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Record Keeping

How Much Are Paper Forms Costing You Each Year?
Record Keeping

How Much Are Paper Forms Costing You Each Year?

ByCassio April 17, 2017March 5, 2020

Paper forms have obvious costs, but there are subtle costs that can really hurt your bottom line, too.

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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.

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Practice Management | Privacy | Record Keeping

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.

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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…

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