Task and Workflow Automation Software

"Great EMR - Ive used many and for the price, customer service, and ease of use, this is my favorite!"

"It is truly the BEST practice management software and EHR that I have yet to find all in one!"

"IntakeQ is the PERFECT administrative assistant for my business!"

"Not only is the staff amazing, the product is THE BEST solution for my functional medicine practice."

"The software is intuitive and amazingly flexible. There are templates built-in for consent forms, assessments, and notes, but you also have the ability to customize each template to suit your practice's needs and create completely new templates. I use IntakeQ for everything: scheduling, billing/invoices, notes, diagnosis, Superbilling, appointment reminders, and secure communication with clients. The customer service department is ABSOLUTELY amazing. I've had a few questions for them, and I've always got a response within an hour or two. I can't recommend this service enough. It runs my entire practice."

"We tried three other well-known options over the course of the last two years before moving all our therapist software functions to IntakeQ. We appreciate the ease of use, the EXCELLENT customer service, the flexibility, the functionality and the price point."

"My favorite thing about IntakeQ is how it organizes documents based on clients. When I send a form out, it comes back and drops it off in their patient file. I no longer have to download, look for the folder, save it, etc. When scrubbing through the client folders, everything is there. I also really enjoy how I'm able to customize forms with fields, of all sorts. The Customer Support is great. Ease of Use and Flexibility. I like the fact that there are updates and you could tell that the team is really working on a roadmap, and new features regularly roll-out. Appointment Reminders w/ Text is Great. Easy Notes, the easiest most streamlined way."

"I absolutely LOVE IntakeQ. The best thing about it is the customer service. I've never before experienced such quick answers to my questions online. And they are super helpful and will bend over backward to help you."

"I cannot say enough about how he went above and beyond to make sure we were able to work with the system, really showcasing how flexible it can be based on our needs."

"We have been able to implement this into our needs rather easily! It's exciting to be able to provide our clients with a far more seamless option to go from sign-up with us to appointment."

"I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms!"

"It had everything I needed for practice management, and I could integrate it with online services I was already using, such as Square, Office Ally, and Google Workplace. The price was reasonable, and I had more control over how to set everything up, i.e. documentation, the client portal, and automated processes."

"Overall perfect for providers with their own cash pay practice and especially those focused on wellness."

"As a business owner and a coach for other physical therapists and healthcare providers who are launching and scaling their businesses, it's just an easy solution to point them to. And no one ever gets into it and complains."

"I got way more than what I was expecting. And I actually got a better, more robust program with much better customer support. So for that, I'm very grateful."

"I have found the support staff to be so helpful and kind, and I appreciate that."

"It's actually very robust. It has everything that this other practice program has. I actually think it has more. And what I like is the customization I can do.And yeah, I can do that in between clients. I can do that at home. I'm just sitting on the couch relaxing finally, and I can go, oh yeah, I wanted to do this. And I just go in and I mess with things and it works. It is very, very easy."

"I was also really excited to find out that you guys had credit card processing built in and that it was less expensive than Stripe and Square. So that may be happy. And also you had the teleconferencing built in."

"I'm really big on paperless office. I detest floating bits of paper. They drive me crazy. So I was really thrilled that the practiceQ platform had forms I could send to clients when they book a new appointment. I love the journaling forms that I can send to clients. Or it goes in the portal. That you had a portal that I can still have people book online like I've done before. I also like that I could customize the form."

"It's really encouraging to work with a company like practiceQ that is so committed to the success of its users, to building up the features that are the most important to us, and to do that in a really stable and high-quality way."

"I want to say, in the year that I've been using PracticeQ, I've seen a really impressive amount of development. It's clear to me that PracticeQ, the team there, they're working really hard to listen to what the needs of the users, like me ... I've actually seen feature requests that I've sent in get turned into actionable code."

"I'm just really grateful. A lot of the quality of my life is determined by the system that I have to use."

"A small practice can now have that same powerful web presence and back office support that previously only large enterprise healthcare systems could afford, and you could manage it all yourself with a minimal investment in time and training. For me, PracticeQ is the centerpiece of that."

"The really delightful thing about that for me is that, whether a patient books online, or in person, with PracticeQ, it doesn't matter to me. It's the same experience on my end. I just need to know whether I need to open the door to the office, or join the Zoom link, it's the only real difference it makes as far as the systems that I'm using. I don't have to maintain multiple systems with multiple workflows and wonder like, which link should I click on? Where do I go? All that's handled for me automatically."

