Getting Started

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

9 articles

Intake Forms

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

102 articles


Manage patient profiles, intakes and progress notes within a Client Timeline.

38 articles

Appointment Management

Appointment reminders, booking widget, online payment, calendar sync, etc.

87 articles

Secure Client Portal

Exchange messages and files with your clients through a Secure Client Portal.

16 articles

Account & Subscriptions

Account management, assistants, subscriptions, etc.

31 articles

Frequently Asked Questions

The most frequently asked questions about IntakeQ.

52 articles