# IntakeQ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is IntakeQ the right Medical Practice Management solution for you? Explore 321 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/reviews --- IntakeQ 4.7 (321) [View alternatives](https://www.capterra.com/p/147369/IntakeQ-Online-Intake-Forms/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of IntakeQ Ease of use 4.6 Customer Service 4.7 ## Pros and Cons in Reviews BM Bridget M OwnerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ November 10, 2025 AB Aleya B Business Ops CoordMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “The thing I liked least about IntakeQ is that it isn't fully integrated with our EHR. While it handles intake forms well by uploading them into the EHR, it lacks the capability to automatically update the demographic information in our EHR based on the results of the forms.“ October 10, 2024 AB Aleya B Business Ops CoordMedical Practice, 2 - 10 employeesUsed the software for: 1-2 years. “The ability to customize forms, send them digitally, and gather responses quickly has saved us time and improved patient satisfaction.“ October 10, 2024 AW Amy W CEO | MS, RDN, CEDSHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 6-12 months. “Limited ability to transfer/upload patient records from another system (when transitioning the practice over to IntakeQ); no document library; inability to fax more than 1 document from a patient record at a time; no meds list or allergies function yet.“ April 11, 2023 BM Bridget M OwnerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “It has streamlined our intake process and saved us so much time on paperwork.“ November 10, 2025 LH Landon H ChiropractorHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “The only thing I can think of that I like the least is the occasional formatting difficulties when creating a new form.“ October 10, 2024 BM Bridget M OwnerHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: 1-2 years. “IntakeQ has made our workflow more efficient, organized, and stress-free.“ November 10, 2025 AJ Adella J CEOHealth, Wellness and Fitness, 11 - 50 employeesUsed the software for: 1-2 years. “Their billing is not great for how complex our billing needs are so we have had to create a complicated system- where an open API for billing would be amazing.“ May 12, 2023 ## Showing most helpful reviews Showing 1-25 of 321 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kelly Elise U. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "My Favorite EHR" November 4, 2022 5.0 Incredible! Such great customer service and an amazing product. Pros This EHR is so affordable for a group practice compared to others that I've used. The customization is incredible as well. While the front-end work is a lot, it is so worth it to set up your systems well. Cons I wish there was slightly more of an ability to customize insurance billing information. Review Source TR Trisha R. Owner Mental Health Care Used the software for: 2+ years ### "Easy intakes, intuitive platform." October 10, 2024 5.0 Been a customer for 4 years. Makes the intake process easy. Pros It's intuitive, simple, and easy to use for both myself and my clients. Cons Luckily, nothing yet to suggest for improving. Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing IntakeQ It offered exactly what i needed with the option to add more services if and when needed. Review Source JT Joey T. BCBA Hospital & Health Care Used the software for: 6-12 months ### "ABA therapy practice use" October 13, 2024 3.0 I love it and recommend it. But there is a lot of room for improvement. Pros The ease of sending out an intake form and the creation of a client profile. Cons The lack of automations and the ability to share a document to sign as a docusign. I would like a parent portal. Review Source AB Aleya B. Business Ops Coord Medical Practice Used the software for: 1-2 years ### "Business Ops Coord." October 10, 2024 5.0 My overall experience with IntakeQ has been positive. It’s a reliable and user-friendly platform that has significantly streamlined our patient intake process. The ability to customize forms, send them digitally, and gather responses quickly has saved us time and improved patient satisfaction. However, the lack of full integration with our EHR has created a bit of extra manual work, especially when updating demographic information. Despite that, IntakeQ has been a valuable tool for enhancing our practice’s efficiency, and I would recommend it to others looking for a solid intake solution. Pros What I liked most about IntakeQ is how incredibly easy it is to use. The interface is intuitive. Navigating through the forms, customizing questionnaires, and managing appointments has been a breeze. It's saved us so much time and reduced administrative hassles significantly. I highly recommend it for any practice looking for a user-friendly solution to streamline patient intake and improve workflow efficiency! the cost of the service is reasonable. Cons The thing I liked least about IntakeQ is that it isn't fully integrated with our EHR. While it handles intake forms well by uploading them into the EHR, it lacks the capability to automatically update the demographic information in our EHR based on the results of the forms. Another company we know has this feature, which would make the workflow much more seamless and efficient if IntakeQ could offer similar functionality. This integration gap means we still have to manually enter some data, which takes extra time and effort. Review Source Response from IntakeQ October 18, 2024 Hi Aleya! Thank you for such a thorough and well rounded review. We really appreciate it! Your feedback is very much appreciate and I will provide the feedback you shared with our team. We're