"Having a small practice for somebody with that entrepreneurial mindset can provide a lot of satisfaction. With the automation and the tools now available through services like practiceQ, it's a real possibility that you can build the really satisfying career that you want to have in medicine, and be worried about your patients and not the paperwork, and not have to be an employed physician in order to do it. With something like practiceQ, you can work smarter, not harder, which lets you work for yourself."

"It's actually going to be to your competitive advantage to be a small practice armed with these technology tools. We'll be able to create experiences for our patients that are far better than what they're going to get from a large local health system, because of how nimble and responsive, and customized we can be to the unique needs of our patients."

"I had extensive experience evaluating health technologies. I looked at about 150 different vendors in the process of starting my own practice. PracticeQ was one of the very first ones that I looked at. Then went off and tried to make it work a lot of other ways, and finally circled back to practiceQ, feeling fully confident that this was by far the most cost-effective and delightful solution for my needs as a solo practitioner, because as I said, I don't believe there's any other viable competition in the market now, for anyone looking for a no-code healthcare interface."

"Any change I want to make in PracticeQ, I could make it on the fly. I can change the workflow, the pricing, the scheduling rules, the actual construction of the questionnaires themselves, right in the middle of my day, without blowing up my entire schedule. I can do it in between patients."

"So, for doctors who want to save a lot of money, avoid having to have administrative staff, can frame out their own workflow, and if you're not afraid to roll up your sleeves a little bit, and learn from PracticeQ's really extensive library of support, you can build a system that will work better for you than anything you can find in the market at a fraction of the cost. And it'll be fully customized to meet your needs, and the needs of your practice."

"I'm a part of the direct primary care movement here in the United States. DPC doctors often look at a handful of EHRs, and vendors that are the standard tech stack. Again, that would cost me could be at least two to three times as expensive, per month, to get the same functionality. I don't need to have three different vendors for communications, for billing and membership management and EHR."

"It really is a seamless experience. I'm just spending my time on patient care, and not on paperwork."

"If they've never seen me before, the PracticeQ system will walk them through the process step by step of enrolling as a new patient. It's going to take all of their basic information and using the medical history form that I designed, I'm going to get 90% of the information that I would want to have in that first visit, so that I can get up to speed on their medications, their previous doctors they've seen, their medical history, their review systems. All that information is already captured by the time that they make the appointment. Their credit card's on file. So that when they come into the office there's no paperwork to fill out, there's no data entry, they've already written 95% of my medical documentation for me, because all that information that I've captured on the intake form flows over seamlessly into my note for that encounter."

"I'm able to run my entire practice off of my iPhone as a truly solo practitioner who has no staff, not even a virtual assistant, I'm able to offer my patients, especially my millennial and Gen Z patients really especially value ... I mean, they expect to be able to schedule online, manage all of their appointments online. They want to communicate with me by text message, online secure message, email."

"So, especially for a small practice, where I value the flexibility of defining my own workflows, and want to keep my overhead as little as possible, pass the savings on to my patients, and do more work in my community, PracticeQ's is an amazing solution. I really couldn't do it without PracticeQ."

"The great thing about IntakeQ is that it makes it a seamless transition. I don't have to choose, because it supports my patients equally well, whether they live 1,500 miles away from me, or right down the street."

"I love IntakeQ, because I can keep tabs on all of my telemedicine patients."

"We went from three clinicians to 11 this year, including myself. So in one year we hired three people a quarter, essentially. And a lot of that was due to a having intakeQ and such a seamless system that's easy to train people in and keep track of revenue."

"The thing that I think really pushed me over the edge with intakeQ is when I went to the Facebook page and was able to, as a completely new user, hadn't signed up or anything, put out a question, say, ""What does everyone think of intakeQ? What's your honest opinion?"" And people just responded right away. ""We love it. It's so great. Everything's amazing."" And I was like, ""I'm sold."" It's just been phenomenal, absolutely phenomenal."

"I cannot say enough about how much it has helped the cash flow and the bottom line. It has allowed me to grow the practice, whereas I couldn't before because of how dysfunctional the reporting was and the billing was on our previous EHR."

