How to Send Intake Forms to Clients

Watch a self-guided tour, hear from our customers or learn about using a feature!

How to invite clients to fill out forms via email or SMS text message on the intakeQ website.

Related Videos

Journals Feature

Exporting Client Forms Data

How to Create an Intake Package

How to Add Clients

How to Copy Questions from One Form to Another

Interactive Mode for Forms

How to Rearrange Questions

Patient Notes and Their Timeline

Native PDF Consent Form

Mapping Form Fields to the Client's Profile

Standard Consent Form

Pinned Notes