TTheraIndex

IntakeQ / PracticeQ

Best-in-class customizable intake forms with scheduling and practice management add-ons.

HIPAA / BAA offeredForms from ~$49.90/mo; PracticeQ suite tiers higherintake formse-signaturesautomationscheduling
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IntakeQ is the reference product for digital client intake in private practice: deeply customizable, conditional-logic forms with e-signatures, secure delivery, automated reminders, and beautiful client-facing presentation. Therapists use it for consent packets, screening questionnaires, insurance capture, and recurring check-in forms, either standalone alongside any EHR or through PracticeQ, its expanded practice-management layer adding scheduling, invoicing, telehealth, and notes. Automation rules dispatch the right forms when appointments are booked, and completed data maps into client profiles. BAAs are provided, and integrations (including Spruce, Stripe, and many EHRs via API/Zapier-style connectors) are broad. It is not an AI-first product — its intelligence is workflow logic rather than generative AI — but it remains the intake backbone thousands of practices attach AI tools around. Pricing is modest and per-practitioner, with forms-only and full-suite tiers.

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