IntakeQ
Review of IntakeQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About IntakeQ
IntakeQ Screenshots
IntakeQ Features
IntakeQ Integrations
Customer Reviews
See why people love IntakeQ
DAWN Z.
Verified UserHealth, Wellness and Fitness · Self-Employed
ONLINE BOOKING SYSTEM
My experience has been positive with support that is available almost immediately.
- Forms were easy to create and clients have no problems accessing them
- Can't think of anything that I did not like right now
Bridget M.
Verified UserHealth, Wellness and Fitness · 2-10 employees
Intake Q made our paperwork way more seemless
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!
- 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
- 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
A big part of why we switched as the the ease of use especially with the different administer and clinician account options.
Why they chose it
"It was too expensive for us at this time."
Beau C.
Verified UserHealth, Wellness and Fitness · Self-Employed
It is truly the BEST practice management software and EHR that I have yet to find all in one!
After set up, it really is close to perfect. The customer care is excellent and they get back to me within 30min-2hrs max. I rarely have had to wait more than 12-14hrs for a reply. They even will jump on a tech support call if you need help, but the Help Resource section is very well done!
- It offers everything that your business needs to conduct HIPAA compliant SOPs
- I honestly have not seen any other software platforms that have as many features and allow for customizations
- It is a little tricky to set up, but the customization is limitless
Wesley B.
Verified UserMental Health Care · Self-Employed
Easy, intuitive, and functional
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.
- 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
- 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
My clients found CounSol confusing and difficult to use.
Annie K.
Verified UserMedical Practice · 2-10 employees
USER FRIENDLY
So user friendly and I love the website design.
- It's amazingly user friendly and customer service is always super prompt and helpful with their responses
- Patients also seem to enjoy it and it interfaces really well with our EHR
- Oh and the QR codes are GREAT
- My office has genuinely enjoyed this program a ton
- I wish the intake form header was easier to customize
- I had someone at IntakeQ create a header for me and didn't LOVE it (although the designer was super fast to create it, so that was nice)
- I also wish I had more freedom with my filters to look up patients
- ALSO, I find we have to send multiple forms to patients sometimes and that can affect our reports and skew our stats
- I wish there was a way to delete duplicate forms without going into each patient chart and deleting the duplicate forms so our reports were more accurate
Why they chose it
"I looked at a BUNCH of other products and reviewed basically every other option, but IntakeQ lead the pack from the start. It was a no-brainer, honestly."
Julia B.
Verified UserMedical Practice · 11-50 employees
Easy and Simple
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.
- 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
- 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
Limited customizability, no way to check progress of documents, no notification when documents are finalized.
Ashley S.
Verified UserHealth, Wellness and Fitness · 2-10 employees
Good but could be better
Verified reviewer
- Ease of use, ease of implementation, cost
- 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
Switched From
Pricing and ease of use with set up of templates
Why they chose it
"IntakeQ was easier to demo and set up without a pushy sales person"
Julie K.
Verified UserMedical Practice · 11-50 employees
Great Patient Intake System
Verified reviewer
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
- We wish that IntakeQ integrated with our EMR, Practice Fusion
Why they chose it
"Easier to set up and better value for the money."
Jenni Z.
Verified UserMedical Practice · 2-10 employees
Intake Q review
Good, I like the customization feature. I think a video or invitation to show already supported clients what can be done additionally with the service provider would be helpful
- Being able to customize my forms, put my label on them
- Not sure him to take it’s utilization further past in taking clients
Why they chose it
"I’m still looking at other products, I’m looking for something more friendly for speech pathologists who see kids and adults"
Victoria H.
Verified UserHigher Education · 10000+ employees
Great product - great service
I had a question about how to accomplish something and received a response very quickly with clear instructions.
- Easy to use, secure, customizable - can create your own forms
- 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
Why they chose it
"Clinic Director chose IntakeQ because of the ability to create our own forms, ease of use, password authentication for client use and ability to easily download submitted forms."
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This is very useful service. The company presents itself in a very professional manner.
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