IntakeQ

Hamilton, Ontario, Canada (with significant operational presence in West Palm Beach, FL, USA) All Canada companies → — Founded 2014

Patient Engagement Platform Practice Management Suite Revenue Cycle / Billing

Family Medicine Internal Medicine Psychiatry

Documentation & Scribing Patient Intake & Forms

Acquired by TherapyBrands (2021); Previously unfunded as an independent company — No funding (as an independent company prior to acquisition)

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IntakeQ

Documentation & Scribing

IntakeQ is a cloud-based, HIPAA-compliant software that provides customizable online intake forms, consent forms, and questionnaires for healthcare practices. It simplifies patient data collection, supports electronic signatures, automated reminders, and offers features for progress notes and secure client communication.

Starting at $29.90/month

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About IntakeQ

IntakeQ is a comprehensive, web-based practice management platform designed to streamline administrative tasks and enhance the patient experience for healthcare professionals. It offers a suite of HIPAA-compliant tools that automate and simplify various aspects of practice management, allowing practitioners to dedicate more time to patient care. The platform is well-suited for individual practitioners, clinics, and large hospitals, serving a wide range of health and wellness professionals including therapists, chiropractors, acupuncturists, and nutritionists.

Key functionalities include customizable online intake forms, appointment scheduling with automated reminders, secure client communication, and integrated payment processing. IntakeQ aims to eliminate paperwork, reduce no-shows, and improve operational efficiency through features like EMR/EHR integration, treatment note templates, and questionnaire analytics. The platform prioritizes data security and compliance, ensuring sensitive patient information is protected according to regulatory standards.

Since its acquisition by TherapyBrands in 2021, IntakeQ has further expanded its reach and capabilities within the mental and behavioral health technology sector, continuing its mission to empower practices with innovative, user-friendly software that simplifies operations and ultimately enhances the patient journey.

Focus Areas

Online intake forms practice management appointment scheduling secure messaging payments telehealth EMR/EHR integration HIPAA compliance patient onboarding treatment notes insurance billing automation client communication

Business Intelligence

Key Investors	Acquired by TherapyBrands (part of PracticeTek)
Partnerships	American Nutrition Association (ANA), ScriptSure Cloud ERX, Square, Stripe, Zoom
Acquisitions	Acquired by TherapyBrands in 2021
Technology	Cloud-based, REST API, HIPAA compliant infrastructure, integrations with EMR/EHR systems, payment gateways (Stripe, Square), scheduling (Google Calendar, Outlook), and telehealth platforms (Zoom).

What Physicians Need to Know

Online Intake Forms

IntakeQ specializes in highly customizable, HIPAA-compliant online intake forms with a drag-and-drop builder, ready-made templates, and electronic signature support. They feature conditional logic to adapt questions, 'office use only' questions, and the ability to reject forms for corrections, ensuring comprehensive and accurate patient data collection.

Practice Management & Scheduling

The platform offers comprehensive practice management, including appointment scheduling with a booking widget that can be embedded on websites, Google Calendar synchronization, and flexible hour setup. It supports recurring appointments and a 'Block Time' feature for managing provider schedules.

Secure Messaging & Communication

IntakeQ provides a HIPAA-compliant secure messaging portal for safe exchange of messages, documents, and images between practitioners and patients. This portal also facilitates sharing treatment notes and intake forms securely.

Payments & Billing

The system includes tools for payments and invoicing, allowing practices to accept all major credit cards and set up recurring payments. It also offers features for insurance billing, claims, and superbills to streamline financial operations.

Telehealth

IntakeQ's PracticeQ solution integrates telehealth capabilities, providing a comprehensive platform for virtual care delivery.

EMR/EHR Integration

IntakeQ integrates with various EMR/EHR systems like RevolutionEHR and Elation EHR, automatically uploading submitted forms as PDFs, populating patient demographics, and pulling contact and insurance information. It also offers an open REST API and webhooks for broader integration possibilities.

HIPAA Compliance & Security

The platform is fully HIPAA compliant, providing a Business Associate Agreement (BAA). It ensures data security through encryption (in transit and at rest), robust access controls, strong password requirements, two-factor authentication, firewalls, and automatic backups, along with a secure client portal.

Patient Onboarding & Automation

IntakeQ automates the patient intake process, reducing manual data entry and paperwork. It enhances the patient experience with user-friendly, mobile-friendly online forms and provides questionnaire analytics for practice insights.

