IntakeQ Knowledge Base
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Frequently Asked Questions

The most frequently asked questions about IntakeQ, it's features and functions.

  • Accepting Gratuity Payments
  • Account Currency Setting
  • Adding Appointment Details to Treatment Notes
  • Adding Procedure Codes to Services
  • Adding Services to an Invoice Without an Appointment
  • Adding Tags to Clients via the Appointment Dialog
  • Adding Terms of Service to the Booking Widget
  • Adjusting the Date & Phone Number Format (Culture Setting)
  • Allowing Clients to Download Signed Forms
  • Are IntakeQ's Appointment Reminders HIPAA Compliant?
  • AthenaHealth Integration
  • Attaching Files to a Client's Timeline
  • Automated Invoice Reminders
  • Banning Clients
  • Booking Settings for Practitioners on a Team
  • Bulk Delete or Archive Clients
  • Can Adults Use the Client Portal on Behalf of Their Dependents?
  • Can Clients Book Appointments from the Same Package at Different Locations?
  • Can Clients Sign up for a Service Without Creating Appointments?
  • Can I Make My Forms Use Less Paper When Printing Them?
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Categories

  • Getting Started
  • ePrescribing
  • Integrations
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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