INTAKEQ-4-U™
Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 1.1 – Account Settings
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