Empower your team with secure access

Simplify user management and control access to sensitive information with IntakeQ's staff accounts. Add assistants, practitioners, and other team members to your account and assign specific roles and permissions.

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permissions and access management options in patient intake software
Add assistant in IntakeQ's role management

Manage staff permissions and strengthen security

Assign role-based permissions, track user activity, and secure access with two-factor authentication (2FA). Manage everything from one centralized platform for complete control.

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Lock down sensitive data without restricting your team

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Streamlined workflow

Assign roles and responsibilities to different staff members for efficient task management.

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Customizable dashboards

Give each team member a personalized dashboard with relevant tools and data.

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Enhanced collaboration

Allow team members to access and contribute to client records while maintaining appropriate permissions.

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Increased accountability

Track user activity and maintain an audit trail for enhanced security and compliance.

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Secure internal messaging

Enable HIPAA-compliant communication between staff members for efficient collaboration.

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Improved security

Control access to sensitive patient information and ensure compliance with HIPAA regulations.

Control staff access & maintain security with role-based permissions

Assign roles, manage permissions, and enhance security with staff accounts tailored to your practice’s needs.

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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