The Cards tab in the Client Profile allows you to add and remove credit cards for any given client. When a credit card is captured using any of the methods described above, it will show up in this list.

Create custom intake forms tailored to your exact practice needs. From detailed patient histories to specialized assessments, IntakeQ's flexible form builder lets you capture the precise information you …

Build your own online intake forms. Send them privately to your clients or embed them in your website. We are HIPAA compliant and support e-signatures

Video Hub Master PracticeQ & IntakeQ with On-Demand Video Tutorials: Boost Efficiency, Simplify Workflows, and Enhance Client Care

Jul 25, 2025 · IntakeQ allows you to manually charge for an appointment by entering the client’s credit card information. This is useful in cases where the client has booked a visit using the widget but has …

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Now that the intake forms are completed, they will always be available in your IntakeQ account. You can also export them to PDF or CSV and upload them to your EHR system.

Type in the name of the client with whom you want to share the credit card details. Once this is complete you will be able to use the credit card to process payments for the new client.

Make a great first impression with seamless client onboarding. IntakeQ’s online forms, e-signatures, and client portal simplify intake and engagement from day one.

PracticeQ allows you to add a credit card information form to a consent form template, which can be used to capture a client's credit card details. The credit card form will connect directly with your …