How to Submit a Form for Conversion

Do you have a paper form that you would like the IntakeQ team to convert for you? There are two ways to submit your form for a price quote.

Option 1: Upload your form in PracticeQ:

1. Ensure that you have only one form per file. For example, if your form contains elements of both a questionnaire and a consent form, the Conversion Team will separate them and charge for two separate forms.

❗️IMPORTANT: The name of your file will become the title of your Form Template.

2. Click My Forms.

2. Navigate to the form type - Consent Forms, Questionnaires or Note Templates.

4. Click Upload Existing Form.

5. Drag and drop your form to the box or click the button to browse your computer for the file.

Note: There is a nominal fee for each file upload; if you prefer to receive a quote before paying, please submit your form using Option 2 below.

6. Click Calculate Price.

Note: The Calculate Price tool will try to count the pages and detect if they are scanned. The cost given is preliminary, and files that do not fit the guidelines will be placed on hold while we contact you to request additional fees.

Option 2: Email your form to the IntakeQ team:

2. Email your files to hello@intakeq.com.

❗️IMPORTANT: The name of your file will become the title of your Form Template.

3. The IntakeQ team will review your submission and reach out with a quote.

After you submit your form:

1. All form submissions are assigned to the Conversion Team at 6pm Eastern each business day. Cancellations or changes to submissions must be made before that time.

2. Once your form has been assigned to the Conversion Team, cancellation is not possible because the work has already begun.

3. The Conversion Team will send you a notification email when the new template has been placed under your account.