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 6.2 – Task Management
Assigning tasks via form rules: https://support.intakeq.com/article/372-assigning-tasks-via-form-rules
Looking for more help with Human Resources? Let IntakeQ know here: https://practiceq.canny.io/feature-requests/p/human-resource-practice-management