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Clients

Manage patient profiles, intakes, and progress notes within a client timeline.

  • Export a List of Your Clients
  • Fax Covers
  • Faxing Documents from IntakeQ
  • Faxing Multiple Documents at Once
  • File Management
  • Formatting Text in the Secure Client Portal
  • How Can Clients Manage Their Appointments?
  • How Do I Delete a Client?
  • How to Add a Header to your Notes
  • How to Export a Client's Files to PDF
  • How to Find a Client's ID
  • How to Manage Client Tags
  • How to Merge/Unmerge Clients
  • How to Refund or Remove Invoice Payments
  • Importing Clients
  • IntakeQ Client API
  • IntakeQ Notes API
  • Legal Names on Insurance Documents
  • Linking Treatment Notes with Appointments
  • Managing a Client's Credit Cards
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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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