# IntakeQ Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about IntakeQ Software - reviews, pricing plans, popular comparisons to other Medical Practice Management products and more. Source: https://www.capterra.com/p/226542/IntakeQ --- # IntakeQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 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 321 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $49.9 Flat Rate, Per Month Free trial available Includes Free Version 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://intakeq.com&name=IntakeQ) ## 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 (321) VS. [4.7 (3,640)](https://www.capterra.com/p/153752/Vagaro/reviews/) Starting Price $49.9 Flat Rate, Per Month Starting Price $23.99 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (321) Ease Of Use 4.6 (3,637) Value For Money 4.7 (293) Value For Money 4.6 (3,249) Customer Service 4.7 (299) Customer Service 4.6 (3,267) ## IntakeQ alternatives Highest Rated [4.8 (515)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (498)](https://www.capterra.com/p/110018/rxnt/reviews/) Starting price $32.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (1,283)](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [4.6 (204)](https://www.capterra.com/p/180530/Power-Diary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% 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-heavy intake, scattered client documents, manual reminder workflows, and time lost to printing, scanning, filing, and phone scheduling. It helps therapists, private practices, wellness clinics, and solo providers collect customizable forms before visits, reduce no-shows, centralize patient records, and keep front-desk and clinical teams organized and efficient. Answer based on 230 reviews Overview ### Which roles and teams benefit most from IntakeQ? IntakeQ is most used by practice owners, office managers, and clinical teams in healthcare and wellness settings. Therapists, chiropractors, physicians, and counselors use it to streamline patient intake, consent forms, scheduling, and documentation, while directors and executives rely on it to standardize operations, reduce administrative workload, and improve client flow. Answer based on 284 reviews Overview ### What company size and industries is IntakeQ built for? IntakeQ is built mainly for small health practices, with 98% of reviewers from small businesses and 38% in health, wellness, and fitness. It serves health professionals including counselors, physiotherapists, doctors, nutritionists, dentists, massage therapists, coaches, and lactation consultants, with strong use in medical practice at 22% and mental health care at 17%. Answer based on 321 reviews Features and Usability ### What are the key features of IntakeQ? IntakeQ includes core intake and practice management features like customizable online intake forms, electronic signatures, appointment scheduling, and automated email and SMS reminders. Differentiating features include patient portal access, SOAP notes and clinical documentation, secure messaging, billing and invoicing, plus integrations and API support for connected workflows. Answer based on 115 reviews Pricing ### How much does it cost and what fees or limitations are included? IntakeQ starts at $49.90/month for the Forms plan, with extra practitioner seats at 20 each, and a free trial is available. Reviewers often call the price reasonable or cost-effective for HIPAA-compliant forms and messaging, though some say it feels a little pricey and want lower-cost or more flexible plan options. Answer based on 45 reviews Integrations ### Which third-party tools and platforms does IntakeQ integrate with? IntakeQ integrates with Google Calendar, Google Meet, Zoom Workplace, Zapier, SRFAX, and Google Drive. Official catalog listings also include Dropbox Business, Stripe, and Square Payments, while reviewers additionally mention Google Sheets and Practice Mate. It connects to 10 third-party tools across scheduling, telehealth, fax, storage, and payments. Answer based on 25 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 direct instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of key features and tasks. 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, a knowledge base, phone support, and chat. Users often describe support as fast, friendly, and helpful, with replies arriving within hours or sooner and guidance that resolves setup questions. Some report a learning curve, occasional confusion, and mixed experiences when answers feel too generic. Answer based on 110 reviews Security ### How does IntakeQ handle data security and access control? IntakeQ uses secure, HIPAA-compliant forms, secure document sharing, secure messaging, and confidential storage for notes, charts, and signed forms. It supports individual logins and role-based permissions to control access. Some reviewers note password issues, automatic logouts, limited auditing, and a desire for stronger controls over deletions. Answer based on 29 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. HIPAA Compliant 4.8 (29) 68.97% of 29 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection 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 Electronic Signature 4.9 (15) 80.00% of 15 reviewers that rated this feature as important or highly important Digitally sign online documents Forms Management 4.8 (15) 80.00% of 15 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 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 (314) 4.5 Based on 314 reviews ## Pricing Value for money 4.7 (293) 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 (293) 4.7 Based on 293 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](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/) 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 (299) 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 (299) 4.7 Based on 299 reviews ## User reviews Overall rating 4.7 Based on 321 reviews Filter by rating 5(254) 4(56) 3(7) 2(2) 1(2) Mentioned topic Sorted by most recent KK Kassidy K. Chiropractor Health, Wellness and Fitness ### "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 December 26, 2025 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. