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IntakeQ Logo

Web-based intake forms management software

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IntakeQ - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

IntakeQ overview

Based on 321 verified user reviews

What is IntakeQ?

By industry, IntakeQ reviewers are most commonly professionals in health, wellness and fitness (39%). The most frequent use case for IntakeQ cited by reviewers is forms automation (53% of reviewers).

What do users say about IntakeQ pricing?

Most reviewers indicate IntakeQ offers strong value for money, as they appreciate its affordable pricing and included features. Some users report that certain features, like the secure portal, can seem costly compared to alternatives.

Starting price

49.9flat rate /
per month

Alternatives

with better value for money


Pros & Cons

Patient Forms

Client Management

Form Customization

Email Notifications

Paperwork Management

Electronic Signatures

IntakeQ’s user interface

Ease of use rating:

IntakeQ pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(63)
5(254)

What do users say about IntakeQ?

By industry, IntakeQ reviewers are most commonly professionals in health, wellness and fitness (39%). The most frequent use case for IntakeQ cited by reviewers is forms automation (53% of reviewers).

Select to learn more


Who uses IntakeQ?

Based on 321 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Health, Wellness and Fitness
Medical Practice
Mental Health Care
Hospital & Health Care
Others

Use cases

Forms Automation
Medical Practice Management
Patient Portal
Mental Health
Therapy Notes

IntakeQ's key features

Most critical features, based on insights from IntakeQ users:

Customizable forms
HIPAA compliant
Customizable fields
Electronic signature
Appointment scheduling
Confirmations/Reminders

All IntakeQ features

Features rating:

For mental/behavioral health
Forms management
Initial assessments
Invoice management
Customizable reports
SOAP notes
Patient intake
Multi-Physician
Access controls/permissions
Activity dashboard
Forms creation & design
Communication management
Document management
Process/Workflow automation
Claims management
Billing & invoicing
Patient portal
EMR/EHR
Autofill
Reporting/Analytics
Two-Way audio & video
Patient scheduling
Online booking
Online forms
Payment processing
Physician scheduling
One-to-One messaging
Practice management
Patient questionnaires
Patient management
Online intake forms
Patient engagement
Patient database
Progress notes
Progress tracking
Workflow management
Web forms
Video consultations
Video conferencing
Treatment planning
Third-Party integrations
Therapy notes
Template management
Telemedicine
Surveys & feedback
SSL security
SMS reminders
Session notes
Self service portal
Secure messaging
Scheduling
Rescheduling
Reporting & statistics
Remote treatment planning
Reminders
Records management
Real-Time reporting
Real-Time notifications
Email alerts
EHR-Agnostic
Drag & drop
Documentation management
Document templates
Document storage
Data import/export
Customizable templates
Customizable branding
Customer database
Contact database
Compliance tracking
Collaboration tools
Clinical notes
Client portal
Client Chart Audit Tools
Chat/Messaging
Bill payment
API
Alerts/Notifications
Activity tracking
Onboarding
Notes management
Multi-Provider practice
Multi-Location
Multi-Channel communication
Mobile alerts
Mobile access
Messaging
Medical history records
Live chat
Invoice history
Intake management
Health record access
Goal setting/tracking
For speech therapists
For physical therapy
For occupational therapists
For medical purposes
File sharing
Event scheduling
Email reminders

IntakeQ awards

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49.9

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IntakeQ pricing

Starting from

49.9

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about IntakeQ price and value

Value for money rating:

Of 33 reviews that provide robust commentary on IntakeQ's price and value, 81% mention it in a positive light.

Most reviewers indicate that IntakeQ offers strong value for money, highlighting its affordable pricing compared to competitors and the inclusion of features like HIPAA-compliant messaging and comprehensive form options at no extra cost. They appreciate that the platform provides many functionalities under one plan, making it cost-effective for small practices and independent teams. Some users report that the setup and monthly costs are reasonable and competitive. However, some reviewers feel the software is a bit pricey compared to certain alternatives and mention that the secure portal feature can seem costly for their needs.

, and

To see what individual users think of IntakeQ's cost and value, check out the review excerpts below.

“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.”
DE

Dave E.

President

“The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes.”
Verified reviewer profile picture

Angela S.

Licensed Professional Counselor

“Their forms cost money to generate. After they sell you, they leave you high and dry for setup.”
Verified reviewer profile picture

Daniel H.

