IntakeQ
Patient intake software
Telemedicine software
Health care software
Patient experience software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$29.90 per month
Free Trial
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What is IntakeQ
IntakeQ is a patient intake and practice workflow platform used by healthcare and wellness providers to collect digital forms, automate appointment-related communications, and manage client onboarding. It supports online intake forms, e-signatures, scheduling-related workflows, and telehealth sessions for remote visits. The product is commonly used by small to mid-sized practices that want configurable forms and automated reminders without deploying a full electronic health record (EHR). It also provides integrations and data export options to connect intake data with other clinical or billing systems.
Configurable digital intake forms
IntakeQ provides customizable intake forms and questionnaires that practices can tailor by service line, provider, or appointment type. It supports collecting structured patient information before the visit, which can reduce manual data entry at check-in. Form logic and reusable templates help standardize intake across locations or clinicians. This aligns with common requirements in patient intake tools in this category.
Automation for reminders and tasks
The platform includes automated messaging workflows (e.g., appointment reminders and follow-ups) tied to intake completion and scheduling events. This can reduce staff time spent chasing incomplete paperwork and confirming appointments. Practices can use automation to enforce consistent pre-visit steps such as consent collection. These workflow features are often a key differentiator versus simpler form-only products.
Telehealth included for visits
IntakeQ includes telemedicine capabilities so providers can conduct remote sessions within the same environment used for intake. This supports end-to-end pre-visit to visit workflows for virtual care. For small practices, bundling telehealth with intake can reduce the need for separate video-visit tooling. It is particularly relevant for providers offering hybrid in-person and remote services.
Not a full EHR replacement
IntakeQ focuses on intake, communications, and visit workflows rather than comprehensive clinical documentation, orders, and longitudinal charting. Practices that need enterprise-grade EHR functionality typically still require a separate clinical system. This can introduce additional integration and data reconciliation work. Buyers should validate how intake data maps into their primary clinical record.
Integration depth varies by system
While the product supports integrations and exports, the depth of two-way sync can vary depending on the destination system and use case. Some organizations may need manual steps or middleware to keep demographics, appointments, and forms aligned across tools. This is a common constraint for intake platforms that sit alongside scheduling, billing, and clinical systems. Integration requirements should be confirmed during evaluation with the specific systems in scope.
Limited enterprise governance features
Larger health systems often require advanced role-based controls, multi-entity governance, audit workflows, and centralized configuration management. IntakeQ is frequently positioned for smaller organizations, so enterprise administration needs may exceed what is available out of the box. Complex deployments can require additional process design to maintain consistency across departments. Organizations with strict compliance or IT governance should validate administrative controls and reporting.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Forms Only | $49.90 per month | Unlimited Form Templates; Branded custom forms; Accept attachments; Client & provider e-signatures; Form reminders; Treatment notes (SOAP); Secure document sharing; Export to PDF/CSV/Dropbox; E-Faxing options; HIPAA BAA; 2 Assistant Accounts; Additional practitioner seats: $20 per month. Free 14-day trial available. |
| Practice Management | $79.90 per month | All Forms Only features plus: Complete appointment management; Appointment reminders; Booking widget/online booking site; Automated intake; Secure client portal; Payments & invoices (including recurring payments); Claims & superbills; Task management; Telehealth included; Phone support; Additional practitioner seats: $30 per month. Free 14-day trial available. |
| Forms Only — Low Volume | $29.90 per month | Low-volume plan with 10 form submissions per 30-day period per practitioner; includes core Forms Only features; Additional practitioner seats: $10 per month. Free 14-day trial available. |
| Practice Management — Low Volume | $54.90 per month | Low-volume plan with 25 scheduled appointments + 25 client form submissions per 30-day period per practitioner; includes Practice Management features listed above; Additional practitioner seats: $25 per month. Free 14-day trial available. |
