IntakeQ Support Documentation

Getting Started

In-depth guides to help get you started using various system features.

20 articles


12 articles


See what third-party software we integrate with and how to manage those integrations.

2 articles

Intake Forms

Create and send intake forms, embed them in your website and more.

133 articles


Manage patient profiles, intakes, and progress notes within a client timeline.

61 articles

Appointment Management

Appointment reminders, booking widget, calendar sync, and more.

100 articles

Invoicing & Billing

Invoices, payment processing, superbills, claims integration, and more.

67 articles

Secure Client Portal

Exchange messages, files, and more with your clients through a secure portal.

22 articles


Articles about the different Telehealth options offered by IntakeQ.

7 articles

Account & Subscriptions

Account management, adding team members, subscriptions, and more.

43 articles

Frequently Asked Questions

The most frequently asked questions about IntakeQ, it's features and functions.

108 articles