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IntakeQ vs Carepatron Comparison (2026)

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IntakeQ

Carepatron

Overview

IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments

All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

49.9

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

322

255

Value for money

Ease of use

Features

Customer support

92%

would recommend this app

4.4

860

487

280

Value for money

Ease of use

Features

Customer support

73%

would recommend this app

Pros

“The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care.”

Bridget M.

Owner

“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.”

Jeffrey H.

Reception and Billing associate

“The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate”

Jennifer R.

Licensed Psychotherapist

Pros

“We rely heavily on our ability to alert our clinicians when clients have provided high-risk responses to an assessment or questionnaire, and need full access to all client data to properly facilitate program evaluation and outcomes reporting. ”

Nicole B.

Senior Director of Operations

“the Ux/Ui of generating the invoice auto texts and view of the financial dashboard could be improved in details, like being able to switch between monthly incomes rather than having only generic monthly totals showing.”

leopold t.

therapist

“Show us an audit of when you send reminders to our clients, allow them to control their reminders, and let them see their open invoices on a tab.”

Alison E.

Executive Director

Cons

“There is also not an option to upload documents that have been filled out by hand.”

Julia B.

Patient Care Coordinator

“This integration gap means we still have to manually enter some data, which takes extra time and effort.”

Aleya B.

Business Ops Coord

“Sometimes patients do not complete the forms entirely because they don't know to continue”

Jordan B.

Cons

“For example, goals do not automatically carry over into SOAP notes, which means I have to re-enter or manually reference them each session. When creating intake forms, if I input the child’s name, the signature section defaults to the child rather than the parent, which can be confusing and requires extra steps to correct.”

Ruby C.

Occupational Therapist Owner

“there is no capacity to change the default setting of appointments to "unconfirmed" (because of the nature of the centre and our way of booking) which means it has to be done manually every day and that's a hassle.”

Jo C.

Practice Manager

“I wish it had more customization in the workflows (reminder if client hasn't had a session in a certain amount of time) and it's missing some things I see as essential, like proper waiting rooms.”

Rae F.

Founder and Practitioner