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IntakeQ Logo

Web-based intake forms management software

Table of Contents

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IntakeQ - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: November 2025

IntakeQ overview

What is IntakeQ?

IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share case forms with their patients, and receive them back completed & signed electronically before their next appointment. The product automates the form intake process thereby improving recordkeeping and customer/patient onboarding. The solution is well suited for the needs of individual practitioners, as well as for clinics and big hospitals. IntakeQ helps to eliminate paperwork by converting customers’ existing forms or re-creating the forms into an electronic form for a small fee. The product also enables customers to integrate intake forms into their website, providing customers with their branded questionnaires. The software offers an intuitive interface for creating customized intake forms with flexible question formats that can be accessed from any device including tablets. IntakeQ offers automated voice based, email and SMS reminders to patients by using an opt-in checkbox in the forms, the feature helps in the reduction of no-shows or appointment cancellations. The product also offers an online booking widget that can be embedded into the customer website, which allows users to set up flexible hours, sending intake package upon booking, allowing booking for multiple location from a single interface, and syncing appointments with Google Calendars. IntakeQ is HIPAA compliant and is hosted on the cloud. The product offers the support of e-Signatures to their customers, as well as integration with all major credit card gateways. The software also allows users to create detailed patient treatment notes and case histories that include diagrams & attachments. Some of IntakeQ's key customers include Propel Physical Therapy, LEO Training, Winston Center, and several individual healthcare practitioners. IntakeQ also offers a practice management solution, PracticeQ. PracticeQ offers tons of useful features and integrations to help smoothly run your practice.

Who uses IntakeQ?

By industry, IntakeQ reviewers are most commonly professionals in health, wellness and fitness (39%). The most frequent use case for IntakeQ cited by reviewers is forms automation (53% of reviewers).

What do users say about IntakeQ pricing?

Most users consider IntakeQ to provide good value for money due to its reasonable pricing, extensive features, and cost savings. Some users report that setup and form creation can be costly, and a few feel it is expensive.

Starting price

49.9flat rate /
per month

Alternatives

with better value for money


Pros & Cons

Verified reviewer profile picture

Responsiveness

Documentation

Intuitiveness

Submission

Coordination

IntakeQ’s user interface

Ease of use rating:

IntakeQ pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(63)
5(254)

What do users say about IntakeQ?

Reviewers indicate IntakeQ streamlines intake and patient form management, saving significant administrative time and improving client satisfaction. They find the platform highly customizable, intuitive, and easy to use, with robust digital forms and efficient online workflows. Many say clients appreciate the convenience of completing paperwork electronically, and they value the HIPAA compliance and flexibility for different practice needs.

Users report that customer support is responsive and helpful, often implementing feature requests quickly. Some mention a learning curve, occasional glitches, and challenges with mobile usability or integration with other systems, but feel the benefits and reasonable pricing outweigh these drawbacks.

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Who uses IntakeQ?

Based on 321 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Health, Wellness and Fitness
Medical Practice
Mental Health Care
Hospital & Health Care
Others

Use cases

Forms Automation
Medical Practice Management
Patient Portal
Mental Health
Therapy Notes

IntakeQ's key features

Most critical features, based on insights from IntakeQ users:

Customizable forms
HIPAA compliant
Customizable fields
Electronic signature
Appointment scheduling
Confirmations/Reminders

All IntakeQ features

Features rating:

Initial assessments
Invoice management
Customizable reports
SOAP notes
Forms management
Patient intake
Multi-Physician
Access controls/permissions
Activity dashboard
For mental/behavioral health
Forms creation & design
Communication management
Document management
Process/Workflow automation
Appointment management
Patient portal
Claims management
Billing & invoicing
EMR/EHR
Autofill
Two-Way audio & video
Reporting/Analytics
Patient scheduling
Progress tracking
Workflow management
Practice management
Progress notes
Physician scheduling
Payment processing
Patient questionnaires
Patient management
Patient engagement
Patient database
Online intake forms
Online forms
Online booking
One-to-One messaging
Web forms
Video consultations
Video conferencing
Treatment planning
Third-Party integrations
Therapy notes
Template management
Telemedicine
Surveys & feedback
SSL security
SMS reminders
Session notes
Self service portal
Secure messaging
Scheduling
Rescheduling
Reporting & statistics
Remote treatment planning
Reminders
Records management
Real-Time reporting
Real-Time notifications
Email alerts
EHR-Agnostic
Drag & drop
Documentation management
Document templates
Document storage
Data import/export
Customizable templates
Customizable branding
Customer database
Contact database
Compliance tracking
Collaboration tools
Clinical notes
Client portal
Client Chart Audit Tools
Chat/Messaging
Bill payment
API
Alerts/Notifications
Activity tracking
Onboarding
Notes management
Multi-Provider practice
Multi-Location
Multi-Channel communication
Mobile alerts
Mobile access
Messaging
Medical history records
Live chat
Invoice history
Intake management
Health record access
Goal setting/tracking
For speech therapists
For physical therapy
For occupational therapists
For medical purposes
File sharing
Event scheduling
Email reminders

IntakeQ awards

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49.9

Per month

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Ease of Use
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IntakeQ pricing

Starting from

49.9

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about IntakeQ price and value

Value for money rating:

Of 37 reviews that provide robust commentary on IntakeQ's price and value, 81% mention it in a positive light.

