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features
design
support

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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

Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.

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 
Zapier No 

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 
Zapier Yes 

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

$49 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) No 
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

ProcessKit

Founded

2018

Country

United States

Website

processkit.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 

Alternatives

Alternatives

DoctorConnect Reviews

DoctorConnect

Adtel International