IntakeQ Reviews

Was cheap and easy to use, but not worth the headache

Software uses patients first name and email address to identify them. This is NOT OK for medical patient identification. Unfortunately, the company said there is no way around it, and we cannot use "full name" and "birth date", which is common medical practice to identify patients. What's worse, if a patient makes an appointment with the same first name and email address (like a parent would do when registering their child that has mom or dad's first name, which is very common), the system thinks it is the parent being registered and will overwrite the parents' data. This is completely unusable, completely unthoughtful, and will cause you great stress in trying to (futiley) fix the data management nightmares that could easily be avoided by using name and birthdate. Tech support says there is no way around it and the system is hardcoded for this....completely useless! User beware!

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.

Working in the Mental Health field, we need software that is HIPAA compliant, but also reasonable in price. IntakeQ offers both!!! It also has a sleek design that looks professional. Auto-save is also a life saver. I have had several notes lost due to internet cutting out. Notes take a while and not having to redo them makes life so much easier. Customer service is friendly and always there to help whenever things may go wrong.

One thing I would like is that if you click on a Client's name, then it would take you to their home page. An app would also be beneficial since the forms don't convert well to phones.

I love how quick, polite, and helpful the customer service is. I always receive an email reply back about my question or concern within one business day - usually much quicker, within the hour!

For our purposes, it would be helpful to have more options with sending forms back to clients once complete (like after a year or so) for them to update info. But, other than that we are very pleased!

- Unbeatable customer service!
- Very simple and easy to use
- HIPPA-compliant and secure when sending and receiving information
- Connected to my Google calendar making it very easy to see patient appointments on my mobile phone
- Can upload ANY patient info including insurance cards and IDs

- I wish ALL alerts would be sent to my email including when a patient starts filling out their forms not just when they complete it
- Making forms on your own in the beginning is very challenging and need to learn how to make the forms; definitely a learning curve with this one!
- It would be nice to have the incoming fax feature

Based on my almost a year experience, I can say that this is by far more convenient platform that I ever used.

It is simple, reliable, and very intelligent.

The team behind IntakeQ Is very responsive and quick.

Invoices data export does not currently show actual amount paid. I believe it can be fixed soon.

You can customize it any way youd like. It has automated reminders, etc. Very easy to use!

Cant think of any! The customer service is truly what makes this EMR so great. I get responses back extremely quick and there is always an answer!

Biggest pro is the saving of paper and manpower costs for our large group practice. Easily pays for itself, lowers wait times in lobbies, lowers HIPAA risk by having less paper floating around. We love it.

Not much to dislike! Takes a little figuring out the first time around, but overall, it's been great.

Reasonable pricing, great user interface, has made running my small business *SO MUCH* easier, makes me look more professional and organized as a small business, is HIPAA compliant, there is continuous improvement of features, fast and friendly customer service, streamlined payment (which saves me so much time as a solo biz owner), auto-save so you never lose a note you're in the middle of, portal system to communicate with patients, great metrics that help me identify trends in the business and that help make marketing, budgeting and scheduling decisions. I could go on and on. I seriously adore this company.

There are some very occasional buggy features in the software -- honestly it's been so infrequent that I usually forget to point them out to customer service, but the one time I did, they were very responsive and the issue was resolved later that same weekend... which was over Thanksgiving weekend, no less!

Only other gripe is that if you have more than one tab open with the program (e.g. your booking calendar in one tab and a note for a patient in another tab), you may get logged out automatically, which can be annoying if you were in the middle of a task, though I suppose it's helpful for security purposes if I'm on pubic computer in the shared office space I have.

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.

IntakeQ is really user friendly and intuitive. New therapists at our agency are able to learn it quickly. My favorite part is that the forms are highly customizable so we can make changes and improvements easily.

The fact that the income report isn't itemized in one page for downloading.

We use this for Consent forms, Treatment notes and other client information, the program is easy to set up use and very affordable.

Nothing I really dislike but I would like to see some additional features... I would love a kiosk mode that is more clean and simplified (brandable) for when clients are filling out information on an ipad in our office... And a way to color code the blocks on the left bar where they are either green for intake forms or blue for notes... I would love to assign colors based on the form being used.

IntakeQ has everything I need to run my clinic, skipping none of the features. I've spent the last month creating sheets to weigh in all of the options, with IntakeQ winning over and over again. The interface is clean, modern, and easy to use for both clients and clinicians. Adding assistants and non-clinical staff is simple, without any limitations to what they can see or interact with unless I create said limitations. The ability to use Zapier and export the API means those of us looking to really make something fancy are able to explore endless possibilities. For my clinic, which hinges on being state of the art, this is the perfect platform.

Clinical note templates and treatment plans leave a bit to be desired, especially in comparison to Simple Practice or Thernest- both of which have robust templates. This is really only a con if you find yourself regularly using quick labels or quick notes, which our non-clinical staff like to do. Though, our clinicians often correct said notes and customize them, which is something IntakeQ allows for.