Getting Started

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

10 articles

Intake Forms

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

103 articles


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

40 articles

Appointment Management

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

102 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.

32 articles

Frequently Asked Questions

The most frequently asked questions about IntakeQ.

65 articles