grateful for your continued patronage! While it may not be the exact solution you're looking for, we do offer an open API since there are so many EHRs with different variables. This allows for custom integrations if that is of interest to you! -J JH Jeffrey H. Reception and Billing associate Medical Practice Used the software for: 1-2 years ### "IntakeQ Makes Documents Easy!" March 25, 2025 4.0 I really like IntakeQ because it’s easy to use, and I appreciate being able to store and easily send out forms. It saves a lot of time and keeps everything organized. The only change I’d suggest is having a way to notify when a document is completed, as it would help keep things clear and avoid any confusion. Pros I like being able to store documents that are commonly used. It makes it easy to store and send the documents. It is also very user friendly and can be picked up easily and taught to new staff. Cons I wish is that it would fully integrate with the electronic health record that we use. Another issue that we run into is clients not fully submitting documents, It would be nice if there was a warning that said something along the lines of 'this is not fully completed.' Review Source JR Jennifer R. Licensed Psychotherapist Mental Health Care Used the software for: 2+ years ### "IntakeQ is the best EHR" October 29, 2024 5.0 I used it at my previous place of employment and took it upon myself to continue using it for my EHR once I left and opened my own practice Pros The ability to create your own forms and having so many question types to choose from; user friendly; responsive support team; easy to navigate Cons Needing to lock the previous note for things to apply to the next note Review Source ML Mika L. Administrative assistant Mental Health Care Used the software for: 1-2 years ### "Great site to use" October 10, 2024 5.0 I wouldn't change much about it. It is very easy for myself and coworkers to guide through and train others on. Pros Easy to read through information. Quick responses and easy to send forms. Cons Automatic name recognition when sending forms Review Source Response from IntakeQ October 17, 2024 Hi Mika, Thanks so much for taking the time to write a review! We are glad to hear IntakeQ has been easy for you to use. LF Lori F. executive director Non-Profit Organization Management Used the software for: 1-2 years ### "The Griffin Promise" October 10, 2024 5.0 so great for our charity to use for medical filing and evaluations Pros This program is very useful for our charity to manage client documents and intake. Cons not being able to edit once we load the form Review Source LH Landon H. Chiropractor Health, Wellness and Fitness Used the software for: 1-2 years ### "Surpassing Reviews for IntakeQ from Surpass Chiropractic " October 10, 2024 5.0 IntakeQ has been so beneficial to our team and patients! We love how easy it is to fill out paperwork for our patients and the team can easily manage several forms and be organized. It really allows our office to be efficient, professional, and responsive to our patients Pros The ease of sending customized forms to patients and monitoring if they have been received and completed Cons The only thing I can think of that I like the least is the occasional formatting difficulties when creating a new form. It takes some practice but luckily the support videos and support team have been very helpful! Review Source HG Hannah G. Psychologist Mental Health Care Used the software for: 2+ years ### "A great EHR for therapists" October 21, 2024 5.0 A very positive experience. It is extremeely efficient and smooth. Pros It is an incredibly efficient EHR that integrates client notes, billing, and scheduling. Cons It is a little pricey compared to a few other EHRs. Review Source ES Erin S. Admin Medical Practice Used the software for: 6-12 months ### "Intake Review" October 10, 2024 5.0 Pros Ease of use and templates available to be used/modified easily Cons It allows multiple forms to be created for the same patient and there is no easy way for the patient to come back and finish their unfinished forms. The system does not recognize the returning users and let them start duplicate forms. Review Source Response from IntakeQ October 17, 2024 Hi Erin! We'd love to assist you with this, your patients should be able to come back and finish their form if they enter the same credentials. Thank you for taking the time to give us a review! CW Casie W. Owner Medical Practice Used the software for: 1-2 years ### "Positive experiance" October 15, 2024 5.0 It was very user friendly. Each step to set up a new account was simple to follow. Pros It is a very simple to use platform. It is efficient and affective. Cons I can't think of anything I don't like. I is very easy to use. Review Source CP Cheryl P. Nurse Practitioner and owner of the business Health, Wellness and Fitness Used the software for: Less than 6 months ### "Very Happy with Intake Q" October 11, 2024 5.0 So far it has been excellent, no issues. I know that I have available education and support of the staff of Intake Q whenever I need it Pros Pt records easily accessible and HIPPA compliant. I also like the ability to add notes to the different sections. I also really like the convenience of knowing when patient's have returned their completed forms to me. Cons Nothing thus far. I have no complaints to date Review Source Response from IntakeQ October 18, 2024 Hi Cheryl, Thank you so much for your review, we appreciate your use of IntakeQ and we look forward to making the product even better for NP's like yourself! -J EF Eric F. