IntakeQ review
Bottom line
IntakeQ is a healthcare-specific intake and forms platform with e-signatures, SOAP notes, and a HIPAA Business Associate Agreement included on its entry plan. Its clearest strength is the form builder, which combines conditional logic, branding, and text or email delivery. The main cost to watch is that scheduling, billing, and telehealth require the $84.90 Practice Management plan, and each extra seat adds $20 to $30 per month. It suits small counseling, therapy, or primary care practices that want paperless intake first.
What is IntakeQ?
IntakeQ is a web-based platform that lets healthcare practices build, send, and collect intake forms, medical histories, questionnaires, and surveys from clients. It replaces paper packets, faxed forms, and manual data entry during onboarding. Its core job is getting client paperwork completed and filed before the first appointment.
Staff build forms with a drag-and-drop builder that starts from ready-made intake and assessment templates. Conditional logic changes questions based on earlier answers, and multi-page layouts, pre-filled fields, and office-use sections keep forms organized. Forms go out by text or email, clients complete them on smartphones or tablets, and e-signatures are collected in the same step. Staff can track form updates in real time and review responses in an insights dashboard. Completed forms and notes can be exported as PDF or CSV, saved to Dropbox, or sent by fax through SRFax.
The platform serves counseling, lactation, physical therapy, primary care, psychiatry, psychology, and occupational therapy practices. The Forms plan costs $54.90 per month and includes unlimited form templates, branded forms, SOAP treatment notes, and a HIPAA Business Associate Agreement. Each additional practitioner seat adds $20 per month. The Practice Management plan costs $84.90 per month and adds scheduling, online booking, a secure client portal, payments and invoicing, insurance billing, and telehealth, with extra seats at $30 each.
IntakeQ is built for healthcare intake rather than general form building. Practices can attach forms to client profiles, sync collected data with RevolutionEHR and Elation, and connect to Zapier to reach hundreds of other apps. A developer API lets teams pull form and client record data into their own systems. Over 10,000 practitioners use the platform, and its subscriptions are month-to-month with no contract.
Who it's for
- Small counseling or therapy practices
- Primary care and psychiatry offices
- Practices moving from paper intake to digital forms
Who should look elsewhere
- Practices that need a free plan
- Teams that need scheduling and billing without the higher-priced tier
Typical uses
- Paperless new patient registration
- Collecting health histories before the first visit
- Sending consent forms with e-signatures
- Documenting treatment with SOAP notes
- Faxing completed forms to outside providers
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IntakeQ alternatives and comparisons
IntakeQ is the only medical practice management product we list so far. Browse the category as more are added.