Optimize efficiency with electronic forms. At Great Practice Design, we know that it takes a village to keep your medical practice running smoothly and efficiently. That’s why we’re always looking for ways to help you make your lives easier while improving the patient experience! For this month’s Marketing Moment, we want to share a program we believe can help you manage one of the most laborious and tricky parts of the administrative process: the paperwork!
IntakeQ is a great HIPAA-compliant form intake software that helps to optimize and streamline the record-keeping process. With e-Signature support and mobile-friendly website integration, IntakeQ makes the process of filling out patient forms easy and accessible for patients from the comfort of their own homes by providing electronic forms. Not only will this help your patients feel comfortable and cared for, but it also helps you by making the day-to-day operations of your office simpler and more manageable.
The software offers unlimited branded form templates that are able to accept attachments, patient/provider signatures and additional treatment notes. Patients can also receive form reminders to ensure they’re ready to go for their appointment.
Simple To Implement
The IntakeQ website shares a general step-by-step guide on how their program works, including the many personalized options you can choose depending on your existing intake form process. These steps are:
Step One: Setting up electronic forms either by sending IntakeQ your preexisting forms or by creating your own through their question library
Step Two: Sending electronic forms out to patients either privately or by integrating them directly through your website
Step Three: Having patients fill out the electronic forms by answering the questionnaire and providing you with an e-signature, all through a HIPAA compliant infrastructure
Step Four: Sending you a notification via email whenever the patient has completed a form
Step Five: Providing you with multiple methods for reviewing the completed form, adding notes, downloading or printing the completed forms for your files
More Than Just Forms
This software isn’t only limited to forms, however. Additional optional features also streamline other aspects of the practice management system, including appointment scheduling, SMS reminders, invoicing and billing, telehealth support and a secure client portal. This means you can customize your practice management experience to make it work for you.
Demonstrations of the program can be scheduled directly from the IntakeQ website, and they also offer a free 14-day trial to see if the software is right for you and your practice. Great Practice Design is always looking for new ways to help you do what you do best: providing expert care to your patients! By taking some of the load off these administrative tasks, we believe that energy can be funneled into making your practice the absolute best it can be.
More information about IntakeQ, electronic forms and more can be found on their website, https://intakeq.com/.
*Great Practice Design is not affiliated with this company/program. We simply have seen first-hand how it can transform an office’s productivity and streamline workflow and want to share it with you!

