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Watch a self-guided tour, hear from our customers or learn about using a feature!
Forms Tutorials
Journals Feature
intakeQ gives you the ability to use forms as journal entries! Create or use a current form that goes out at regular intervals ...
Mar-10-2022
Exporting Client Forms Data
intakeQ allows you to extract data from intake forms and client notes to a CSV (Comma-separated value) file, which can then be ...
Mar-09-2022
How to Create an Intake Package
Save your clients inbox by sending them one package of all required forms with a single email or SMS invitation. No need to sen...
Mar-09-2022
How to Add Clients
How to upload a batch of clients via CSV to IntakeQ or manually add them individually. intakeQ allows you to view, manage and k...
Mar-09-2022
How to Copy Questions from One Form to Another
Save yourself time while setting up forms by duplicating your questions from one form to another in intakeQ!
Mar-09-2022
Interactive Mode for Forms
Change how your forms are viewed while being filled out on intakeQ. Interactive mode helps less tech-savvy users navigate their...
Mar-09-2022
How to Send Intake Forms to Clients
How to invite clients to fill out forms via email or SMS text message on the intakeQ website.
Mar-09-2022
How to Rearrange Questions
How to move questions and reformat your questionnaire forms on intakeQ.
Mar-09-2022
Patient Notes and Their Timeline
How to fill out a patient’s treatment/progress note on intakeQ! Review their prior notes and quickly ensure documentation is co...
Mar-09-2022
Native PDF Consent Form
intakeQ supports PDF consent forms which are easy to set up and view. They remove the need to reformat your form for use. Let m...
Mar-09-2022
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