IntakeQ vs My Clients Plus Comparison

I love being able to send my intake and various forms to clients. This saves time in the initial consultation and the client feels more prepared for the first session. It is easy and time saving to have all the forms in one area. The interface is beautiful as well.

My clients have raised concerns of how confidential it is sending a form through this program.

The ease of use for myself, my staff and clients. Very user-friendly

I wish that it integrated with MINDBODY

The ease of obtaining important information and my clients appreciate being able to complete the forms before they come to my office. Fantastic software.

The software is expensive. I would like a plan between the Small Team and Clinic for 3 practitioners.

The best part of IntakeQ is the electronic intake form which is always remarked upon by my clients.

I would like to have couples be able to sign the same form.

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This software makes it easy for my clients to fill out their intake paperwork and start working with me faster.

It does make for another cost of doing business, but you have to weigh the ease of use for your clients to the cost for you.

easy to use and you are always improving it.

seems like depending on the browser or the device, my clients will not be able to save or navigate their way through it. It has been frustrating for them to have to refill it out.

I love that clients can schedule their own appointments, get email/text reminders, and fill out paperwork online.

I wish there were more features available for linked calendars and spacing out appointment times. For example, I have it set within IntakeQ to link with my work Google calendar. When a client schedules an appointment through IntakeQ there is a 15-minute space that is created between sessions. However, sometimes clients schedule an appointment with me which I put into my Google calendar. These appointments are not scheduled through IntakeQ so, therefore, there is not a 15-minute space between sessions with clients. As a result, I'm often left with back to back appointments with clients without any break. I realize I can go into IntakeQ and schedule the appointment however that is not always possible.

Very easy for me to set up and use. My clients appreciate the efficiency and hassle free process of completing paperwork. I think it enhances the professional credibility of my business. AND it's HIPAA compliant!!!

When I print forms it prints a ridiculous number of pages. That feature could be improved. Maybe add option to print in a smaller font.

Hi Ashley, Thanks for the excellent review! The following article shows how to have a more compact print-out of your forms: https://support.intakeq.com/article/29-can-i-make-my-forms-use-less-paper-when-printing-them I hope this helps!

Easy to send link to clients. Forms and site are professional and customized to my practice, as well as easy to change. Customer service team has been very helpful when needed. Nice that subscription is scalable for my small practice.

It's not integrated with my practice software, so I have to manually enter data from intakes into client charts.

User friendly. Easy format to follow. It was simple for me to be able to keep up with client information without feeling overwhelmed. My clients like the set up as well.

Nothing.

Easy for clients to provide important documentation. Streamlines the intake process. Clients love it! Easy for clinicians to use.

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User-friendly, easy to search.

some of the glitches where clients haven't filled out forms completely or haven't been able to submit.

Easy to use for clients.

Challenging to make forms without some assistance.

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easy of use, professional presentation

I wish it were easier to import contacts into Google

Working in the Mental Health field, we need software that is HIPAA compliant, but also reasonable in price. IntakeQ offers both!!! It also has a sleek design that looks professional. Auto-save is also a life saver. I have had several notes lost due to internet cutting out. Notes take a while and not having to redo them makes life so much easier. Customer service is friendly and always there to help whenever things may go wrong.

One thing I would like is that if you click on a Client's name, then it would take you to their home page. An app would also be beneficial since the forms don't convert well to phones.

-Ease of Use -Ability to fit within my digital practice -Staff -Staff always coming up with solutions to my questions

-Wish there was a feature to have clients put things in chronological order like some other Functional Medicine Software companies.

Affordable and meets most needs

Clients have had trouble using it the screen freezes on mobile devices and they are unable to book an appointment

Hello Deanne, thanks for the review! Can you please contact our support at hello@intakeq.com and provide details about what screen is freezing? Our system books thousands of appointments every day, so I'm sure this is an isolated case, and our team would like to investigate it. Thanks again!

This product makes our office seem like it is up with the times, which is very important. Clients need to see that you are modern!

Not much, some clients may not like to have to do everything online, but most now find it easy to use!

The Intake Q software has a lot of flexibility so I could really tailor it to meet the needs of my business. I love that I can easily edit my forms and make changes to my documentation template as new needs arise. My clients have been able to complete the intake process with ease and have commented on how simple it was for them. One of my favorite aspects is the appointment reminders via text or email.

I do not have any complaints. It has been great.

The software is intuitive and amazingly flexible. There are templates built-in for consent forms, assessments, and notes, but you also have the ability to customize each template to suit your practice's needs and create completely new templates. I use IntakeQ for everything: scheduling, billing/invoices, notes, diagnosis, Superbilling, appointment reminders, and secure communication with clients. The customer service department is ABSOLUTELY amazing to the point that I asked them "where can I leave you a review because you deserve recognition." I've had a few questions for them, and I've always got a response within an hour or two. I can't recommend this service enough. It runs my entire practice.

Initially, I was a little hesitant about the idea of having to create my own forms, but the templates provided made it super easy to tweak them to suit my needs.

Being able to set things up and send quickly to clients. I really like the online booking calendar, this has helped me a ton! I have not hooked it up to my website yet, but plan on doing that soon. Has definitely helped me streamline my business. I still need some work with notes and that kind of thing.

Just wish I could email my info to them in a better manner. Still have to figure that out. I have not used customer service, yet....to be determined

All online. No paper to waste or keep track of.

I would love for it to be less expensive.

Allows ability to set barriers on scheduling. Good charting system. Patients find it fairly simple to use and easy to fill in.

I have to type in the client's name to retrieve their notes. It's a hassle having to click back and forth between "Booking" and "Clients"