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IntakeQ Logo

Web-based intake forms management software

Last updated: January 2025

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Table of Contents

IntakeQ - 2025 Pricing, Features, Reviews & Alternatives

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.

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 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.

Starting from

29.9

Per month

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IntakeQ's key features

Most critical features, based on insights from IntakeQ users:

Forms Creation & Design
HIPAA Compliant
Customizable Forms
Appointment Management
Customizable Fields
Forms Management

All IntakeQ features

Features rating:

For Mental/Behavioral Health
Electronic Signature
Initial Assessments
Customizable Reports
SOAP notes
Invoice Management
Patient Intake
Access Controls/Permissions
Multi-Physician
Confirmations/Reminders
Communication Management
Process/Workflow Automation
Patient Records Management
Billing & Invoicing
Patient Portal
Document Management
Charting
Appointment Scheduling
EMR/EHR
Autofill
Two-Way Audio & Video
Reporting/Analytics
Patient Scheduling
One-to-One Messaging
Payment Processing
Physician Scheduling
Patient Questionnaires
Practice Management
Patient Management
Notes Management
Progress Notes
Patient Database
Patient Engagement
Progress Tracking
Workflow Management
Web Forms
Video Consultations
Video Conferencing
Treatment Planning
Third-Party Integrations
Therapy Notes
Template Management
Telemedicine
Surveys & Feedback
SSL Security
SMS Reminders
Session Notes
Secure Messaging
Scheduling
Reporting & Statistics
Remote Treatment Planning
Reminders
Records Management
Real-Time Reporting
Real-Time Notifications
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
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
Email Alerts

IntakeQ awards

IntakeQ alternatives

IntakeQ logo
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(319)
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Features
Value for Money
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IntakeQ pricing

Value for money rating:

Starting from

29.9

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range
view pricing plans
start trial

IntakeQ integrations (14)

Integrations rated by users

We looked through 319 user reviews, to identify which products are mentioned as IntakeQ integrations, and what is the users perception.

Zapier logo
Zapier

Integration rating: 5.0 (1)

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

Bo

Ben omlid

Director

Integration rating: 4.0 (1)

all our A/R and workflows are in Google Sheets, an automation would be nice

AJ

Adella Jaeger

CEO

Integration rating: 5.0 (2)

IntakeQ support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Chat
FAQs/Forum
Email/Help Desk
Phone Support

Training options

Live Online
Videos
Documentation

IntakeQ reviews

Overall rating

4.7

/5

319

Positive reviews

97

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.36/10
Rating distribution

5

4

3

2

1

253

55

7

2

2

Pros
Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.
Love the versatility, easy to send forms, patient side is clean and easy to use, really like the signature option, HIPPA compliance feature is great.
My clients like the opportunity to complete the forms in the comfort of their home and have it done when they come into my academy. The customer service is outstanding, especially Mike.
Cons
The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars.
Occasionally it will give users feedback that the form is incomplete and can be confusing for them. Sometimes the email goes to their spam and they miss the email and we need to remind them.
I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.

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


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 Health, 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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