IntakeQ
intakeq.com
What it is
IntakeQ provides healthcare practices with online intake forms and patient onboarding tools. Its no-code form builder supports branded forms, conditional logic, different question formats, and electronic signatures. Practices can send forms by SMS or email, and clients can complete them on smartphones and tablets. The platform also supports document uploads, payment collection, a client portal, and conditional workflow automation. Listed integrations include Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, and SRFax; its API lets developers retrieve form and client-record data. IntakeQ describes its platform as HIPAA-compliant and says it uses encryption. Customers subject to HIPAA must notify IntakeQ and enter into a Business Associate Agreement before handling protected health information through the service. The trial offers 14 days of access without a credit card, though SMS and email usage may have volume restrictions. Pricing starts at $29.90/mo. Subscriptions are month-to-month and can be canceled in the app, with account and data access through the current billing cycle.
Spec sheet
- Product
- IntakeQ provides healthcare practices with online intake forms and tools for patient onboarding.Read 4 Oct 2026 · forms.intakeq.com
- Audience
- The maker describes IntakeQ as designed for healthcare practices and says its forms can be tailored to a practice’s specialty and workflow.Read 4 Oct 2026 · forms.intakeq.com
- Trial
- The free trial page advertises 14 days of access without requiring a credit card.Read 4 Oct 2026 · forms.intakeq.com
- API
- IntakeQ says its API lets developers pull data from forms and client records.Read 4 Oct 2026 · forms.intakeq.com
- Integrations
- The pricing page lists Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, SRFax, and a developer API as integrations.Read 4 Oct 2026 · forms.intakeq.com
- Security
- IntakeQ describes its platform as HIPAA-compliant, says it uses data encryption, and lists a Business Associate Agreement among the Forms plan features.Read 4 Oct 2026 · forms.intakeq.com
- Support
- The pricing page lists two assistant accounts with Forms and dedicated phone support with Practice Management.Read 4 Oct 2026 · forms.intakeq.com
- Founded
- The About page says IntakeQ began in 2014.Read 4 Oct 2026 · forms.intakeq.com
- Communication
- Forms can be sent to clients by SMS or email, and the site says users can collect signatures and track form updates.Read 4 Oct 2026 · forms.intakeq.com
- Form builder
- Its no-code form builder supports branded forms, conditional logic, flexible question formats, and electronic signatures.Read 4 Oct 2026 · forms.intakeq.com
- HIPAA terms
- The terms say customers subject to HIPAA must notify IntakeQ and enter into its Business Associate Agreement before handling protected health information through the service.Read 4 Oct 2026 · forms.intakeq.com
- Mobile access
- The maker describes forms as mobile-friendly and says clients can complete them on smartphones and tablets.Read 4 Oct 2026 · forms.intakeq.com
- Subscription
- The pricing FAQ says subscriptions are month-to-month and can be canceled in the app, with account and data access through the current billing cycle.Read 4 Oct 2026 · forms.intakeq.com
- Trial limits
- The pricing page says the free trial includes full feature access, though SMS and email usage may have volume restrictions.Read 4 Oct 2026 · forms.intakeq.com
Plans and prices
Strong points and limits
Strong points
- No-code forms support branding, conditional logic, and signatures.
- Clients can complete forms on phones and tablets.
- Forms can be sent by SMS or email.
- API can retrieve form and client-record data.
- 14-day trial requires no credit card.
Limits
- No free plan is listed.
- Trial SMS and email use may have volume restrictions.
- HIPAA customers must enter into a Business Associate Agreement.
Who it suits
It suits healthcare practices that want configurable online forms and patient onboarding tools tailored to their specialty or workflow. Practices handling protected health information must notify IntakeQ and enter into its Business Associate Agreement first.
Verdict
IntakeQ combines customizable intake forms with patient communication, portal, and API options for healthcare practices. The trial offers full feature access, but messaging volume may be restricted and HIPAA customers have an agreement requirement.
Where Specifiction places it
- Patient Management#3 of 228.3
- Client Intake Software#15 of 278.0