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 5.2 – Advanced Note Options (Staff Comments, Snippets, Pinned Notes, and Replicating Notes)
1.Staff Comments
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- Staff comments: https://support.intakeq.com/article/438-staff-comment

2. Snippets

3. Pinned Notes
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- Pinned notes: https://support.intakeq.com/article/170-pinned-notes

4. Replicating Notes
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- Replicating treatment notes: https://support.intakeq.com/article/379-replicating-treatment-notes