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What is Tacrem?

Your journey starts with acquiring your very first client! Just input their name, contact number, email, and other pertinent information, select a profile picture if desired, and hit create! Our appointment management system helps you seamlessly monitor all your meetings, whether they are past or upcoming. You can easily view your daily schedule to find out who you’ll be meeting and why. Additionally, you can add notes, and we will automatically associate the appointment with the client’s profile. This platform acts as the main hub for tacrem. Client profiles grant you access to all previous appointments, projects, applications, and images associated with each individual. You have the ability to upload new images for clients, review original application forms, arrange future appointments, or change the status of current projects! Moreover, our application system allows you to tailor your forms completely, enabling you to pose only the questions that matter most to you. You can choose to incorporate the application form directly on your website or simply provide a link hosted by us in your Instagram bio to simplify the process! With these remarkable tools at your fingertips, managing client relationships has never been more straightforward, ensuring you can focus on what truly matters—building those connections.

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.

Media

Media

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

$29.99 per month
Free Trial Offered?
Free Version

Pricing Information

$49.90/month
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

Tacrem

Company Location

Canada

Company Website

www.tacrem.com

Company Facts

Organization Name

IntakeQ

Date Founded

2014

Company Location

Canada

Company Website

intakeq.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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