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 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