Frequently Asked Questions
The most frequently asked questions about IntakeQ, it's features and functions.
- 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
- 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)
- Including CPT Codes in the Treatment Note PDF Printout
- 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
- Migrating to IntakeQ from Other Systems
- Not Able to Access Your Form Anonymously – What's Wrong?
- November 2022 Price Increases
- Optimize Your Email Deliverability
- Per-Client Appointment Summary