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Clients

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

  • IntakeQ Client API
  • IntakeQ Files API
  • IntakeQ Notes API
  • Legal Names on Insurance Documents & ePrescribe
  • Linked Clients
  • Managing a Client's Credit Cards
  • Managing Access to a Client
  • Mapping Form Fields to the Client Profile
  • Measurement Based Care
  • Per-Client Appointment Summary
  • Pinned Notes
  • Replicating Treatment Notes
  • Restoring Deleted Client Forms/Notes
  • Restoring Deleted Clients
  • Restoring Deleted or Edited Form Templates
  • Search All Notes and Intakes by Keyword
  • Secure Client Portal Features
  • Secure Document Sharing
  • Secure Signature Requests
  • Session Tracker
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  • Product Inventory
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  • API
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