IntakeQ capabilities

An ambient AI scribe that records a clinical session and auto-drafts a summarized treatment note inside the platform for the clinician to review and edit.

Generates invoices and collects client payments by credit card or ACH, with stored cards and integration to payment processors.

HIPAA-compliant video appointments conducted natively in the platform, with screen sharing and in-call messaging.

Lets practices build and send branded digital intake, consent, and assessment forms that clients complete online before or between visits.

Send and receive documents by electronic fax from within the platform, supporting referral and records exchange common in healthcare.

Lets eligible prescribers electronically send prescriptions, including controlled substances, from within the practice-management platform.

Collects legally binding electronic signatures from clients and providers on intake, consent, and treatment documents, removing the need to print, scan, or fax.

Creates and submits electronic insurance claims and automatically tracks and allocates insurance payments via clearinghouse integrations.

Lets clients self-schedule, reschedule, and cancel appointments through an embeddable booking widget, with practice-side calendar and appointment management.

IntakeQ is sold as a forms-focused plan, with the company's PracticeQ practice-management plans (scheduling, billing, telehealth) as the higher tier; pricing is per practitioner with metered usage and several add-ons.

Encrypted two-way messaging between practice and clients as a HIPAA-compliant alternative to plain email for sharing personal health information.

A branded, HIPAA-compliant client-facing portal where patients complete forms, view shared documents, manage appointments, store payment cards, and message the practice.

Connects IntakeQ to payment, storage, EHR, fax, automation, and video tools, plus a developer API for custom programmatic access.

Structured clinical charting that lets practitioners write and store progress/treatment notes, including SOAP-format documentation, against each client.