Serving more than 2,000 practices, IntakeQ is a popular choice across diverse medical sectors like mental health, physical therapy, and general medicine.

IntakeQ offers telemedicine services and utilizes high-definition video for telecommunication purposes, allowing healthcare providers to engage in live, interactive virtual consultations with their clients. Using industry-leading video conferencing providers like Zoom and Jitsi, IntakeQ ensures that these remote sessions remain secure and stable.

IntakeQ also goes beyond telemedicine software by integrating various healthcare management tools. This allows providers to manage appointments, communicate securely, obtain informed consent, collect electronic signatures, administer surveys, automate reminders, and streamline administrative tasks while maintaining HIPAA compliance.

IntakeQ Online Patient Intake Forms The Ultimate Guide

This article explores the advantages of implementing online intake forms and practice management software, focusing on the IntakeQ platform. It covers how IntakeQ can automate administrative tasks, enhance patient communication, and contribute to the growth of the medical practice. 

Summary Table

Appointment ManagementUser-friendly appointment management system for healthcare providers, offering features like online scheduling, secure communication, a centralized database, multiple service locations, an integrated payment processor, customizable intake forms, and flexible billing options, thereby ensuring HIPAA compliance and improved client engagement.
Improved efficiency, reduced no-shows, and increased patient satisfaction.
Intake FormsDesign and customize intake forms to collect specific patient information electronically, eliminate paper-based processes, and capture e-signatures for consent forms.Streamlined data collection, reduced paperwork, and personalized patient experience
Patient PortalProvides patients with a secure and convenient way to manage their healthcare, including accessing medical records, appointment history, billing statements, and communicating with providers.Improved patient engagement, increased patient convenience, and enhanced communication
Reporting and AnalyticsGain valuable insights into practice performance with comprehensive reports and dashboards, facilitating informed decision-making.Informed decision-making, improved practice management, and optimized resource allocation
IntegrationsIntakeQ offers seamless integration with well-known EHR systems like DrChrono, Kareo, Athenahealth, and others. By integrating these systems, healthcare providers can effortlessly transfer patient information between platforms, resulting in reduced data entry errors and enhanced clinical efficiency.
Seamless workflow, improved data sharing, and increased efficiency
Security and ComplianceEnsure patient data security with HIPAA compliance, data encryption, and access controls.Patient data protection, compliance with regulations
Billing and PaymentsAccept payments securely through the patient portal and generate and send invoices automatically with customizable templates and rules.Streamlined billing process, improved revenue collection, and increased patient convenience

Key Benefits of IntakeQ

IntakeQ has earned a strong reputation as a leading practice management solution thanks to its user-friendly interface, extensive features, and versatility. It caters to various healthcare professions, facilitating efficient practice administration, improved patient engagements, and secure data handling. The platform offers a seamless document workflow, leveraging electronic signatures, auto-populating charts, and consolidated databases. 

IntakeQ Benefits

Additionally, IntakeQ’s superior integrations streamline payments, calendars, and other essential applications. It places a strong emphasis on security and compliance, meeting HIPAA, GDPR, PIPEDA, and SOC 2 Type II standards. With exceptional customer service, competitively priced subscription plans, and continuous development, IntakeQ stands out as the premier choice for healthcare practitioners. 

Acclaimed by thousands of satisfied users, IntakeQ exemplifies an innovative, adaptable, and forward-thinking practice management solution, making a significant contribution to the enhancement of contemporary healthcare settings.

Comprehensive Review of IntakeQ’s Features

IntakeQ is a suite of tools designed to simplify practice management, increase patient engagement, and improve healthcare delivery. 

About IntakeQ

Ease Of Use

One of IntakeQ’s standout features is its intuitive design, ensuring a smooth and hassle-free user experience. It has a user-friendly interface that makes it exceptionally easy for both healthcare providers and patients to navigate.

It also provides a seamless onboarding process that ensures that even those unfamiliar with it can quickly grasp its functionality.

Appointment Management

IntakeQ’s appointment management feature is designed to simplify and streamline your scheduling processes. When you send a form to a client, you can effortlessly include an optional appointment reminder question at the end. When sharing the form, just input the appointment date and time, and IntakeQ will automatically send a reminder based on the client’s preferences.

Intake Forms

IntakeQ’s intake and forms feature is a comprehensive solution for healthcare providers seeking to modernize their patient intake process. 

In addition to offering customizable electronic intake forms, IntakeQ also allows the conversion of existing forms, ensuring a seamless transition to a digital workflow. Notably, IntakeQ automates the distribution of a client intake package, consisting of relevant forms, as soon as clients book their appointments, streamlining the entire intake process. 

Additionally, IntakeQ offers robust e-signature support, enabling the secure collection of electronic signatures from patients, thus eradicating the need for paper forms. 

Patient Portal

IntakeQ’s patient portal stands out as a patient-centric solution, offering a range of features designed to enhance the healthcare experience. This intuitive platform allows patients easy access to their medical records, appointment schedules, and secure communication channels with healthcare providers. 

