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TheraNest vs IntakeQ Comparison (2026)
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Good recommendations?
Overview
TheraNest is an all-in-one mental health EHR for therapists & health and wellness professionals of both large and small practices.
IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
1K
5
4
3
2
1
598
320
86
23
29
- Value for money
- Ease of use
- Features
- Customer support
70%
would recommend this app4.7
322
5
4
3
2
1
255
56
7
2
2
- Value for money
- Ease of use
- Features
- Customer support
92%
would recommend this appPros
“A helpful enhancement would be a pop-up notification upon login reminding clients that their provider has sent forms requiring completion, along with clear instructions on where to locate those forms within the portal.”
CV
Chloe V.
Administrative and Billing Assistant
“Group-practice administration, supervision oversight, advanced billing workflows, reporting, automation, and real-time operational visibility is non existent.”
Zina O.
Management
“I found the scheduling, documentation, billing, and client management features helpful in keeping workflows efficient and reducing administrative burdens.”
HS
Heather S.
General Manager
Pros
“The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care.”
BM
Bridget M.
Owner
“The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion.”
JH
Jeffrey H.
Reception and Billing associate
“The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate”
JR
Jennifer R.
Licensed Psychotherapist
Cons
“Managing a group practice with multiple clinicians, supervisors, billing staff, insurance workflows, credentialing considerations, documentation oversight, and a high volume of claims required more visibility and automation than the platform provided. As I mentioned earlier it is limited, outdated and lacks core features needed for a successful RCM.”
Zina O.
Management
“What I really DON'T like is the daily schedule page because I have to scroll down to see all my appointments, and if my browser window is not fully expanded, I can't access the "copy note from last session" function on my very last client of the day.”
LM
Lavinia M.
Licensed Professional Counselor, Owner
“I know of fellow clinicians who lost thousands of dollars to their claims submission feature, claims got lost, some of them weren't even submitted and no way to resolve denials. Where we began running into limitations was as our organization became larger and operationally more complex.”
Zina O.
Management
Cons
“There is also not an option to upload documents that have been filled out by hand.”
JB
Julia B.
Patient Care Coordinator
“This integration gap means we still have to manually enter some data, which takes extra time and effort.”
AB
Aleya B.
Business Ops Coord
“Sometimes patients do not complete the forms entirely because they don't know to continue”
JB
Jordan B.
DR
- Vendor responds to reviews
- Last review23 days ago
- Vendor responds to reviews
- Last review21 days ago
Key features
- Total features148
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Attendance Management
- Autofill
- Automated Scheduling
- Bill Payment
- Billing & Invoicing
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Care Summaries
- Case List Management
- Case Notes
- Charting
- Chat/Messaging
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Client Chart Audit Tools
- Client Database
- Client Management
- Client Portal
- Clinic Interoperability
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Decision Support
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Dunning Management
- EHR-Agnostic
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Reminders
- Employee Management
- Event Scheduling
- Faculty/Staff Management
- File Sharing
- Financial Management
- For Group Therapy
- For Medical Purposes
- For Mental/Behavioral Health
- For Nonprofits
- For Occupational Therapists
- For Physical Therapy
- For Speech Therapists
- For Substance Abuse Therapy
- Forms Creation & Design
- Forms Management
- Generative AI
- Goal Setting/Tracking
- Group Notes
- HIPAA Compliant
- Health Record Access
- Historical Reporting
- Income/Expense Tracking
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Invoice History
- Invoice Management
- Live Chat
- Medical Billing
- Medical History Records
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Multi-Channel Communication
- Multi-Factor Authentication
- Multi-Location
- Multi-Physician
- Multi-Provider Practice
- No-Show Tracking
- Notes Management
- On Call Scheduling
- Onboarding
- One-to-One Messaging
- Online Booking
- Online Forms
- Online Intake Forms
- Patient Communications
- Patient Database
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Physician Management
- Physician Scheduling
- Practice Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Quotes/Estimates
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Messaging
- Self Payment
- Self Service Portal
- Session Notes
- Staff Management
- Surveys & Feedback
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time Tracking
- Training Management
- Treatment Planning
- Two-Way Audio & Video
- Video Conferencing
- Video Consultations
- Virtual Waiting Room
- Web Forms
- Workflow Automation
- Workflow Management
- Total features106
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Attendance Management
- Autofill
- Automated Scheduling
- Bill Payment
- Billing & Invoicing
- Calendar Management
- Calendar Sync
- Cancellation Tracking
- Care Plan Management
- Care Summaries
- Case List Management
- Case Notes
- Charting
- Chat/Messaging
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Client Chart Audit Tools
- Client Database
- Client Management
- Client Portal
- Clinic Interoperability
- Clinical Notes
- Code & Charge Entry
- Coding Assistance
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Credit Card Processing
- Customer Database
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Security
- Decision Support
- Document Management
- Document Storage
- Document Templates
- Documentation Management
- Drag & Drop
- Dunning Management
- EHR-Agnostic
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Reminders
- Employee Management
- Event Scheduling
- Faculty/Staff Management
- File Sharing
- Financial Management
- For Group Therapy
- For Medical Purposes
- For Mental/Behavioral Health
- For Nonprofits
- For Occupational Therapists
- For Physical Therapy
- For Speech Therapists
- For Substance Abuse Therapy
- Forms Creation & Design
- Forms Management
- Generative AI
- Goal Setting/Tracking
- Group Notes
- HIPAA Compliant
- Health Record Access
- Historical Reporting
- Income/Expense Tracking
- Initial Assessments
- Insurance Eligibility Verification
- Insurance Management
- Intake Management
- Invoice History
- Invoice Management
- Live Chat
- Medical Billing
- Medical History Records
- Messaging
- Mobile Access
- Mobile Alerts
- Mobile App
- Multi-Channel Communication
- Multi-Factor Authentication
- Multi-Location
- Multi-Physician
- Multi-Provider Practice
- No-Show Tracking
- Notes Management
- On Call Scheduling
- Onboarding
- One-to-One Messaging
- Online Booking
- Online Forms
- Online Intake Forms
- Patient Communications
- Patient Database
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Monitoring
- Patient Portal
- Patient Questionnaires
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Physician Management
- Physician Scheduling
- Practice Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Quotes/Estimates
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring Appointments
- Referral Management
- Referral Tracking
- Registration Management
- Reminders
- Remittance Advice
- Remote Treatment Planning
- Reporting & Statistics
- Reporting/Analytics
- Rescheduling
- Revenue Management
- Role-Based Permissions
- SMS Messaging
- SMS Reminders
- SOAP notes
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Messaging
- Self Payment
- Self Service Portal
- Session Notes
- Staff Management
- Surveys & Feedback
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time Tracking
- Training Management
- Treatment Planning
- Two-Way Audio & Video
- Video Conferencing
- Video Consultations
- Virtual Waiting Room
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations3
- Dropbox
- Elation
- Google Calendar
- Google Drive
- Google Meet
- Microsoft Outlook
- RevolutionEHR
- Square Payments
- Square Point of Sale
- Stripe
- Zapier
- Zoom Workplace
- iCloud
- Total integrations11
- Dropbox
- Elation
- Google Calendar
- Google Drive
- Google Meet
- Microsoft Outlook
- RevolutionEHR
- Square Payments
- Square Point of Sale
- Stripe
- Zapier
- Zoom Workplace
- iCloud
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