Account & Subscriptions
Account management, adding team members and subscription information.
- Difference Between Account Type and Role
- Generic HTML Forms vs. IntakeQ
- How to Change the Account Administrator
- Team Messaging
- Subscription Plan Limits
- Free Trial
- How to Disable a Practitioner's Account
- Accessing Your Account's Audit Trail
- Adjusting the Date & Phone Number Format (Culture Setting)
- Configure the Security Policy for Your Organization
- What is a Form Submission?
- IntakeQ and GDPR
- How to View Billing History (Get a Receipt)
- Transferring Data Between Practitioners
- Upgrading Your RevolutionEHR Integration
- Questionnaire and Form Conversion Guidelines
- Integrate IntakeQ with Dropbox
- How to Change the Shared Document Email Template
- Restricting Access Using IP Address
- How to Optimize Your Internet Connection for IntakeQ