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Account & Subscriptions

Account management, adding team members, subscriptions, and more.

  • Accessing Your Account's Audit Trail
  • Account Notifications
  • Adjusting the Date & Phone Number Format (Culture Setting)
  • Administrator Only Account
  • Are IntakeQ's Appointment Reminders HIPAA Compliant?
  • Configure the Security Policy for Your Organization
  • Difference Between Account Type and Role
  • Does IntakeQ Comply with the U.S. Cures Act?
  • Export a List of Your Clients
  • Exporting Your Client's Data
  • File Management
  • Free Trial
  • Generic HTML Forms vs. IntakeQ
  • HIPAA Compliance
  • How Do I Cancel My Subscription?
  • How Many Practitioner Accounts Do We Need?
  • How to Change the Account Administrator
  • How to Change the Shared Document Email Template
  • How to Disable a Practitioner's Account
  • How to Optimize Your Internet Connection for IntakeQ
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Categories

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