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 5.1 – Creating and Linking Notes
- 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


4.
