Customizable online forms to capture every detail

Simplify onboarding with smart, flexible forms tailored to your workflow. Automate paperwork, collect accurate data, and keep clients engaged with dynamic questions and built-in messaging.

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counseling intake form setup in online forms software
intake form template builder

Design custom intake forms without limits

Create an unlimited number of custom intake forms to meet the unique needs of your practice and specialties. No restrictions, no limits – design the perfect form for every client interaction.

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Online forms built for your workflow

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HIPAA compliance

Rest assured that your client data is protected with our HIPAA-compliant forms and secure platform. We adhere to strict security standards and offer a Business Associate Agreement (BAA) for added peace of mind.

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Intuitive form builder

Easily build and customize forms with flexible tools that adapt to your needs. Use smart features like pre-filled fields, dynamic rules, and office-use sections to streamline workflows and create a seamless client experience.

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Branded custom forms

Reinforce your brand identity and create a professional impression with fully branded forms. Add your logo, customize colors, and match your existing website design for a seamless client experience.

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Advanced customization options

Go beyond the basics with advanced customization—use conditional logic, multi-page forms, and diverse field types for efficient data collection.

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Seamless EHR integration

Automatically sync collected data with your electronic health records (EHR) to streamline documentation and patient management.

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Mobile-friendly forms

Ensure clients can easily complete forms from any device, including smartphones and tablets, for maximum accessibility.

Effortless, branded online forms for a seamless client experience

Take the hassle out of paperwork and create a seamless client experience with IntakeQ’s customizable online forms—efficient, professional, and built for your practice.

Helpful resources for your practice

Explore our collection of impactful articles designed to enhance the efficiency and success of your practice.

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