Getting Started
In-depth guides to help get you started using various system features.
- IntakeQ Telehealth
- How to Setup Online Booking and Payment
- Treatment Notes and Patient Timeline
- How to Create Superbills
- How to Create Intake Questionnaires and/or Treatment Notes
- Zoom Integration
- Creating a Claim (CMS 1500 Form)
- Secure Client Portal Features
- Electronic Claims (Office Ally/TriZetto)
- Introduction to Invoicing
- How to Create Consent Forms
- Using the Patient Diagnosis Feature
- How to Use the Journals Feature
- Telehealth Resource for Your Clients
- Native PDF Consent Forms