"Because I knew it was going to be growing, people were going to be leaving and coming. The idea that it was subscription-based monthly was extremely interesting to me. And there have been times when people have left and I was able to cancel that subscription. And I still started it over again when someone was hired a month later. That saved me a lot of money and a lot of angst not being locked into this long-term contract. And the pricing was extraordinarily below other systems. And even now is extraordinarily low, below other systems. And yet the system is so superior to these extremely expensive EHRs. So those were all the kind of things that really drew me to intakeQ."

"I looked at other systems that had their own forms and their own documents. And that was a no-go for me because I knew exactly how I wanted our forms to look so that we were tracking things, using standardized measurements and standardized tools. And with intakeQ, I could create the form exactly how I wanted it to be."

"We have a much better work-life balance, which is one of our core values. If we have a better work-life balance, we can be better clinicians. And that's what it gives us. And we have not had any problems with having just as effective care and just as effective specialized treatment virtually."

"We are truly paper free, completely virtual. The exception is if something gets sent to us in the mail, but 99.9% of the stuff is faxed to us, goes right through our system. We attach it to the patient's chart and we're good to go."

"It's seamless, it's intuitive, the appointment reminders, the emails that get sent out and we automatically schedule an intake, invoicing, paying online. All of that really helps me save money from an administrative perspective as well."

"My administrative staff and my clinical staff love intakeQ. I always say if I could love a technical or an IT program, I love intakeQ."

"The amount of time that I have saved with good technical support, with a program that very rarely has a bug, with reports that I have never to this day found an inaccuracy with... I'm not kidding when I tell you I have saved probably close to $100,000, probably more than that. So much money."

"When I say that intakeQ has saved me tens of thousands of dollars a year, I am not exaggerating. my previous EHR was so expensive. Very little things were automated. It was so hard to navigate. Our billing reports were so inaccurate."

"My clients love the ease of going to the website. It's like you’re three clicks and you've made an appointment."

"Everyone would have a piece that I was interested in, but intakeQ is the only one that has it all."

"I have nothing that I would change or improve. It's worth the monthly subscription. You can grow with it. I'm literally adding a new location and took a look at that aspect of it this morning. And it couldn't be any easier. So I, would highly recommend it to any practitioner. It's not just massage. It could be used in any clinic of any kind. And in fact, I've actually recommended my daughter-in-law and she's a healthcare mental health practitioner. So I'm teaching her how to use it. So I, I can't, I can't recommend it high enough."

"You know, it allows me to work from home. It allows my assistant to do the work at the office and we can literally be collaborating on the same thing at the same time."

"You're not duplicating your efforts over and over and over again. So that's where you're saving time, and time is money. And when you have a thousand clients a month that you're dealing with, that could save you, that could give you a day off."

"It is a huge part of our practice. And so it just facilitates filing that claim and knowing whether it's been paid, how much has been paid, using the customer's profile, the ease of looking up that information, and accessing all of that is like amazing. And why every practitioner literally isn't using this software is beyond me."

" I felt like it was easy to learn, but most importantly, if I ever had a question and I sent intakeQ an email, they got back to me immediately, like immediately. The customer service has been like by far one of the best experiences I've had with a piece of software."

"Filing a massage claim goes from half an hour to 3 seconds with practiceQ."

"PracticeQ replaced my CRN, it replaced my old EHR, it replaced my old fax number, it replaced, oh, several other things. Just a ton of stuff. It's just replaced so many things."

"We started using intakeQ in 2020, like I said to do that. And at the same time, I started also looking into how we could use that as an insurance and replace therapy notes, because the goal was to grow and added different disciplines."

"Thanks-I find it to be a very easy program to use. I have 30+ years in Internal Medicine and have used many types of EMR-this is wonderful!"

"I love IntakeQ. It is the best EMR I have ever used, and the level of support is fantastic. It truly makes my life immeasurably better and helps my clinic run more smoothly."

"IntakeQ saves me over $1200 a year, in what I would spend at an alternative EMR. The time saved I have saved with the efficiency of Intake&PracticeQ is immeasurable. Thank you!"

"I just want to say your customer service is superb. It is so nice to get a quick response to my questions, not a vague answer saying watch a video. I also like that I can see the chain of command on a claim. That was delightful. I love the customization, which will allow me to really build a program tailored to my practice. I love that you partner with Office Ally. I used them for years before switching to Simple Practice. They use Eligible. I never had any issues with Office Ally. Like you, they are wonderfully helpful. I feel like I am coming home to an old friend. "