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features
design
support

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Write a Review

Description

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

Description

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Birdeye Yes 
Clinically AI Yes 
Google Calendar Yes 
Influx MD Yes 
SRFax Yes 
Service Center Yes 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Retail Yes 
Stackreaction Yes 
Stripe Yes 

Integrations

Birdeye No 
Clinically AI No 
Google Calendar No 
Influx MD No 
SRFax No 
Service Center No 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Retail No 
Stackreaction No 
Stripe No 

Pricing Details

$49.90/month
Forms Only - $49.90 per month
Full Package Practice Management (PracticeQ) - $79.90 per month
For Enterprise level plans contact IntakeQ.
Free Trial Yes 
Free Version No 

Pricing Details

$69 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

IntakeQ

Founded

2014

Country

Canada

Website

intakeq.com

Vendor Details

Company Name

Portal

Country

United States

Website

www.joinportal.com

Product Features

HIPAA Compliance

Access Control / Permissions No 
Audit Management No 
Compliance Reporting No 
Data Security No 
Documentation Management No 
For Healthcare Yes 
Incident Management No 
Policy Training No 
Remediation Management No 
Risk Management No 
Vendor Management No 

Medical Practice Management

Claims Management No 
E-Prescribing No 
EMR / EHR No 
HIPAA Compliant Yes 
Insurance Eligibility Verification No 
Inventory Management No 
Multi-Office Yes 
Multi-Physician Yes 
Patient Billing No 
Patient Portal Yes 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling No 
Physician Scheduling No 

Mental Health

Appointment Reminders No 
Appointment Scheduling No 
Assessment & Treatment Plans Yes 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice No 
Patient Portal Yes 
Personnel Management No 
Progress Notes Yes 
Single Provider Practice Yes 

Patient Case Management

Activity Tracking No 
Assessment Notes Yes 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management No 
Treatment Planning No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans No 
Care Summaries No 
EHR-Agnostic No 
Health Record Access Yes 
Intake Forms Yes 
Lab Results No 
Prescription Renewals No 
Secure Messaging Yes 
Video Consultations No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

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