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!

The easiness to import the information into our systems.

Sometimes patients do not complete the forms entirely because they don't know to continue

I like the forms because I can send them direct.

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

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

It is a very user friendly. You do not need to be a tech wiz to figure it out. The Team is also very helpful and quick to reply.

It is not integrated with our system so its a little slower to get the forms uploaded.

Easy to use. Helps keep my business organized.

nothing that stands out that I do not like.

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

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

It connects you with the right service provider

It doesn’t give you too many options to choose from

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.

Ease of making appointments, 24/7 access to client records, reminders before appointments, scheduling forms to be sent out before and after sessions

Can't search for a series of appointment availabilities; can't search on the number of missed sessions a client has had.

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!

My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there.
I also really enjoy how I'm able to customize forms with fields, of all sorts.
The Customer Support is great.
Ease of Use and Flexibility.
I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out.
Appointment Reminders w/ Text is Great.
Easy Notes, the easiest most streamlined way.

No Phone App.
Forms do not convert easily to Phone Versions for clients to complete.
The signature (hand drawn signature) is not smooth; and it looks like the brush is not well thought out. Needs some user-interface work.
I wish there were an easier way to message patients via a Phone App. I also wish that instead of a Bubble for messaging patients; it actually just stated, "Messages"
I would like to be able to map out the fields completed in an IntakeQ form field, so that the fields populate on top of a PDF or image, as specified by me. We use very specific PDF forms that we are required to use for contracting. It would reduce paperwork redundancy. I find myself sending forms out, getting them back, and then having to transcribe that information onto other forms. I wish I could just take that PDF form, upload it to IntakeQ, and have fields populate onto it based on responses from IntakeQ surveys, or IntakeQ notes. Not all of our patients manage an e-mail, and so, this has been a challenge with those patients to get them rolled onto IntakeQ.

Love intake q. Love all the auto features plus if there is something you think that is needed the team is always open to suggestions and their support team is amazing! Makes day to day operations a breeze.

Sometimes with any software it has a mind of its own. But can figure out quickly.

Easy to use. Easy to set up fairly complicated intake form rules and booking settings. Digitizing our intake forms and booking in general has definitely streamlined both processes for our business.

Lack of family support - e.g. a parent booking appointments for multiple children has to use several different email addresses, and the profiles often fail to "link" properly so we're constantly merging client profiles. Lack of integration is a huge con for us - we have to update our EMR schedule with booking changes manually, payment info doesn't link to our billing vendor (our Google calendar does synch - hoping for more future integrations).

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.

I run a chiropractic practice and I have tried at least 3 other softwares to run my intakes and daily scheduling. IntakeQ has been the best BY FAR and all the other ones were at least $200-300/month so it is amazingly priced as well. I am impressed by all of the functions that IntakeQ can do and most importantly it is extremely reliable. I have never had an issue with appointment reminders or anything else crashing, everything always send out in a timely manner. I LOVE this software and recommend it to everyone because at the end of the day it makes my day a million times easier.

I haven't really found anything that I don't like.

We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point.

Wish we could integrate email marketing beyond just extracting our client's email address.