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
- Intake Forms on the iPad
- Editing a Submitted Intake Form
- Advanced Form Creation
- 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