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