IntakeQ
IntakeQ provides healthcare practices with online intake forms and tools for bringing patients onboard.
What IntakeQ is
IntakeQ provides healthcare practices with online intake forms and tools for bringing patients onboard. Its no-code form builder supports branded forms, conditional logic, flexible question formats and electronic signatures. Practices can send forms by SMS or email, and clients can complete them on smartphones and tablets. The service also supports document uploads, payment collection and a client portal. Conditional workflows can help tailor forms to a practice’s specialty and process. Listed integrations include Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health and SRFax; its API lets developers retrieve form and client-record data. IntakeQ describes the 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. Trial SMS and email use may have volume restrictions; subscriptions are month-to-month and can be canceled in the app.
Good
- No-code builder supports branded forms and conditional logic.
- Clients can sign forms electronically on mobile devices.
- Includes client portal, document uploads and payment collection.
- API can retrieve form and client-record data.
- 14-day trial does not require a credit card.
Watch out
- No free plan is available.
- Trial SMS and email use may have volume limits.
- HIPAA customers must notify IntakeQ and sign a BAA.
Who it suits
IntakeQ suits healthcare practices that want to collect patient information and signatures digitally, with forms tailored to their specialty or workflow. Its mobile-friendly forms and integrations may also fit practices that need clients to complete paperwork remotely.
Verdict
IntakeQ combines customizable patient forms with signatures, client access and integrations for healthcare practices. Check the plan details and trial messaging limits against your practice’s needs before subscribing.
Plans and prices
From IntakeQ's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| IntakeQ | $49.90 a month | Starting price shown in comparison section · low-volume discounted plans available by contacting IntakeQ · Starting at $49.90/mo |
| Forms | $54.90 a month | Additional Practitioner Seats - $20 · 2 Assistant Accounts · $54.90/mo |
The facts
Each one read from IntakeQ's own pages, with the date it was checked.
What it does
- API
- IntakeQ says its API lets developers pull data from forms and client records.checked 4 Oct 2026
- Audience
- The maker describes IntakeQ as designed for healthcare practices and says its forms can be tailored to a practice’s specialty and workflow.checked 4 Oct 2026
- Communication
- Forms can be sent to clients by SMS or email, and the site says users can collect signatures and track form updates.checked 4 Oct 2026
- Form builder
- Its no-code form builder supports branded forms, conditional logic, flexible question formats, and electronic signatures.checked 4 Oct 2026
- 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.checked 4 Oct 2026
- Integrations
- The pricing page lists Dropbox, Google Drive, Zapier, RevolutionEHR, Elation Health, SRFax, and a developer API as integrations.checked 4 Oct 2026
- Mobile access
- The maker describes forms as mobile-friendly and says clients can complete them on smartphones and tablets.checked 4 Oct 2026
- Product
- IntakeQ provides healthcare practices with online intake forms and tools for patient onboarding.checked 4 Oct 2026
- Security
- IntakeQ describes its platform as HIPAA-compliant, says it uses data encryption, and lists a Business Associate Agreement among the Forms plan features.checked 4 Oct 2026
- 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.checked 4 Oct 2026
- Support
- The pricing page lists two assistant accounts with Forms and dedicated phone support with Practice Management.checked 4 Oct 2026
The company
- Founded
- The About page says IntakeQ began in 2014.checked 4 Oct 2026
Money
- Trial
- The free trial page advertises 14 days of access without requiring a credit card.checked 4 Oct 2026
- Trial limits
- The pricing page says the free trial includes full feature access, though SMS and email usage may have volume restrictions.checked 4 Oct 2026
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