IntakeQ Reviews & Product Details

IntakeQ is a flexible platform that allows us to build customized workflows for patient intake and documentation. The ability to create multiple “locations” and tailor forms has been useful for organizing different aspects of our practice, including medical-legal workflows. The interface is generally intuitive, and the platform integrates several functions (scheduling, forms, communication) into one system, which can streamline operations when configured appropriately. Review collected by and hosted on G2.com.

We signed up for the Engage feature after it was actively promoted, including through a seminar, with the expectation that it would streamline patient communication. However, the onboarding experience lacked meaningful support, which led to a disorganized and confusing setup from the start.

As a result, the system was configured in a way that did not align with how a single clinic operates—for example, being assigned an excessive number of communication lines that made no practical sense. This was not clearly explained upfront and did not reflect real-world use.

When we reached out for assistance, there was little guidance to correct the setup, and the response to the billing concerns was ultimately dismissive. While the cost itself was not the primary issue, the lack of support, limited willingness to resolve the situation, and rigid handling of the matter were disappointing.

This situation caused significant operational disruption. We had already transitioned our communication workflows to the platform and then had to reverse course, which required additional time, staff effort, and created unnecessary complexity in patient communications.

Overall, while the concept of the feature is useful, the combination of unclear onboarding, poor support, and inflexible handling of issues significantly impacted our experience. Review collected by and hosted on G2.com.

The forms that are available when you first sign up. Review collected by and hosted on G2.com.

They offer zero support. If there is a problem with the product, it will not be resolved. The system is very "glichy". The phone support and email support is useless. Mine will not process credit card payments for patient's copays; and I've contacted them 4 times to no avail. Review collected by and hosted on G2.com.

Simple note taking and forms for my practice Review collected by and hosted on G2.com.

Price has gone up with features I do not need Review collected by and hosted on G2.com.

I absolutely LOVE scheduling patients through IntakeQ.

It makes it easy for me to keep track of our numerous clinics and providers' changing schedules with their "Block Time" feature to remind myself when they have time off or other responsibilities. I use it every day with ease! Review collected by and hosted on G2.com.

I have had a couple issues with printing documents and demographic information disappearing, BUT customer support has always been amazing at helping me address any concerns in a timely manner. Review collected by and hosted on G2.com.

IntakeQ is very detailed. There is a space for everything a clinician might need -- from creating intake forms and assessments to creating appointments. There is even a way to see invoices. Review collected by and hosted on G2.com.

Adding all of the different tools can be a bit confusing. There are often multiple pathways to get to the same destination. There is a slight learning curve for new employees. Review collected by and hosted on G2.com.

IntakeQ provides a simple solution to client forms and notes in a field full of complex and over-featured practice management software. It's easy to create intake forms that clients can complete online, and the option to attach disclosures and other legal documents for digital signature is a great feature that simplifies the intake process even more. Once the client is in the system, IntakeQ makes it very easy to update each client's timeline with notes and other documents. Form and notes templates are simple to create. Most of all, IntakeQ pricing is reasonable and within reach for the small to medium-sized practice, which is this app's main customer base. Review collected by and hosted on G2.com.

I wouldn't say I "dislike" anything about IntakeQ; however, I would like to see further integrations with third-party apps, such as Wix Bookings, would make it easier to synchronize appointment times across the services my practice uses. Review collected by and hosted on G2.com.

This is the best platform I've evaluated or used for paperwork from a user and a client experience

All of the features you'd want are included - telehealth, scheduling, access control for groups, credit card and insurance billing

Detailed control over processes, workflows, automation

Data export of reports into CSV and PDF

Full 2-way Google calendar sync

Support is fantastic

Integration with Postmark for using custom email addresses (we used this with Spruce Health and Google Workspace) Review collected by and hosted on G2.com.

The platform has moved away from Stripe and Square integrations for new accounts which I think is a downside

Setting it up takes time because it's designed to be highly customizable Review collected by and hosted on G2.com.

Great product at an affordable price. Ideal for healthcare industry. Very easy to use, with straightforward forms and booking procedures. The use of customizable templates and forms makes the task easier. Calendar setup, e-signatures, and sending and editing documents work well. Review collected by and hosted on G2.com.

The recurring payment system is unorganized. It works very slowly when tried to operate on mobile. The calendar display may be enhanced. Most of the time, the email is sent to the spam folder. Review collected by and hosted on G2.com.

IntakeQ is a software that is designed for the healthcare industry but can be customized for any profession. It aims to make the lives of practitioners and clients easier by providing a simple booking process, the ability to share forms, e-signatures, billing, and customizable questionnaires/intake forms. The software is user-friendly, with the ability to customize care plans, weight charts, and billing. The messaging system is efficient and it allows for easy editing of documents and sending them to clients. Additionally, it has a wide range of features including billing, intake, notes, and it also includes a Business Associate Agreement (BAA). While the virtual visit feature has yet to be tested, it appears promising. Review collected by and hosted on G2.com.

IntakeQ, designed for the healthcare industry, has some drawbacks that users should be aware of. One such drawback is the learning curve, which is a common issue with many healthcare software programs. The software's navigation can be challenging, and while the provided videos and tutorials are helpful, it could be more user-friendly. Additionally, some users have reported that the software is not very mobile-friendly, which can be a problem for some clients. Another downside is that clients need to be specifically invited to the portal rather than automatically accepted when they book. Furthermore, some users have reported dissatisfaction with the limits on the number of intake forms that can be sent for certain plans. Review collected by and hosted on G2.com.

What I like the most is that it is straightforward to use; it allows you to share forms, electronic signatures, invoicing and customizable questionnaires in a simple way that you do not need any previous knowledge to use. Review collected by and hosted on G2.com.

For the client, it isn't straightforward since it asks them to register first and sometimes it is not compatible with some phones, and many times they do not understand how to carry out the procedure Review collected by and hosted on G2.com.