IntakeQ Erfahrungen

I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you. Allow me to tell you a story about this! We were scrambling in my group counseling practice to send out new forms to all of our clients (hundreds) before the start of 2019. It was critical we get this going before Jan. 1, so of course at the last minute, before the long holiday weekend, I discover that I hadn't done things quite correctly for our needs and so I was pretty freaked out. I was emailing customer support, who was always just so happy to help me! It had to be like 6 pm or something in NYC or wherever IntakeQ is located, and I just kept discovering new needs that I had and so I just kept asking him questions, and at times he would take care of things so quickly it was amazing. I'm pretty convinced he stayed late one New Years Eve weekend just to help me out. It was exemplary customer service and saved my life! IntakeQ makes our forms look attractive, seamless and professional. It is so quick and easy and actually kind of fun to see clients progress through them quickly in our office. We love the capability to send out many forms in one email to clients in advance of their first visit. We can also get signatures from multiple people. Clients actually commented on how attractive and professional our forms are!

I cannot think of any cons for IntakeQ!

I like the forms because I can send them direct.

I don’t like that I can’t edit the payment plan.

The form creation is very easy to use and straightforward. Sometimes I have to try a few times to get the boxes how I want them, but it is not too difficult.

Nothing that I can really think of. There might be some additional fields I would like, but overall it works how I would like!

It is a very simple to use platform. It is efficient and affective.

I can't think of anything I don't like. I is very easy to use.

Easy and intuitive - can get started right away

Customer service is a relative weakness compared to rest of product

Easy for me, very professional interface for clients.

Having to create forms vs scan them in. Would love to not have to rebuild my forms.

Pt records easily accessible and HIPPA compliant. I also like the ability to add notes to the different sections. I also really like the convenience of knowing when patient's have returned their completed forms to me.

Nothing thus far. I have no complaints to date

The customization of forms and ease of use for my patients.

Can’t think of anything that stands out at this time.

The responsiveness of IntakeQ's staff when you send an email is fast - usually within a few hours during normal business hours. The client portal is exceptional with the client's ability to self-schedule, view and pay invoices, change credit cards, submit forms and journals, and message the provider. The forms creator, booking module, and billing module are easy to use once you learn the system.

The task manager can create automatic tasks, but they do not automatically disappear off the task list when completed. There is a learning curve to setting up IntakeQ to meet your specific needs, but that is too be expected when the system is so customizable.

I love that everything is now in one place for our company. We have the portal, calendar, and all forms all in one location vs having to use multiple programs. The ease of use and amazing customer service are added bonuses

I did have to get help from someone a little more technical than me to help set up our initial forms. Part of this was because I was limited on time and I knew they could do it much faster than me.

The customer service is phenomenal, great aesthetics/UX, patient portal works well, and the feature options feel almost endless.

There are many features and options, which can take some time to navigate and set up a practice- but it's worth it!

The customization of the forms is greater.

Customer service. Our personal experience is that it’s hit or miss.

Very user-friendly. Not hard to set up at all. Customer service is helpful.

If I had to pick something, it'd be that IntakeQ does not have some features I want (which is only natural).

It had everything I needed for practice management, and I could integrate it with online services I was already using, such as Square, Office Ally, and Google Workplace. The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes.

Some things took a while to figure out how to do, and there have been some bugs. I wish there was more control over organizing documentation under a client's profile. I had experience developing documentation and using integrations with Google Workspace Apps, so it was probably an easier transition for me than it would be for someone who didn't have that experience.

Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful.

Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs.

Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more!

It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go

This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay.

If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far.

Pretty much everything. A great system truly built around the needs of the practitioner, kind of like the Toyota of EHRs. Interface is fresh and easy to use. Customization is a breeze and functionality is fantastic. I shopped for an EHR for many months and was told by colleagues that I will eventually have to succumb to Simple Practice. They were wrong and I am so happy that I trusted my instincts that there just had to be a better, affordable solution out there. IQ is that solution.

No live support and no 2-way communication on alerts (meaning, if i send a reminder to a coworker I do not know whether they opened it and there is no way for the coworker to 'sign off' on the reminder when it is has been completed.

We also needed to create quite a trail of workarounds to deal with some glitches relating to the inability to attach treatment notes to outgoing claims in the Office Ally integration. But IQ was receptive and worked with us and we got it done.