Welcome!

Course Workbook

Download Course Workbook

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!

View the Message

Module 2.7 – The Client Profile/Patient Chart

IntakeQ allows you to edit your patient’s profile/chart. To access the patient profile/chart, you will navigate to Home > Lists > Clients. Locate the patient and click “open.”

Helpful links:

Client main page: https://support.intakeq.com/category/72-clients
Client relationships: https://support.intakeq.com/article/339-client-relationships
Archiving clients: https://support.intakeq.com/article/144-archiving-clients
Banning clients: https://support.intakeq.com/article/336-banning-clients
Client profile images: https://support.intakeq.com/article/397-client-profile-images