Move your team from eClinicalWorks to IntakeQ.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in IntakeQ — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in eClinicalWorks is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
IntakeQ's core job is pre-visit intake — branded forms, consents, and assessments completed online before the visit. A practice already on eClinicalWorks does not need the separate IntakeQ subscription for this: move the workflow into healow CHECK-IN. The day before the appointment, healow CHECK-IN texts the patient a secure link (also in the healow app) to confirm the visit, review/update demographics, confirm insurance, e-sign consent forms, complete customizable (state- or clinic-specific) questionnaires, and review medications/allergies/history. Because CHECK-IN runs on the eClinicalWorks/healow stack, captured data updates the same chart the EHR uses for documentation, orders, and billing instead of producing an IntakeQ form to re-key. Keep eClinicalWorks, cut IntakeQ. Rebuild IntakeQ's conditional/adaptive forms as healow CHECK-IN questionnaires.
- Warning: IntakeQ form templates and consents do not import — they must be rebuilt as healow CHECK-IN questionnaires/consent forms (customizable per state or clinic) and validated before cancelling IntakeQ.
- Warning: Export IntakeQ historical submissions first: its CSV/PDF export excludes File Attachments and Signatures (per the 'Export Your Data from PracticeQ' support article), so prior uploaded IDs/insurance images and signed consents must be saved separately for the record.
- Warning: healow CHECK-IN is part of the eClinicalWorks patient-engagement suite — confirm CHECK-IN (and healow Payment Services if copays were collected in IntakeQ) is licensed/enabled for the org before relying on it as the replacement.
IntakeQ/PracticeQ provides client self-booking via an embeddable widget on a metered practice-management tier. A practice on eClinicalWorks can retire that paid widget and use healow Open Access instead: patients book from the practice website, the Patient Portal, or the healow app, seeing providers' real schedules and open slots around the clock. Because Open Access reads and writes against the eClinicalWorks practice schedule, a booked slot lands directly on the same provider calendar used for documentation, orders, and billing — no double-entry or external sync, unlike IntakeQ's hand-back widget. Keep eClinicalWorks, cut IntakeQ. Place the healow Open Access booking link on the practice website where the IntakeQ 'Book Now' widget was embedded.
- Warning: Provider open-access schedules, bookable services, and visit types must be configured in eClinicalWorks/healow first — this is setup work, not a port of IntakeQ's per-practitioner booking settings.
- Warning: Migrate or reconcile future-dated appointments out of IntakeQ before cancelling so booked clients are not dropped; IntakeQ appointment export omits some fields, so verify the live schedule in eClinicalWorks.
- Warning: healow Open Access is part of the eClinicalWorks patient-engagement suite — confirm it (and Patient Portal access for existing IntakeQ clients) is enabled before treating it as the IntakeQ scheduling replacement.