How It Works

  Step One: Setting up your forms

Send us your
existing forms

Your intake and consent forms will be ready in 2 business days


Create your
own forms

Create your questions from scratch or use our question library

  Step Two: Sending out your forms

Send forms

Send your intake and consent forms privately through IntakeQ.


Place the forms
on your website

Your clients can go to your website to fill out the forms.

  Step Three: Filling out the forms

Your patient fills out your questionnaire
and e-signs your consent forms

All your forms are hosted in our secure HIPAA compliant infrastructure (we will sign a BAA with you)

  Step Four: Receiving completed forms

You'll be notified when a patient
completes a form

Every time a patient submits an intake form and e-signs your consent forms, IntakeQ will notify you by email.

  Step Five: Reviewing the forms

Review, add notes, download, or print

Now that the intake forms are completed, they will always be available in your IntakeQ account. You can also export them to PDF or CSV and upload them to your EHR system.

So what will my forms look like?

 See It in Action

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

Start improving your intake
experience today

Try IntakeQ free for 14 days

Trying IntakeQ is 100% risk free. Get up and running before spending a dime or even giving us your credit card. Our monthly subscriptions are unbelievably affordable.