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great experience with IntakeQ" October 10, 2024 5.0 Pros The customization of forms and ease of use for my patients. Cons Can’t think of anything that stands out at this time. Review Source Response from IntakeQ October 17, 2024 Hi Eric! Thank you for taking the time to review IntakeQ! We're grateful for your continued use of the product. -J RA Rachel A. President and Licensed Professional Counselor Mental Health Care Used the software for: 1-2 years ### "A great investment for practice management" May 11, 2023 5.0 In the past two years as a user of IntakeQ, they are constantly improving their product. They listen to and strive to meet their customer's needs. Pros The responsiveness of IntakeQ's staff when you send an email is fast - usually within a few hours during normal business hours. The client portal is exceptional with the client's ability to self-schedule, view and pay invoices, change credit cards, submit forms and journals, and message the provider. The forms creator, booking module, and billing module are easy to use once you learn the system. Cons The task manager can create automatic tasks, but they do not automatically disappear off the task list when completed. There is a learning curve to setting up IntakeQ to meet your specific needs, but that is too be expected when the system is so customizable. Review Source BO Ben O. Director Health, Wellness and Fitness Used the software for: 6-12 months ### "Ahead of its time ( 10 year ago) " October 12, 2023 4.0 The provided color schemes and templates are not only unappealing but also lack the much-needed customization capabilities. Users are cornered into utilizing their default email templates, which unfortunately have a strong spam-like appearance. There's no available option to incorporate personal branding with a unique domain or to employ a white label solution. The support team continually praises the product's adaptability, but their grasp on the actual setup and customization for distinct business applications appears shaky at best. They're quick to spotlight its adaptability, often suggesting that users can tweak it as they see fit. However, the reality is that there's a glaring absence of crucial features and functionalities. My list of its deficiencies could extend for pages.You're limited to setting up triggers or actions based solely on new clients or scheduled appointments. There's no mechanism to automatically add or remove tags based on specific actions, which is a significant oversight. Although they have a feature request section, their response is often sluggish, with a tendency to prioritize trivial updates that don't genuinely cater to user needs. A pivotal enhancement would be to simplify workflows and provide integrations with platforms geared towards selling services, like Shopify. While this platform might suit office functionalities, it severely underperforms for companies aiming to sell their services online and seeking seamless integrations.Moreover, Pros The customization options for setting up your work flows are pretty good. Cons Gross colors schemes and templets that aren't customizable. You're stuck sending there email templets that look like Spam and you can't brand your own domain or white label. The support set-up just likes to talk about how cool the product is but they don;t know how to set it up or optimize it for yor business. They say thats whhy it's so cool, bevause you can do whatever you want with it. I could go on for hours about the missing feature and Review Source JH Jessica H. Speech Language Pathologist Health, Wellness and Fitness Used the software for: 2+ years ### "Love IntakeQ!" May 11, 2023 5.0 I switched from another EMR system and feel IntakeQ is significantly better for me than previous. Love it! Pros I love that everything is now in one place for our company. We have the portal, calendar, and all forms all in one location vs having to use multiple programs. The ease of use and amazing customer service are added bonuses Cons I did have to get help from someone a little more technical than me to help set up our initial forms. Part of this was because I was limited on time and I knew they could do it much faster than me. Reason for choosing IntakeQ This was much easier to use, better customer service, and customizable. Review Source KK Kelsey K. Doctor of Physical Therapy Health, Wellness and Fitness Used the software for: 2+ years ### "Best Product for the Budget" April 11, 2023 5.0 I was happy that IntakeQ’s user friendliness in set-up was sufficient to allow immediate use, but we did take a significant amount of time getting all the forms we wanted to be electronically available. Pros IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work. For instance, events on google calendar can be selected to appear in IntakeQ calendars and visits can appear on google calendar, while still remaining HIPAA compliant by labeling ‘busy.’ This is just one of numerous examples, but integrations with expert products supports the superiority of IntakeQ as an EMR. Cons While having setting near the functions that you want to change can be helpful, I think a single settings page might be beneficial to quick reference changes, rather than in each area. Think how iPhone manages individual app settings and subscriptions even. Reason for choosing IntakeQ Price, customizability, ease of use, automatic intake, availability of self scheduling Review Source HS Heather S. LMHC Mental Health Care Used the software for: I used a free trial ### "Still in free trial but struggling to commit because of one critical missing feature" February 25, 2022 5.0 I want to join IQ because of the robust nature of the platform and the support they offer, but there is one feature missing that is non-negotiable for me given the client populations I work with. Pros The customization and automation are both robust in this platform. There are multiple question types