Treatment Notes

Practitioners can create customizable progress note templates (e.g., SOAP notes) and utilize features like voice recognition (in Chrome) to streamline documentation. It allows for duplicating previous notes and editing only new information.

Physician Tip

For physicians, IntakeQ stands out by significantly reducing administrative burden through extensive automation and highly customizable workflows, freeing up more time for patient care. Its comprehensive, all-in-one platform minimizes the need for multiple disparate systems, offering a streamlined experience from intake to billing. The robust HIPAA compliance and security features provide peace of mind regarding sensitive patient data. Physicians benefit from improved patient satisfaction due to convenient online processes and better-prepared appointments with advance access to patient information. The user-friendly interface and excellent customer support further enhance the overall experience, making it a valuable tool for practices of all sizes.

IntakeQ offers direct integrations with specific EMR/EHR systems like RevolutionEHR and Elation EHR, facilitating automatic document uploads and demographic synchronization. For broader connectivity, IntakeQ provides a REST API and webhooks, enabling integration with a wide array of third-party software and services, including payment gateways (Stripe, Square), communication tools (Zoom, Microsoft Outlook), and other billing solutions. This flexibility allows practices to build a highly optimized and efficient workflow tailored to their specific needs.

At a glance

Founded 2014

HQ Hamilton, Ontario, Canada (with significant operational presence in West Palm Beach, FL, USA) · Canada

Team size Approximately 10

CEO Robert Patrick

Funding Acquired by TherapyBrands (2021); Previously unfunded as an independent company — No funding (as an independent company prior to acquisition)

Products 1

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Products by IntakeQ

1 product in the directory

IntakeQ

Documentation & Scribing

Starting at $29.90/month

What the Web Says

IntakeQ is a highly-rated software platform designed to streamline patient intake and practice management for healthcare professionals, particularly small to medium-sized practices. It offers features like customizable online forms, scheduling, billing, and secure messaging. Users consistently praise its ease of use, extensive customization options, and excellent customer support. While generally positive, some users have noted a learning curve and occasional issues with EHR integration and calendar functionality.

Overall: Positive

Strengths

User-friendly interface and intuitive design.
Extensive customization options for forms, workflows, and branding.
Excellent and responsive customer support.
Streamlines patient intake, documentation, and scheduling processes.
HIPAA compliant and secure for patient information.
Affordable pricing for small to medium-sized practices.

Limitations

Limited full integration with some Electronic Health Record (EHR) systems.
Occasional difficulties with calendar layout and functionality.
Some users report a learning curve for new users.
Provided color schemes and templates can be unappealing and lack customization.
Occasional formatting difficulties when creating new forms.
Difficulty with patients not fully submitting documents or the system not recognizing returning users.

Based on reviews from: Capterra, G2, Software Finder, SelectHub, Reddit, Software Advice

Last updated: 2026-07-22

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Press & Coverage

Business Wire

IntakeQ Debuts Medical E-Prescribing Within its PracticeQ Platform for U.S. Healthcare Professionals

IntakeQ launched electronic medical prescribing (e-prescribing) within its PracticeQ platform for U.S. clinicians, integrating directly with ScriptSure Cloud ERX on the Surescripts platform. This new feature aims to save providers time and enhance patient experience through a secure, integrated, and affordable platform.

2023-06

PracticeTek

IntakeQ Joins the American Nutrition Association Nutrition Leaders Council

IntakeQ has partnered with the American Nutrition Association (ANA) as a member of its Nutrition Leaders Council, aiming to advance nutrition education and practices. This collaboration aligns with IntakeQ's origins, as its co-founder's nutrition practice inspired the initial development of the software.

2023-05

ITQlick

IntakeQ 2026: Honest Expert Review - ITQlick

An expert review of IntakeQ in 2026 highlights its advantages for mental health practices, including streamlined client onboarding, AI-driven analysis of forms, HIPAA compliance, and telehealth integration. The review also mentions tiered pricing plans, with a 'Forms Only' plan starting at $49.90 per month and a 'Practice Management' plan at $79.90 per month.

2026-06

GetLatka

IntakeQ Revenue 2025: $1.3M Est. ARR, $4M Valuation - GetLatka

IntakeQ's revenue is estimated to reach $1.3 million in 2025, with a valuation of $4 million during its M&A Offer round in the same year. The company, founded in 2014, has shown consistent revenue growth and offers a comprehensive practice management system.

