Opiniones de IntakeQ

We've been with these wonderful folks for several years. I can't imagine our company without them!

Comentarios: Tremendous ease! I send out the forms and they get filled out. Not copying of forms. No storing of forms. No purchasing paper and toner. Fewer calls to the copier repair guy. They make my life better...

Puntos a favor:

Initially found the customer service to be exceedingly prompt and abundantly proficient. They set up cost for the forms is more than reasonable and the monthly expense is such a bargain. I have never known their system to go down. Simple to get going and no maintenance. We keep finding new uses for them. It is so great to be able to email a link to the client. The client follows the link, fills out the form(s) and then submits. The forms are easily downloaded. Could not be more pleased. Thank you, thank you, thank you...

Contras:

Seriously, I have yet to find one. I truly wish my every interaction could be an interaction like I've had with IntakeQ!

Best Practice Management!

Comentarios: I have tried other top brands trial and I'm sticking with IntakeQ. It's easy to use, reliable and efficient.

Puntos a favor:

IntakeQ has everything a clinician needs and for every budget. I don't one one complaint about their services. Whenever I have questions their customer support is impeccable. Most of the time in less than 24 hours I received the support I need. It has so many features and is less expensive than other known brands.

Contras:

This software it's as close to perfect. I wish it would have note entries to select but for the affordable price and the several features it offers, I'm happy with intakeq.

I like the tool but need more flexibility and workflows to support my business.

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Hippa compliance is the primary driver for the why we moved to the SW as well as being able to have clients complete forms online. I like the professional look and feel. The search is helpful.

Contras:

Not enough flexibility for processing intakes in bulk. Would like the ability to transfer in bulk between providers, link custom template office use fields with client custom fields so certain notes are pulled into the client's record. We need more flexibility in configuring the SW to meet our business needs. We have to use a separate scheduling SW because intakeq doesn't offer the same flexibility in setting up different classes. We use acuity and perhaps I just don't know how to effectively use the booking capability in intakeq. It would be really helpful to have workflows that you could define for intakes. For example, if a new intake comes in, I could set the default status to pending and on the dashboard only show pending intakes. Once the office processes the intake I could define a new status, for instance, ready or action-required... We would need the ability to display and filter based on status. It would be helpful to allow flexibility in defining any number of workflows. Unfortunately, given our business, I have to build manual processes around the SW even though we're doing very standard things. One other thing I've noticed is that I can only have about 5-7 open intakes at once otherwise the application hangs.

Excellent product - highly recommend

Comentarios: Intake forms are a snap to create, change, edit and send to patients/clients - could NOT be easier. And their service of uploading and formatting for you is SO affordable and easy.

Puntos a favor:

Easy layout, intuitive, simple with lots of options to do more complex work with it, constantly being upgraded and improved. Customer service is STUPENDOUS! They're fast, quick, kind, polite, thoughtful - really just top notch. Truly could not recommend more!

Contras:

It would be cool if there was an app, but it's not a big deal to keep a direct link to the website on my phone - super simple and takes 2 seconds to access on the go

My Favorite EHR

Comentarios: Incredible! Such great customer service and an amazing product.

Puntos a favor:

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.

Contras:

I wish there was slightly more of an ability to customize insurance billing information.

The best system to manage your Massage/Physio/Coaching business online!

Comentarios: I can manage the whole client booking experience in one place. The latest addition to automatic birthday email is incredible! And just love Client Portal, place where clients can check their appointments, packages, invoices, etc..

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I love IntakeQ! Before I started with IntakeQ, I did a deep search and tried different systems for my Massage/Coaching business. My main criteria were to go completely paperless and I was looking for a fully automatic way: Client book the session/ or I manually book a client; then the system will send the Intake form (You can even create your own Intake forms, with your own questions and is so easy!), Reminders (both email and SMS to choose), online booking. And after the session, I can easily update my clients details from my Ipad or phone (SOAP notes). The most importantly, the IntakeQ team is so responsive and always helpful, I asked for a few updates, and these were implemented in no time! Thank you so much IntakeQ team!

Contras:

None! The IntakeQ system is perfect! And the team is implementing new improvements on an ​ongoing basis.

THE BEST SOFTWARE EVER- I'm not kidding!!

Puntos a favor:

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.

Contras:

I haven't really found anything that I don't like.

IntakeQ is an incredible product

Comentarios: We are using Intake Q for our online medical forms, surveying our clients, and soon we will be adding another HR account to handle our HR needs and new employee forms.

Puntos a favor:

From the moment we inquired about IntakeQ it was evident that the customer service was exceptional. They walked our team through the pros and cons of the platform and took time to make sure we understood how it worked, and what the specific application would be for our practice. What I appreciate most about support team is we asked them which plan would best suit our organization. It was refreshing to see someone who was 100% honest. They did not try to up-sell and said that the lower of the two plans would fit our organization perfectly. Adding the forms was a breeze and it has been amazing for our office staff and the patients we see.

