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 5.3 – Sharing Notes
Securely share notes with patients or 3rd parties using the steps below.

Want to make it even easier? Let IntakeQ know: https://practiceq.canny.io/feature-requests/p/third-party-contact-form-sharing
Helpful links:
- Cures Act: https://support.intakeq.com/article/431-does-intakeq-comply-with-the-us-cures-act
- Sharing notes in the portal: https://support.intakeq.com/article/180-how-to-share-notes-using-the-messaging-portal
- Secure document sharing: https://support.intakeq.com/article/136-secure-document-sharing