2025-09

Paubox

Is IntakeQ HIPAA compliant? - Paubox

Paubox concludes that IntakeQ is HIPAA compliant, citing the availability of a business associate agreement (BAA) and IntakeQ's robust security features. These features include encrypted data transmission and storage, secure logins, two-factor authentication, firewalls, intrusion detection systems, malware protection, and regular security audits.

2023-08

IntakeQ Blog

New Client Intake Forms: Beyond First Visits - IntakeQ

This article from IntakeQ's blog discusses how digital intake forms can be leveraged beyond initial client visits to streamline follow-ups, improve data collection, and enhance the patient experience. It highlights features like automated updates and reminders, quick form customization, and seamless data integration with practice management systems.

2024-01

Journal of Medical Internet Research

The Potential of Evidence-Based Clinical Intake Tools to Discover or Ground Prevalence of Symptoms Using Real-Life Digital Health Encounters: Retrospective Cohort Study - Journal of Medical Internet Research

This study, published in the Journal of Medical Internet Research, analyzes anonymized data from various sources to explore the potential of evidence-based clinical intake tools in understanding symptom prevalence through real-life digital health encounters. While not directly about IntakeQ, it highlights the broader context and importance of digital intake tools in healthcare research.

2024-07

Capterra

IntakeQ Software Pricing, Alternatives & More 2026 | Capterra

Capterra's 2026 review of IntakeQ highlights its core features, including customizable online intake forms, electronic signatures, appointment scheduling, and automated reminders. It also notes differentiating features like patient portal access, SOAP notes, secure messaging, billing, and integrations, making it suitable for various healthcare and wellness settings.

2026-03

Frequently Asked Questions

How does IntakeQ streamline patient intake and onboarding for my practice?

IntakeQ digitizes and automates the entire patient intake process, allowing patients to securely complete customizable forms online before their appointment, including e-signatures. This reduces administrative burden, improves data accuracy, and provides a smoother, more professional onboarding experience by ensuring you receive completed forms in advance.

What comprehensive practice management features does IntakeQ offer beyond just online forms?

Beyond online intake forms, IntakeQ's Practice Management plan (PracticeQ) provides a full suite of tools including complete appointment management with a booking widget and automated reminders, a secure client portal for messaging and document sharing, integrated payment processing, and telehealth capabilities. It also supports the creation of detailed treatment notes like SOAP notes, streamlining various aspects of daily practice operations.

Can IntakeQ integrate with our existing Electronic Medical Record (EMR) or Electronic Health Record (EHR) system?

Yes, IntakeQ offers integrations with various EMR/EHR systems, including RevolutionEHR, AthenaHealth, and Elation. These integrations allow for the automatic upload of completed forms as PDFs to patient charts and can update patient demographics, minimizing manual data entry and ensuring seamless data flow.

How does IntakeQ ensure the security and HIPAA compliance of sensitive patient information?

IntakeQ is fully HIPAA compliant and prioritizes data security through robust measures. This includes encrypting all data both in transit and at rest, enforcing secure logins with optional two-factor authentication, utilizing firewalls, and conducting regular security audits. They also provide a Business Associate Agreement (BAA) to covered entities.

Does IntakeQ offer features to assist with insurance billing and automate administrative tasks?

Yes, IntakeQ's Practice Management plan includes features for claims and superbills management, assisting with insurance billing. The platform also offers extensive automation capabilities for administrative tasks such as appointment reminders, automated intake, and the ability to set up auto-charging rules for clients.

What is IntakeQ's pricing structure, and what kind of customer support can we expect?

IntakeQ offers tiered pricing plans, including a 'Forms Only' plan starting at $49.90/month and a 'Practice Management' plan starting at $79.90/month, with low-volume options also available. They provide comprehensive customer support through email/help desk, a knowledge base, chat, FAQs, and phone support for PracticeQ users.

What is IntakeQ's long-term stability, and do they have any notable partnerships in the healthcare industry?

Founded in 2014, IntakeQ has evolved from intake forms to a comprehensive practice management solution and is now a PracticeTek company, indicating stability and growth. They actively pursue partnerships, such as with the American Nutrition Association, and integrate with various third-party services for payments, telehealth (e.g., Zoom, Google Meet), and e-prescribing (ScriptSure).

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