Frequently Asked Questions
The most frequently asked questions about IntakeQ, it's features and functions.
- Including CPT Codes in the Treatment Note PDF Printout
- Intake Forms on the iPad
- IntakeQ Telehealth Options
- 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?
- Optimize Your Email Deliverability
- Per-Client Appointment Summary
- Plan Form Limits
- Prefill Client Info in the Booking Widget
- Price Schedule: Setting Custom Rates per Client
- Quickly Opening Your IntakeQ Calendar from Your Phone
- Referral Program
- Reordering Practitioners on Your Team
- Restoring Deleted Clients
- Restoring Deleted or Edited Form Templates
- Sorting Clients by Last Name