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IntakeQ
4.8
(271)

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Web-based intake forms management software

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IntakeQ Pricing

Pricing overview

Value for money rating

4.7

/5

271

Price starts from

49.90

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Pricing details

• Forms Only - $49.90 per month
• Practice Management - $59.90 per month
• For Enterprise level plans contact IntakeQ

What users say

I love how easy it is to make my own forms and templates. I love the affordable price as well.
Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price.

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Reviewers who mentioned pricing said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 4 years ago
Pros

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...

Cons

There are some small flukes that pop up occasionally; for example, if you enter a client's legal name when registering the client, there's no way to change how that shows up on forms, etc.--not usually an issue, but if a client has a radically different preferred name, is transgender, etc. I like to be able to ask them & customize what shows up on their forms. It's a little pricey, which is true of all online forms software, so I do like that it at least includes a HIPAA compliant messaging system -- I avoided other online forms systems because they were the same price, but with drastically fewer features. I'd love to see a discount for paying for an entire year up-front, too.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We've been with these wonderful folks for several years. I can't imagine our company without them!

Reviewed 4 years ago

Tremendous ease! I send out the forms and they get filled out. Not copying of forms. No storing of forms. No purchasing paper and toner. Fewer calls to the copier repair guy. They make my life better...

Pros

Initially found the customer service to be exceedingly prompt and abundantly proficient. They set up cost for the forms is more than reasonable and the monthly expense is such a bargain. I have never known their system to go down. Simple to get going and no maintenance. We keep finding new uses for them. It is so great to be able to email a link to the client. The client follows the link, fills out the form(s) and then submits. The forms are easily downloaded. Could not be more pleased. Thank you, thank you, thank you...

Cons

Seriously, I have yet to find one. I truly wish my every interaction could be an interaction like I've had with IntakeQ!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Very Happy. Great Product

Reviewed 8 months ago
Pros

Pretty much everything. A great system truly built around the needs of the practitioner, kind of like the Toyota of EHRs. Interface is fresh and easy to use. Customization is a breeze and functionality is fantastic. I shopped for an EHR for many months and was told by colleagues that I will eventually have to succumb to Simple Practice. They were wrong and I am so happy that I trusted my instincts that there just had to be a better, affordable solution out there. IQ is that solution.

Cons

No live support and no 2-way communication on alerts (meaning, if i send a reminder to a coworker I do not know whether they opened it and there is no way for the coworker to 'sign off' on the reminder when it is has been completed. We also needed to create quite a trail of workarounds to deal with some glitches relating to the inability to attach treatment notes to outgoing claims in the Office Ally integration. But IQ was receptive and worked with us and we got it done.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent support for my small business!

Reviewed 4 years ago

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.

Pros

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.

Cons

I wish that the software worked well with PayPal or had their own credit card processor. I also would like to be able to submit payments to insurance companies through the system. Among the features that exist already, I wish that you could click on the clients’ name where ever it appears and be able to get back to their profile page without having to go to the client’s list. I also wish that when...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Makes running my small biz a breeze

Reviewed 4 years ago
Pros

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.

Cons

There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less! Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The best option for our therapy office!

Reviewed 2 years ago

We use the bookings functions (only internal bookings, not client direct bookings), invoicing, payment, electronic consent forms and SOAP notes.

Pros

We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point.

Cons

Wish we could integrate email marketing beyond just extracting our client's email address.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy and Extremely Effective

Reviewed 3 years ago
Pros

This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay.

Cons

If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One of the very best online products I have purchased

Reviewed 6 years ago

I've been with IntakeQ since the early days. Even from the very beginning, it was a solid product with excellent pricing. I have noticed over time that new and very useful features are added on a consistent and frequent basis, which I love. This service is continually improving and continually impressing me. It has been an important and welcome addition to my medical practice. I fully endorse IntakeQ!

Pros

Well designed, well coded. Visually pleasing. Constant improvement and addition of new features. Excellent support.

Cons

I have no significant cons about this software. It is excellent.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Terrific Product AND Service

Reviewed 6 years ago

I initially stumbled onto IntakeQ when I was searching for a good, cost effective way of handling my medical paperwork. As it turns out, this was the most beneficial "stumble" I could have done. My intake process is now streamlined and efficient. Creating new forms is a breeze. In the few cases I've had problems, the team at IntakeQ has quickly and effectively come to my assistance, even so far as to create the forms I was needing. Anytime I have a question I get a prompt personal response. These guys just keep improving the product more and more. I highly recommend them, particularly if you are a solo doc like me. But even a large group would benefit. High-quality product, HIPAA secured, easy to use, responsive team, very affordable.

