Master PracticeQ & IntakeQ with On-Demand Video Tutorials: Boost Efficiency, Simplify Workflows, and Enhance Client Care
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 opened in Excel, Numbers, Sheets and many other applications. Data extraction is a powerful tool that allows you to export your data in the exact format that you specify and can be pivotal in practice management!
Use these extract profiles to export email lists for contact with clients and marketing purposes, to run external reports or to parse large amounts of data!