- Additional Practitioner Seats - $20
- Additional Practitioner Seats - $30
Starting your business?
We offer discounted plans for practices with lower client volumes. Contact us to learn more.
Why IntakeQ
Simplify your workflow
IntakeQ simplifies your daily operations, freeing you from administrative burdens. Our intuitive platform automates tasks like appointment reminders, form collection, and secure messaging, giving you more time to focus on what matters most: your patients.
Fully customizable
Unlike generic form builders, IntakeQ is designed specifically for healthcare practices. Our fully customizable forms, conditional logic, and flexible templates allow you to capture the precise information you need, tailored to your specialty and workflow.
HIPAA compliant
Protecting sensitive patient data is our top priority. IntakeQ is fully HIPAA compliant, with robust security measures, data encryption, and a Business Associate Agreement (BAA) included. You can trust IntakeQ to keep your data safe and secure.
Seamless onboarding
Make a great first impression with seamless client onboarding. IntakeQ’s online forms, e-signatures, and client portal simplify intake and engagement from day one.
Support you can trust
We're here to help you every step of the way. Our dedicated support team is available to answer your questions and provide assistance whenever you need it. We're committed to your success with IntakeQ.
Simple, flexible pricing
Whether you're a solo practitioner or part of a large group, we have a plan that fits your needs and budget. Our transparent pricing and no-contract options give you the flexibility you need to grow your practice.
Power up your practice with smart integrations
Your workflow, your way. IntakeQ integrates with several leading platforms to keep your practice connected and running effortlessly.




Frequently asked questions
Intake supports several integrations to help customize your workflows.
Developer API Integration
Our API makes it easy for developers to pull data from forms and client records.
Dropbox
Securely back up client forms and notes directly to your Dropbox.
Google Drive
Automatically save client forms and notes to your Google Drive account.
Zapier
Zapier allows you to connect IntakeQ with hundreds of other apps.
RevolutionEHR
RevolutionEHR is the leading cloud-based EHR and Practice Management software for Optometry.
Elation Health
Elation is a leading cloud-based EHR for primary care practices.
SRFax
SRFax provides an easy way to send and receive faxes online. This integration allows you to fax IntakeQ documents and attach incoming faxes to client profiles.
Our free trial gives you full access to all of IntakeQ's features, allowing you to thoroughly test the software before committing. While there may be volume restrictions on SMS and email usage to prevent spam and misuse, you'll have ample opportunity to explore the platform's capabilities.
We accept all major credit and debit cards, including Visa, Mastercard, American Express, and Discover.
Yes, you can easily upgrade or downgrade your IntakeQ plan at any time. You can switch between IntakeQ and PracticeQ plans, or explore our low-volume options if your client base changes. We also offer a "read-only" plan for specific needs. Contact us for more details.
You can easily cancel your IntakeQ subscription at any time directly within the app. Our subscriptions are month-to-month, so you'll retain access to your account and data until the end of your current billing cycle.