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What is IntakeQ?

IntakeQ is an online intake management solution designed for healthcare providers, streamlining the process by reducing the need for physical paperwork. Being HIPAA compliant, it enables health professionals to send online forms directly to patients, thereby enhancing the onboarding experience. The software also features e-signature capabilities, analytics for questionnaires, secure messaging, and automated reminders for appointments. Additionally, it offers comprehensive client profiles and the ability to maintain detailed client notes, ensuring a more efficient workflow for health practitioners. Overall, IntakeQ significantly modernizes the client intake process in the health sector.

What is Formfy?

Formfy is a groundbreaking platform that harnesses the power of AI to unify forms, electronic signatures, digital waivers, payment processing, and scheduling into one all-encompassing solution. Numerous businesses face challenges with customer intake as they depend on a collection of different applications: a form builder to gather information, DocuSign for electronic signatures, Smartwaiver for waivers, Calendly for scheduling appointments, and Stripe for processing payments. This reliance on five distinct tools, each demanding its own subscription, leads to multiple potential failure points. In contrast, Formfy streamlines the entire experience by integrating everything into one cohesive workflow. At the heart of this platform lies the AI Copilot feature. Users can simply articulate their needs in clear language, such as "new client intake for my medical spa with HIPAA consent and a $50 deposit," and within a minute, Formfy will generate the entire workflow. The AI takes care of everything involved, from formulating the questions to determining suitable field types, creating essential legal and consent wording, establishing payment methods, and providing a shareable link or embed code that is ready for use. This level of efficiency not only conserves valuable time but also significantly improves the overall experience for both businesses and their clients, making customer interactions smoother and more professional. Additionally, by consolidating these functions, Formfy empowers businesses to focus on what truly matters: delivering exceptional service to their customers.

Media

Media

No images available

Integrations Supported

Birdeye
Clinically AI
Google Calendar
Influx MD
SRFax
Service Center
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail
Stackreaction
Stripe

Integrations Supported

Birdeye
Clinically AI
Google Calendar
Influx MD
SRFax
Service Center
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail
Stackreaction
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$49.90/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IntakeQ

Date Founded

2014

Company Location

Canada

Company Website

intakeq.com

Company Facts

Organization Name

Formfy

Date Founded

2026

Company Location

United States

Company Website

formfy.ai

Categories and Features

HIPAA Compliance

Access Control / Permissions
Audit Management
Compliance Reporting
Data Security
Documentation Management
For Healthcare
Incident Management
Policy Training
Remediation Management
Risk Management
Vendor Management

Medical Practice Management

Claims Management
E-Prescribing
EMR / EHR
HIPAA Compliant
Insurance Eligibility Verification
Inventory Management
Multi-Office
Multi-Physician
Patient Billing
Patient Portal
Patient Records
Patient Registration
Patient Scheduling
Physician Scheduling

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Patient Portal

Appointment Confirmations
Appointment Scheduling
Bill Payment
Care Plans
Care Summaries
EHR-Agnostic
Health Record Access
Intake Forms
Lab Results
Prescription Renewals
Secure Messaging
Video Consultations

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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