IntakeQ

What IntakeQ is

IntakeQ provides healthcare practices with online intake forms and patient-onboarding tools. Its no-code form builder supports branded forms, conditional logic, flexible question formats, and electronic signatures. Practices can send forms to clients by SMS or email, and clients can complete them on smartphones and tablets. The service also supports document uploads, payment collection, a client portal, and conditional workflow automation. IntakeQ says users can collect signatures and track form updates, and describes forms as adaptable to a practice’s specialty and workflow. Listed integrations include Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, and SRFax; its developer API can pull data from forms and client records. IntakeQ describes the platform as HIPAA-compliant and says it uses data encryption. Customers subject to HIPAA must notify IntakeQ and enter a Business Associate Agreement before handling protected health information through the service. Paid pricing starts at $29.90/mo, and the advertised trial lasts 14 days without requiring a credit card. Trial SMS and email use may have volume restrictions. Subscriptions are month-to-month and can be canceled in the app.

Who it suits

IntakeQ suits healthcare practices that want to collect patient information through branded online forms and manage onboarding workflows. Its mobile-friendly forms, integrations, and API may also suit practices that need to connect intake with other tools or retrieve form and client-record data.

Limits

There is no free plan. Trial SMS and email usage may have volume restrictions; the trial is advertised as 14 days with full feature access.

Getting started

1. Visit intakeq.com.
2. Start the advertised 14-day trial without a credit card, or choose a paid subscription.
3. Build branded intake forms with the no-code form builder.
4. Send forms to clients by SMS or email for completion on a phone or tablet.
5. If subject to HIPAA, notify IntakeQ and enter a Business Associate Agreement before handling protected health information.
6. Connect listed integrations or use the developer API to retrieve form and client-record data.

Verdict

Choose IntakeQ if your healthcare practice needs customizable online intake, signatures, and patient onboarding tools. Its trial offers 14 days of access without a credit card, and paid pricing starts at $29.90/mo. Look elsewhere if you need a free plan or unrestricted messaging volume during the trial.