It streamlines administrative tasks, enabling patients to update personal information, fill out intake forms electronically, and conveniently make payments for services. 

Reporting & Analytics

IntakeQ offers healthcare professionals an advanced reporting tool that includes questionnaire and appointment analytics. Practices can leverage these features to track client engagement and preferences, busiest days, revenue generation by services, and performance across different locations or practitioners. 

IntakeQ’s integration with Google Analytics also allows tracking booking widget events, offering a deeper dive into patient interactions and behaviours.

IntakeQ Features


  • Electronic Health Records (EHR) Systems: IntakeQ offers seamless integration with well-known EHR systems like DrChrono, Kareo, Athenahealth, and others. By integrating these systems, healthcare providers can effortlessly transfer patient information between platforms, resulting in reduced data entry errors and enhanced clinical efficiency. IntakeQ seamlessly integrates with AthenaHealth, streamlining the management of client information. It effortlessly syncs demographic data, uploads intake forms, and consent documents, and enables the creation of new profiles. However, it’s important to note that AthenaHealth does not support the synchronization of treatment notes, appointments, claims, or invoicing. If you wish to access the API, please contact AthenaHealth representatives.
  • Online Payment Processing: IntakeQ facilitates online payment processing by integrating with Stripe, Square, and PayPal. This allows healthcare practitioners to securely receive payments from their patients. With the option to pay using credit cards or bank transfers, patients can conveniently settle their bills, ensuring a seamless payment experience for all parties involved.
  • Video Conferencing Tools: The platform incorporates integrated video conferencing features supported by Zoom, Jitsi, and Whereby, enabling practitioners to conduct virtual consultations with patients. These tools guarantee top-notch audio and video communication, all while adhering to HIPAA compliance standards. IntakeQ has two Zoom integration options: Automatic Zoom Meeting Creation (ZMCC), which automatically creates Zoom meetings for each appointment, and Instant Zoom Meetings (IMZM), which allows instant Zoom meetings from your client portal. Both of these integration options streamline workflow, enhance patient experience, and enhance security.
IntakeQ Integrations
  • Scheduling Software: IntakeQ, a scheduling software, offers seamless integration with popular scheduling solutions such as Acuity Scheduler, Calendly, Google Calendar, and Microsoft Bookings. This integration enables healthcare practices to efficiently manage appointments and automate patient reminders.
  • Email Marketing Platforms: IntakeQ offers a seamless integration with well-known email marketing platforms such as Mailchimp and Constant Contact. This integration empowers practitioners to effectively engage with their clients, distribute newsletters, and efficiently handle campaigns.

Security & Compliance

IntakeQ offers a comprehensive solution for healthcare practices, focusing on HIPAA compliance through encrypted communications, secure login protocols, and a clear Business Associate Agreement. 

Key practices include user-specific security measures like strong password enforcement and two-factor authentication, ensuring a robust defence against data breaches.

Billing & Payments

IntakeQ streamlines the billing and payment process for healthcare practices with a comprehensive invoicing system. The platform enables both manual and automatic invoice payments, offering the flexibility to process payments through supported providers or register external transactions. 

The software supports various payment methods, including credit cards, debit cards, e-checks, online bank transfers, and digital wallets. 

IntakeQ Website Integrations

It integrates with popular payment gateway providers like Stripe and Square, allowing users to handle payments and reconcile financial records. E-check payments and online bank transfers offer cost savings and quick fund transfers. Contactless payment methods like Apple Pay and Google Wallet provide secure and convenient purchases. IntakeQ streamlines administrative tasks while ensuring HIPAA compliance.


PlanMonthly PriceFeatures
Starter$49Ideal for solo practitioners
Unlimited intake packages
Client profiles
Customizable templates
Automatic reminder alerts
Basic reporting
Additional fees may apply for advanced functionalities and third-party app integrations
Growth$79Ideal for people expanding businesses
Group sessions, and multi-location support
Multiple staff accounts
Shared calendars
Supervisor hours tracking
Enhanced HIPAA security controls
Additional charges for premium add-ons or API usage
Professional$169Ideal for large enterprises
Enterprise-grade features and dedicated account management
Priority support, SSO, SOC 2 Type II certification
SAML authentication and exclusive beta programs/training webinars
Advanced feature costs and volume limits vary per organization.

