Getting Started

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

17 articles

Intake Forms

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

131 articles


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

58 articles

Appointment Management

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

100 articles

Invoicing & Billing

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

59 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.

41 articles

Frequently Asked Questions

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

102 articles