IntakeQ Knowledge Base
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Intake Forms

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

  • How to Create Intake Questionnaires and/or Treatment Notes
  • How to Disable a Form Template
  • How to Disable or Edit the Default Note
  • How to Duplicate a Form
  • How to Export a Single Form to CSV
  • How to Get the Public URL of a Consent Form
  • How to Get the Public URL of an Intake Form
  • How to Get Your Intake Forms to Your Clients
  • How to Have a Client Sign Only Consent Forms
  • How to Make a Form Private as an Admin
  • How to Partially Fill Out a Form Before Sending it to Clients
  • How to Rearrange Questions (Move Up/Down)
  • How to Save a Form's PDF
  • How to Save Completed Forms/Notes as a PDF
  • How to Send More Than One Form at Once
  • How to Share Form Templates
  • How to Use the Journals Feature
  • How to Use the Questions Library
  • How to View Your Questionnaire Analytics
  • Improving the Performance of Your Forms
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  • Intake Forms
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