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 6.1 – Internal/Team Messaging
If you haven’t already, you’ll want to enable team messaging in Home > More > Settings > Features.
In team messaging, you can do a few really cool things, like:
- Reference a patient by entering a “#” and beginning to type a patient’s name.
- Create a Zoom meeting (if you’ve integrated Zoom into your account).

Helpful links:
- Team Messaging: https://support.intakeq.com/article/421-team-messaging