IntakeQ Knowledge Base
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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
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Categories

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  • ePrescribing
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  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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