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Clients

Guides to help you manage your client list, their profiles and tx timeline.

  • Elation EHR Insurance Information Sync
  • Enter a Treatment Note
  • Export a Client List
  • Fax Covers
  • Fax Multiple Documents at Once
  • Faxing Documents from IntakeQ
  • File Management
  • Find a Client's ID
  • Formatting Text in the Secure Client Portal
  • How Can Clients Manage Their Appointments?
  • How to Add a Header to Your Treatment Notes
  • How to Export a Client's Files to PDF
  • How to Merge/Unmerge Clients
  • How to Send More Than One Questionnaire or Consent Form at Once
  • Import Clients
  • IntakeQ Client API
  • IntakeQ Files API
  • IntakeQ Notes API
  • Issues Importing Clients: Troubleshooting Guide
  • Legal Names on Insurance Documents & ePrescribe
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Categories

  • Engage
  • How-To Videos
  • PQ Phone Support: 858-956-3458
  • Changelog
  • Consent Forms
  • Getting Started
  • PQ Payments
  • Frequently Asked Questions
  • Integrations
  • Questionnaires
  • Treatment Notes
  • Appointment Management
  • Invoicing & Billing
  • Team Managment
  • Secure Client Portal
  • Telehealth
  • Clients
  • Insurance
  • Labs
  • ePrescribing
  • Product Inventory
  • Account & Subscriptions
  • API
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