IntakeQ Pricing Plan & Cost Guide

IntakeQ

Web-based intake forms management software

4.77/5 (264 reviews)

IntakeQ Pricing

Starting from: $49.90/month

Pricing model: Subscription

Free Trial: Available

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

Free Trial

Competitors Pricing

Compulink Healthcare Solutions

Pricing model: Subscription

TheraNest

Starting from: 39.00/month
Pricing model: Free, Subscription
Free Trial: Available

Valant EHR Suite

Pricing model: Subscription

WebPT

Starting from: 59.00
Pricing model: Open Source

IntakeQ Pricing Reviews

Pros

  • I love how easy it is to make my own forms and templates. I love the affordable price as well.Kristin F.Read the full review
  • 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.Anita J.Read the full review
  • Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.Jessica C.Read the full review

Cons

  • 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.Judy A.Read the full review
  • 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.Brenden B.Read the full review
  • I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.Lori S.Read the full review
100%
recommended this to a friend or a colleague

25 reviewers had the following to say about IntakeQ's pricing:

Brenden B.

IntakeQ Review from a Chiropractor

Used daily for 6-12 months
Reviewed 2018-12-11
Review Source: Capterra

Overall our experience has been great with IntakeQ. The online forms are amazing for our office and the text reminder have significantly decreased our missed appointments.

Pros
The price for the number of features and value of features is unbelievable.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

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

Used daily for less than 6 months
Reviewed 2021-08-17
Review Source: GetApp

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 when registering their child that has mom or dad's first name, which is very common), the system thinks it is the parent being registered and will overwrite the parents' data. This is completely unusable, completely unthoughtful, and will cause you great stress in trying to (futiley) fix the data management nightmares that could easily be avoided by using name and birthdate. Tech support says there is no way around it and the system is hardcoded for this....completely useless! User beware!

Response from IntakeQ


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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Deanne R.

Owners use

Used daily for less than 6 months
Reviewed 2016-12-26
Review Source: Capterra

It took a while a lot longer than expected to add to the website and it still freezes to make appointments on mobile devices but the price is good and it seems to be working reasonably well so far

Pros
Affordable and meets most needs

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

Response from IntakeQ


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!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Merritt J.

Overall Wonderful Product

Used daily for 1-2 years
Reviewed 2016-12-01
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bryan L.

Must Have!!!

Used daily for 1-2 years
Reviewed 2016-12-01
Review Source: Capterra

IntakeQ has proven to be invaluable to my mental wellness practice. It makes the intake process simple, streamlined, and convenient for both our clients and our staff. Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price!

Pros
ease of use, price, flexibility

Cons
that it's not integrated into my practice management software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Louis E.

Terrific Product AND Service

Used daily for 2+ years
Reviewed 2016-12-01
Review Source: Capterra

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!)

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Affordable electronic medical forms

Used weekly for 6-12 months
Reviewed 2018-12-04
Review Source: Capterra

Awesome system for the money. Beats any competitor for features and price point. If you need an online solution like this, try it.

Pros
Easy to use and design questionnaires for a busy medical practice. Many features. HiPAA compliant. iPad friendly.

Cons
Some features are not easy to find. Need to contact customer service if you would like to download completed questionnaire as pdf. Recommend an employer portal and more comprehensive patient portal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jo Ann M.

Amazing! Love having our forms online! Saves time, money and sanity!

Used daily for less than 6 months
Reviewed 2016-12-14
Review Source: Capterra

Before online forms for our office we spent hours on end scanning, uploading, and shredding office intake forms. NOW we don't waste paper and forms are filled out more in depth than the paper kind. Highly recommend for the money you save and spend on the forms.

Pros
Easy and not expensive at all.

Cons
has to have an email to send the paperwork

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Beau C.

The BEST solution for patient forms, integrated IM, and even custom EHR!

Used daily for less than 6 months
Reviewed 2017-09-20
Review Source: Capterra

Pros
That it offers everything under one brand, low cost and BAA. I have been patch working a number of applications and software programs to get only a fraction of what I am getting from IntakeQ. I could not be more excited about finding them!

Cons
I think that the software could have a better layout on mobile devices or an app to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Matthew H.

