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Intake Forms

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

  • Faxing Documents from IntakeQ
  • How to Get Your Intake Forms to Your Clients
  • How to Use the Journals Feature
  • Sending Scheduled Forms
  • Advanced Form Creation
  • Editing a Submitted Intake Form
  • Intake Forms on the iPad
  • Rating Scales
  • Task Automation (Processes)
  • How to Create an Intake Package
  • Allowing Clients to Download Signed Forms
  • Native PDF Consent Forms
  • Previewing Converted Forms
  • How Do I Send a Consent Form to a Client?
  • Pre-Filling Forms Before They Are Sent
  • Copying Questions to a Client Note
  • How to Partially Fill Out a Form Before Sending it to Clients
  • Customizing Form Reminders
  • File Management
  • Optimize Your Email Deliverability
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Categories

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  • Intake Forms
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  • Appointment Management
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