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
- Enhanced Security: 2-Step Authentication
- Export a List of Your Clients
- Exporting Your Clients' Data
- 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 Partially Fill Out a Form Before Sending it to Clients
- How to View Billing History (Get a Receipt)