Pros

Easy to use. Cost effective.

Cons

Sometimes hard for patients to log in (though most of these cases are technically impaired folks!)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We are quite satisfied with IntakeQ platform: it is reliable, convenient and simple to use.

Reviewed 5 years ago

HIPAA secure platform (it was a must for our IRB approval) Easy access 24/7 Online - remote access feature Collection of questionnaire data (predominantly) Secure messaging (rarely used but it was on target)

Pros

The crucial thing for us was it to be an HIPAA secure platform (we use it to collect some sensitive (medical) information for a research study). It has exceeded our expectations regarding 1) reliability (the platform works smoothly), 2) simplicity (easy to user - on both ends) and 3) great customer support (we had ran into couple problems that were fixed pretty quickly). Also, the messaging was a bonus feature for us - so far we used it for a few occassions but they were very critical so it was great to have that option. And the price is reasonable - we are an independent research team - paying for this service out of pocket - and we are extremely satisfied with every penny we pay to your service. So, great job to you gals & guys at IntakeQ!

Cons

The questionnaires can be improved: - such as by adding answer-activated conditional questions , ex: if you check a box at Question1, then skip to Question8 etc.) The display can be improved by having options - such as by adding the option of showing the most recently completed form on top - visually grouping forms - as worked on etc (not just read or unread) by user-activated flagging.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Clean and simply designed intake and patient management platform

Reviewed 4 years ago

Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security

Pros

Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy.

Cons

Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Good value!

Reviewed 6 years ago

we are using IntakeQ for our intake paperwork only. We are definitely seeing an increase in clients filling out paperwork before their first appointment. I like the new features added especially the analytics. We have had a few glitches with some clients not being able to submit their paperwork and there really was never a resolution. It may have been an issue with their own computer. overall we have...

Pros

User-friendly, easy to search.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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lntakeQ

Reviewed 4 years ago

I really like IntakeQ and I love being able to have organized information of my clients. It saves time by sending completed forms right to their file.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Exceptional customer service, clean/professional forms & nothing but positive feedback from patients

Reviewed 4 years ago

Really impressed with IntakeQ. The online forms have allowed our practice to operate smoothly and efficiently from the very beginning. We have always felt valued as a customer too, which isn't necessarily easy to come by these days.

Pros

As a practice in our first year of business, IntakeQ really helped us get started on the right foot. Creating all of our forms from the very beginning with IntakeQ has truly made a positive impact on our patient experience. Collaborating with the customer service team makes the design process enjoyable, they are always available and incredibly helpful! Patients have appreciated being able to complete the forms via cell phone and they like that progress is saved as they go. We haven't had a single negative review about IntakeQ from our patients. I am glad that we found IntakeQ and I strongly recommend IntakeQ to any practices looking to be paperless and utilize online intake forms.

Cons

Can't think of any cons to IntakeQ, although at first I wasn't sure if we needed it since we were just starting out as a solo practice. Not the case! The cost is definitely worth it, no questions asked. Between the dedicated customer service team and positive patient feedback, I can't imagine our office opening a year ago without IntakeQ.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent product - highly recommend

Reviewed 4 years ago

Intake forms are a snap to create, change, edit and send to patients/clients - could NOT be easier. And their service of uploading and formatting for you is SO affordable and easy.

Pros

Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more!

Cons

It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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We love Intake Q.

Reviewed 3 years ago

Very POSITIVE.

Pros

We use this for Consent forms, Treatment notes and other client information, the program is easy to set up use and very affordable.

Cons

Nothing I really dislike but I would like to see some additional features... I would love a kiosk mode that is more clean and simplified (brandable) for when clients are filling out information on an ipad in our office... And a way to color code the blocks on the left bar where they are either green for intake forms or blue for notes... I would love to assign colors based on the form being used.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I was looking for an online solution for my paperwork for a long time. Intakeq is so perfect!

Reviewed 5 years ago

This software saves me time and makes it easy to retrieve contact information and consent forms for my patients.

Pros

My clients love being able to fill out their paperwork on their smartphone, tablet or laptop. I love knowing that once I electronically sign the forms they are securely and confidentially stored. They were so helpful in getting my forms set up and even inputted them for me from a PDF. The price is very reasonable and is more that offset by the time I save if I had to handle printouts, scan and then file forms in compliance with HIPAA requirements.

Cons

The scheduling software is nice, but the scheduler doesn't commnicate with my google calendar or even the calendar in my practice management software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Makes my work so much easier

Reviewed 4 years ago

I no longer have to scan client paperwork to upload it to their chart. Saves me on cost of printing and time scanning and storing paper documents! Allows me to get client information ahead of the appointment and maintain privacy.

