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Course Workbook

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IntakeQ Facebook Groups

Facebook Groups for IntakeQ Users

Module 1: Getting Started

Resources for New Businesses

IntakeQ vs. PracticeQ

Sign Up for New IntakeQ/PracticeQ Subscription

Module 1.1 - Account Settings

Module 1.2 - Team Settings

Module 1.3 - Other Settings

Module 1.4 - Transitioning From Another EHR

Module 2: Scheduling

Sample Cancellation Policies

Module 2.1 - Booking Settings

Module 2.2 - Calendar Settings and Scheduling

Module 2.3 - Telehealth

Module 2.4 - Appointment Check-Ins

Module 2.5 - Cancelled, Deleted, and Missed Appointments

Module 2.6 - Secure Patient Portal/Patient Messaging

Module 2.7 - The Client Profile/Patient Chart

Module 3: Billing

Module 3.1 - National Provider Identifier (NPI) & Employer Identification Number (EIN)

Module 3.2 - ICD Codes

Module 3.3 - CPT® Codes

Module 3.4 - CPT® Modifiers

Module 3.5 - Place of Service Codes

Module 3.6 - HSA and FSA

Module 3.7 - Creating Packages

Module 3.8 - Billing for Packages

Module 3.9 - Invoicing

Module 3.10 - Manual, Auto, and Recurring Payments

Module 3.11 - Superbills

Module 3.12 - Creating Statements and Receipts

Module 3.13 - Refunds

Module 3.14 - Billing Directly to Insurance

Module 4: Questionnaires and Consent Forms

Have IntakeQ Convert Your Forms

Request Our Templates Be Sent Directly to Your IntakeQ Account

Module 4.1 - Creating Forms

Module 4.2 - Customizing Intake Packages

Module 4.3 - Sharing Forms

Module 4.5 - Other Things You Need to Know About Forms

Module 5: Notes and Journal Entries

Module 5.1 - Creating and Linking Notes

Module 5.2 - Advanced Note Options (Staff Comments, Snippets, Pinned Notes, and Replicating Notes)

Module 5.3 - Sharing Notes

Module 5.4 - Creating Journal Entries

Module 6: Office Management

Module 6.1 - Internal/Team Messaging

Module 6.2 - Task Management

Module 6.3 - Running Reports

Module 7: Advanced Tools & Integrations

Module 7.1 - Software Integration

Module 7.2 - Faxing

Thank You!

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Module 1.1 – Account Settings

IntakeQ offers a “setup guide” with steps to however, we recommend going through the videos in Module 1 to set up your account.

Navigate to Home > More > Account to adjust your basic account settings and input your basic business information (this will be important for billing). Here you will be able to create a HIPAA BAA and GDPR agreement, enable 2 factor authentication, adopt a signature, and enable a vanity URL.

Helpful links:

2-Factor authentication: https://support.intakeq.com/article/12-enhanced-security-2-step-authentication
HIPAA compliance: https://support.intakeq.com/article/150-hipaa-compliance
NPI: https://nppes.cms.hhs.gov/#/ and https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/downloads/CMS10114.pdf
EIN: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
GDPR: https://support.intakeq.com/article/236-intakeq-and-gdpr