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Master PracticeQ & IntakeQ with On-Demand Video Tutorials: Boost Efficiency, Simplify Workflows, and Enhance Client Care
Forms
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 me show you how easy it is to set up!
Mar-09-2022
Mapping Form Fields to the Client's Profile
Have your clients fill out their profile for you by linking form questions to their intakeQ profile. This will help you review pertinent information (emergency contact, insurance data, etc.) at a glance without having to pull u...
Mar-09-2022
Standard Consent Form
intakeQ’s standard consent forms are easy to set up with the ability to fully format, edit and add dynamic question fields all within one form builder. Collect esignatures, initials and check boxes without the headache of faxin...
Mar-09-2022
Pinned Notes
Instead of having to type the same line of information from your patient's forms to your progress note, you can have that data pulled through automatically with intakeQ! Let me make this time-saving feature an easy addition to ...
Mar-09-2022
Adding Attachments and Signatures to Existing Notes
How to allow attachment uploads and digital signatures to your treatment or progress notes on intakeQ.
Mar-09-2022
Conditional Rules and Skip Logic
intakeQ supports simple skip logic within our forms. This feature gives you the ability to hide or show certain questions, consent forms and trigger automations based on a specific answer.
Mar-09-2022
Consent Form URL
How to get a publicly accessible URL for your consent forms on intakeQ. This URL is able to be added to a website or linked in a body of text like an email.
Mar-09-2022
How to Add a Custom Header to Your intakeQ Forms
Make your forms more personal to your practice by adding a logo, business information and social media links to the top of all forms!
Mar-09-2022
How to generate a QR code for your intake form!
How to generate a QR code for your intakeQ forms. Create an appointment prescreen that patients see when they come to your office. Available in all intakeQ and practiceQ accounts.
Mar-09-2022
intakeQ Patient Profile
A digital folder for your client/patient’s journey. One location in intakeQ that stores their appointments, notes, forms, invoices, event log and more!
Mar-09-2022
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