IntakeQ Knowledge Base
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Intake Forms

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

  • Displaying Appointment Details within Treatment Notes
  • Can I Prevent Practitioners from Editing Form Templates?
  • Folder Management
  • Duplicate Matrix Columns
  • Placeholder Text
  • How to Duplicate a Form
  • Transferring Form Templates Between Practitioners
  • Faxing Multiple Documents at Once
  • Treatment Note Dictation in Chrome
  • Placeholders in Consent Forms
  • Form URL Parameters
  • How to Save a Form's PDF
  • Updating the Address Field Type
  • Deactivating Forms
  • Reassigning an Intake to Another Client
  • Including CPT Codes in the Treatment Note PDF Printout
  • How to Export a Single Form to CSV
  • Transfer an Intake to Another Practitioner
  • Placeholders in Questionnaires
  • How to View Your Questionnaire Analytics
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Categories

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