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description: Review of IntakeQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: IntakeQ | Reviews, Pricing & Demos - SoftwareAdvice GB
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# IntakeQ

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> IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment scheduling, initial assessments, multi-provider practice, treatment plans, claims management and compliance tracking. &#10;&#10;Providers using IntakeQ can create progress notes templates, which can be personalized and shared with coworkers and clients. With questionnaire analytics, users can gain insights into their clients and practice by aggregating data from feedback forms, surveys and polls. The messaging portal enables providers to exchange documents, files, intake forms and treatment notes with clients whilst maintaining compliance with HIPAA guidelines. Additionally, the mobile-friendly solution lets practitioners add reminder opt-in to forms and send automated emails, SMSs and voice messages to reduce no-shows and cancellations. &#10;&#10;IntakeQ facilitates integration with Stripe, Square, Office Ally, Microsoft Outlook, Zoom and other third-party applications to streamline processes related to billing, invoicing, appointment management and telehealth video sessions. &#10;&#10;IntakeQ is available on monthly subscriptions and support is extended via documentation, FAQs and online inquiry form.
> 
> Verdict: Rated **4.7/5** by 321 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 321 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.7/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: IntakeQ
- **Founded**: 2014

## Commercial Context

- **Starting Price**: US$49.90
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: IntakeQ offers two pricing plans: Forms ($49.90/month) and Practice Management ($79.90/month). Both plans are billed monthly and follow a flat rate pricing model with additional costs for extra practitioner seats. Payments are accepted in US Dollars. While a free trial is available, its duration and whether a credit card is required are not explicitly mentioned. There is no free version of the software. Additional practitioner seats are available as add-ons. Pricing details are transparent and accessible at https://forms.intakeq.com/pricing.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Ireland, New Zealand, Singapore, South Africa, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Autofill
- Bill Payment
- Billing & Invoicing
- Chat/Messaging
- Claims Management
- Client Chart Audit Tools
- Client Portal
- Clinical Notes
- Collaboration Tools
- Communication Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Customer Database

## Integrations (12 total)

- Dropbox Business
- Elation
- Google Calendar
- Google Drive
- Google Meet
- RevolutionEHR
- SRFAX
- Square Payments
- Square Point of Sale
- Stripe
- Zapier
- Zoom Workplace

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Patient Engagement Software](https://www.softwareadvice.co.uk/directory/3429/patient-engagement/software)

## Related Categories

- [Patient Engagement Software](https://www.softwareadvice.co.uk/directory/3429/patient-engagement/software)
- [Medical Scheduling Software](https://www.softwareadvice.co.uk/directory/18/patient-scheduling-software/software)
- [Patient Portal Software](https://www.softwareadvice.co.uk/directory/1475/patient-portal/software)
- [Mental Health Software](https://www.softwareadvice.co.uk/directory/4548/mental-health/software)
- [Medical Software](https://www.softwareadvice.co.uk/directory/4/practice-management-software/software)

## Alternatives

1. [Jotform](https://www.softwareadvice.co.uk/software/433821/jotform) — 4.7/5 (2795 reviews)
2. [Vagaro](https://www.softwareadvice.co.uk/software/88220/vagaro) — 4.7/5 (3506 reviews)
3. [Weave](https://www.softwareadvice.co.uk/software/158992/weave) — 4.3/5 (668 reviews)
4. [SimplePractice](https://www.softwareadvice.co.uk/software/81975/simplepractice) — 4.6/5 (2822 reviews)
5. [Healthie](https://www.softwareadvice.co.uk/software/396778/healthie) — 4.4/5 (119 reviews)

## Reviews

### "Great value for the money\!" — 5.0/5

> **Kassidy** | *26 December 2025* | Health, Wellness & Fitness | Recommendation rating: 8.0/10
> 
> **Pros**: Simple to use and customizable\! Very affordable and great value for what you pay. Easy to send to patients.
> 
> **Cons**: You can’t save log-in information so it is constantly logging out, which is very inconvenient when you need to review paperwork in a short amount of time.
> 
> We use it for new patient intake, progress exam questionnaires, testimonials, and consent forms. Overall we are pleased with the product for the price. We would love to be able to brand the paperwork so it matches our brand.

