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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

API Availability

API Availability

Pricing Information

$49.90/month
Forms Only - $49.90 per month
Full Package Practice Management (PracticeQ) - $79.90 per month
For Enterprise level plans contact IntakeQ.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Online 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

For Healthcare

Medical Practice Management

HIPAA Compliant
Multi-Office
Multi-Physician
Patient Portal
Patient Records
Patient Registration

Mental Health

Assessment & Treatment Plans
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Patient Portal
Progress Notes
Single Provider Practice

Patient Case Management

Assessment Notes
HIPAA Compliant
Medical History Records
Patient Records

Patient Intake

Not specified

Patient Portal

Health Record Access
Intake Forms
Secure Messaging

Therapy

Not specified

Categories and Features

Forms Automation

Not specified

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