when creating new forms/templates. Almost every aspect of the platform is customizable to your needs and business. The support/help part of the website is also super helpful, and the facebook group is great for finding answers to questions that may be time-sensitive usually. Cons According to the facebook group for IntakeQ (this doesn't include any private requests for this), over 15 clinicians have requested the feature to be added where two people can have separate and independent access to the client portal of a client. For example, a minor client with separated/divorced parents who are high conflict -- this is the only feature preventing me from committing. I don't want to go back to another "simple" EHR but it seems to be one of the only platforms that offers this. It's pretty much the only feature missing from IQ. Alternatives considered [TherapyAppointment](https://www.capterra.com/p/110508/TherapyAppointment/)[TherapyMate](https://www.capterra.com/p/134728/TherapyMate/)[TherapyZen](https://www.capterra.com/p/151098/TherapyZen/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[CounSol.com](https://www.capterra.com/p/124769/CounSol-com/) Review Source VR Verified Reviewer Clinical Trials Operations Specialist (Contract/Consultant) Biotechnology Used the software for: 6-12 months ### "Clean and simply designed intake and patient management platform" December 14, 2018 4.0 Using intakeQ as a patient interaction, eICF, and eCRF/ePRO platform for clinical trials. For simple trials with simple follow-ups that the coordinators don't mind setting up, this is an extremely budget-friendly way to obtain eICFs and some ePROs (less than a hundred dollars vs minimum $5k for HIPAA-compliant SurveyMonkey). You can configure roles to control access and security Pros Extremely affordable and extremely fast customer service while boasting HIPAA compliance, eSignatures, recurring forms and appointments, automated follow-up emails, and secure patient platform. Sending and re-sending forms is easy. Cons Cannot choose which variables to show as columns under Client list. Cannot calculate average scores from multiple questions. Cannot cause a notice to send to the site coordinators or doctors if a certain response is recorded. Cannot set up forms in a set schedule so that one form is sent after another at a certain time and then view this schedule (but that is fine as this was not designed for this). Lack of version control of forms. Review Source VR Verified Reviewer Case Manager Mental Health Care Used the software for: 1-2 years ### "lntakeQ" January 28, 2019 5.0 I really like IntakeQ and I love being able to have organized information of my clients. It saves time by sending completed forms right to their file. Pros Working in the Mental Health field, we need software that is HIPAA compliant, but also reasonable in price. IntakeQ offers both!!! It also has a sleek design that looks professional. Auto-save is also a life saver. I have had several notes lost due to internet cutting out. Notes take a while and not having to redo them makes life so much easier. Customer service is friendly and always there to help whenever things may go wrong. Cons One thing I would like is that if you click on a Client's name, then it would take you to their home page. An app would also be beneficial since the forms don't convert well to phones. Review Source BL Beth L. Office Manager Medical Practice Used the software for: 6-12 months ### "Ease of non contact paperwork" June 17, 2021 4.0 I overall love the ease this has make paperwork. Not all patients like it, but we do. Pros I love that we can send all forms needed to patients to fill out prior to the appointment. The ease of checkin is a huge importance to use. The non-contact is also helpful with recent events. Intake uploads these forms directly to the patient's chart. Cons I would like the schedule to be synced from Rev to Intake. That way we wouldn't have to type in each individual patient. Alternatives considered [Weave](https://www.capterra.com/p/141842/Weave/) Reason for choosing IntakeQ Cheaper Review Source AS Avigail S. psychiatric nurse practitioner Health, Wellness and Fitness Used the software for: 1-2 years ### "IntakeQ is a fabulous EMR" May 14, 2023 5.0 Pros The customer service is phenomenal, great aesthetics/UX, patient portal works well, and the feature options feel almost endless. Cons There are many features and options, which can take some time to navigate and set up a practice- but it's worth it! Review Source LS Laurie S. Psychologist Mental Health Care Used the software for: 2+ years ### "Customizable EHR" April 11, 2023 5.0 Pros IntakeQ is really user friendly and intuitive. New therapists at our agency are able to learn it quickly. My favorite part is that the forms are highly customizable so we can make changes and improvements easily. Cons The fact that the income report isn't itemized in one page for downloading. Review Source Christina B. Apprentice Midwife Medical Practice Used the software for: 6-12 months ### "THE BEST SOFTWARE EVER- I'm not kidding!!" December 7, 2018 5.0 Pros I run a chiropractic practice and I have tried at least 3 other softwares to run my intakes and daily scheduling. IntakeQ has been the best BY FAR and all the other ones were at least $200-300/month so it is amazingly priced as well. I am impressed by all of the functions that IntakeQ can do and most importantly it is extremely reliable. I have never had an issue with appointment reminders or anything else crashing, everything always send out in a timely manner. I LOVE this software and recommend it to everyone because at the end of the day it makes my day a million times easier. Cons I haven't really found anything that I don't like. Review Source Similar Products Featured