Most users consider IntakeQ to offer good value for money, highlighting its reasonable pricing and extensive features, including HIPAA compliance, electronic signatures, and a customizable client portal. They appreciate the cost savings on paper and manpower, and the ease of converting existing forms to digital formats. Users find the pricing competitive compared to other EHRs, and many mention that the software pays for itself through time savings and efficiency gains. Some users report that the initial setup and form creation can be costly and time-consuming, and a few feel the product is expensive for what it offers.

, and

To see what individual users think of IntakeQ's cost and value, check out the review excerpts below.

“The price is very reasonable and is more that offset by the time I save if I had to handle printouts, scan and then file forms in compliance with HIPAA requirements.”
DE

Dave E.

President

“The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes.”
Verified reviewer profile picture

Angela S.

Licensed Professional Counselor

“Their forms cost money to generate. After they sell you, they leave you high and dry for setup.”
Verified reviewer profile picture

Daniel H.

Office manager

IntakeQ integrations (14)

Integrations rated by users

We looked at 321 user reviews to identify which products are mentioned as IntakeQ integrations and how users feel about them.

Zapier logo
Zapier

Integration rating: 5.0 (1)

They need to upgrade to a better integration provider and expand the triggers

Bo

Ben o.

Director

Integration rating: 5.0 (2)

Integration rating: 5.0 (1)

IntakeQ customer support

What do users say about IntakeQ customer support?

Customer support rating:

We analyzed 97 verified user reviews to identify positive and negative aspects of IntakeQ customer support.

Widespread user sentiment highlights IntakeQ's customer service as exceptionally fast, friendly, and responsive to inquiries.

A significant portion of users praise the support team's willingness to implement feature requests and accommodate special needs.

Multiple users report receiving detailed, helpful responses—often within minutes or hours—making setup and troubleshooting easy.

A fair number of users appreciate the variety of support channels, including email, help pages, and an active Facebook group.

Support options

Knowledge base
Chat
Faqs/forum
Email/help desk
Phone support

Training options

Live online
Videos
Documentation

To see what individual users say about IntakeQ's customer support, check out the review snippets below.

“IntakeQ has excellent customer service; they respond to questions very quickly, they will help you get everything set up or they will provide step-by-step instructions if you're the DIY type. ”

JG

Jill G.

Office Manager

“The customer service is the best I have ever seen. After I send a message, within minutes I have a response and a good one, one that makes sense, not the run around, a great thought out detailed response.”

KD

Kelly D.

Communication Coordinator

“Best of all is the customer service. Though the system is very easy to use right out of the box, customer service representatives helped me with small adjustments and explained features so that we could get the system set up exactly for our needs; questions were always answered extremely quickly and communication was smooth.”

MW

Marc W.

Chief of Acupuncture and Chinese Herbal Medicine

IntakeQ FAQs

Q. What type of pricing plans does IntakeQ offer?

IntakeQ has the following pricing plans:
Starting from: $49.90/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. What are the benefits of using IntakeQ?

  • IntakeQ enables healthcare professionals to electronically share case histories & other forms with their patients, and have them back before their appointment is scheduled.
  • The product helps in automating the form intake process resulting in reduced paperwork, and improved record keeping.
  • The solution offers integration with the customer's website from where they can deliver embedded questionnaires.
  • IntakeQ enables customers to convert or re-create existing intake and consent forms into an electronic format.
  • The product provides automated SMS and voice based reminders to patients to reduce no-shows, through a simple reminder opt-in check-box in the form.


  • Q. Who are the typical users of IntakeQ?

    IntakeQ has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does IntakeQ support?

    IntakeQ supports the following languages:
    English


    Q. Does IntakeQ support mobile devices?

    IntakeQ supports the following devices:
    Android, iPad, iPhone


    Q. Does IntakeQ offer an API?

    Yes, IntakeQ has an API available for use.


    Q. What other apps does IntakeQ integrate with?

    IntakeQ integrates with the following applications:
    Elation, Dropbox Business, Zapier, Google Drive, Square Point of Sale, Zoom Workplace, Square Payments, Stripe, RevolutionEHR, Google Meet, Google Calendar


    Q. What level of support does IntakeQ offer?

    IntakeQ offers the following support options:
    Knowledge Base, Chat, FAQs/Forum, Email/Help Desk, Phone Support

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