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Course Workbook

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IntakeQ Facebook Groups

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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!

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Module 5.1 – Creating and Linking Notes

Creating a note template:

Module 5.1 - Creating a Note Template

2. Advanced note features:

Disabling or editing the default note: https://support.intakeq.com/article/194-how-to-disable-or-edit-the-default-note-instructions
Requesting signatures: https://support.intakeq.com/article/215-secure-signature-requests

Adding appointment details: https://support.intakeq.com/article/407-adding-appointment-details-to-treatment-notes
Note dictation: https://support.intakeq.com/article/399-note-dictation-in-chrome
Copying questions into a client note: https://support.intakeq.com/article/161-copying-questions-to-a-client-note
History button:

3. Creating and linking notes: https://support.intakeq.com/article/201-linking-treatment-notes-with-appointments

Module 5.1 - Adding a Note for an Appointment

Module 5.1 - Linking Notes to Existing Appointments

4.

Module 5.1 - Editing a Locked Note