Contras:

There is nothing that we are seeing as a con at the moment.

Great for automating your PT practice all in one place

Comentarios: Patients love that all of my intake forms are online. They seemed to fill out more of the form and they are completed prior to their appointment. Therefore there is no time wasted when the patient is at the office. They can complete the forms at their own convenience which saves time for them and me.

Puntos a favor:

I like the variety of features IntakeQ has to offer. I can produce invoices, super bills, schedule patients, send out intake forms and complete secure documentation all in one place for a relatively low cost. There are many more features that I have not started using yet but will in the future.

Contras:

I was hoping the emailing feature would be more robust to be able to include more campaigns for things other than current patients. And the ease of use for emails is not as good as other features.

The program is working fantastic!!!

Comentarios: I am a therapist, this program has made my work easy as the forms are easy to edit and adapt according to the needs. Also, the scheduling and sending reminders is amazing.

Puntos a favor:

easy to adapt forms, easy to find the information that you need in the client's file.

Contras:

I would like that the software included billing .

Ahead of its time ( 10 year ago)

Comentarios: 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,

Puntos a favor:

The customization options for setting up your work flows are pretty good.

Contras:

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

New patients no longer ruin my day

Comentarios: Great overall experience. Excellent product. Has saved me hours of time and frustration not having my new patients organized. Now we can reschedule them if we do not see their paperwork done 24 hours prior to their appointment time instead of assuming they filled it out AND remember to bring it.

Puntos a favor:

For years we stressed about new patient paperwork not being filled out and causing my schedule to run 30-45 minutes behind when they forget to fill out 8 pages of paperwork. The forms are easy to make and send. Patients can fill them out on their cell phone which is a huge help for my practice since we have many seasonal visitors in Scottsdale. The customer service is excellent. Always above and beyond and super fast. A huge refreshing change from my last portal. Horrible customer service. The membership option is very helpful and if you want to switch to a concierge membership program I would highly recommend using the IntakeQ billing system.

Contras:

I hate their schedule. It is ugly. It is clunky. I can never see all my patients in one day well. The print outs of the schedule waste a lot of paper. This could all be easily improved upon. But we make it work.

Love IntakeQ!

Comentarios: I switched from another EMR system and feel IntakeQ is significantly better for me than previous. Love it!

Puntos a favor:

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

Contras:

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.

The best option for our therapy office!

Comentarios: We use the bookings functions (only internal bookings, not client direct bookings), invoicing, payment, electronic consent forms and SOAP notes.

Puntos a favor:

We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point.

Contras:

Wish we could integrate email marketing beyond just extracting our client's email address.

Easy and Extremely Effective

Puntos a favor:

This software is the ideal solution for medical practices like mine that need to send paperwork to patients before their initial visits with us. This not only allows us to have the paperwork to review ahead of time but also allows our clinic to run more efficiently as our team doesn't have to wait for people to fill in their paperwork by hand in the office. They are excellent at converting detailed forms such as ours into digital copies without losing the integrity of the questions we are trying to answer. It also tells you who has started on their paperwork and how far they've gotten, while allowing you to print off any partial forms that aren't fully filled out. Also a terrific value for what you pay.

Contras:

If I had to nitpick, I would say the only thing I don't like about the software is that because we send the links in email form, some people try to fill it out via phone and don't make it very far.

Unparalleled Customer Service

Comentarios: My experience doesn't matter as much as my clients' experiences: they all love the intake and consent forms going right to their email, and they love the appointment reminders (text and email.) It really goes a long way to make my practice come across as professional.

Puntos a favor:

The software is intuitive and amazingly flexible. There are templates built-in for consent forms, assessments, and notes, but you also have the ability to customize each template to suit your practice's needs and create completely new templates. I use IntakeQ for everything: scheduling, billing/invoices, notes, diagnosis, Superbilling, appointment reminders, and secure communication with clients. The customer service department is ABSOLUTELY amazing to the point that I asked them "where can I leave you a review because you deserve recognition." I've had a few questions for them, and I've always got a response within an hour or two. I can't recommend this service enough. It runs my entire practice.

Contras:

Initially, I was a little hesitant about the idea of having to create my own forms, but the templates provided made it super easy to tweak them to suit my needs.

IntakeQ has made scheduling, sending forms, and reminding clients of appointments much easier.

Comentarios: Having clients be able to schedule their own appointments and access paperwork online is a huge benefit. I also love that clients get a text reminder, which means I don't have to remind clients of their appointment time.

Puntos a favor:

I love that clients can schedule their own appointments, get email/text reminders, and fill out paperwork online.

