Thinking about paperless intake for your practice? It’s surprisingly easy to set up with five easy-to-follow steps. Learn how to prepare, organize, and launch online intake forms for a seamless transition.
Are you only using intake forms for new clients? You may be surprised at how versatile they are. Learn why intake forms are one of most agile recordkeeping tools in your clinic — and how you can maximize them to their fullest potential.
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.
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.
Some clients might prefer to fill out intake forms the old-fashioned way – on paper. If your form’s header is colourful or flashy, you can design an alternative header for its PDF version. Check out this article for instructions on how to customize your PDF Form Header.
We have just added a question type that allows your clients to attach files to the intake forms they fill out. It’s very easy to set it up, only three steps. Check out this article to learn about the feature and how to use it.