Pros

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!!!

Cons

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Overall Wonderful Product

Reviewed 6 years ago

I shopped around a bit when starting my practice and ultimately went with IntakeQ because of the easily customizable intake forms and simple to use scheduling. As my practice has grown, IntakeQ continues to grow too. Every time I think "hey, it would be nice if my software could to this," I check the updates, and they've already thought of it. Easy to use and affordable. I've recommended this software to several colleagues already.

Pros

Easy to use intake forms and scheduling, and it's reasonably priced.

Cons

Double room/location function would be great.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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The customer service is outstanding. Their quick response and assistance is second to none.

Reviewed 5 years ago

I use this software every day and it makes my practice run smoothly and I appreciate that it is Hipaa compliant. 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. His quick response to all of my questions and requests is far beyond any other company I have dealt with over the last 10 years.

Pros

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

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Fantastic for what we needed!

Reviewed 5 years ago

this software has helped us become a paperless office!

Pros

I love how easy it is to make my own forms and templates. I love the affordable price as well. Intake Q is the best Stand alone Software I could find after 4 years of research. It is simple practical and makes so much sense. I have zero programming experience but knew this was exactly what we needed after just a few days on the free trial mode! I signed up before the free trial was even over. Also I love how they have actually taken some of my suggestions and made them features! Bravo!

Cons

I wish there were a few additional features such as if a table equaled a score that the score could mean something. Also a better way for clients and provider to use the same form (kisok mode??) And allow for color customization as well for the side bar where they are just blue and green right now. Oh and a little more security on who can delete what. that would be good.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Super easy, clean, enhanced, affordable.. all with superior customer service. Very hard to beat!

Reviewed 5 years ago
Pros

Excellent forms creations, including the ability to electronically send & receive to client. And with that, so many options too, such as sending a link by email or having it embedded right on your website. But it doesn't stop there, their amazing online booking program works flawless. And third, the ability to store securely client notes, progress charts and more. It's like combining all 3 critical aspects of running a private practice into one program. And the price is fair. All this from a Canadian company makes it unbeatable!

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Patient Data Management Nightmare - Not HIPPA - CANNOT manage your patient data

Reviewed a year ago

Horrific. Caused more problems than it solved. Do NOT use to manage patient data, you will be sorry. You have been warned.

Pros

Was cheap and easy to use, but not worth the headache

Cons

Software uses patients first name and email address to identify them. This is NOT OK for medical patient identification. Unfortunately, the company said there is no way around it, and we cannot use "full name" and "birth date", which is common medical practice to identify patients. What's worse, if a patient makes an appointment with the same first name and email address (like a parent would do...

Vendor response

Hi there, Sorry to hear our system didn't work for your needs, we cannot cater to all situations unfortunately. I wanted to clear up a few things noted in this review. We are fully HIPPA compliant. You can most certainly manage your client data, each client has a profile where all of their information is stored. There are various lists, reports, and exports available as well. The issue you noted about clients who have the same email address and first name does exist, as we use the email and first name as the primary client identifiers. Most using our platform don't have an issue with this, though some may. Take care, Ryan, IntakeQ Support Team Lead

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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A great value for forms

Reviewed 6 years ago

I use this software for the paperwork in my private practice as a psychologist. A very easy form building and usage system. There are pre- built templates and questions that can be used and a very intuitive form building process. Terrific help from support converting some of my existing paperwork. Super helpful and reasonably priced. The workflow is a dream with client information and it is all HIPAA compliant. There are other scheduling and note feature included that I do not use since I have other software for that, but it's well worth it just for the form capabilities. You won't find anything else out there that is this good at this price point. Bravo!

Pros

Very intuitive with cleanly designed forms and easy managing of completed paperwork.

Cons

I wish that either they offered a full package to run a private practice, or made the forms and other items available at separate price points since I only use the forms.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Wonderful Intake System!

Reviewed 3 years ago

IntakeQ is a very great and affordable tool for the entire patient intake process!

Pros

- Unbeatable customer service! - Very simple and easy to use - HIPPA-compliant and secure when sending and receiving information - Connected to my Google calendar making it very easy to see patient appointments on my mobile phone - Can upload ANY patient info including insurance cards and IDs

Cons

- I wish ALL alerts would be sent to my email including when a patient starts filling out their forms not just when they complete it - Making forms on your own in the beginning is very challenging and need to learn how to make the forms; definitely a learning curve with this one! - It would be nice to have the incoming fax feature