Contras:

I wish there were more features available for linked calendars and spacing out appointment times. For example, I have it set within IntakeQ to link with my work Google calendar. When a client schedules an appointment through IntakeQ there is a 15-minute space that is created between sessions. However, sometimes clients schedule an appointment with me which I put into my Google calendar. These appointments are not scheduled through IntakeQ so, therefore, there is not a 15-minute space between sessions with clients. As a result, I'm often left with back to back appointments with clients without any break. I realize I can go into IntakeQ and schedule the appointment however that is not always possible.

Ease of non contact paperwork

Comentarios: I overall love the ease this has make paperwork. Not all patients like it, but we do.

Puntos a favor:

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.

Contras:

I would like the schedule to be synced from Rev to Intake. That way we wouldn't have to type in each individual patient.

IntakeQ improved client response time

Comentarios: For years we sent out questionnaires to learn about our clients via email with an attached PDF. It was not very user-friendly. The client had to either print it out and handwrite their answers or try to edit it digitally which often resulted in lost data. When we switched to IntakeQ it simplified the process for our clients and almost immediately, we noticed an increase in response time. IntakeQ is user-friendly, so even our older clients, who may not be as comfortable using a computer, seem to have an easy time filling out our survey. We switched over six months ago and will never go back to our old system.

Puntos a favor:

I like how easy it is to create the intake form and how easy it is to edit it.

Contras:

I have had clients complain that they lose their password, or they log it from a different link (because sometimes I send two or three emails before they respond) and then their data isn't there. It seems that if they type an email that has already been entered into the system that they should be prompted to re-enter a form they already started or prompted with a password reminder

IntakeQ

Comentarios: Support services are stellar!

Puntos a favor:

Ease of making appointments, 24/7 access to client records, reminders before appointments, scheduling forms to be sent out before and after sessions

Contras:

Can't search for a series of appointment availabilities; can't search on the number of missed sessions a client has had.

staff and patients love it! helps expedite our patient appointments and flow

Comentarios: see review - :)

Puntos a favor:

I like that our patients can fill this out in the quietness of their homes, it helps my staff prepare for a busy day by entering the patient's information ahead of time, and patients tend to be more thorough with their answers if they have time to complete the questionnaires at home. IntakeQ is always adding new features which is great too. Not all of them apply to how we use the software, however, they are always innovating and improving.

Contras:

I wish the forms integrated with our EMR (electronic medical records) software so we didn't have to manually enter the data - but the functions and ability to get the patient's information before they come in outweighs this obstacle.

Love the continuous updates!

Puntos a favor:

Easy to use. Easy to set up fairly complicated intake form rules and booking settings. Digitizing our intake forms and booking in general has definitely streamlined both processes for our business.

Contras:

Lack of family support - e.g. a parent booking appointments for multiple children has to use several different email addresses, and the profiles often fail to "link" properly so we're constantly merging client profiles. Lack of integration is a huge con for us - we have to update our EMR schedule with booking changes manually, payment info doesn't link to our billing vendor (our Google calendar does synch - hoping for more future integrations).

Love IntakeQ!

Comentarios: I use IntakeQ for scheduling, appointment reminders and new patient intake forms and consents. It has saved me so much time and helped to keep me better organized. It is so easy to use and very intuitive, and my patients all seem impressed by it. The customer service is also very receptive to suggestions and requests, which is reflected in the updates and new features. I don't use it for my documentation because it doesn't work for my needs, but that is an option for those who are looking for it.

Puntos a favor:

Scheduling, ability to connect with my google calendar, appointment reminders, ease of creating forms, ease of sending out forms, notifications when forms are completed and returned, the dashboard.

Contras:

The patient documentation portal and customization don't meet my needs. It would be nice to be able to have my documentation connected to my schedule, though.

Great management/time saving

Comentarios: Easy to send forms to clients and keep everything well organized and in order!

Puntos a favor:

Love intake q. Love all the auto features plus if there is something you think that is needed the team is always open to suggestions and their support team is amazing! Makes day to day operations a breeze.

Contras:

Sometimes with any software it has a mind of its own. But can figure out quickly.

Great customer service! Great functions but wish I could receive faxes as well as send them.

Puntos a favor:

The functions and convenience~ I really like being able to send my intake packet on-line. My clients love this also because they are used doing things on-line. It is so helpful because I usually get the packet completed and returned the same day I send. It allows me time to prepare for a new client. I like NOT having paper and instead of having a comprehensive electronic client file. The appointment reminder for a first appointment is wonderful!

Contras:

Not user friendly and not very intuitive. Great customer service but I would like to be able to do things without having to contact customer service! I would like to be able to click on a current form to see out something was created so I could then do it myself on other forms . I find my self looking at a form that was done for me my customer service and wondering "Now how did they do that?" I really dislike that I can send but not receive faxes -- how great would this be to receive a client fax and be able easily to attach it to that file! I would even pay extra for that function,