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 6.3 – Running Reports
IntakeQ allows for running of reports to aid in practice management. Most can be accessed under the “reports” tab:
- Income report: https://support.intakeq.com/article/443-income-report
- Income aging report: https://support.intakeq.com/article/461-income-aging-report
- Viewing appointment analytics: https://support.intakeq.com/article/289-how-to-view-your-appointment-analytics
- Questionnaire analytics: https://support.intakeq.com/article/288-how-to-view-your-questionnaire-analytics
- Email tracking
- Accessing the audit trail: https://support.intakeq.com/article/198-accessing-your-accounts-audit-trail
- Print a per client appointment summary: https://support.intakeq.com/article/415-per-client-appointment-summary
Want more detailed income reports? Let IntakeQ know here: https://practiceq.canny.io/feature-requests/p/detailed-income-reports