intakeq

JSON twin: https://www.healthaidb.com/software/intakeq.json

Company Name

IntakeQ

Product URL

https://intakeq.com

Company URL

https://intakeq.com

Categories

Summary

IntakeQ is a cloud-based, HIPAA-compliant patient intake and forms platform that provides customizable online intake forms, e-signatures, secure document sharing, appointment management and basic practice management features.

Description

IntakeQ offers a drag-and-drop form builder for electronic patient intake, conditional logic, e-signatures, automated form reminders, secure messaging/portal, SOAP progress notes, appointment scheduling, telehealth, payments/invoicing, claims & superbills, integrations (Dropbox, Google Drive, Zapier, Elation, RevolutionEHR, SRFax) and developer API. It markets HIPAA, PIPEDA and GDPR compliance and provides export, analytics/insights and multi-account/staff support.

Api Available

yes

Certifications

Company Founding

2014

Company Offices

Compliance

Customers

Data Residency

Data Standards

Deployment Model

Features

Id

P0813

Integration Partners

Integrations

Languages Supported

Last Updated

2025-09-07

License

proprietary commercial

Links

Market Segment

Optional Modules

Os Platforms

Pricing Details

Forms Only: $49.90/month (Unlimited templates). Practice Management: $79.90/month (includes scheduling, telehealth, payments). Low-volume Forms: $29.90/month (10 submissions/mo). Low-volume Practice Management: $54.90/month (25 appts + 25 submissions/mo). Free 14-day trial; no credit card required; per-practitioner add-on fees apply. Contact vendor for enterprise/volume pricing.

Pricing Model

subscription

Privacy Features

Ratings

Regions Available

Release Year

Security Features

Specialties

Support Channels

System Requirements

Browser-based SaaS (HTTPS); no on-prem OS/DB requirements

Target Users

Training Options

Type

product

User Reviews

Version

1.0

Canonical JSON

{
  "company_name": "IntakeQ",
  "company_url": "https://intakeq.com",
  "company_offices": [
    "Canada"
  ],
  "company_founding": "2014",
  "product_url": "https://intakeq.com",
  "categories": [
    "administrative",
    "patient-facing",
    "practice management",
    "intake forms",
    "telehealth",
    "secure messaging"
  ],
  "market_segment": [
    "smb",
    "enterprise"
  ],
  "links": [
    "https://intakeq.com/features",
    "https://intakeq.com/pricing",
    "https://forms.intakeq.com/about",
    "https://intakeq.com/privacy",
    "https://support.intakeq.com",
    "https://elion.health/products/intakeq",
    "https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/",
    "https://www.getapp.com/healthcare-pharmaceuticals-software/a/intakeq/",
    "https://intakeq.com/patient-forms"
  ],
  "summary": "IntakeQ is a cloud-based, HIPAA-compliant patient intake and forms platform that provides customizable online intake forms, e-signatures, secure document sharing, appointment management and basic practice management features.",
  "description": "IntakeQ offers a drag-and-drop form builder for electronic patient intake, conditional logic, e-signatures, automated form reminders, secure messaging/portal, SOAP progress notes, appointment scheduling, telehealth, payments/invoicing, claims & superbills, integrations (Dropbox, Google Drive, Zapier, Elation, RevolutionEHR, SRFax) and developer API. It markets HIPAA, PIPEDA and GDPR compliance and provides export, analytics/insights and multi-account/staff support.",
  "target_users": [
    "clinicians",
    "therapists",
    "nurses",
    "administrative staff",
    "practice managers",
    "patients"
  ],
  "specialties": [
    "counseling",
    "psychology",
    "psychiatry",
    "physical therapy",
    "primary care",
    "occupational therapy",
    "lactation"
  ],
  "regions_available": [
    "United States",
    "Canada",
    "European Union",
    "International"
  ],
  "languages_supported": [
    "English"
  ],
  "pricing_model": "subscription",
  "pricing_details": "Forms Only: $49.90/month (Unlimited templates). Practice Management: $79.90/month (includes scheduling, telehealth, payments). Low-volume Forms: $29.90/month (10 submissions/mo). Low-volume Practice Management: $54.90/month (25 appts + 25 submissions/mo). Free 14-day trial; no credit card required; per-practitioner add-on fees apply. Contact vendor for enterprise/volume pricing.",
  "license": "proprietary commercial",
  "deployment_model": [
    "SaaS"
  ],
  "os_platforms": [
    "Web",
    "iOS",
    "Android"
  ],
  "features": [
    "Custom online intake form builder",
    "Secure HIPAA‑compliant form submission",
    "E-signatures",
    "Appointment scheduling and calendar",
    "Automated reminders and confirmations",
    "Client profiles and contact management",
    "Secure client portal / messaging",
    "Payments and billing support",
    "Form templates (e.g., counseling, medical)",
    "Form field mapping to client profiles",
    "Progress notes and treatment timeline",
    "CSV export / data export",
    "API for integration",
    "Client portal for bookings and payments",
    "Multi‑provider / clinic scheduling",
    "Form sending via email or SMS",
    "Admin/user access controls",
    "Video demo/tutorial library",
    "Reporting and form submission status tracking",
    "Batch import of clients (CSV)"
  ],
  "optional_modules": [
    "Practice-management / EHR integrations (paid EHR integration)",
    "Partner / white-label Partner API access",
    "Invoicing & billing modules",
    "Appointments API (scheduling sync)",
    "Claims API"
  ],
  "integrations": [
    "AthenaHealth",
    "RevolutionEHR",
    "Zapier",
    "Stripe",
    "Dropbox",
    "eFax (digital fax)",
    "Practice management systems (generic CSV/exports)",
    "n8n / workflow automation (via API)",
    "Custom EHR integrations (via Developer API)"
  ],
  "data_standards": [],
  "api_available": "yes",
  "system_requirements": "Browser-based SaaS (HTTPS); no on-prem OS/DB requirements",
  "compliance": [
    "HIPAA",
    "PIPEDA",
    "GDPR"
  ],
  "certifications": [],
  "security_features": [
    "HTTPS / TLS for API and web",
    "API key authentication (X-Auth-Key header)",
    "IP allow-list for API access",
    "Per-account practitioner/staff access controls",
    "Submission webhooks",
    "Access-controlled attachment URLs (require API key to download)"
  ],
  "privacy_features": [
    "Consent form capture and storage (signed consent PDFs)",
    "HIPAA compliance / BAA available",
    "Data export (CSV/PDF) for patient records"
  ],
  "data_residency": "",
  "customers": [],
  "user_reviews": [
    "This program offers everything I need to run my solo practice--online scheduling, intake forms e-mailed automatically with confirmed appointments and HIPAA ...",
    "The intake forms are very thorough and I find this aids in coming to a diagnosis and treatment plan faster that is better suited to the client's needs.",
    "I really like IntakeQ because it's easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organised.",
    "Wonderful experience, super helpful and friendly customer service.",
    "I absolutely LOVE scheduling patients through IntakeQ. It makes it easy for me to keep track of our numerous clinics and providers' changing schedules."
  ],
  "ratings": [],
  "support_channels": [
    "email",
    "chat",
    "ticketing",
    "phone",
    "knowledge_base"
  ],
  "training_options": [
    "documentation",
    "videos",
    "webinars",
    "live_online"
  ],
  "release_year": "",
  "integration_partners": [],
  "id": "P0813",
  "slug": "intakeq",
  "type": "product",
  "version": "1.0",
  "last_updated": "2025-09-07",
  "links_json": {
    "self": "https://www.healthaidb.com/software/intakeq.json"
  }
}