IntakeQ vs Phreesia

SimplePractice

CounSol.com

Jane

Klara

Luma Health

Simple Interact

Compare IntakeQ and Phreesia based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

CounSol.com is an online practice management solution for counselors, with secure messaging, two-way live video, appointment scheduling & reminders, and more

SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

Jane is a cloud-based practice management software designed to help health and wellness practitioners manage online booking, scheduling, billing, and more.

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

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Autofill

Bill Payment

Billing & Invoicing

Chat/Messaging

Claims Management

Client Chart Audit Tools

Client Portal

Clinical Notes

Collaboration Tools

Communication Management

Compliance Tracking

Confirmations/Reminders

Contact Database

Customer Database

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Document Templates

Documentation Management

Drag & Drop

EHR-Agnostic

Electronic Signature

Email Alerts

Email Reminders

EMR/EHR

Event Scheduling

File Sharing

For Medical Purposes

For Mental/Behavioral Health

For Occupational Therapists

For Physical Therapy

For Speech Therapists

Forms Creation & Design

Forms Management

Goal Setting/Tracking

Health Record Access

HIPAA Compliant

Initial Assessments

Intake Management

Invoice History

Invoice Management

Live Chat

Medical History Records

Messaging

Mobile Access

Mobile Alerts

Multi-Channel Communication

Multi-Location

Multi-Physician

Multi-Provider Practice

Notes Management

Onboarding

One-to-One Messaging

Online Booking

Online Forms

Online Intake Forms

Patient Database

Patient Engagement

Patient Intake

Patient Management

Patient Portal

Patient Questionnaires

Patient Scheduling

Payment Processing

Physician Scheduling

Practice Management

Process/Workflow Automation

Progress Notes

Progress Tracking

Real-Time Notifications

Real-Time Reporting

Records Management

Reminders

Remote Treatment Planning

Reporting & Statistics

Reporting/Analytics

Rescheduling

Scheduling

Secure Messaging

Self Service Portal

Session Notes

SMS Reminders

SOAP notes

SSL Security

Surveys & Feedback

Telemedicine

Template Management

Therapy Notes

IntakeQ

Android

Web-based

iPad

iPhone

Clinical Chiropractic Assistant

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.

Physical Therapist

Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.

Owner

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.

Nurse Practitioner

It appears to be a perfect balance of user friendliness with complex features. I have an outpatient practice where it is important to get guardian signatures.

General Manager

I love how easy it is to make my own forms and templates. I love the affordable price as well.

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.

Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price.

Admin

This product is a great way to share and recieve files with your staff and clients. During a pandemic doing things online is the best way to go.

Physical Therapy Clinic Owner

Ease of use for therapist and patient, very organized, formulates intake PDF that is automatically saved to Google Drive. The different plan options are great for new businesses as well.

I don't like that there is  No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.

Orthodontist

The clarity, simplicity and functionality of your product is fantastic.

Doctor of Physical Therapy

IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work.

Office Manager

So far, we have been able to manage the sending and receiving of these forms much more easily than before. I'm very happy with this product.

Doctor

Always above and beyond and super fast. A huge refreshing change from my last portal.

ayurvedic practitioner 

It is well equipped with features great way to build intake forms especially for my business.

I am incredibly satisfied. I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms.

I haven't encountered any problems so far. The worst thing might be learning how to construct forms because it is a bit overwhelming.

IntakeQ screenshot: IntakeQ practice management

IntakeQ screenshot: IntakeQ automatic email appointment reminders

IntakeQ screenshot: IntakeQ dashboard

IntakeQ screenshot: IntakeQ customizable customer intake form

IntakeQ screenshot: IntakeQ's credit card processing

IntakeQ screenshot: IntakeQ's treatment notes and patient timeline management

Freelancers

Large Enterprises

Mid Size Business

Small Business

Klara is a comprehensive conversational patient engagement solution that helps businesses centralize communication channels, increase provider collaboration, and automate outreach workflows. The platform enables healthcare practices to focus on patient outcomes by streamlining various aspects of patient care.

Luma Health offers a patient success platform designed to help businesses unify and automate patient journeys for healthcare organizations. The platform provides a comprehensive suite of tools to streamline patient access, retention, referrals, scheduling, waitlist management, and feedback. It can be integrated with all major electronic health record (EHR) systems, enabling bidirectional data exchange and a seamless patient experience.

Simple Interact is a deeply-integrated, highly-customizable patient engagement platform designed for physician groups, health centers, and hospitals. The platform helps these healthcare facilities run more efficiently and profitably by reducing the burden on staff while also improving patient experience.

With tools for intake, scheduling, payments and more, Phreesia makes care easier for patients, healthcare providers and staff. 

Automated Responses

Automated Scheduling

Availability Management

Booking Management

Broadcast Messaging

Calendar Management

Calendar Sync

Call Reminders

Campaign Management

Cancellation Management

Check-in/Check-out

Credit Card Processing

Electronic Payments

Email Management

Email Marketing

Historical Reporting

Insurance Eligibility Verification

Medical Billing

Multi-Language

Multiple Appointment Types

On Call Scheduling

Online Payments

Online Scheduling

Patient Education

Patient Records Management

Payment Collection

Payment Reminders

Physician Management

Pre-Appointment Screening

Real-Time Data

Real-Time Updates

Recurring Appointments

Registration Management

Revenue Management

SMS Messaging

Third-Party Integrations

Two-Way Communication

Wait List Management

Website Integration

Phreesia

Planning prior to launch was good, the product itself is good. We are new so that is all I have for now.

IntakeQ vs Phreesia Comparison (2026)

IntakeQ vs Phreesia Comparison (2026)

IntakeQ

Phreesia

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives