Exporting Your Clients' Data

ByCassio May 12, 2015October 16, 2023

This great tool allows you to export data to a CSV file (comma-separated values), which can be opened in Excel and many other applications.

Check out this article to learn more about it.

Forms | Record Keeping

Questions "For Office Use Only"

ByCassio April 12, 2015October 16, 2023

You might want to add to your forms questions that are “For office use only”. It’s very easy to do so, you only need to take one extra step and the question will be hidden when the form is filled out by the client and displayed to you, after the form submission. Check out this article to learn…

Forms | Patient Experience | Practice Management | Privacy

Parent, Guardian or Power of Attorney

ByCassio April 14, 2015October 16, 2023

Sometimes a form is be filled out by a parent, guardian or power of attorney, and we thought it could come in handy to have it established right up front who is filling out the form. Check out this article to learn how to enable that option.

Forms | Patient Experience | Practice Management

Insert Fillable Sections in Your Consent Forms

ByCassio May 12, 2015October 16, 2023

Some consent forms might require more input from your client than just their signature. Now you can add input fields/forms into it to gather extra information and we made it a very user friendly tool. Check out this article to learn how to insert both types of fillable sections to your form.

Patient Experience | Practice Management

Require Email Confirmation for Your Public Forms

ByCassio May 13, 2015October 16, 2023

Let’s say you choose to have a form you created through IntakeQ displayed on your website. In order to avoid spammers and authenticate users who fill the form out, you can now require that your clients confirm their e-mail address before accessing the form. Check out this article to learn about the feature.

Clinical Notes | Forms | Practice Management | Record Keeping

Treatment Notes and Patient Timeline

ByCassio May 13, 2015October 16, 2023

Now you can document and store treatment progress of your clients in IntakeQ. The Treatment Notes are powered by our existing intake form engine, which means they can be created using the many question formats we offer. Check out this article to learn how to use this new feature.

Business Growth | Practice Management | Staff Satisfaction

Why It Pays to Hire People Who Speak Your Healthcare Language

ByCassio October 9, 2015August 25, 2022

Regardless of what kind of practice you run, finding and hiring the right people is an integral piece of your business’ puzzle. The right staff members can keep a practice running like a well-oiled machine. Consequently, the long-term health of your practice demands people who “speak your language.” Not sure how to find employees who…