Office manager

IntakeQ integrations (14)

Integrations rated by users

We looked at 321 user reviews to identify which products are mentioned as IntakeQ integrations and how users feel about them.

Zapier logo
Zapier

Integration rating: 5.0 (1)

They need to upgrade to a better integration provider and expand the triggers

Bo

Ben o.

Director

Integration rating: 5.0 (2)

Integration rating: 5.0 (1)

IntakeQ customer support

What do users say about IntakeQ customer support?

Customer support rating:

We analyzed 97 verified user reviews to identify positive and negative aspects of IntakeQ customer support.

Widespread user sentiment highlights IntakeQ's customer service as exceptionally fast, friendly, and responsive to inquiries.

A significant portion of users praise the support team's willingness to implement feature requests and accommodate special needs.

Multiple users report receiving detailed, helpful responses—often within minutes or hours—making setup and troubleshooting easy.

A fair number of users appreciate the variety of support channels, including email, help pages, and an active Facebook group.

Support options

Knowledge base
Chat
Faqs/forum
Email/help desk
Phone support

Training options

Live online
Videos
Documentation

To see what individual users say about IntakeQ's customer support, check out the review snippets below.

“IntakeQ has excellent customer service; they respond to questions very quickly, they will help you get everything set up or they will provide step-by-step instructions if you're the DIY type. ”

JG

Jill G.

Office Manager

“The customer service is the best I have ever seen. After I send a message, within minutes I have a response and a good one, one that makes sense, not the run around, a great thought out detailed response.”

KD

Kelly D.

Communication Coordinator

“Best of all is the customer service. Though the system is very easy to use right out of the box, customer service representatives helped me with small adjustments and explained features so that we could get the system set up exactly for our needs; questions were always answered extremely quickly and communication was smooth.”

MW

Marc W.

Chief of Acupuncture and Chinese Herbal Medicine

IntakeQ FAQs

Q. Who are the typical users of IntakeQ?

IntakeQ has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What is IntakeQ used for?

IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share case forms with their patients, and receive them back completed & signed electronically before their next appointment. The product automates the form intake process thereby improving recordkeeping and customer/patient onboarding. The solution is well suited for the needs of individual practitioners, as well as for clinics and big hospitals. IntakeQ helps to eliminate paperwork by converting customers’ existing forms or re-creating the forms into an electronic form for a small fee. The product also enables customers to integrate intake forms into their website, providing customers with their branded questionnaires. The software offers an intuitive interface for creating customized intake forms with flexible question formats that can be accessed from any device including tablets. IntakeQ offers automated voice based, email and SMS reminders to patients by using an opt-in checkbox in the forms, the feature helps in the reduction of no-shows or appointment cancellations. The product also offers an online booking widget that can be embedded into the customer website, which allows users to set up flexible hours, sending intake package upon booking, allowing booking for multiple location from a single interface, and syncing appointments with Google Calendars. IntakeQ is HIPAA compliant and is hosted on the cloud. The product offers the support of e-Signatures to their customers, as well as integration with all major credit card gateways. The software also allows users to create detailed patient treatment notes and case histories that include diagrams & attachments. Some of IntakeQ's key customers include Propel Physical Therapy, LEO Training, Winston Center, and several individual healthcare practitioners. IntakeQ also offers a practice management solution, PracticeQ. PracticeQ offers tons of useful features and integrations to help smoothly run your practice.


Q. What are the benefits of using IntakeQ?

  • IntakeQ enables healthcare professionals to electronically share case histories & other forms with their patients, and have them back before their appointment is scheduled.
  • The product helps in automating the form intake process resulting in reduced paperwork, and improved record keeping.
  • The solution offers integration with the customer's website from where they can deliver embedded questionnaires.
  • IntakeQ enables customers to convert or re-create existing intake and consent forms into an electronic format.
  • The product provides automated SMS and voice based reminders to patients to reduce no-shows, through a simple reminder opt-in check-box in the form.


  • Q. What languages does IntakeQ support?

    IntakeQ supports the following languages:
    English


    Q. Does IntakeQ support mobile devices?

    IntakeQ supports the following devices:
    Android, iPad, iPhone


    Q. Does IntakeQ offer an API?

    Yes, IntakeQ has an API available for use.


    Q. What level of support does IntakeQ offer?

    IntakeQ offers the following support options:
    Knowledge Base, Chat, FAQs/Forum, Email/Help Desk, Phone Support

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