Pros & Cons

User-friendly Interface: IntakeQ offers a user-friendly interface with a design that is easy to navigate, even for those who are not familiar with the technology. The simple layout promotes ease of use and requires minimal time to learn, which leads to more people using it effectively, including practitioners and office administrators.Limited scalability for large enterprises: Large enterprises may encounter limitations in terms of scalability when using IntakeQ. Although the platform is suitable for small to mid-sized practices, it may not fully meet the needs of larger organizations. This is due to the lack of enterprise-level features such as intricate organizational hierarchies, detailed permission structures, and customized development opportunities.
Strong emphasis on security: IntakeQ strictly follows rigorous security measures, complying with HIPAA, GDPR, and PIPEDA regulations to prevent any unauthorized access or data breaches. Utilizing top-notch encryption algorithms, access controls, and periodic audits ensures maximum safety and regulatory conformity.Occasional bugs and glitches: Despite the thorough testing and quality assurance efforts, occasional software bugs and glitches may still occur. While these issues are usually minor, they have the potential to disrupt daily routines until they are satisfactorily resolved.
Comprehensive feature suite: With its comprehensive feature suite, the platform provides a wide range of tools that cover all the essential aspects of patient management. These tools include scheduling, intake, billing, reporting, and communication functionalities. By consolidating these vital functions into one platform, the platform eliminates the need for multiple systems, streamlining workflows and enhancing efficiency.Dependent on internet connectivity: The optimal performance of IntakeQ relies heavily on a stable and fast network connection due to its cloud-based nature. Users in remote areas with inadequate infrastructure or unreliable Wi-Fi signals may face challenges when operating the platform consistently.
Enhanced practice efficiency: IntakeQ harnesses the potency of questionnaire analytics to elevate the efficiency and effectiveness of practices. Scrutinizing patient feedback uncovers valuable insights that allow for the streamlining of intake procedures, the elimination of outpatient flow bottlenecks, the optimization of appointment scheduling, and the identification of peak times to enhance patient accessibility and staff allocation. This analytical approach empowers healthcare providers to make informed decisions, ultimately raising the bar for the quality of patient care.Built-in Accounting Tools: IntakeQ includes rudimentary accounting tools but cannot replace standalone accounting software like QuickBooks or Xero. Clinicians looking for sophisticated finance management features will need to integrate IntakeQ with third-party accounting tools.
Powerful Third-Party Integrations: IntakeQ offers seamless integration with popular payment gateways like Stripe, Square, and PayPal, as well as calendars and other commonly used applications. This powerful third-party integration enhances the value of our platform and optimizes workflows for a streamlined experience.Mobile Application Functionality: While IntakeQ provides iOS and Android apps, certain functionalities remain exclusive to desktop versions. Appointment scheduling, document editing, and payment processing face limitations, creating inconveniences for some users.
Supportive Customer Service: At IntakeQ, customer service is of utmost importance. The support team is quick to respond and readily available to help users via live chat, telephone, or email. Additionally, they offer onboarding materials, FAQ sections, and community forums to create a nurturing learning environment.Free Trial Restriction: Unlike other companies, IntakeQ does not offer a free trial period. This might make it less appealing for practitioners who are curious about the software and want to try it out before committing to a subscription.

IntakeQ vs PracticeQ

Primary focusPatient intake and practice managementPractice management and patient billing
Key featuresOnline scheduling, automated intake forms, patient portal, secure communication.Automated workflows, an integrated EHR system, a secure messaging portal, online scheduling, and appointment management, as well as a patient portal.
IntegrationsIntegrates with a wide range of healthcare applications, including popular EHRs, patient portals, and payment processors.Integrates with a smaller number of healthcare applications, but it does offer a Zapier integration, allowing you to connect with a wider range of applications.
StrengthsHighly customizable platform, automated workflows, integrated EHR system, HIPAA-compliant messaging portal, online scheduling and appointment management, and patient portal.Robust billing and coding features, comprehensive reporting, and analytics.
WeaknessesLimitations in data transfer, document management, and managing patient dataLess user-friendly interface, more complex to set up
PricingStarts at $49 per monthStarts at $79 per month
Free trialYesYes


Overall, IntakeQ’s online intake forms provide a complete and easy-to-use solution to improve patient intake, improve patient engagement, and improve healthcare delivery. Use this cutting-edge technology to improve practice efficiency, streamline practice operations, and deliver better care to your patients. IntakeQ is an attractive option for non-technical clinicians due to its user-friendly interface, extensive customization options, seamless integration with payment gateways, and inclusion of a telehealth module.

Additionally, it provides a centralized database and prioritizes security and compliance. However, it does have some limitations, such as the absence of niche features, limited built-in accounting functions, occasional glitches, and the lack of a free trial period. Nevertheless, healthcare professionals are increasingly adopting IntakeQ as a reliable, cost-effective, and user-centric alternative. The software’s ongoing development roadmap indicates a commitment to continuous improvement and the addition of new features.

Wisevu is a versatile web development partner that specializes in serving medical institutions by enhancing their online presence and optimizing their operations. With their extensive knowledge in creating user-friendly websites, integrating essential APIs, and designing intuitive interfaces, Wisevu is well-equipped to provide impactful solutions tailored to the unique requirements of the medical sector. 

Wisevu offers a range of web development services, API integration services, and web design services for the medical sector. Whether you need a complete website transformation, seamless API integration for improved functionality, or a design update that instills patient confidence, Wisevu’s team possesses the technical expertise and industry insight to bring your vision to fruition. By partnering with Wisevu, you will have the opportunity to collaborate with a dedicated team committed to propelling your medical institution toward a thriving online presence.

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