IntakeQ Pricing, Features, Reviews & Comparison of Alternatives


Web-based intake forms management software

4.77/5 (235 reviews)

IntakeQ overview

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.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada

Supported languages

IntakeQ screenshot: IntakeQ automatic email appointment reminders that can be customizedClient Intake FormIntakeQ screenshot: IntakeQ automatic SMS based appointment remindersIntakeQ screenshot: IntakeQ customizable customer intake form templateIntakeQ screenshot: IntakeQ intuitive & user-friendly dashboardIntakeQ screenshot: IntakeQ's credit card processing module that is integrated with appointmentsIntakeQ screenshot: IntakeQ's treatment notes and patient timeline management viewCreating a Consent Form

IntakeQ reviews

Value for money
Ease of use
Customer support
Lexi Schmidt

Great balance of cost & features, perfect for small therapy practice

Used daily for 6-12 months
Reviewed 2018-12-18
Review Source: Capterra

I like that you have the option to pay less or more based on which features you need, as well as your volume of new clients -- super helpful for me starting out when I only had one new client every 2-3 months. Their customer support team actually worked with me to give me a 50% discount for the first 6 months and offer me a special "super low volume" plan. I also appreciate that there is so much customization available for the forms--you have to pay tons of money for traditional EHRs to create your own forms, which can get spendy quickly if you have a lot of different forms you need or make frequent updates (as I do). And, of course, electronic signatures are the best. I never want to have paper files again and scanning things in is such a pain! I love that IntakeQ lets clients take photos as part of their intake forms, too, so I can even have the client snap a shot of their insurance cards and ID before they ever come into session. They seem to update the features frequently, and base them off their users' requests--for example, they recently added a way you can link family members together, so both a teen client and their parent/guardian can have access to the messaging system & client forms.

Read the full review

Julio Lagos

Makes Managing Inventories Easy

Used weekly for 6-12 months
Reviewed 2018-12-14
Review Source: Capterra

Overall, I'm very happy with it, and would recommend it. My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there. I also really enjoy how I'm able to customize forms with fields, of all sorts. The Customer Support is great. Ease of Use and Flexibility. I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out. Appointment Reminders w/ Text is Great. Easy Notes, the easiest most streamlined way.

Read the full review


Excellent support for my small business!

Used daily for 6-12 months
Reviewed 2018-12-05
Review Source: Capterra

Overall, IntakeQ allows me to connect with clients and gain initial information before our first appointment allowing them the opportunity to share what is most important to them rather than spend the time completing paperwork. This is a great benefit to me. I am very pleased to be able to allow clients opportunity to communicate and complete personal health information online in their preferred way to communicate without fear of exposing their personal health information to others. I also appreciate the pricing for this product. I love the responsiveness of the customer service.

Read the full review

Judith Meer

Makes running my small biz a breeze

Used daily for 6-12 months
Reviewed 2018-12-06
Review Source: Capterra

Reasonable pricing, great user interface, has made running my small business *SO MUCH* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company.

Read the full review

Marilee Feldman

The best customer service on the planet

Used daily for less than 6 months
Reviewed 2019-01-10
Review Source: Capterra

I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!

Read the full review

IntakeQ pricing

Starting from
Pricing options
Free trial
View Pricing Plans

• Starter - $29.90 per month (1 practitioner & 10 submissions per month)
• Pro - $39.90 per month (1 practitioner & 150 submissions per month)
• Small Team - $59.90 per month (2 practitioner & 300 submissions per month)
• Clinic - $99.90 per month (5 practitioner & 1000 submissions per month)
• For Enterprise level plans contact IntakeQ

IntakeQ features

Appointment Management
Automatic Reminders
Billing & Invoicing
Calendar Management
Document Storage
Electronic Signature Capture
HIPAA Compliance
Records Management
Task Scheduling
Workflow Management

Activity Dashboard (75 other apps)
Automated Scheduling (52 other apps)
Automatic Notifications (49 other apps)
Charting (68 other apps)
Claims Management (64 other apps)
Client Portal (71 other apps)
Compliance Management (49 other apps)
Customizable Reporting (44 other apps)
Customizable Templates (51 other apps)
Health Insurance (45 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for IntakeQ

Key features of IntakeQ

  • Manage patient appointments
  • Custom intake forms
  • Captures billing information for an appointment
  • Credit card processing
  • HIPAA compliant
  • Automated SMS and voice reminders
  • Manage intake workflow
  • Book online appointments
  • Record keeping
  • Online payment through credit card
  • Capture patient case history
  • E-signature functionality
  • All transactions are SSL encrypted
  • Patient information is stored securely
  • Integration with Google Calendars & Stripe
  • Web based forms
  • Sync with Google Calendars
  • Alerts can be delivered on mobile
View All Features


● 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 their 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.