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### "Intake Q made our paperwork way more seemless" — 4.0/5

> **Bridget** | *10 November 2025* | Health, Wellness & Fitness | Recommendation rating: 9.0/10
> 
> **Pros**: Switching to IntakeQ was truly seamless\! The setup process was straightforward, and I was able to start using it right away without any confusion or extra training. Everything about the platform feels intuitive — from creating forms to managing client information. It has streamlined our intake process and saved us so much time on paperwork. I love how professional and easy it looks for clients, too\! The transition couldn’t have gone smoother, and I wish we had made the switch sooner. IntakeQ has made our workflow more efficient, organized, and stress-free.
> 
> **Cons**: t can take some time to fine-tune everything and create a customized workflow that fits your specific needs (i.e. our intake forms ect.), but once you do, it’s completely worth it. IntakeQ offers so many options for personalization that you can really make the system work exactly how you want it to. There’s a bit of a learning curve as you explore all the features, but the flexibility and customization make up for it. Once everything is set up, the workflow runs smoothly, efficiently, and in a way that truly supports your practice. It’s an investment of time that definitely pays off in the end.
> 
> Overall, I’ve been very happy using IntakeQ with my company. It’s made managing client forms, scheduling, and documentation so much easier and more organized. The platform feels professional, user-friendly, and reliable, which has helped our team save time and focus more on client care. I really appreciate the customization options that allow us to tailor everything to our specific workflow and branding. While there was a bit of setup involved at the beginning, once everything was in place, the system ran smoothly. IntakeQ has definitely improved our efficiency and streamlined daily operations. I’ve already recommended to a couple practice owner friends\!

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### "ONLINE BOOKING SYSTEM" — 5.0/5

> **DAWN** | *30 July 2019* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **Pros**: Forms were easy to create and clients have no problems accessing them.
> 
> **Cons**: Can't think of anything that I did not like right now.
> 
> My experience has been positive with support that is available almost immediately.

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### "Easy, intuitive, and functional" — 5.0/5

> **Wesley** | *25 October 2025* | Mental Health Care | Recommendation rating: 8.0/10
> 
> **Pros**: The platform allows the easy creation of documents. My clients seem to have found it easy to use, and I have not had complaints about usability. I find the platform interface simple and intuitive.
> 
> **Cons**: It is a bit expensive. I also would love to be able to create surveys on the platform and/or for clients to be able to upload documents via the platform.
> 
> I have been satisfied with its functionality. The platform does what it intends to well. It would do well to add a couple of extra features and reduce the price.

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### "Easy and Simple" — 5.0/5

> **Julia** | *22 March 2025* | Medical Practice | Recommendation rating: 10.0/10
> 
> **Pros**: I love the customizability. I'm able to easily and quickly write up documents for my clients. It does not take much time to learn how everything works and to quickly make complicated documents which you can also turn into PDFs for clients to do by hand\!
> 
> **Cons**: There is no automatic translation button. Each document I need translated into Spanish has to be hand translated. There is also not an option to upload documents that have been filled out by hand.
> 
> I've been using IntakeQ for several months now and I enjoy it more than most other document signing programs. We've decided to leave our last document program to use this full-time. This is by far the easiest I've used.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/137242/intakeq)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/medical/intakeq-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/137242/intakeq> |
| en-GB | <https://www.softwareadvice.co.uk/software/137242/intakeq> |
| en-IE | <https://www.softwareadvice.ie/software/137242/intakeq> |
| en-NZ | <https://www.softwareadvice.co.nz/software/137242/intakeq> |

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