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Frequently Asked Questions

FAQ's about IntakeQ and PracticeQ's features and functions.

  • How to Generate a QR Code for an Intake Form
  • How to Optimize Your Internet Connection for IntakeQ
  • How to Save Completed Questionnaires/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 Diagnosis Codes
  • Importing Procedure Codes (CPT)
  • Importing Standard Forms
  • Including CPT Codes in the Treatment Note PDF Printout
  • Intake Questionnaires 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
  • Migrating to IntakeQ from Other Systems
  • Not Able to Access Your Form Anonymously – What's Wrong?
  • November 2022 Price Increases
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  • Appointment Management
  • Invoicing & Billing
  • Team Managment
  • Secure Client Portal
  • Telehealth
  • Clients
  • Insurance
  • Labs
  • ePrescribing
  • Product Inventory
  • Account & Subscriptions
  • API
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