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 and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 1.3 – Other Settings
Next, you’ll navigate to Home > More > Settings to brand your account through edit custom form and PDF headers, adjust home page settings, change the email sender to your business email, customize notification settings, and enable features and integrations.

Helpful links:
- Home screen customization: https://support.intakeq.com/article/463-set-booking-calendar-as-default-sign-in-page
- Adding custom headers to forms: https://support.intakeq.com/article/34-adding-a-custom-header-to-your-forms
- Enabling patient diagnosis: https://support.intakeq.com/article/263-using-the-patient-diagnosis-feature
- Enabling superbills: https://support.intakeq.com/article/262-how-to-create-superbills#sec1
- Enabling insurance claims: https://support.intakeq.com/article/306-creating-a-claim-cms-1500-form