complete the forms we've created on IntakeQ and how easy it was for us to create the forms.

Cons

We wish that IntakeQ integrated with our EMR, Practice Fusion.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Reception and Billing associate

Used the software for: 1-3 years

### "IntakeQ Makes Documents Easy!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

March 27, 2025

I really like IntakeQ because it’s easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organized. The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion.

Pros

I like being able to store documents that are commonly used. It makes it easy to store and send the documents. It is also very user friendly and can be picked up easily and taught to new staff.

Cons

I wish is that it would fully integrate with the electronic health record that we use. Another issue that we run into is clients not fully submitting documents, It would be nice if there was a warning that said something along the lines of 'this is not fully completed.'

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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

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