IntakeQ Knowledge Base
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Getting Started

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

  • Creating a Claim (CMS 1500 Form)
  • How to Create Consent Forms
  • How to Create Intake Questionnaires and/or Treatment Notes
  • How to Create Superbills
  • How to Setup Online Booking and Payment
  • How to Use the Journals Feature
  • IntakeQ Telehealth
  • Introduction to Invoicing
  • Native PDF Consent Forms
  • Office Ally Integration (Electronic Claims)
  • Secure Client Portal Features
  • Telehealth Resource for Your Clients
  • Treatment Notes and Patient Timeline
  • Using the Patient Diagnosis Feature
  • Zoom Integration

Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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