Counseling Intake Forms

Send secure electronic questionnaires to your clients;
receive them back prior to appointments

A Better Intake Experience

Optimize

Reduce paperwork, improve record keeping and save time by automating the intake process.

Plan

Prepare ahead of time and avoid surprises by having the intake form in your hands before each appointment.

Impress

Don't make your clients do paperwork. Instead, delight them with beautiful electronic forms.

IntakeQ has been a fantastic tool in my practice. I have been pleasantly surprised by how much more quality information I get from patients by using these online forms compared to paper intake forms. They will type much more than they will write by hand. I highly recommend IntakeQ."

Thomas' Picture Thomas Beck, MD
Winston Center

See It in Action

  • HIPAA Compliant
  • e-Signature support
  • Convert your existing forms
  • Integrate with your website
  • Use your own branding
  • Flexible question formats
Try It Free for 14 Days  
No credit card required, no software to install

Remove the paperwork from your intake.
Your clients will thank you.

Bonus Feature:

Appointment Reminders

Reduce no-shows with automated SMS and voice reminders

  • Include reminder opt-in in your form
  • Customize reminder message
  • SMS, voice or email
  • Set it and forget it
  • Reduce cancellations and no-shows
Try It Free for 14 Days  
No credit card required, no software to install
Automated Appointment Reminders
Import Intake Forms

We'll convert your forms

No time to recreate your forms? We know you are busy! That's why we offer to convert your existing intake and consent forms within 2 business days.

Send us your forms today and see the magic happen!

14-day trial, full-featured and free, no obligations.

Insanely Affordable Pricing

No contract, cancel anytime.

  • Starter
  • $ 29.90 /month
  • 1 practitioner
  • 10 submissions/month
  • 20 appointments/month
  • 20 reminders/month
  • e-Signatures
  • Accept Attachments
  • Booking Widget
  • Treatment Notes
  • Assistant Accounts
  • FREE TRIAL  
    No credit card required
  • Pro
  • $ 39.90 /month
  • 1 practitioner
  • 150 submissions/month
  • 300 appointments/month
  • 300 reminders/month
  • e-Signatures
  • Accept Attachments
  • Booking Widget
  • Treatment Notes
  • 2 Assistant Accounts
  • FREE TRIAL  
    No credit card required
  • Small Team
  • $ 59.90 /month
  • 2 practitioners
  • 300 submissions/month
  • 600 appointments/month
  • 600 reminders/month
  • e-Signatures
  • Accept Attachments
  • Booking Widget
  • Treatment Notes
  • 4 Assistant Accounts
  • FREE TRIAL  
    No credit card required
  • Clinic
  • $ 99.90 /month
  • 5 practitioners
  • 1000 submissions/month
  • 2000 appointments/month
  • 2000 reminders/month
  • e-Signatures
  • Accept Attachments
  • Booking Widget
  • Treatment Notes
  • 10 Assistant Accounts
  • FREE TRIAL  
    No credit card required

Need a larger plan?   Get in touch with us.

Secure Messaging Pricing

Secure Messaging is a HIPAA compliant way
to communicate with your clients and
can be added on top of your plan.

  • Who is IntakeQ for?

    IntakeQ was build for anyone who needs to collect private client information securely. This includes nutritionists, counselors, therapists, medical doctors, naturopaths, chiropractors, dietitians, life coaches, etc.

  • Is there a setup fee?

    No. Just sign up and start using it.

  • Is IntakeQ an EHR?

    While some clients use IntakeQ to run most aspects of their practice, we don't consider ourselves a full EHR.

  • What is your cancellation policy?

    You can go to the subscription section and cancel at anytime. There's no need to pick up the phone.

  • Is there a limit to how many forms I can create?

    No, create as many forms as you need.

  • Can I upgrade or downgrade after I become a subscriber?

    Yes, downgrade or upgrade to a new plan at any time.

  • Can I import my existing forms?

    Yes, we charge a nominal fee of $9 per form to convert your current forms into our web format.

  • Can I integrate with my EHR?

    We are currently looking into EHR integrations. In the meantime, there are several ways to export data from IntakeQ, including a public API.

  • How does the free trial work?

    You can use all features of IntakeQ during your trial period, including the secure messaging portal.

  • Do I have to start my forms from scratch?

    No. We can convert your forms for you, or you can import pre-existing questions from our questions database and tweak them to your own liking.

  • Is IntakeQ HIPAA compliant?

    Yes, we are HIPAA compliant. Learn more about it here.

  • Will IntakeQ sign a BAA?

    Yes, we will sign a Business Associate Agreement.