Excellent for out small practice intake forms

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

We save lots of time getting patients to fill out their intakes at home. Couldn't be happier so far.

Pros
IntakeQ made our forms for us and a little tweaking make them perfect. The pricing is very fair, especially for hippa compliant forms.

Cons
The form creation area has a pretty steep learning curve, some things are very simple, others extremely difficult to figure out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Alicia B.

Great Experience

Used weekly for 6-12 months
Reviewed 2018-12-04
Review Source: Capterra

I have had a great experience with IntakeQ and feel like the pricing is competitive. It's hard to find a form submission program that is HIPPA compliant.

Pros
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.

Cons
Actually creating the forms was difficult in the beginning, required a lot of trial and error. The back end could be more user friendly. Maybe a form creator wizard would help. Would also love to see an option to upload a document for signature.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Brian W.

Great for automating your PT practice all in one place

Used daily for less than 6 months
Reviewed 2018-12-10
Review Source: Capterra

Patients love that all of my intake forms are online. They seemed to fill out more of the form and they are completed prior to their appointment. Therefore there is no time wasted when the patient is at the office. They can complete the forms at their own convenience which saves time for them and me.

Pros
I like the variety of features IntakeQ has to offer. I can produce invoices, super bills, schedule patients, send out intake forms and complete secure documentation all in one place for a relatively low cost. There are many more features that I have not started using yet but will in the future.

Cons
I was hoping the emailing feature would be more robust to be able to include more campaigns for things other than current patients. And the ease of use for emails is not as good as other features.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Chuck R.

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

Used daily for 2+ years
Reviewed 2018-04-12
Review Source: Capterra

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kristin F.

Fantastic for what we needed!

Used daily for less than 6 months
Reviewed 2017-07-17
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

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

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Greg K.

A great value for forms

Used daily for less than 6 months
Reviewed 2016-12-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Arin R.

The best option for our therapy office!

Used daily for 2+ years
Reviewed 2020-04-13
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Pretty good

Used daily for 6-12 months
Reviewed 2018-12-04
Review Source: Capterra

Overall it's fine. I think it's a pretty expensive product for what you get though.

Pros
Once the forms are created it is very easy to send and receive forms.

Cons
The process of creating the forms can be arduous and buy the services from the company was too expensive and slow.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 6/10

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Dot W.

Review of IntakeQ -- it's wonderful

Used monthly for 1-2 years
Reviewed 2016-12-15
Review Source: Capterra

From the ease of use of the customer support, IntakeQ is a great service. I've found that clients are more likely to fully complete their intake form now that is online. The added feature of including a release form is a considerate and important feature.

Pros
Functionality. A design is clear and easy to navigate.

Cons
The cost.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Wonderful Intake System!

Used weekly for 1-2 years
Reviewed 2019-05-31
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Reshma K.

Intake Q

Used daily for less than 6 months
Reviewed 2018-12-07
Review Source: Capterra

Time and cost effective

Pros
Ease of use Friendly appearance Ability to customize Easy to follow and keep track Good customer service

Cons
I am very pleased with it. At this time would not like to change anything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Robert R.

A must for clients and providers

Used daily for less than 6 months
Reviewed 2018-12-22
Review Source: Capterra

Can't practice without it. I must have that is actually afforable.

Pros
This the best product out there for online forms. The other companies want about 10x the price and do not have the features that IntakeQ does. My patients love this service. It makes it super easy for them and for me as the provider. Tech support is amazing!

Cons
No complaints. I would like the ability to partially complete the form adn then send to Pt.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

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.

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 stopping a recurrence, you could have a choice of stopping all including the appointment that is open and not just all of the ones after the one that is open. When I am in the message center and want to click to another client, I have to refresh the page to ensure that the right page is connected to the right client. Otherwise the name will change, but the page remains on the previous client’s page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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John T.

IntakeQ review

Reviewed 2016-12-20
Review Source: Capterra

IntakeQ has been a valuable tool in operating a low overhead solo practice. The ease of use makes patient scheduling and payment from smart devices a breeze. Highly recommend.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Jessica M.

Online forms!

Used monthly for less than 6 months
Reviewed 2019-12-05
Review Source: Capterra

IntakeQ makes it easier for my clients to get all their paperwork turned it.

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

Cons
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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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