IntakeQ Knowledge Base
  • Home
  • Contact
  • Contact

Frequently Asked Questions

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

  • How Do I Convert a Paper Form to an Online Intake Form?
  • How Do I Delete a Client?
  • How Do I Place Consent Forms at the Bottom of an Intake Package?
  • How Do I Send Receipts for Appointment Payments?
  • How Many Practitioner Accounts Do We Need?
  • How to Archive Submitted Intake Forms
  • How to Change a Client Intake Form from Pending to Completed
  • How to Change the Account Administrator
  • How to Change the Form Invitation Email
  • How to Confirm an Appointment Automatically When the Intake Form is Submitted
  • How to Create an Appointment Without an Email Address
  • How to Disable a Form Template
  • How to Disable or Edit the Default Note
  • How to Disable the Booking Widget
  • How to Duplicate a Form
  • How to Find a Client's ID
  • How to Optimize Your Internet Connection for IntakeQ
  • How to Save Completed Forms/Notes as a PDF
  • How to Setup Taxes
  • How to Share Form Templates
  • 1
  • 2
  • 3
  • 4
  • 5

Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
No results found

© IntakeQ 2022. Powered by Help Scout