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) Switched EHR systems and needed new way to do intakes Alternatives considered [ChiroHD](https://www.capterra.com/p/218059/ChiroHD/) [ChiroTouch](https://www.capterra.com/p/48210/ChiroTouch/) Reasons for choosing IntakeQ ChiroHD doesn’t haven’t customizable forms, chirotouch is high price Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BM Bridget M. Owner Health, Wellness and Fitness ### "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 10, 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. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) A big part of why we switched as the the ease of use especially with the different administer and clinician account options. Alternatives considered [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Reasons for choosing IntakeQ It was too expensive for us at this 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. WB Wesley B. Owner and therapist Mental Health Care ### "Easy, intuitive, and functional " 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 October 25, 2025 I have been satisfied with its functionality. The platform does what it intends to well. It would do well to add a couple of extra features and reduce the price. Pros The platform allows the easy creation of documents. My clients seem to have found it easy to use, and I have not had complaints about usability. I find the platform interface simple and intuitive. Cons It is a bit expensive. I also would love to be able to create surveys on the platform and/or for clients to be able to upload documents via the platform. Switched from [CounSol.com](https://www.capterra.com/p/124769/CounSol-com/) My clients found CounSol confusing and difficult to use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JH Jeffrey H. Reception and Billing associate Medical Practice ### "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 25, 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JB Julia B. Patient Care Coordinator Medical Practice ### "Easy and Simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 22, 2025 I've been using IntakeQ for several months now and I enjoy it more than most other document signing programs. We've decided to leave our last document program to use this full-time. This is by far the easiest I've used. Pros I love the customizability. I'm able to easily and quickly write up documents for my clients. It does not take much time to learn how everything works and to quickly make complicated documents which you can also turn into PDFs for clients to do by hand! Cons There is no automatic translation button. Each document I need translated into Spanish has to be hand translated. There is also not an option to upload documents that have been filled out by hand. Switched from [Fusion](https://www.capterra.com/p/136876/Pediatric-Therapy-EMR/) Limited customizability, no way to check progress of documents, no notification when documents are finalized. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GC Glauber C. Admin Mechanical or Industrial Engineering ### "Nice tool to Minimize Paperwork " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 December 27, 2024 Overall experience with IntakeQ for the GP was good, it simplified new clients information in our data and Pros It is definitely a handy tool for the gps, custom forms tools helps to collect all the customer info that a GP needs upfront, without the back and forth emails. Cons The reporting feature is bit limited, it covers the basics but a need is felt to have more details. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Sanchita S. Care takes Child Day Care Services ### "Good one to use" 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 November 8, 2024 Love it often times, has an easy setup too Pros It connects you with the right service provider Cons It doesn’t give you too many options to choose from Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JR Jennifer R. Licensed Psychotherapist Mental Health Care ### "IntakeQ is the best EHR" 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 29, 2024 I used it at my previous place of employment and took it upon myself to continue using it for my EHR once I left and opened my own practice Pros The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate Cons Needing to lock the previous note for things to apply to the next note Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HG Hannah G. Psychologist Mental Health Care ### "A great EHR for therapists" 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 21, 2024 A very positive experience. It is extremeely efficient and smooth. Pros It is an incredibly efficient EHR that integrates client notes, billing, and scheduling. Cons It is a little pricey compared to a few other EHRs. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EL Erin L. Owner and Business Manager Hospital & Health Care ### "Small practice - lots of forms" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 16, 2024 It works just how I'd want it to an fills the need we have for user friendly online forms, and even better it saves paper! Pros The form creation is very easy to use and straightforward. Sometimes I have to try a few times to get the boxes how I want them, but it is not too difficult. Cons Nothing that I can really think of. There might be some additional fields I would like, but overall it works how I would like! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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