• Sending Forms Using Your Email Address

    Would you like to customize what your emails with forms sent to clients look like? You can change settings and have the emails sent out using your email address (instead of IntakeQ’s). Check out this article to learn how to do that.

  • Custom Cancellation Policy (Online Booking)

    There’s a new way to protect yourself against last minute cancellations or no-shows, if you are using our online scheduling widget. It’s very easy to set that up,  you just need to specify from how many hours prior to the consultation a charge will be applied to their credit card and the percentage of it.

    Check out this article to learn how to use this feature.

     

  • How to set up online booking and payment

    Your clients can book an appointment and even pre-pay for the consultation through our booking and payment system, which can be placed anywhere in your website. It’s one of the greatest features IntakeQ offers and it can be tried for free without any commitments.

    Check out this article to learn how to use it.

     

  • Practitioner's notes and drawing questions

    Practitioner’s Notes

    You can now add your own notes to an intake form after your patient has completed it. You can add one note per question.

    Check out this article to learn how to use the feature.

    Drawing questions

    Another popular request we were getting was to add the ability to have questions where patients could use the mouse to draw over images. We heard you and that feature has been created.

    Check out this article to learn how to create drawing questions.

     

     

     

     

     

  • Multiple Consent/Agreement Forms

    Thanks to your feedback, we discovered that it’s common to send multiple documents for your clients to sign. Based on this, we made some changes to how consent forms work and now you can have more than one document attached to a single intake form.

    Check out this article to learn how to create an intake package (to which you can associate one or multiple consent forms).