Frequently Asked Questions
The most frequently asked questions about IntakeQ, it's features and functions.
- 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 Save Completed Forms/Notes as a PDF
- How to Setup Taxes
- How to Share Form Templates
- How to Unlock a Client Portal Account Due to Failed Login Attempts
- How to View Billing History (Get a Receipt)
- Importing Procedure Codes (CPT)
- Intake Forms on the iPad
- Invoice Expiration Settings
- Linking Existing Appointments to a Package
- Manually Adding Discounts to Invoices
- Mapped Demographic & Insurance Questions
- Marking a Client Portal Channel as Unread
- Not Able to Access Your Form Anonymously – What's Wrong?